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CEFEX

@CEFEX1

CEFEX, Centre for Fiduciary Excellence, is an independent global assessment and certification organization. CEFEX certification helps determine trustworthiness.

 Pittsburgh, PA
cefex.org/
Joined August 2012
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Photo by CEFEX (@CEFEX1)Photo by CEFEX (@CEFEX1)Photo by CEFEX (@CEFEX1)Photo by CEFEX (@CEFEX1)Photo by CEFEX (@CEFEX1)Photo by CEFEX (@CEFEX1)Photo by CEFEX (@CEFEX1)Photo by CEFEX (@CEFEX1)Photo by CEFEX (@CEFEX1)Photo by CEFEX (@CEFEX1)
Pentegra is proud that our TPA operations are CEFEX- Certified by the Centre for Fiduciary Excellence. What does it mean to be CEFEX Certified? Learn more here: youtube.com/watch?v=T5vnSuby… @CEFEX1
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“...Reputation is your highest and best asset...” Blaine Aikin, @fi360 Executive Chairman, HT @CEFEX1 #fiduciary teapawt.net/cefex1/status/99461370…
CEFEX (@CEFEX1) profile pictureCEFEX@CEFEX110 May 2018
Read more...interview with our Executive Chairman, Blaine Aikin on “Your Reputation Has Transcendent Value” @NAPA401K @PSCA401k #fiduciary #ThursdayThought napa-net.org/news/technical-…
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@AspireSmart is proud to be recognized as a CEFEX-certified firm for a decade of adherence to @CEFEX1 defined Standard of Practice. @KirtlandPete #CEFEX
Image from Aspire (@AspireSmart)
Image from Aspire (@AspireSmart)
Image from Aspire (@AspireSmart)
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Carlos Panksep gets @CEFEX1 annual meeting started - does a #fiduciary certification make sense? I think the packed room answers that question @fi360 #Fi360Conference
Image from Matthew Wolniewicz (@mwalno)
Image from Matthew Wolniewicz (@mwalno)
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Carlos Panksep & Blaine Aikin @CEFEX1 recognize 10 years of #fiduciary excellence @AspireSmart & Gordon Asset Management @fi360 #FI360Conference
Image from Matthew Wolniewicz (@mwalno)
Image from Matthew Wolniewicz (@mwalno)
Image from Matthew Wolniewicz (@mwalno)
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@AspireSmart is proud to be recognized for 10 years of #CEFEX certification. #FiduciaryExcellence #Fi360Conference @KirtlandPete @CEFEX1
Image from Aspire (@AspireSmart)
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Great start to the day talking about the value of building a #fiduciary community among AIFs & AIFAs @fi360 @CEFEX1 #FI360Conference
Image from Matthew Wolniewicz (@mwalno)
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1 of 2 plan sponsors don’t know they r #fiduciaries @CEFEX1 marketing update @401kMarketing @fi360 #Fi360Conference
Image from Matthew Wolniewicz (@mwalno)
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We've recently been going through our annual @CEFEX1 re-certification audit. If you want to know the importance of a CEFEX certification and why you should deal with a #fiduciary, read on #ausbiz #financialplanning ow.ly/nyve30jt1B2
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Weekly @Nasdaq #TradeTalks newsletter is out feat; @IHSMarkit #Taxes, @NasdaqDearborn #IPO, @OptionPit #Volatility #Options Trading Strategies & @RZWealth @fi360 @CEFEX1 #Fiduciary Responsibility. SUBSCRIBE today! bit.ly/2q0DhaK
Image from Jill Malandrino (@JillMalandrino)
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#TradeTalks: Fiduciary Clarity & Responsibility @RZWealth @Fi360 @CEFEX1 @JillMalandrino pscp.tv/w/bYj9zzEyOTE4fDF5bk…
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#TradeTalks: Fiduciary Excellence @CEFEX1 @JillMalandrino pscp.tv/w/bT3j3DEyOTE4fDFlYU…
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Replying to @CEFEX1
@CEFEX1 GREAT work Carlos, thanks from Canada! "An Easy Way To Select A Trusted Advisor” danielsolin.com/easy-way-sel…
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Fantastic to see another top financial planning firm like @truewealth1 join @BPHWealth and us @SatisAsset as the only 3 @CEFEX1 accredited fiduciary firms in the UK. Well done 👏 Who’s next then? teapawt.net/carolyngowen/status/95…
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Glass Jacobson Investment Advisors, LLC has successfully completed the CEFEX certification process! This recognition validates something we already know—we hold to the highest fiduciary standards and always act in the best interest of our clients. @CEFEX1 bit.ly/2naTW9m
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Congratulations, Blaine Aikin! Great news for CEFEX & CEFEX Certified RIAs, Retirement Plans, Nonprofits & organizations seeking to rise to the fiduciary best practices level. teapawt.net/CEFEX1/status/95325769…
CEFEX (@CEFEX1) profile pictureCEFEX@CEFEX116 Jan 2018
Welcoming #Fiduciary #business #Executive @blaine_aikin of @fi360 as our new Executive Chairman...#news #certification prn.to/2mHpaG0
Image from CEFEX (@CEFEX1)
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CEFEX retweeted
Fi360 (@fi360) profile picture
Fi360@fi36017 Jan 2018
Some exciting news for our friends over at @CEFEX1! // Fiduciary Expert Blaine Aikin Takes Expanded CEFEX Role as Executive Chairman hubs.ly/H09Jk9H0
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Carlos Panksep recognizes @CEFEX1 firms celebrating 10 years of certification @fi360 #Fi360Conference
Image from Matthew Wolniewicz (@mwalno)
Image from Matthew Wolniewicz (@mwalno)
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Congrats Chad, proud to have you as an #AIF and @CEFEX1 certified firm for 10 yrs (that is a long time) @fi360 #Fi360Conference teapawt.net/bemanaged/status/86667… – at Nashville, TN
BeManaged (@BeManaged) profile pictureBeManaged@BeManaged22 May 2017
Proud to be honored as a 10yr CEFEX certified advisor. #Fi360Conference
Image from BeManaged (@BeManaged)
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Congratulations AMDG @wbtiii @CEFEX1 @fi360 #fi360Conference teapawt.net/wbtiii/status/86669132… – at Nashville, TN
Wayne B Titus III (@wbtiii) profile pictureWayne B Titus III@wbtiii22 May 2017
AMDG Financial receives CEFEX fiduciary certification for HNW, ERISA Defined Contribution/Benefit plans! #Fi360Conference
Image from Wayne B Titus III (@wbtiii)
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