Comprehensive Curriculum
Fiduciary Education Center
Industry-leading training and education for your entire retirement committee
Comprehensive Curriculum
Fiduciary Education Center
Industry-leading training and education for your entire retirement committee
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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 Every Shepherd Committee Member
This class will be a super easy introduction to getting started. For that reason we offer 10% discount!
Certificates of Completion
Each committee member automatically receives a certificate of completion for your fiduciary file for each course they complete.
New Courses Each Quarter
Committee members receive automatic access to new and timely courses each quarter to keep them ahead of the curve.
Courses included
Shepherd F
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