CEFEX Certification Whitepapers


Retirement in America: How CEFEX Certification of Retirement Plans Fosters Fiduciary Excellence by Derek Fiorenza

How CEFEX Certification of Retirement Plans Fosters Fiduciary Excellence


Prudent Practices for Investment Advisors: Defining A Global Fiduciary Standard of Excellence by FI360

Prudent Practices for Investment Advisors


What’s Trust Worth As An Investment advisor? by Blaine Aikin, Executive Chairman FI360 and CEFEX AIFA, CFA, CFP

What’s Trust Worth As An Investment Advisor?


What’s Trust Worth As An Investment Steward? by Blaine Aikin, Executive Chairman FI360 and CEFEX AIFA, CFA, CFP

What’s Trust Worth As An Investment Steward?


The Case for Using a CEFEX Investment Advisor in a US Retirement Plan by Roger L. Levy CEFEX Analyst

The Case for Using a CEFEX Investment Advisor in a US Retirement Plan