• Skip to primary navigation
  • Skip to main content
  • Skip to footer

Castle Rock Investment Company

Independent Guide, Trusted Partner.

  • Home
  • About Us
    • Our Team
    • Community Involvement
    • Our Commitment to You
  • Services
    • Individual Financial Planning
    • Qualified Plan Services
  • Education
    • Employee Education
    • Fiduciary Training
  • Blog
  • Contact Us

Fiduciary Essentials® for Investment Stewards

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

Click this link to learn more:

http://www.fi360.com/products-services/training-overview/fiduciary-essentials-for-investment-stewards/fiduciary-essentials-for-investment-stewards-details

Footer

About Us

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.

Sign up to hear about events:

From the Blog

Family Love Letter Event

Did you know you can gift your Itunes, American Express points, and airline miles to a designated recipient in the event of your death (but only if it’s included in the will!)? Or that if a family member dies you can get refunds on their unused subscription accounts? These are just a couple of the […]

  • Twitter
  • LinkedIn
  • Facebook
  • YouTube

© Copyright 2006-2017 · Castle Rock Investment Company · All Rights Reserved