CEFEX offers a simple way to prepare or gauge readiness for a certification assessment and gain familiarity with the program.
Our online SAFE contains 15 questions selected from the criteria in our Standard.
Click here to be directed to our online SAFE.
If you have a complaint about a CEFEX-certified Investment Advisory firm, please click here to download our complaint procedure.
CEFEX, Centre for Fiduciary Excellence
2 Chatham Center
Pittsburgh, PA 15219
866-390-5080