Our Terms of Use and Privacy Policy have changed. We think you'll like them better this way.

Talking CEFEX Certification and the Benefits of a Streamlined 401k Practice

  • Broadcast in Business
  • 0 comments
The 401k Study Group

The 401k Study Group

×  

Follow This Show

If you liked this show, you should follow The 401k Study Group.
h:89780
s:8082699
archived

Kathleen (Kate) McBride, AIFA® joins me on the show today.  We will discuss CEFEX Certficiation what it is, how to obtain it and how it can help a 401k Advisory Practice grow and retain retirement plan clients. Kate is the founder of Fiduciary Path, LLC, a CEFEX Analyst holds the Chair For the Committee for Fiduciary Standard. 

To learn more about CEFEX Certification contact Kate here on LinkedIn https://www.linkedin.com/in/kathleen-mcbride-aifa®-ba739214

 

 

Comments

 comments