Embracing the responsibility

Why Ongoing Fiduciary Education Matters

Fiduciary oversight is more than a legal obligation—it’s a commitment to your employees’ financial future. Inadequate training can lead to compliance failures, participant dissatisfaction, and legal risks. Our platform empowers you to uphold the highest standards of care, ensuring your 401(k) plan thrives while safeguarding your organization.
Key Features

Empower Your Committee with Expert-Led Training

As a plan sponsor or committee member, your fiduciary responsibility is critical to ensuring the success and compliance of your 401(k) plan. Our fiduciary education platform, delivered by a renowned retirement industry expert, equips you with the knowledge and tools to confidently fulfill your duties.
QUALITY CONTENT

Expert-Led Courses

Learn from a retirement industry leader with decades of experience in fiduciary best practices.
STEP-BY-STEP

Comprehensive Curriculum

Timely, relevant and efficient courses
OUR INSTRUCTORS

On-Demand Access

The best practices of becoming a financial associate will be shared by our team of experts.
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Become a Corporate Member

Committee

$1,500/year

With a Committee Membership, you receive the following benefits:

  • Access to all current and future courses for ALL committee members from your organization for the duration of your membership
  • Immediate access to new courses added quarterly for ongoing education purposes
  • Certificates of completion for each user for documentation purposes

Committee + 100

$2,000/year

As a Committee + 100 Membership, you receive all the Committee Membership benefits plus:

  • Access to our Cybersecurity Training for Retirement Plan Participants for up to 100 employees

Committee + 500

$3,500/year

As a Committee + 500 Membership, you receive all the Committee Membership benefits plus:

  • Access to our Cybersecurity Training for Retirement Plan Participants for up to 500 employees

Committee + 1000

$5,000/year

As a Committee + 1000 Membership, you receive all the Committee Membership benefits plus:

  • Access to our Cybersecurity Training for Retirement Plan Participants for up to 1,000 employees

Committee + 5000

$7,500/year

As a Committee + 5000 Membership, you receive all the Committee Membership benefits plus:

  • Access to our Cybersecurity Training for Retirement Plan Participants for up to 5,000 employees

Committee + Unlimited

$10,000/year

As a Committee + Unlimited Membership, you receive all the Committee Membership benefits plus:

  • Access to our Cybersecurity Training for Retirement Plan Participants for up to an unlimited # of employees
LEARN with Fiduciary U

Benefits of Our Platform

We offer various educational content for all levels of traders as well as professional investors regardless of how much experience you have in trading.

Mitigate Risk

Understand and address fiduciary responsibilities to protect your organization and participants.

Enhance Plan Outcomes

Make informed decisions to optimize plan management and support participants.

Boost Confidence

Gain clarity on complex regulations and best practices to lead with authority.

Stay Compliant

Stay updated on evolving ERISA and DOL requirements to avoid costly penalties.
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ADVANCE YOUR KNOWLEDGE

Develop your fiduciary knowledge and skills with our courses

Our comprehensive fiduciary education platform delivers expert guidance that transforms legal complexity into practical action.
FAQ

You have questions, we have answers

We've put together a list of the most frequently asked questions by our clients.

How do I sign up?

As soon as you join ProFinance, you will be automatically enrolled in our school. If for any reason you are unable to log into your account, please contact our support team via email.

How can I choose my courses?

There are a number of learning paths available, you may choose the one that best meets your requirements by reading them. However, if you need further information or advice, please contact us and our team will guide you to the appropriate program.

Can I contact other learners?

You can message and network with other learners participating in your course, and we encourage you to do so, so you can support one another during your learning process.

Is there a free trial?

Sadly, no. But if you are interested in joining our community, you can do so by signing up for one month for only 10$ and use most of our resources to decide which membership is right for you.

Testimonials

LearnWorlds is the best learning platform I found so far. I was pleasantly surprised with the possibilities.
Leah Sylvester
Executive Partner | President - Retirement Plans at Shepherd Financial, LLC