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Fiduciary Training for Plan Committees


This course provides you with the key elements needed to use and understand the Global Fiduciary Standards of Excellence:

  • The Basics
  • Seven Fiduciary Precepts
  • Diversity and the Plan Committee 

The Four Steps to Fiduciary Excellence:

  •   Organize (6 key steps)
  •   Formalize (7 key steps)
  •   Implement (3 key steps)
  •   Monitor (5 key steps)

    Take the test online and get your Certificate

"Chef" Al Otto AIFA® is the Co-Founder and CEO of Veriphy℠, a 35-year veteran of the financial services industry and has spent the majority of his career as an independent RIA. As a serial entrepreneur, he has built four financial service companies. He is a nationally recognized author and speaker in the financial industry and is a federally recognized expert on 401(k) fiduciary matters. Linkedin here.

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