Associations
Fi360®, a fiduciary education, training and technology company, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets. Fi360 publishes the Prudent Practices handbooks for Investment Stewards, Investment Advisors and Investment Managers.
CEFEX, Centre for Fiduciary Excellence, LLC, part of Fi360, is an independent certification organization. CEFEX works closely with industry experts to provide comprehensive assessment programs to improve and certify the fiduciary practices of investment stewards, investment advisors, investment managers, recordkeepers, and administrators. Organizations that are certified by CEFEX follow the standards defined in the Prudent Practices, assuring donors of their fiduciary compliance, improved efficiencies and effectiveness, and ability to enhance their organization’s reputation.
See a list of CEFEX certified service providers here.
