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
Foundations & Endowments
Insurance | Annuities
Employer Sponsored Health Plans
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.
June 13 – 16, 2022 – Charlotte, NC
Sept 19 – 23, 2022 – Charlotte, NC
Outsourcing Fiduciary Responsibility
Research on Lay Fiduciaries
Fiduciary as a standard for professional service
Fiduciary as a learned profession
Fiduciary as an ethical standard
Fiduciary as an organizational behavior