LPL Financial Program Certified for Fiduciary Excellence by CEFEX
PR Web |
CEFEX is an independent global assessment and certification organization that is dedicated to helping investment advisors and investment managers apply the highest standards of fiduciary excellence in their investment process, governance, risk management and operational processes. The CEFEX certification for the LPL Financial RPCP program provides its advisors and plan sponsors with assurance that the program adheres to global fiduciary standards for its institutional retirement business for all types of plans.
With certification for LPL Financial’s corporate RIA RPCP program completed, the company expects to be able to commence assisting investment advisor representatives (IAR’s) who are approved into the RPCP program in also obtaining their own CEFEX certification, as Investment Advisor Representatives (IAR’s) of
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