Specialties
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
The Best Practices of Managing Tax-Exempt and Governmental Retirement Plans
Registration closed; stay tuned for details of the next event.
Qualified DC Plans
Registration Closed. Stay tuned for details of the next event.
InsuranceMetrics
Registration closed; stay tuned for details of the next event.
Ancillary Topics
ESG/SRI
Cybersecurity
Privacy
Outsourcing Fiduciary Responsibility
Empathy
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