Training

Develop your governance capabilities through globally recognised investment governance training.

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Our Training

We provide Fiduciary Education courses and in-house workshops, as well as on-line training. Our training programmes are used by a range of member bodies across Australia, New Zealand, and the Pacific Islands as well as a range of Adviser businesses and Trustees.

We offer training to best suit your organisation ​or professional development requirements, including:

• Investment Fiduciary Essentials (FE) course – 1 day and half-day courses available.
• Investment Governance Essentials (IGE) workshop – tailored workshops designed for Maori/IWI stewards, internal committees, boards or professional firm partners.
• Short training workshops on fiduciary principles, primarily for committees – designed for Trustees, committee and board members. 2-3 hours training sessions.
• Multi-day Investment Fiduciary Masterclasses – tailored to your organisational training needs.
• Coaching Courses – on topics such as Integrating ESGC and Asking the right questions of your Providers.

• Online continuing education and resources (our material also includes resources we have developed for Māori investors)
• Accredited Investment Fiduciary (AIF) program - prepares investment professionals and those managing investments on behalf of others to carry out their fiduciary responsibilities. Students who have completed training may sit for the AIF® Exam and become a candidate for the AIF® Designation.                                                                     In the US, the Accredited Investment Fiduciary® is one of the top ten financial certifications to hold according to U.S. News. It is now available in New Zealand, Australia and the Pacific through MyFiduciary - Broadridge training alliance.

​​Please click on Fiduciary Education or Accredited Investment Fiduciary if you would like additional information about our training.
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Fiduciary Education
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Accredited Investment Fiduciary

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Contact Us