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The Assessment Process

The CEFEX Certification Assessment Process

The process for Certification of a firm’s investment fiduciary excellence includes a CEFEX Assessment, conducted by an Accredited Investment Fiduciary Analyst™.

The Certification Assessment is based on the international standard, ISO 19011: guideline for quality and/or environmental system auditing. It has been adjusted to align with the needs of the investment industry. Anyone familiar with Quality Management Systems (QMS) and the ISO 9000 family of standards, which focus on organizational structure, procedures, processes and resources, will be very comfortable with the Assessment Process.

Details about the Assessment Process are available below.