Investment Governance Essentials (IGE)
Do You Serve a Retirement Plan, Foundation, or Trust?
Investment Governance Essentials for Stewards
Our Investment Governance Essentials (IGE) course is designed to help you ensure a well-structured and effective investment strategy—one of the most powerful actions to protect your organization’s future.
This training is specifically designed for professionals serving in governance roles, covering the principles of fiduciary standards of care.
1-Day Course Objective:
- Improve fiduciaries' understanding of investing and asset protection.
- Equip them with strategies to safeguard beneficiaries’ wellbeing and prosperity.
- Ensure an investment strategy is well designed and implemented.
Key Focus Areas:
- Stewardship – Stay in governance and build capacity.
- Relevant Investment Policy – Develop and document a robust investment framework.
- Advice & Relationships – Ensure alignment with your organization’s values.
Course Benefits:
- Understand fiduciary standards of care.
- Align investment strategy with your vision and values.
- Improve knowledge on investing and asset protection.
- Assess competitive advantages and investment opportunities.
- Identify gaps in governance and due diligence practices.
Course Formats:
- In-Person Classroom
About APAFS & Fi360 Pacific
APAFS has partnered with Fi360 Pacific, bringing you expertise from experienced investment governance professionals.
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