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Why Signup for fiduciary training?

Enforcement action by regulatory agencies including; states Attorneys General within the non-profit community and the U.S. Department of Labor among ERISA plan sponsors; combined with decisions at the U.S. Supreme Court and scores of lawsuits filed against fiduciaries over the last couple of years; reveal that the need for training is acute.  Training that identifies a clear framework and actual practices is critical in order to meet the demands of fiduciary duty.

It takes more than a pure heart to obtain a high level of fiduciary performance.  Training is in itself the first step towards proving that you are as concerned with your competency as you are with your integrity.

Get SMART offers training for directors, executives, and support staff that serve endowments, foundations, and retirement plan participants.  Each program is a complete curriculum that is delivered in easy to understand language.  The content is designed to equip you to meet the key elements of fiduciary duty from the basics to the advanced.

The process for enrolling in a Get SMART program is simple.  You may enroll online here, or just fill out the signup form below and we will provide you the necessary registration information.  Get SMART training is web-enabled and self-paced.  It's easy to get started. Let us hear from you!

 
 
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