Schedule of Events
Date: Country Trainings- March 3- August 3, 2026
Investment Governance Essentials
Date: Monday- Tuesday, November 30-December 1, 2026
Investment Steward Essentials (New)
The two-day Investment Steward Essentials course is tailored towards those individuals serving in investment stewardship roles, including trustees, directors, and investment staff. The course will cover the broad range of investment options available to the investment steward; the main parties involved in managing the investment funds of an organization; and the global best-practice investment governance framework developed by Broadridge (Fi360). The course consists of a series of learning modules and interactive scenarios designed to represent commonly encountered issues an investment steward will face. Attendees will be provided with electronic copies of the course and supporting materials. Participants will be awarded a Certificate of Completion and Course attendance also qualifies for CE hours for AIF® holders.
Date: To Be Announced for 2026
Responsible Investment Essentials (NEWLY ENHANCED)
Date: Wednesday, December 2, 2026
Investment Steward Masterclass
The one-day Investment Steward Masterclass builds-upon the Investment Stewards Essentials course, as well as the Accredited Investment Fiduciary (AIF®) and Investment Governance Essentials (IGE) courses. Each Masterclass will focus upon one of the four steps in the global best practice standard for Investment Stewards developed by Broadridge (Fi360). For the 2026 Fiduciary Week, the focus will be on the Organize step and how to build effective, high-trust relationships between a Board, management, and external advice. The course will mainly comprise interactive scenarios designed to represent commonly encountered issues an investment steward will face. Attendees will be provided with electronic copies of the course and supporting materials. Participants will be awarded a Certificate of Completion and Course attendance also qualifies for CE hours for AIF® holders.
Date: To Be Announced for 2026
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, December 3 - 4, 2026
Annual Pacific Region Investment Conference
Now in its 24rd 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.