CEFEX, Centre for Fiduciary Excellence, is an independent global assessment and certification organization. CEFEX certification helps determine trustworthiness.
Pleased to share that @ColonyGroup Institutional Advisory practice has been certified by #CEFEX, Centre for Fiduciary Excellence, for 10 years. This milestone represents its continuing commitment to #fiduciary excellence. #investmentadvisor
https://t.co/dGK5aaHixp
Congratulations to @WhitneyBenefits on their decade of adherence to fiduciary excellence and CEFEX certification. Read more here from the @Sheridan_Press 👏.
#Fiduciary#CEFEX#certification
https://t.co/iFBWdT2W8q
Congratulations Pension Solutions, Inc. on your 10-Year Anniversary of #CEFEX certification demonstrating a decade of adherence to the Standard of Practice for #RetirementPlan Service Providers as published by @ASPPA. Read here in the Oklahoma City @JournalRegister#fiduciary
Pleased to announce the certification of Romero Wealth Management, Inc. as a #CEFEX#InvestmentAdvisor. Romero joins an elite group of investment advisors globally who have successfully completed the independent certification process.
https://t.co/6WmjQgLNyf
#fiduciary
CEFEX® HONORS SIX ORGANIZATIONS FOR DECADE OF #FIDUCIARY EXCELLENCE #Trust#Reputation#Performance
Congrats to @ColonyGroup CREATE Foundation, Inc.
@PensionSolution @HalbertHargrove
iCapital, LLC
Whitney Benefits, Inc.
https://t.co/fnhVAiOlb8
Sharing agenda for CEFEX General Meeting Webinar 11:00 a.m. - 12:15 p.m. ET on Mon, May 18 and Tues, May 19. Annual #fiduciary offers valuable insights and best practices.
https://t.co/UCLjDaSsu2
Pleased to announce that in the first quarter of 2020, CEFEX renewed the registrations for the following 34 organizations. CEFEX-certified firms adhere to a standard representing the best practices in their industry.
#fiduciary#financialadvisor#cefex
https://t.co/z9bwapg8Ci
In response to #COVID19@TwoWestCos an independent CEFEX-certified #fiduciary#adviser, has launched a virtual, private consultation service for the 30,000 #retirementplan participants it serves who may have been financially impacted by the coronavirus.
https://t.co/4u7vY4yKLT
Want to reinforce your fiduciary conduct and a “clients-first” attitude? What can you do to improve your reputation to clients and prospects? One idea is to undertake the #CEFEX independent #fiduciary assessment.
Read more here in @401kspecmag
https://t.co/PmwidTC4Va
Great working with Whitney Benefits, Inc. on sharing the importance of #CEFEX certification in conjunction with #NationalFiduciaryDay.
Read more here in the The Sheridan Press 📰.
https://t.co/wxBRf3HOF6
#fiduciary#Certification
CEFEX certifies @aesint (AES) as a #CEFEX Investment Advisor. AES, based in Dubai, is the first organization in the UAE to join the elite group of #InvestmentAdvisors to successfully complete the independent #fiduciary#certification process.
https://t.co/IGckFf2ElY
Special thanks to our Executive Chairman Blaine Aikin of CEFEX and @fi360, a Broadridge company, for kicking off AIF trainings in Pittsburgh and across the country on #NationalFiduciaryDay. Read more here in @401kspecmag#Fiduciary#Certification
https://t.co/yEByqqhGIW
Pleased to certify Innovative Benefit Planning, LLC of Moorestown, NJ as a CEFEX Investment Advisor. They join an elite group of investment advisors globally who have successfully completed the independent certification process.
#fiduciary#certification#cefex#investmentadvisor