Embracing the responsibility

Why Ongoing Fiduciary Education Matters More Than Ever

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) or 403(b) 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 corporate retirement plan(s). 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

Courses designed by a retirement industry leader with decades of experience in fiduciary best practices.
BROAD RANGE OF COURSES

Comprehensive Curriculum

Learn about “real life” best practices and emerging trends affecting ERISA fiduciaries with timely and relevant new courses released each quarter.
24/7 Access

On-Demand Access

With 24/7 access, you can complete courses whenever it works best for you. Are you an early riser? Study in the morning. Unpredictable hours? Weave in the training around your other priorities.
ADVANCE YOUR KNOWLEDGE

Level up your fiduciary knowledge and skills with our courses

Our comprehensive fiduciary education platform delivers expert guidance that transforms legal complexity into practical action.
LEARN with Fiduciary U

Benefits of Our Platform

We offer a broad range of retirement content for all levels of sophistication, regardless of how much fiduciary experience you have.

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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Join Today

Become a Corporate Member

Have more than 10 committee members?  Use this form to request custom pricing.

1 Committee Member

$399/year

With this Membership, you receive the following benefits:

  • Access to ALL current and future courses for the duration of your membership
  • Immediate access to new courses added quarterly for ongoing education purposes
  • Certificates of completion for each course you complete for documentation purposes

3 Committee Members

$1,099/year (save 8%)

With this Membership, you receive the following benefits:

  • Access to ALL current and future courses for up to 3 team members the duration of your membership
  • Immediate access to new courses added quarterly for ongoing education purposes
  • Certificates of completion for each course you complete for documentation purposes

5 Committee Members

$1,599/year (save 20%)

With this Membership, you receive the following benefits:

  • Access to ALL current and future courses for up to 5 team members the duration of your membership
  • Immediate access to new courses added quarterly for ongoing education purposes
  • Certificates of completion for each course you complete for documentation purposes

7 Committee Members

$2,099/year (save 25%)

With this Membership, you receive the following benefits:

  • Access to ALL current and future courses for up to 7 team members the duration of your membership
  • Immediate access to new courses added quarterly for ongoing education purposes
  • Certificates of completion for each course you complete for documentation purposes

10 Committee Members

$2,799/year (save 30%)

With this Membership, you receive the following benefits:

  • Access to ALL current and future courses for up to 10 team members the duration of your membership
  • Immediate access to new courses added quarterly for ongoing education purposes
  • Certificates of completion for each course you complete for documentation purposes

Testimonials

“We use Fiduciary U™ with our retirement plan committees as both an onboarding and ongoing education tool. It helps break down complex fiduciary concepts into straightforward, actionable insights—making it easier for committee members to engage and feel confident in their roles.”
Leah Sylvester
President - Retirement Plans at Shepherd Financial, LLC
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.