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 Standards1 (CFP Designation) | |
AIF® Self-Paced Online Training | 7 hours |
AIF® Capstone Training | 15 hours |
AIF® Designation Training - Virtual Class | 7 Hours |
AIFA® Designation Training | Under Review |
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® Designation Training - Virtual Class, students must attend all five sessions live.
IWI (CIMA, CIMC and CPWA designations) | |
AIF® Self-Paced Online Training | 14 hours |
AIF® Capstone Training | 22 hours |
AIF® Designation Training - Virtual Class | 7 Hours |
AIFA® Designation Training | 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® Designation Training - Virtual Class, students must attend all five sessions live.
NASBA (CPA designation) | |
AIF® Self-Paced Online Training | Not Eligible |
AIF® Capstone Training | 7 hours |
AIF® Designation Training - Virtual Class | Not Eligible |
AIFA® Designation Training | 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 |
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 |
1CFP® or IWI CE CREDITS WILL BE REPORTED ELECTRONICALLY FOR ALL STUDENTS WHO INDICATE CFP® or IWI ON THE CE REQUEST FORM THAT ACCOMPANIES THIS LETTER ON THE LAST FRIDAY 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
2ALL HOURS ARE NON-IWI SPONSORED.