This fiduciary training and continuing education program is customized for foundation / endowment trustees and provides the background for trustees, if they choose, to obtain and maintain the Registered Fiduciary!" or RF!" designation. The Registered Fiduciary designation is based on the 2010 Fiduciary Standards of the Foundation for Fiduciary Studies, delivered by Strategic Ethos and validated by Dalbar, Inc. 

• Fiduciary Duties
• Fiduciary Legal Responsibilities
• Understanding Fees and Expenses
• Investment Responsibilities-Diversification, Standard of Care and Delegation
• Investment Policy Statements

Rich Todd, Managing Principal - Innovest

Bill Fender, CPA, JD, AIFA, Principal - Innovest

Scott Middleton, CFA, CIMA, Principal - Innovest

Innovest is a co-fiduciary with more than 80 institutional clients and has been an expert witness in 35 cases involving breaches of fiduciary duty and standards of care. Innovest is a validated Qualified Training Organization (QTO) by Dalbar, Inc.