Standout from your peers & achieve better results for your stakeholders.
Making Investment Fiduciaries More Successful
Making Investment Fiduciaries More Successful
CEFEX Fiduciary Certification exemplifies the highest fiduciary standards - become certified today!
We offer compliance services to meet and exceed the suitability rule. Go beyond acting in the client's best interest.
There are 21 prudent practices that advisors should be following. We review those against the CEFEX Assessment criteria.
I have 35 years of experience, as a retired Ohio lawyer and retirement plan advisor. I am an Accredited Investment Fiduciary Analyst.
Certification recognizes that the fiduciary can demonstrate adherence to the industry’s best practices and is worthy of the public’s trust.
The Department of Labor expects retirement plan fiduciaries to have formal training and will ask for evidence of training during an examination. Officers and board members of Foundations and Nonprofits should also receive training in their responsibilities. Completion of this course results in improved fiduciary decision-making and consists of three 45-minute modules. The course concludes with a competency review and a Certificate of Completion for each participant.
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