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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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 35 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 »
