BFF Financial can provide your retirement plan with a CEFEX assessment which is based on the international standard, ISO 19011: Guideline for quality management system auditing. We have been offering this service for our clients dating back to 2004.
The assessment is evidence-based, and all work is reviewed by the CEFEX Registration Committee to ensure impartiality and consistency. The assessment is conducted by CEFEX Analysts who must hold the Accredited Investment Fiduciary Analyst® designation and maintain annual training by CEFEX. The assessment methodology includes attorney-developed schedules based on regulation.
For more information on how your retirement plan could benefit from a CEFEX Certification please follow the links below.
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