CEFEX Certification Whitepapers

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

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

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 Steward? by Blaine Aikin, Executive Chairman FI360 and CEFEX AIFA, CFA, CFP

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