FAN training programs prepare ERISA plan advisers, experienced investment professionals and assistants for their respective Fiduciary Adviser roles. The Full Program is designed for investment professionals who meet the requirements and wish to serve as a Fiduciary Adviser. Training is Web based. Live instructors, and other options are available.

Full Program	The Full Program is designed for experienced investment professionals. The program includes the Fiduciary Adviser, ERISA and Investment Selection training. Learn more
Fiduciary Adviser	The Fiduciary Adviser Training component covers the role and responsibilities of the Fiduciary Adviser and the process of selling to an employer. (See outline below)
ERISA Basics	The ERISA Training component covers the key areas of ERISA that Fiduciary Advisers are expected to know. This training is limited to knowledge required to advise plan participants and does not include requirements for plan advisers.
Investment Selection	The Investment Selection Training component prepares the adviser to give advice that meets the Pension Protection Act of 2006 (PPA) standards of generally accepted investment theories within the investment options available in the retirement plan.
Application	The Certification Process provides all the screening and documentation required by plan sponsors in order to meet the fiduciary obligation of prudent selection, periodic reviews and annual audits of a Fiduciary Adviser. Learn more
Help	FAN offers flexible solutions to meet specific needs, including tailored Web based training, in-person training, development of new programs and licensing rights to FAN content. Click here to contact us and describe your needs.

Engage a prospective client (employer). Address most frequently asked questions. Make sales presentation to prospective client (employer). Identify best prospects for personal advice. Extend the employee relationship to the total household. Capture and consolidate rollover funds. Prepare and maintain the required documentation and disclosures.

Adhere to guidelines of fiduciary responsibility and prudent man rule. Prepare for required selection, review and independent audit required of plan sponsors for fiduciary protection. Explain the differences between a Fiduciary Adviser and a non-fiduciary adviser. Explain differences between conflicted and un-conflicted Fiduciary Advisers.