Affiliations
Fi360 offers and full circle approach to investment fiduciary education, practice management and support that established this organization as the go-to source of investment fiduciary insights.
CEFEX is an independent global assessment and certification organization. It works closely with investment fiduciaries and industry experts to provide comprehensive assessment programs to improve risk management for institutional and retail investors. CEFEX certification helps determine trustworthiness of investment fiduciaries.
