Schedule of Events
Date: Monday, November 17, 2025
2025 Fiduciary Events Week
This training is specifically designed for those serving in governance roles as it covers the principles of fiduciary standards of care. The aim of this 1-day course is to help fiduciaries improve their understanding of investing and the best ways of protecting assets under their care. Ensuring an investment strategy is well designed and implemented is one of the most powerful actions fiduciaries can take to safeguard the assets under their care. Participants will be awarded a Certificate of Completion.
Responsible Investment Essentials (NEWLY ENHANCED)
This training is specifically designed for those serving in governance roles as it covers the principles of fiduciary standards of care. The aim of this 1-day course is to help fiduciaries improve their understanding of investing and the best ways of protecting assets under their care. Ensuring an investment strategy is well designed and implemented is one of the most powerful actions fiduciaries can take to safeguard the assets under their care. Participants will be awarded a Certificate of Completion.
Tuesday & Wedneday, November 18 & 19, 2025
Accredited Investment Fiduciary (AIF®) Training
An in-depth, two-day course designed for investment stewards and service providers which covers all of the components of a comprehensive investment process and related standards of care in detail. At the completion of the course, interested participants may take the examination leading to the globally recognized AIF® designation.
Applied Responsonbile Investment for Fiduciaries (NEWLY ENHANCED)
This training is specifically designed for those serving in governance roles as it covers the
principles of fiduciary standards of care. The aim of this 1-day course is to help fiduciaries
improve their understanding of investing and the best ways of protecting assets under their
care. Ensuring an investment strategy is well designed and implemented is one of the most
powerful actions fiduciaries can take to safeguard the assets under their care. Participants will
be awarded a Certificate of Completion.
Thursday & Friday, November 20 & 21, 2025
Annual Pacific Region Investment Conference
Now in its 23rd year, this two-day conference offers innovative approaches and actionable ideas
for dealing with issues facing investment fiduciaries in the Asia Pacific region. Bridging Wall
Street to the Asia Pacific region, it provides participants a forum that addresses the most current
and fundamental understanding of their roles as fiduciaries, focusing on regional specific issues
and needs as well as providing valuable networking opportunities with other fiduciaries from
the region. Attendance at the conference will provide opportunities for CPA, CLE, AIF® and
CIMA® continuing education credits. Participants will be awarded a Certificate of Completion.
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