{"id":1635,"date":"2020-10-14T16:46:46","date_gmt":"2020-10-14T16:46:46","guid":{"rendered":"https:\/\/ifpartners.com\/?p=1635"},"modified":"2023-05-16T18:50:51","modified_gmt":"2023-05-16T18:50:51","slug":"ifp-earns-fiduciary-excellence-certification","status":"publish","type":"post","link":"https:\/\/ifp.ifpstage.com\/bd3stage\/ifp-earns-fiduciary-excellence-certification\/","title":{"rendered":"IFP EARNS FIDUCIARY EXCELLENCE CERTIFICATION"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">Tampa, FL, October 14, 2020 \u2013 Independent Financial Partners (IFP) in Tampa, FL is honored to announce our certification from the Centre for Fiduciary Excellence, LLC (CEFEX). This certification is only granted by CEFEX to firms that demonstrate adherence to fiduciary best practices. It is a hallmark accomplishment for IFP as it signifies conformity to a recognized global standard of fiduciary excellence.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">IFP was subject to a rigorous, multi-month audit and certification process guided by the \u201cPrudent Practices<sup>\u00ae<\/sup> for Investment Advisors\u201d, an industry-recognized handbook that is grounded in law, regulation and professional best practices.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u201cCEFEX is pleased to add IFP to an elite group of investment advisors who have demonstrated adherence to professional practices that define a standard of fiduciary excellence,\u201d said CEFEX Managing Director Carlos Panksep. \u201cThey have earned the right to use the CEFEX Mark which indicates the firm\u2019s established practices are aligned with investors\u2019 interests and worthy of trust and confidence.\u201d<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">IFP is certified for Registered Investment Adviser (RIA) services offered through its division of IFP Business Solutions and IFP Plan Management including the oversight and support of Investment Adviser Representatives (IARs) providing services under its retirement plan agreements and investment advisory agreements. IFP\u2019s certification is registered and can be viewed at <a href=\"http:\/\/www.cefex.org\">www.cefex.org<\/a>.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">CEFEX certification standards are substantiated by legislation, case law and regulatory opinion letters from the Employee Retirement Income Security Act (ERISA), the Investment Advisers Act of 1940, the Uniform Prudent Investor Act (UPIA), the Uniform Prudent Management of Institutional Funds Act (UPMIFA) and the Uniform Management of Public Employee Retirement Systems Act (UMPERSA) in the U.S.&nbsp; A full copy of the standard can be downloaded from CEFEX at <a href=\"http:\/\/www.cefex.org\">www.cefex.org<\/a> and a summary can be viewed by clicking on [FIRM NAME]\u2019s online CEFEX certificate.&nbsp;<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>About IFP<\/strong><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Independent Financial Partners (IFP) is a broker-dealer and registered investment adviser, supporting over 240 financial professionals around the country. Financial professionals affiliated with IFP have the option to manage advisory assets with four custodians: Pershing, Fidelity, Charles Schwab, and TD Ameritrade. As of June 30<sup>th<\/sup>, 2020, IFP\u2019s financial professionals oversee over $6 billion in assets under management.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>About CEFEX\u00ae<\/strong><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">CEFEX\u00ae, Centre for Fiduciary Excellence, LLC, a Fi360\u00ae company, is an independent certification organization. CEFEX works closely with industry experts to provide comprehensive assessment programs to improve the fiduciary practices of investment stewards, advisors, recordkeepers, administrators and managers. CEFEX is based in Pittsburgh, PA. Learn more at <a href=\"http:\/\/www.cefex.org\">www.cefex.org<\/a> via <a href=\"https:\/\/twitter.com\/cefex1\">Twitter<\/a> or on <a href=\"https:\/\/www.linkedin.com\/company\/cefex\/\">LinkedIn<\/a>.