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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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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 »

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