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Individuals who do not complete the renewal process by the last day of the month in which their Fi360 Designation expires are subject to the reinstatement policy. An individual has three (3) years from the date of expiration to complete the following steps in order to reinstate a designation:
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Remit payment of the reinstatement fee ($100)
- Once paid, designees will have thirty (30) days to complete all of the remaining steps
- Accrue and report the required hours of continuing education (CE)
- Satisfy the Code of Ethics and Conduct Standards
- Submit the application and dues
The reinstatement fee may be credited on a case-by-case basis upon approval of a written hardship request submitted within fifteen (15) days of expiration. Upon reinstatement, a new renewal cycle is established.
Again, once the reinstatement fee has been paid, the inactive designee has 30 days to complete the remainder of the steps for reinstatement of their designation(s).
If more than three (3) years have passed since expiration, an individual is subject to the initial requirements. Fees may be reduced upon approval of a written hardship request submitted prior to initiating training.
Hardship
Requests for a reduction of fees due to unforeseen, extraordinary circumstances will be reviewed on a case-by-case basis. Examples of such circumstances that could warrant a hardship include:
- Personal illness
- Death in the family
- Sudden catastrophic event [i.e., house fire]
- Military duty
Please allow ten (10) business days for a written decision from the Fi360 Designee Team. All decisions are final.
Voluntary Relinquishment
Active designees may voluntarily relinquish their Fi360 Designation by submitting written notice to the Fi360 Designee Team. Voluntary relinquishment is not required of those who choose not to complete the renewal process. In the event of voluntarily relinquishment, fees are nonrefundable, and use of the designation trademarks must be discontinued immediately.
Hardship and voluntary relinquishment requests should be submitted to fi360support@broadridge.com.