Category: Certification
Lineweaver Financial Group completes CEFEX certification for retirement planning
To demonstrate our commitment to the fiduciary responsibility we have when it comes to both personal and business financial planning, we recently completed the rigorous CEFEX certification for our retirement planning service division. The CEFEX certification is a global fiduciary standard of excellence. It’s based on the international standard, ISO 19011: Guideline for quality management system auditing. The assessment is evidence-based, and all work is reviewed by the CEFEX Registration Committee to ensure impartiality and consistency. The assessment typically includes document review, client file sampling, on-site visits, and interviews with senior representatives at the firm. To be able to work with CEFEX means we’ve completed rigorous training and have been able to audit and provide feedback on our systems. The CEFEX analyst we worked with holds not only the Accredited Fiduciary Credential, but also the Fiduciary Analyst Credential and a Qualified 401(k) Administrator designation. The point of holding these advanced credentials and training is to help provide fiduciary guidance, best practices, and overall accountability to firms like ours. Going forward, these best practices will be verified by annual audits and are intended to ensure that those who hold the certification place clients’ interests first, and this will continue to build trust with clients, along with fostering a culture of continuous improvement. This is an important
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