Fiduciary Education Center
Industry-leading training and education for your entire retirement committee
Empowering Our Clients with Expert-Led Training
Comprehensive Training
In just about every endeavor, lack of knowledge and training almost always leads to sub-optimal outcomes and poor performance. With this platform, you get smart, fast.
Risk Management
ERISA litigation is increasing and the DOL views regular fiduciary education as a critical component of a good governance process to demonstrate prudence.
Efficient & Self-Paced
With 24/7 access, your committee members can complete courses whenever it works best for you.
Access for Brio Committee Members to Fiduciary Training Essentials Course
We offer the Fiduciary Training Essentials course on a complimentary basis to ALL our retirement committee members.
Certificates of Completion
Each committee member automatically receives a certificate of completion for your fiduciary file for each course they complete.
Upgrade to Receive New Courses Each Quarter
You can upgrade to the full committee member subscription to receive automatic access to new and timely courses each quarter to stay ahead of the curve. As a benefit, we've negotiated a 40% discount on your behalf ($160 discount is auto applied at link above)!
