Investment Fiduciary Essentials
Global fiduciary best practice
Why complete the course?
Investment Fiduciary Essentials is a one-day workshop designed to help fiduciaries better understand their duties and how to fulfil them, enabling them to always act in the best interest of their members.
Specifically customised for the Australian superannuation market, this workshop covers seven essential best-practice principles that will enable fiduciaries to improve their investment decision-making skills, and help them demonstrate that due process has been followed. Attendees will also receive the Prudent Practices Handbook: a reference guide covering 20 practices, tailored to include Australian legal obligations.
Is this course right for you?
This course is ideal for aspiring trustees, existing trustees, fund executives and investment professionals who wish to upskill and keep skills current in the new regulatory environment, and independent directors seeking trustee director appointments.
What you’ll learn about
- The roles and responsibilities of a fiduciary
- Laws, regulations and governing documents for fiduciaries
- Crafting an effective investment strategy
- Undertaking effective due diligence and monitoring
- Dealing with conflicts of interest
- A global fiduciary best-practice framework.
What you’ll gain
ASFA Certificate of Attendance. This course also contributes to the Trustee Essentials Certificate, which can be combined with experience to gain Trustee Accreditation.
How you’ll learn
- One-day, face-to-face workshop.
Six Continuing Professional Development (CPD) points for members of ASFA’s Professional Accreditation Program.
Pricing (including GST)