CEFEX
Cefex is a certification organization that provides assessment programs to improve risk management for institutional and retail investors.
CEFEX
Industry:
Financial Services Retirement Risk Management
Founded:
1996-01-01
Address:
Pittsburgh, Pennsylvania, United States
Country:
United States
Website Url:
http://www.cefex.org
Total Employee:
11+
Status:
Active
Contact:
+1-866-390-5080
More informations about "Cefex"
Resources - CEFEX
Jan 24, 2018 2021.05.04 : CEFEX Certification Case Study: Plancorp and Bossier Parish Community College This case study describes how Plancorp, a CEFEX certified advisor …See details»
Fiduciary Excellence at Investment Advisory Firms - CEFEX
CEFEX, the Centre for Fiduciary Excellence, is a global assessment organization that develops and administers a variety of programs that help Investment Stewards, such as foundation, …See details»
CEFEX - LinkedIn
CEFEX | 485 followers on LinkedIn. Centre for Fiduciary Excellence CEFEX is an independent global assessment and certification organization. It works closely with investment fiduciaries …See details»
What it Means to be CEFEX-Certified - LinkedIn
What It Means for an Advisor to be CEFEX-Certified
If an advisory firm says it's CEFEX-certified, it's subject to audits and is certified by the Centre for Fiduciary Excellence. Here's what that entails.See details»
What Does it Mean to be a CEFEX-certified TPA? - RPCSI
Apr 13, 2020 The Centre for Fiduciary Excellence is an independent certification organization which defines a set of best practices for retirement service providers, based on the ASPPA …See details»
CEFEX Standards - Savant Wealth Management
The Center for Fiduciary Excellence (CEFEX) is an independent assessment and certification organization with a mission to promote fiduciary best practices in the investment management …See details»
CEFEX | Fiduciary Excellence at Investment Advisory Firms
The independent CEFEX Investment Advisor certification demonstrates fiduciary excellence at the firm, based on a best practice standard. CEFEX helps close the Trust Gap Institutional and individual investors have lost confidence in the …See details»
What it means to be CEFEX certified - insightfpllc.com
CEFEX promotes fiduciary best practices in the investment management industry. It is an independent global assessment and certification organization. It works closely with investment …See details»
What Does it Mean for an Investment Advisory Firm to be CEFEX …
Apr 30, 2021 Watch a Short Video on What it Means to be CEFEX-Certified. The Certification Audit. A CEFEX assessment is based on the international standard, ISO 19011: Guideline for …See details»
CEFEX Firm-level Certification - Fi360
CEFEX ® assessments are based on ISO standards and typically include a document review, client file sampling, site visit(s) and interviews with senior management. The scope of the …See details»
CEFEX, Centre for Fiduciary Excellence, LLC, has renewed the ...
About CEFEX ®: CEFEX, Centre for Fiduciary Excellence, LLC, an Fi360 ® company, is an independent certification organization. CEFEX works closely with industry experts to provide …See details»
CEFEX | Fiduciary Excellence at Investment Advisory Firms
CEFEX conducts assessments according to the principles of the international standard ISO/IEC 17021: Conformity Assessment – Requirements for bodies providing audit and certification of …See details»
CEFEX®, The Centre For Fiduciary Excellence, Honors Twelve …
May 1, 2018 About CEFEX®: CEFEX, Centre for Fiduciary Excellence, LLC, an Fi360® company, is an independent certification organization. CEFEX works closely with industry …See details»
What It Means for an Advisor to Be CEFEX-Certified - Yahoo Finance
Sep 9, 2019 CEFEX Certification Explained The Centre for Fiduciary Excellence is an independent organization that assesses, audits, and certified financial companies, advisors, …See details»
What Does it Mean for an Investment Advisory Firm to be CEFEX …
Jan 1, 2022 You may wonder what goes into becoming "CEFEX-certified"? It's more of a rigorous process than you might think. CEFEX-certified firms adhere to a standard …See details»
Article Case for CEFEX final
CEFEX is a standards-based organization. Its assessment process is based on the international standard, ISO 19011: Guideline for quality management system auditing. ... For more …See details»
Fiduciary Excellence at Investment Advisory Firms - CEFEX
The CEFEX Mark is a sign that the organization receiving your funds adheres to the industry's best practice in investment management. This means that YOUR donation is in good hands. …See details»
Fisher Investments Earns Fiduciary Excellence Certification - PR …
Apr 4, 2022 The Centre for Fiduciary Excellence (CEFEX®) is an independent, US-based organization that certifies financial services firms and investment managers that meet globally …See details»