Updates to Fi360 Prudent Practices®
This webcast will help you navigate the updates to Fi360 Prudent Practices® by highlighting fiduciary best practices, including a CPA’s perspective on applying the framework with real clients.
Format
Webcast
Date
Jul 20, 2026
NASBA Field of Study
Specialized Knowledge
Level
Basic
CPE Credits
1
Instructor
Michael Muirhead
Availability
3 months
Product Number
WC5305816
Fiduciary responsibilities demand a disciplined process that is consistent, well-documented, and aligned with recognized best practices.
In this webcast, participants will identify and summarize the major changes and enhancements to fiduciary best practices in the latest edition of Fi360 Prudent Practices®.
We'll also:
- Go through what those updates mean for advisers and practitioners working with clients
- Review the steps, practices, and criteria that support the Fiduciary Quality Management System described in the handbook.
The session concludes with insights from a CPA perspective on applying Prudent Practices in real engagements, highlighting documentation expectations, common pitfalls, and approaches for integrating a prudent process into client service delivery.
Key Topics
- Major changes and enhancements in the latest edition of Fi360 Prudent Practices®
- Fiduciary best practices: process, documentation, and defensibility
- Fiduciary Quality Management System (FQMS): steps, practices, and criteria for client work
- Due diligence, selection, and ongoing monitoring considerations within the Prudent Practices framework
- CPA perspective: practical implementation insights, common pitfalls, and documentation tips
Learning Outcomes
- Identify and summarize the major changes and enhancements to the fiduciary best practices in the latest edition of Fi360 Prudent Practices®.
- Recognize the steps, practices, and criteria that support the Fiduciary Quality Management System used with clients described in the Prudent Practices handbook.
- Identify insights and observations from a CPA perspective on the practical application of Prudent Practices.
Who Will Benefit
- Tax professionals who serve individual clients
- CPA financial planners and other professional financial planners
- Practitioners who provide tax, retirement, estate, investment, and/or risk management planning services
Group ordering for your team
2 to 5 registrants
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