<\/p>\n\n\n\n<p style=\"font-size:13px;\">Securities offered through IFP Securities, LLC, dba Independent Financial Partners (IFP), member&nbsp;<a href=\"https:\/\/urldefense.com\/v3\/__http:\/www.finra.org\/__;!!Cz2fjcuE!xlu2VzjnpV2WJeIQIboCi8awRkGquLHY_cJMSytSDkzpHJZKRLA2PvdBT6dWg8av$\" target=\"_blank\" rel=\"noreferrer noopener\">FINRA<\/a>\/<a href=\"https:\/\/urldefense.com\/v3\/__http:\/www.sipc.org\/__;!!Cz2fjcuE!xlu2VzjnpV2WJeIQIboCi8awRkGquLHY_cJMSytSDkzpHJZKRLA2PvdBT9TznD21$\" target=\"_blank\" rel=\"noreferrer noopener\">SIPC<\/a>. Investment advice offered through IFP Advisors, LLC, dba Independent Financial Partners (IFP), a registered investment adviser.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Tampa, FL, October 14, 2020 \u2013 Independent Financial Partners (IFP) in Tampa, FL is honored to announce our certification from the Centre for Fiduciary Excellence, LLC (CEFEX). This certification is only granted by CEFEX to firms that demonstrate adherence to fiduciary best practices. It is a hallmark accomplishment for IFP as it signifies conformity to [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":1637,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_et_pb_use_builder":"","_et_pb_old_content":"","_et_gb_content_width":"","_mi_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"footnotes":""},"categories":[26],"tags":[],"class_list":["post-1635","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-press-release"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v20.8 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>IFP EARNS FIDUCIARY EXCELLENCE CERTIFICATION - Independent Financial Partners<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"http:\/\/ifp.ifpstage.com\/bd3stage\/ifp-earns-fiduciary-excellence-certification\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"IFP EARNS FIDUCIARY EXCELLENCE CERTIFICATION - Independent Financial Partners\" \/>\n<meta property=\"og:description\" content=\"Tampa, FL, October 14, 2020 \u2013 Independent Financial Partners (IFP) in Tampa, FL is honored to announce our certification from the Centre for Fiduciary Excellence, LLC (CEFEX). This certification is only granted by CEFEX to firms that demonstrate adherence to fiduciary best practices. It is a hallmark accomplishment for IFP as it signifies conformity to [&hellip;]\" \/>\n<meta property=\"og:url\" content=\"http:\/\/ifp.ifpstage.com\/bd3stage\/ifp-earns-fiduciary-excellence-certification\/\" \/>\n<meta property=\"og:site_name\" content=\"Independent Financial Partners\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/IndependentFinancialPartners\" \/>\n<meta property=\"article:published_time\" content=\"2020-10-14T16:46:46+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2023-05-16T18:50:51+00:00\" \/>\n<meta name=\"author\" content=\"Michelle Peatee\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:creator\" content=\"@IF_Partners\" \/>\n<meta name=\"twitter:site\" content=\"@IF_Partners\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Michelle Peatee\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"2 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"http:\/\/ifp.ifpstage.com\/bd3stage\/ifp-earns-fiduciary-excellence-certification\/#article\",\"isPartOf\":{\"@id\":\"http:\/\/ifp.ifpstage.com\/bd3stage\/ifp-earns-fiduciary-excellence-certification\/\"},\"author\":{\"name\":\"Michelle Peatee\",\"@id\":\"https:\/\/ifp.ifpstage.com\/bd3stage\/#\/schema\/person\/9172e87c7bf344bebe5372248f629a90\"},\"headline\":\"IFP EARNS FIDUCIARY EXCELLENCE