INSERT YOUR COMPANY LOGO HERE
(CONSULT COMPANY BRAND STANDARDS)
Defining a Global Fiduciary Standard of Excellence
An Educational Presentation on Fiduciary Responsibility for
[1 or 2] Continuing Professional Education Credit[s] (CFP®, CPA, CIMA, CIMC)
When is it?
You are cordially invited to attend a (1 or 2)-hour presentation on fiduciary responsibility hosted by [Your
Name] at [Time, Date, and Place of presentation.]
How will you benefit from this presentation?
In addition to the CE credit you can earn for your designations, this presentation is based on materials by
Fiduciary360, the leading source of information on fiduciary responsibility. In the current environment,
fiduciary responsibility is becoming an increasingly important, but confusing issue. This seminar
instructs anyone involved in the investment process (e.g., trustees, committee members, advisors,
attorneys, etc.) on how they can improve their fiduciary services, including:
The roles and responsibilities of an investment fiduciary.
The substantiated Prudent Practices that define the Global Fiduciary Standards of Excellence.
The benefits of having defined fiduciary Practices.
The process for assessing conformance to a Standard of Excellence.
What materials will you receive?
[1 or 2] hours of continuing education for your professional designation (CFP®, CPA, CIMA,
[add anything that you plan to hand out beyond fi360’s presentation materials]
A copy of the Prudent Practices for Investment [insert Stewards, Advisors, or Managers based on
what presentation Handbook you choose on the licensing agreement] handbook.
A copy of the Self-Assessment of Fiduciary Excellence (SAFE™) for Investment [insert Stewards,
Advisors, or Managers based on what presentation Handbook you choose on the licensing
A copy of [Your Name] presentation slides and contact information.
How do you register?
Please RSVP by completing your information below. Please mail this form back to [designee address] or
with a pre-paid envelope.
City ___________________________________________________ State __________ Zip ___________________________
If you have any questions concerning this presentation, please contact [contact person] at [123-456-7890]
or via email at [firstname.lastname@example.org.]