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Fi360 Offers Remote Proctoring for Certification ExamsFi360 Offers Remote Proctoring for Certification Exams

Financial advisors can now take the exams for the Accredited Investment Fiduciary and Professional Plan Consultant designations online.

Diana Britton, Managing Editor

July 28, 2020

1 Min Read
Fi360 Offers Remote Proctoring for Certification Exams

Fiduciary education training and software provider Fi360, which was acquired by Broadridge Financial Solutions last fall, will offer remote proctoring for its Accredited Investment Fiduciary (AIF) and Professional Plan Consultant (PPC) examinations.

The company is partnering with ProctorU, an online proctoring and identity management system, which has administered over 5 million proctor exams through a hybrid process, which combines live observation and artificial intelligence.

"The need for advisor designations and certification exams did not cease when we moved to a virtual world, forcing us to re-examine the proctoring process for clients," said Michael Muirhead, senior director, learning and development at Broadridge's Fi360, in a statement. "Through remote proctoring, clients can now take the certification exams from the safety of their home and meet ANSI National Accreditation Board (ANAB) standards for an independently accredited designation."

The CFP Board and the Financial Industry Regulatory Authority recently added remote options for their examinations.

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About the Author

Diana Britton

Managing Editor, WealthManagement.com

Diana Britton is the Managing Editor of WealthManagement.com, covering covering independent broker/dealers and RIAs from all angles. She's also the host of The Healthy Advisor, a podcast focused on advisor health and wellbeing. A native of Los Angeles, she now lives in Rocklin, Calif.