CERTIFICATION\",\"datePublished\":\"2020-10-14T16:46:46+00:00\",\"dateModified\":\"2023-05-16T18:50:51+00:00\",\"mainEntityOfPage\":{\"@id\":\"http:\/\/ifp.ifpstage.com\/bd3stage\/ifp-earns-fiduciary-excellence-certification\/\"},\"wordCount\":445,\"commentCount\":0,\"publisher\":{\"@id\":\"https:\/\/ifp.ifpstage.com\/bd3stage\/#organization\"},\"articleSection\":[\"Press Release\"],\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"CommentAction\",\"name\":\"Comment\",\"target\":[\"http:\/\/ifp.ifpstage.com\/bd3stage\/ifp-earns-fiduciary-excellence-certification\/#respond\"]}]},{\"@type\":\"WebPage\",\"@id\":\"http:\/\/ifp.ifpstage.com\/bd3stage\/ifp-earns-fiduciary-excellence-certification\/\",\"url\":\"http:\/\/ifp.ifpstage.com\/bd3stage\/ifp-earns-fiduciary-excellence-certification\/\",\"name\":\"IFP EARNS FIDUCIARY EXCELLENCE CERTIFICATION - Independent Financial Partners\",\"isPartOf\":{\"@id\":\"https:\/\/ifp.ifpstage.com\/bd3stage\/#website\"},\"datePublished\":\"2020-10-14T16:46:46+00:00\",\"dateModified\":\"2023-05-16T18:50:51+00:00\",\"breadcrumb\":{\"@id\":\"http:\/\/ifp.ifpstage.com\/bd3stage\/ifp-earns-fiduciary-excellence-certification\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"http:\/\/ifp.ifpstage.com\/bd3stage\/ifp-earns-fiduciary-excellence-certification\/\"]}]},{\"@type\":\"BreadcrumbList\",\"@id\":\"http:\/\/ifp.ifpstage.com\/bd3stage\/ifp-earns-fiduciary-excellence-certification\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/ifp.ifpstage.com\/bd3stage\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"IFP EARNS FIDUCIARY EXCELLENCE CERTIFICATION\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/ifp.ifpstage.com\/bd3stage\/#website\",\"url\":\"https:\/\/ifp.ifpstage.com\/bd3stage\/\",\"name\":\"Independent Financial Partners\",\"description\":\"A Better Broker-Dealer\",\"publisher\":{\"@id\":\"https:\/\/ifp.ifpstage.com\/bd3stage\/#organization\"},\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/ifp.ifpstage.com\/bd3stage\/?s={search_term_string}\"},\"query-input\":\"required name=search_term_string\"}],\"inLanguage\":\"en-US\"},{\"@type\":\"Organization\",\"@id\":\"https:\/\/ifp.ifpstage.com\/bd3stage\/#organization\",\"name\":\"Independent Financial Partners\",\"url\":\"https:\/\/ifp.ifpstage.com\/bd3stage\/\",\"logo\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/ifp.ifpstage.com\/bd3stage\/#\/schema\/logo\/image\/\",\"url\":\"https:\/\/ifp.ifpstage.com\/bd3stage\/wp-content\/uploads\/2023\/04\/IFP-Secondary-64px.png\",\"contentUrl\":\"https:\/\/ifp.ifpstage.com\/bd3stage\/wp-content\/uploads\/2023\/04\/IFP-Secondary-64px.png\",\"width\":64,\"height\":48,\"caption\":\"Independent Financial Partners\"},\"image\":{\"@id\":\"https:\/\/ifp.ifpstage.com\/bd3stage\/#\/schema\/logo\/image\/\"},\"sameAs\":[\"https:\/\/www.facebook.com\/IndependentFinancialPartners\",\"https:\/\/twitter.com\/IF_Partners\",\"https:\/\/www.linkedin.com\/company\/ifpartners\/\",\"https:\/\/www.instagram.com\/if_partners\/\"]},{\"@type\":\"Person\",\"@id\":\"https:\/\/ifp.ifpstage.com\/bd3stage\/#\/schema\/person\/9172e87c7bf344bebe5372248f629a90\",\"name\":\"Michelle Peatee\",\"image\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/ifp.ifpstage.com\/bd3stage\/#\/schema\/person\/image\/\",\"url\":\"https:\/\/secure.gravatar.com\/avatar\/f40cf5994c7e37cbaad1fe5b7dcdfcf161c1ad89da4be599d04749e5ca46a727?s=96&d=mm&r=g\",\"contentUrl\":\"https:\/\/secure.gravatar.com\/avatar\/f40cf5994c7e37cbaad1fe5b7dcdfcf161c1ad89da4be599d04749e5ca46a727?s=96&d=mm&r=g\",\"caption\":\"Michelle Peatee\"},\"sameAs\":[\"https:\/\/ifpartners.com\"],\"url\":\"https:\/\/ifp.ifpstage.com\/bd3stage\/author\/michelle-peatee\/\"}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"IFP EARNS FIDUCIARY EXCELLENCE CERTIFICATION - Independent Financial