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In order to earn the BCF mark, a candidate must complete the Certificate in Fiduciary Leadership, and the Certificate in Applied Fiduciary Practices. As part of this coursework, the candidate must select an area of specialization:

Qualified DC Plans

Tax-exempt DC Plans

DB Plans

Foundations & Endowments

Wealth Management

Insurance | Annuities

Employer Sponsored Health Plans

Personal Trusts

Indigenous Studies

CBCF™ faculty and instructors include world class thought leaders and researchers.


Neuro-fiduciary™– the study of the neurological capacity of exemplary fiduciaries.

This body of work is based on the groundbreaking research in Neuro-leadership, which was conducted by CBCF Co-founder Dr. Sean Hannah, and research collaborators, Dr. David Waldman, Dr. Pierre Balthazard, Dr. Robert Thatcher, and others.

Course Registration

Dec 5 – 8, 2022 Charlotte – 401k Plans

Jan 23 – 26, 2023 Charlotte – 403b and 457 Plans

Feb 20 – 23, 2023 Charlotte – InsuranceMetrics™

Ancillary Topics

Outsourcing Fiduciary Responsibility
Research on Lay Fiduciaries

Fiduciary Anthologies

Fiduciary as a standard for professional service
Fiduciary as a learned profession
Fiduciary as an ethical standard
Fiduciary as an organizational behavior