Broadridge Retirement and Workplace (formerly Fi360, Inc.) is registered as a sponsor of continuing professional education with the following organizations. The number of credit-hours approved for Fi360, Inc. Trainings are listed below.
| CFP Board of Standards (CFP Designation) | |
| AIF® Self-Paced Online Training | 7 hours |
| AIF® Capstone Training | 15 hours |
| AIF® Designation Training - Virtual Class | 7 Hours* |
| AIFA® Designation Training - Virtual Class | 8 hours* |
| PPC® Self-Paced Online Training | Not Eligible |
| PPC® Classroom Training | 12 hours |
| Fiduciary Essentials of Defined Contribution Plans (Online) | Not Eligible |
| Fiduciary Essentials for Advisors | Not Eligible |
*In order to be eligible for CE credits for AIF® or AIFA® Designation Training - Virtual Class, students must attend all sessions live.
| IWI (CIMA, CIMC and CPWA Designations)1 | |
| AIF® Self-Paced Online Training | 14 hours |
| AIF® Capstone Training | 22 hours |
| AIF® Designation Training - Virtual Class | 7 Hours* |
| AIFA® Designation Training - Virtual Class | Under Review |
| PPC® Self-Paced Online Training | Not Eligible |
| PPC® Classroom Training | Not Eligible |
| Fiduciary Essentials of Defined Contribution Plans (Online) | Not Eligible |
| Fiduciary Essentials for Advisors | Not Eligible |
*In order to be eligible for CE credits for AIF® of AIFA® Designation Training - Virtual Class, students must attend all sessions live.
| NASBA (CPA designation) | |
| AIF® Self-Paced Online Training | Not Eligible |
| AIF® Capstone Training | Not Eligible |
| AIF® Designation Training - Virtual Class | PENDING APPROVAL |
| AIFA® Designation Training - Virtual Class | Not Eligible |
| PPC® Self-Paced Online Training | Not Eligible |
| PPC® Classroom Training | Not Eligible |
| Fiduciary Essentials of Defined Contribution Plans (Online) | Not Eligible |
| Fiduciary Essentials for Advisors | Not Eligible |
| Society of Human Resource Management (SHRM) | |
| AIF® Self-Paced Online Training | Not Eligible |
| AIF® Capstone Training | Not Eligible |
| AIF® Designation Training - Virtual Class | Not Eligible |
| AIFA® Designation Training | Not Eligible |
| PPC® Self-Paced Online Training | Not Eligible |
| PPC® Classroom Training | Not Eligible |
| Fiduciary Essentials of Defined Contribution Plans (Online) | 3 hours |
| Fiduciary Essentials for Advisors | Not Eligible |
| HR Certification Institute (HRCI) | |
| AIF® Self-Paced Online Training | Not Eligible |
| AIF® Capstone Training | Not Eligible |
| AIF® Designation Training - Virtual Class | Not Eligible |
| AIFA® Designation Training | Not Eligible |
| PPC® Self-Paced Online Training | Not Eligible |
| PPC® Classroom Training | Not Eligible |
| Fiduciary Essentials of Defined Contribution Plans (Online) | 3 hours |
| Fiduciary Essentials for Advisors | Not Eligible |
CFP® or IWI CE CREDITS WILL BE REPORTED ELECTRONICALLY FOR ALL STUDENTS WHO INDICATE CFP® or IWI ON THE CE REQUEST FORM ON THE LAST BUSINESS DAY OF EVERY MONTH.
ALL OTHER CE REQUESTS WILL BE PROCESSED WITHIN 10 BUSINESS DAYS OF RECEIPT OF REQUEST.
A CERTIFICATE WILL BE SENT TO EACH STUDENT WHO INDICATES THE CPA DESIGNATIONS ON THE CE REQUEST FORM.
STUDENTS INTERESTED IN OBTAINING CE CREDITS FOR OTHER DESIGNATIONS/ORGANIZATIONS, CAN SELECT OTHER AND A GENERIC CERTIFICATE WILL BE GENERATED AND SENT WITHIN 10 BUSINESS DAYS. THOSE STUDENTS ARE RESPONSIBLE FOR SUBMITTING THEIR CONTINUING EDUCATION PAPERWORK TO THE RESPECTIVE ENTITIES
1. ALL HOURS ARE NON-IWI SPONSORED.