Education

Fiduciary Essentials for Defined Benefit Plans (“FEDB”)

CORE Curriculum

  • The CORE curriculum has been approved by the State of Texas Pension Review Board for Trustee Training (7 hours). 
  • A Public Fund Trustee will satisfy his/her CORE Trustee training requirement upon completion of this CORE curriculum.
  • The curriculum is offered online.  The cost of the program will be customized based on the Fund’s budget and resources.     
  • CORE is taught by two adjunct instructors, Dr. Mary Kathryn Campion and Mr. Keith Loveland.
  • This curriculum is copyright protected product of Fi360, a Broadridge Company and co-created by Dr. Mary Kathryn Campion and Mr. Keith Loveland.

CE Curriculum

  • Continuing Education (“CE”) curriculum has been approved by the State of Texas Pension Review Board for Trustee Training. 
  • A Public Fund Trustee will satisfy his/her CE Trustee training requirement upon completion of each of the CE curriculum.
  • The curriculum is offered online.  The price is negotiable.   The cost of each CE modules is negotiable.
  • Each CE class is taught by two adjunct instructors, Dr. Mary Kathryn Campion and Mr. Keith Loveland.
  • These CE curricula have been developed by Dr. Mary Kathryn Campion and Mr. Keith Loveland.

Fiduciary Essentials for Defined Contribution Plans (“FEDC”)

  • This curriculum is offered to Trustees of Defined Contribution Plans.   
  • A Corporate Plan Trustee will learn about fiduciary best practices. 
  • The curriculum is offered online.  The price is negotiable.  
  • This curriculum is copyright protected product of Fi360, a Broadridge Company and taught by Dr. Mary Kathryn Campion and Mr. Keith Loveland.

or call 713-974-8883 x101

fi360
Broadridge

Please see our Trustee Training Pricing Guide for FEDB Core and CE services.

Mary Kathryn Campion

Dr. Campion is the founder and president of Champion Capital Research. The firm is a research oriented institutional investment management company. The firm’s clientele includes public defined benefit and corporate defined contribution plans, as well as foundations and non-profits. Champion Capital Research has the distinction of being the first firm to certify for fiduciary excellence (CEFEX) a 2.5B public defined benefit plan. The firm has conducted fiduciary assessments for public and corporate plans whose combined assets exceed thirty billion (30B) in assets. Additionally, the firm donates nearly five percent of its profits to charities annually.

View Full Bio

Keith Alden Loveland

Keith Alden Loveland

Keith Alden Loveland is a nationally recognized attorney, author, consultant and teacher within the fields of investments, securities and securities offerings, ethical versus fraudulent practices regarding investments and securities, and fiduciary matters. He has been qualified as an expert regarding the above matters in state and federal courts, and in AAA and NASD/FINRA arbitrations, and also has served as an arbitrator and qualified neutral mediator. Keith currently serves as a subject matter expert to the North American Securities Administrators’ Association [NASAA]; he previously served as a subject matter expert to the New York Stock Exchange [NYSE] Qualification Committee.

View Full Bio