CEFEX is continually developing material to help advisors market their certification. We welcome input and requests for customization of the material. 2 sample pieces are shown below.
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