Overview
This article describes Fi360's continuing education opportunities for designees, which include Broadridge Webinars, a CE Catalog, an annual conference*, and courses from approved third-party providers. It lists the current approved providers and outlines the process for third-party sponsors to become official providers. Interested parties must submit an application and pay a fee to be considered, with each program subject to a per-credit charge and review. For further details, contact information and resources are provided.
Skip to… How to Become a Provider
Continuing Education – Providers
Fi360 Designations offers comprehensive continuing education (CE) opportunities for our designees through Broadridge Webinars, the CE Catalog, and our annual conference. To enhance these options, we also invite third-party sponsors to become approved CE providers. Only those courses that have been submitted and pre-approved by our CE Team are recognized as accepted CE. Any other programs must be submitted as part of the required 2 hours of outside CE.
Below is a list our of growing approved CE Providers (as of 1/23/25)
- AdvisorAdit, LLC (dba ConferenceAdit)
- American Funds
- American Society of Pension Professionals and Actuaries (ASPPA)
- Asia Pacific Association for Fiduciary Studies (APAFS)
- BPAS
- Broker Educational Sales & Training, Inc.
- Cannon Financial Institute
- Cetera Retirement Solutions
- Charles Schwab
- CFM Partners
- Commonwealth Financial Network
- Confluence Investment Management LLC
- CUNA Mutual Retirement Solutions
- Federated Investors, Inc.
- Janus Henderson Investments
- Manning & Napier
- MOXI Events, LLC
- Morningstar Investment Management, LLC
- Money Management Institute
- MyFiduciary
- National Association of Registered Social Security Analysts, Ltd., NARSSA
- 90 North Consulting
- Pension Resource Institute
- PIMCO
- Principal Financial Group
- Quest Continuing Education Solutions
- Raymond James Financial
- RISA, LLC
- Sage Advisory Services, Ltd. Co.
- Stadion Money Management
- TD Ameritrade Institutional
- The SS&C Learning Institute
- The Standard
- Toews Assets Management
- Tolerisk
- UMB Healthcare Services
- Virtus Investment Partners
- Western Pension & Benefits Council
How to Become a Provider:
To become an official CE provider, please submit a formal application to fi360_ceproviders@broadridge.com. The annual fee is $300. Upon approval, you may begin submitting CE programs. For each program submission, fill out the program application with thorough details. You will receive an email for the $25 per credit payment. Programs are reviewed within 10 business days. For further information on the application process, refer to the provided PDF or contact fi360_ceproviders@broadridge.com.