What Does It Mean to Be CEFEX Certified?

Financial Planning | Institutional Asset Management | Blog Home | Videos

 Plancorp team By: Plancorp team

 

Ever wonder what actually goes into becoming "CEFEX-certified"? It's more of a rigorous process than you might think. Carlos Panksep, Managing Director of the Centre for Fiduciary Excellence (CEFEX), addresses how you as an individual investor benefit from having a CEFEX-certified advisor.

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