Overview
This article aims to provide you with a comprehensive overview of the benefits associated with your Fi360 Designation. Whether you're a new member of our community or just exploring what this designation has to offer, we've got you covered. Our designation is not just a title; it's a gateway to a host of exclusive advantages designed to enhance your personal and professional growth.
Key Benefits
1. Professional Recognition:
Industry Credibility: Our designation is recognized across the industry, showcasing your commitment to excellence and professional integrity.
In an industry where differentiation is crucial, an Fi360 Designation distinguishes you from your peers. The AIF® Designation is one of only a handful of designations in financial services that is independently accredited and stands out in a crowded industry. Fi360 has undertaken the arduous journey to take the designation to the next level for you.
Our team has also increased the credibility of our exam over the past few years by partnering with ProctorU, an independent organization specializing in remote exam proctoring. Our team is constantly utilizing metrics from the exam to improve and enhance the exam and the exam experience.
Networking Opportunities: Gain access to exclusive events and connect with a robust network of industry leaders and peers.
We made several enhancements to our Designee Search in the past few years. The FI360 Designee Search is a searchable repository of all active Fi360 Designees that is available to compliance teams, potential employers, prospective and current clients, and the media. Recently, we added options like the ability to add a photo of you, your client and/or plan types, and most importantly the ability for prospective clients, media, potential employers, other designees, and more to contact you directly from the Designee Search.
More information regarding designee-exclusive networking opportunities are coming soon!
2. Access to Resources:
Educational Materials: Enjoy unlimited access to an extensive library of industry-related resources, including webinars, whitepapers, and case studies.
Over the past few years, our team has made a concerted effort to increase the CE opportunities available to our designees. We increased the number and frequency of live educational webinars to almost weekly increasing the number of courses available on-demand in the CE Catalog for you. We also created a CE Provider program partnering with a dedicated group of industry educators to increase the visibility and applicability of Fi360 CE throughout the industry.
Our Designee Library is only available to active designees and offers many different templates, resource documents, handbooks, and more within it.
Expert Support: Benefit from personalized support and guidance from our team of dedicated experts.
Your best resource for your designation is our dedicated team. Reach out to us for assistance and guidance. We are available for you Monday through Friday 8 a.m. through 8 p.m. ET. Use our new Chat feature, give us a call (844.394.9960), or send us an email.
3. Exclusive Discounts:
Product and Service Discounts: Take advantage of exclusive deals and discounts on products and services offered by our trusted partners.
Only active designees are offered an exclusive 10% discount for our software products including our Fiduciary Focus Toolkit®. We have also curated a list of affiliates we work with to offer specials and discounts for active Fi360 Designees like a discount on your errors and omissions insurance from CalSurance and exclusive discounts on products and services from Pension Resource Institute. Check it out.
Looking toward the future, we are looking for ways to increase our engagement with our community through a few separate initiatives. We will continue our social media awareness campaign and educational webinars, look for opportunities for networking and engagement virtually, upgrade the Designee Library with new and improved documents, and continue to safeguard the integrity of our designation and our designees.
In conclusion, by embracing our designation, you're not only investing in your own development but also contributing to shaping the future of our industry. We're excited to support you on this journey and are here to help you maximize the benefits of your designation.