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Ongoing Designation Management & Benefits

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  • Active Fi360 Designee Benefits
  • Update to Fi360 Designation Dues (July 1, 2025)
  • Onboarding Campaign: Welcome to the Fi360 Designee Community!
  • Onboarding Campaign: Take Your Practice To The Next Level
  • Onboarding Campaign: Take Advantage of Free Designee Exclusive Resources
  • Onboarding Campaign: Stay Up To Date On What’s Happening In The Market
  • Onboarding Campaign: Stay Connected With The Fiduciary Community
  • Onboarding Campaign: Maintain Your Active Fi360 Designation Status
  • Fi360 Designation Recertification Requirements
  • Visual Guide to Designation Renewals
  • Maintaining Both the AIF® and AIFA® Designations - Requirements
  • How do I find and print receipts/invoices in my account?
  • Fi360 Designation Reinstatement Requirements
  • Completing the Designation Application
  • Accessing Your Receipt
  • January 2024 - Updates, Enhancements, and New Features
  • Use of Designation Marks
  • Will there be a Broadridge 360 Summit in 2025?
  • Purchasing Hard Copy Designation Materials
  • Designation Renewal FAQs

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