fi360 helps its clients gather, grow, and protect assets through better investment and business decision-making.
Since 1999, fi360 has been providing innovative solutions to financial service providers. Our vision is to be the leading provider of services that raise the level of professionalism in investment management. With extensive education, certification, software, and practice management offerings, fi360 is a one-stop shop equipped to provide individuals and organizations with the training, tools, and resources necessary to become more successful.


Training and Designations:
With over 10,000 students trained and over 7,000 current designees, fi360’s training courses and designations are amongst the most coveted in the profession. We offer an array of training from basic essentials to advanced-level training courses designed to promote fiduciary responsibility and improve investment processes.

Investment & Client Management Technology:
Our web-based software and analytics are designed to simplify and streamline your processes while providing all the tools you need to win new business.

Strategic Growth Support:
Our valuable insights, recommendations, and products are designed to help retirement professionals manage and grow their business.

Fiduciary Assessments:
We offer independent, assessments and certification programs to help improve risk management and determine the trustworthiness of investment fiduciaries and organizations.