Are you still interested in advancing further in your fiduciary training?
Fiduciary Essentials® for Investment Stewards is a self-paced online training that instructs those fiduciaries and others involved in the investment process on how they can improve their fiduciary decision-making and minimize liability. It consists of a series of learning modules focused on financial, administrative, and investment issues affecting Investment Stewards to help them:
- Understand their role as an investment steward
- Select and work with qualified advisors and plan service providers
- Recognize and manage risk and personal liability
- Make better decisions on behalf of the plan
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Castle Rock Investment Company, formed in 2006, is an independent woman-owned SEC-registered investment adviser located in Castle Rock, Colorado. We specialize in individual financial plans and qualified service plans.