Benefits of Having a CEFEX-Certified Advisor

Financial Planning | Institutional Asset Management | Blog Home | Videos

 Plancorp team By: Plancorp team


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.

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