CEFEX certification can be a rigorous process for an advisory firm, but Plancorp continues to do it with you—the investor—in mind. In this video, Carlos Panksep, Managing Director of the Centre for Fiduciary Excellence (CEFEX), addresses how individuals benefit from having a CEFEX-certified advisor.
Benefits of Having a CEFEX-Certified Advisor
Related Posts
![Active vs. Passive Investing: Why](https://www.plancorp.com/hubfs/active-passive.png)
Active vs. Passive Investing: Why "Boring" Investment Strategies Are Better
It’s a common debate in the investment world. Which is better—active or passive investing?
Read more...![Will the U.S. Election Affect Stock Market Returns?](https://www.plancorp.com/hubfs/iStock-1176498576.jpeg)
Will the U.S. Election Affect Stock Market Returns?
With election season heating up, debates on what a Republican or Democratic victory could mean for the stock market are intensifying, too.
Read more...![What Are Restricted Stock Units (RSUs) and How Do They Work?](https://www.plancorp.com/hubfs/iStock-1069549614.jpeg)
What Are Restricted Stock Units (RSUs) and How Do They Work?
Employers grant restricted stock units (RSUs) for various reasons: outstanding performance, tenure, company milestones, or simply as a token of appreciation to drive employee retention, but often.
Read more...Plancorp started with a unique philosophy: Always put your clients’ interests ahead of your own, and you’ll build a successful business. That was in 1983, but the sentiment still drives every decision we make. After 40 years of helping individuals, families and business owners plan for financial independence, our commitment to serving as financial life advocates is stronger than ever. More »