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 the trustworthiness of investment fiduciaries.
CEFEX® provides an independent recognition of a firm’s conformity to a defined Standard of Practice. It implies that a firm can demonstrate adherence to the industry's best practices, and is positioned to earn the public's trust. This registration serves investors who require assurance that their investments are being managed according to commonly accepted best practices. To learn more, go to www.cefex.org.
We offer a complimentary "Get Acquainted" meeting with one of our financial advisors to learn about your situation and see if our services are right for you.
The National Association of Personal Financial Advisors (NAPFA) is a professional association of Fee-Only financial advisors who are dedicated to operating in the best interest of clients. NAPFA is known for having rigorous education and training requirements, Fee-Only compensation, and client-focused financial planning. To learn more, go to www.napfa.org.
Importance of Using NAPFA Financial Advisors
Choosing a financial advisor can be difficult, especially if you are new to working with financial advisory services. There are many options available when it comes to financial advisors. NAPFA registration is one way to distinguish advisors.
NAPFA-registered advisors are dedicated to looking out for the best interest of the client. NAPFA only accepts financial advisors who meet its established standards. Some of these standards for financial advisors include:
Provide independent, objective, fee-only financial advice.
Must complete 60 hours of CE training in six core subject areas every two years.
May not receive commissions, fees, bonuses, rebates, or other types of compensation from recommendations to clients. May not own or work for a firm that receives these payments.
Comply with NAPFA ethics standards and industry regulations, federal and state statutes, rules and regulations.
Investors are learning more about the benefits of objective financial advice. Independent financial advisors who are NAPFA members can demonstrate to potential clients that they can offer the fiduciary standard of care.
For more information about how our NAPFA financial advisors in Minneapolis, MN can serve your financial planning needs, give us a call today at 612.230.3700 or reach us through our contact form.
We offer a complimentary "Get Acquainted" meeting with one of our financial advisors to learn about your situation and see if our services are right for you.
Certified Financial Planner Board of Standards (CFP Board) exists to benefit the public by granting the CFP® certification and upholding it as the recognized standard of excellence for personal financial planning, and several of our employees hold the certification. The Board of Directors, in furthering CFP Board's mission, acts on behalf of the public, CFP® certificants and other stakeholders. See www.cfp.net for more details.
We offer a complimentary "Get Acquainted" meeting with one of our financial advisors to learn about your situation and see if our services are right for you.
Financial Planning Association (FPA®) is the membership and advocacy organization for the financial planning community. FPA® aims to foster the value of financial planning and advance the financial planning profession. See www.fpanet.org for more details.
We offer a complimentary "Get Acquainted" meeting with one of our financial advisors to learn about your situation and see if our services are right for you.
US SIF – The Forum for Sustainable and Responsible Investment is the US membership association for professionals, firms, institutions and organizations engaged in sustainable and responsible investing. US SIF and its members advance investment practices that consider environmental, social and corporate governance criteria to generate long-term competitive financial returns and positive societal impact. See www.ussif.org for more details.
We offer a complimentary "Get Acquainted" meeting with one of our financial advisors to learn about your situation and see if our services are right for you.
