Wealth Management | Plancorp

What Does It Mean to Be CEFEX Certified?

Written by Plancorp Team | June 28, 2017

 

 

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.