Fiduciary Essentials Training for Foundations and Endowments
Welcome to the Fiduciary Essentials for Foundations & Endowments training course. The objective of this course is to provide those responsible for managing the assets of foundations and endowments with a fundamental and comprehensive understanding of their fiduciary duties.
Instructions: Review each of the three training videos then complete the Fiduciary Exam. Upon completion of the examine you will be provided a certification of completion. It's an open book exam so you can click here to view a copy of the training course slides. You may also want to reference your official fiduciary handbook.
Session 1
Session 2
Session 3
Examination and certification of completion
The examination and certificate of completion are provided through fi360. In order to complete the exam you will first need to register at fi360 and purchase the complementary exam using the instructions below. Upon completion of the exam you will be offered the opportunity to download and print your certificate.
- Follow this link directly to the checkout for the FEFE exam: https://www.fi360.com/app/app/professional-development/pages/professionalDevelopment-trainingCatalog/FEDC/buy/FEFEexam
- Before arriving at the checkout, you will create an account on the fi360 platform. If you used the link above, you will be taken directly to the product checkout once successfully logged in. If the redirect is disrupted, you can click on the same link above again after logging into you account. You can also find your exam in 'courses and exams' tab after selecting 'learning and develop' when you log into fi360.
- Complete the checkout using enterprise code Chamberlain21 to take the price to $0.
- You will be taken directly from the checkout to the My Training & Exams page, where you will have access to enter the exam listed in . On subsequent logins to the system, you will navigate to the My Trainings & Exams page to access the FEFE test. Remember, it's an open book exam so you can click here to view a copy of the training course slides. You may also want to reference your official fiduciary handbook.
- Contact Lewis Chamberlain, AIF with questions or concerns. 530.243.9888