"Building Trust through CEFEX Certification | Carlos Panksep, Managing Director, Centre for Fiduciary Excellence (CEFEX)" 00:10:00
Carlos Panksep serves as the Managing Director of the Centre for Fiduciary Excellence (CEFEX), where he oversees the certification processes that validate advisory firms' adherence to fiduciary standards. With extensive experience in financial services and fiduciary governance, Carlos plays a crucial role in promoting transparency and trust within the industry. His efforts ensure that CEFEX-certified firms, like Plancorp Wealth Management, prioritize client obligations and maintain the highest standards of fiduciary responsibility.
