Fiduciary Education

Improving Plan Management by Empowering Plan Sponsors and Financial Professionals



ENROLL NOW

Get equipped with the knowledge and resources you need to create better retirement plan outcomes for your company and employees.


Our premium online courses and tools for 401(k), 403(b) and Defined Benefit Plans are:

Taught By Master Class Instructors
Leading retirement and benefits experts specializing in key industry topics
Trusted & Certified
Independent and unbiased course material approved for verified CE credit.
Accessible & Prudent
Efficient, self-paced learning platform for all levels of plan management.
Top-Rated Nationwide
Used and recommended by thousands of plan sponsors and retirement professionals all over the country.


Become a Fiduciary Education Member & Enroll Now:

BASIC

Explore what Fiduciary Education has to offer.

$0

It’s free to get started.

Become a Fiduciary Education member for free to access:
  • Fiduciary Education 14-Day Challenge
  • Mini Courses
  • Basic Worksheets & Resources
  • Priority Registration for In-Person Events & Webinars
  • Plan Sponsor Connect Portal: Meet With An Expert Advisor in Your Area
  • +More!

GUIDED

Access Premium Courses delivered one at a time as part of a monthly curriculum designed for success.

$99/mo

Save thousands compared to à la carte course pricing.

Everything included in Basic Membership, plus:
  • Guided Premium Course Curriculum: unlock one new course per month
    • Learn from Master-Class Instructors
    • Earn Approved CE Credit
    • Receive a Fiduciary Education Certificate of Completion
  • Premium Worksheets & Resources
  • Members-Only Discount on Instructor Office Hours & Consulting Sessions
  • Private Insider Resource and Networking Community: Membership Access Exclusively for Plan Sponsors

ALL-ACCESS

Instantly unlock the entire Premium Library to complete courses at your own pace.

$999/yr

Annual members save over $200!

Save 15% off monthly Guided Membership, plus:
  • All-Access Pass: unlock the entire Premium Course Library, instantly
    • Learn from Master-Class Instructors
    • Earn Approved CE Credit
    • Receive a Fiduciary Education Certificate of Completion
  • Premium Worksheets & Resources
  • Members-Only Discount on Instructor Office Hours & Consulting Sessions
  • Private Insider Resource and Networking Community: Membership Access Exclusively for Plan Sponsors

Featured Courses

ERISA Smart Fiduciary Education for Plan Sponsors
LEARN DIRECTLY from a DOL Investigator what the DOL looks for and how to stay out of fiduciary trouble.
Dave Donaldson
Dave Donaldson
$375
Benchmarking and Evaluating Retirement Plan Fees
Course Coming Soon!
Admin
Admin
$600
Creating an Effective Financial Wellness Program
Learn how to design and implement an award-winning financial wellness program like Nestle, Viacom, Aetna, and NFLPA
Liz Davidson
Liz Davidson
$450
Mini Course - Essentials for Looking Up and Reviewing Your 5500
Straight forward tips on how to look up your Form 5500, identify red flags and suggested best practices
Brent Willey
Brent Willey
FREE
Mini Course - Preparing for a Department of Labor Interview
Dave Donaldson
Dave Donaldson
FREE
Mini Course - Understanding Financial Wellness
Learn About Best Practices and Proven-Successful Strategies To Implement and Manage Financial Wellness Programs
Liz Davidson
Liz Davidson
FREE
Mini Course – Guide to Researching Financial Professionals with BrokerCheck®
Brent Willey
Brent Willey
FREE
Fiduciary Worksheet Toolkit
Get our Step-By-Step Worksheets to Get You Quickly On Track as a Fiduciary
Dave Donaldson
Dave Donaldson
$94
Guide to Selecting and Hiring an Employee Benefit Plan Auditor
Pull back the curtain on employee benefit audits - from understanding key requirements to seeking out quality experts and more!
John Russon, CPA
John Russon, CPA
$400
ERISA Smart Office Hours & Consulting Session
Get Customized Help For Your Retirement Plan: Schedule Time Directly with Former DOL Investigator Dave Donaldson
Dave Donaldson
Dave Donaldson
$1,500

Featured in PlanSponsor: ERISA Fiduciary Training Platform Launches

Featured in 401k Specialist Magazine: Advisors Can Get Financial Wellness CE Credit Online

"401k advisors and other industry professionals looking to offer financial wellness education can now enroll in an online course that will help them better guide clients and participants toward successful outcomes"

"The future of our industry is rooted in financial wellness. Any advisor who doesn’t have a strong understanding of financial wellness and the strategy behind it will find themselves at a significant disadvantage.

I've worked with Financial Finesse for years, and we've had hundreds of successful program launches, but it wasn't until I went through this course that I fully grasped the level of strategic impact financial wellness can have on an organization. The fact that a strong financial wellness program helps employees retire with dignity is a no-brainer; it's easy to see that connection. But companies are using this now to transform their cultures, and cement their commitment to employees overall wellbeing, recruit and retain top tier talent, and ensure employees fully appreciate and maximize their benefits. It's amazing one thing can touch so many areas, but financial wellness does and this course shows you how."

-Bill Chetney, Founder and CEO, Global Retirement Partners Advisor Alliance

"Excellent course to get me up to speed and feel confident in my new HR role. Watch the bonus lecture! CE credits were a nice addition too."

- Elisa, HR Manager at Technology Company

"The retirement committee needed better training. Our advisor recommended Fiduciary Education. I’d recommend for any committees or fiduciaries."

- Marcus, VP Finance at Hospital

"I own a construction company and I needed a simple cost effective way for my payroll manager and I to better manage the 401k plan. ERISA Smart Fiduciary Education gave me what I needed."

- Wayne, Business Owner at Construction Company