IF Masterclass
Fi360 Pacific
Investment Fiduciary (IF) Masterclass
Training Dates TBD
Investment Fiduciary Masterclass is a one-day course designed for investment stewards in governance or management roles who have completed the AIF®, FE, or IGE Training Courses, focusing on the practical implementation of best practice investment governance standards. No examination is required.
APAFS has partnered with Fi360Pacific to bring you this course. Our team of instructors are experts in their fields and have considerable experience in investment governance.
Learning Outcomes
Assess: Learn ways to undertake, and present, Level One Self-Assessments (SAFE) to identify opportunities for improvement.
Prioritize: Learn how to create and maintain annual task priorities and to short list topics in order to build governance capability.
Fiduciary File: Learn to develop and to maintain a practical fiduciary file.
Fiduciary Calendar: Understanding which issues and topics should be included in an annual plan of activities.
This course can help you:
- Improve board dynamics
- Increase fiduciary standard of care
- Better documentation of processes
- Better service provider interaction
- Demonstrate trustworthines