Fiduciary Certification Workshops

April 01, 2015

CEFEX, the global fiduciary assessment and certification organization, will be hosting two certficiation workshops in 2015. These events will provide advisory firm representatives with an overview of fiduciary best practices, the CEFEX Certification process and methodology, and the benefits of having your firm's fiduciary practices certified. Advisors that are interested in pursuing Certification will also have the opportunity to meet one-on-one with a CEFEX Analyst. 

Attending the workshop will position your firm to save time and money on a CEFEX Certification. Certain portions of the assessment will be completed as part of the workshop's hands-on training, and will eliminate the need for an on-site visit by the Analyst. 

Workshops will take place on the following dates: 

  • May 28-29, 2015 - Santa Monica, CA
  • Oct 15-16, 2015 - Pittsburgh, PA

For more information about the workshop, download the brochure or contact Carlos Panksep at cpanksep@cefex.org or (416) 693-9733.