Partners","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"http:\/\/ifp.ifpstage.com\/bd3stage\/ifp-earns-fiduciary-excellence-certification\/","og_locale":"en_US","og_type":"article","og_title":"IFP EARNS FIDUCIARY EXCELLENCE CERTIFICATION - Independent Financial Partners","og_description":"Tampa, FL, October 14, 2020 \u2013 Independent Financial Partners (IFP) in Tampa, FL is honored to announce our certification from the Centre for Fiduciary Excellence, LLC (CEFEX). This certification is only granted by CEFEX to firms that demonstrate adherence to fiduciary best practices. It is a hallmark accomplishment for IFP as it signifies conformity to [&hellip;]","og_url":"http:\/\/ifp.ifpstage.com\/bd3stage\/ifp-earns-fiduciary-excellence-certification\/","og_site_name":"Independent Financial Partners","article_publisher":"https:\/\/www.facebook.com\/IndependentFinancialPartners","article_published_time":"2020-10-14T16:46:46+00:00","article_modified_time":"2023-05-16T18:50:51+00:00","author":"Michelle Peatee","twitter_card":"summary_large_image","twitter_creator":"@IF_Partners","twitter_site":"@IF_Partners","twitter_misc":{"Written by":"Michelle Peatee","Est. reading time":"2 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"Article","@id":"http:\/\/ifp.ifpstage.com\/bd3stage\/ifp-earns-fiduciary-excellence-certification\/#article","isPartOf":{"@id":"http:\/\/ifp.ifpstage.com\/bd3stage\/ifp-earns-fiduciary-excellence-certification\/"},"author":{"name":"Michelle Peatee","@id":"https:\/\/ifp.ifpstage.com\/bd3stage\/#\/schema\/person\/9172e87c7bf344bebe5372248f629a90"},"headline":"IFP EARNS FIDUCIARY EXCELLENCE CERTIFICATION","datePublished":"2020-10-14T16:46:46+00:00","dateModified":"2023-05-16T18:50:51+00:00","mainEntityOfPage":{"@id":"http:\/\/ifp.ifpstage.com\/bd3stage\/ifp-earns-fiduciary-excellence-certification\/"},"wordCount":445,"commentCount":0,"publisher":{"@id":"https:\/\/ifp.ifpstage.com\/bd3stage\/#organization"},"articleSection":["Press Release"],"inLanguage":"en-US","potentialAction":[{"@type":"CommentAction","name":"Comment","target":["http:\/\/ifp.ifpstage.com\/bd3stage\/ifp-earns-fiduciary-excellence-certification\/#respond"]}]},{"@type":"WebPage","@id":"http:\/\/ifp.ifpstage.com\/bd3stage\/ifp-earns-fiduciary-excellence-certification\/","url":"http:\/\/ifp.ifpstage.com\/bd3stage\/ifp-earns-fiduciary-excellence-certification\/","name":"IFP EARNS FIDUCIARY EXCELLENCE CERTIFICATION - Independent Financial Partners","isPartOf":{"@id":"https:\/\/ifp.ifpstage.com\/bd3stage\/#website"},"datePublished":"2020-10-14T16:46:46+00:00","dateModified":"2023-05-16T18:50:51+00:00","breadcrumb":{"@id":"http:\/\/ifp.ifpstage.com\/bd3stage\/ifp-earns-fiduciary-excellence-certification\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["http:\/\/ifp.ifpstage.com\/bd3stage\/ifp-earns-fiduciary-excellence-certification\/"]}]},{"@type":"BreadcrumbList","@id":"http:\/\/ifp.ifpstage.com\/bd3stage\/ifp-earns-fiduciary-excellence-certification\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/ifp.ifpstage.com\/bd3stage\/"},{"@type":"ListItem","position":2,"name":"IFP EARNS FIDUCIARY EXCELLENCE CERTIFICATION"}]},{"@type":"WebSite","@id":"https:\/\/ifp.ifpstage.com\/bd3stage\/#website","url":"https:\/\/ifp.ifpstage.com\/bd3stage\/","name":"Independent Financial Partners","description":"A Better Broker-Dealer","publisher":{"@id":"https:\/\/ifp.ifpstage.com\/bd3stage\/#organization"},"potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/ifp.ifpstage.com\/bd3stage\/?s={search_term_string}"},"query-input":"required name=search_term_string"}],"inLanguage":"en-US"},{"@type":"Organization","@id":"https:\/\/ifp.ifpstage.com\/bd3stage\/#organization","name":"Independent Financial Partners","url":"https:\/\/ifp.ifpstage.com\/bd3stage\/","logo":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/ifp.ifpstage.com\/bd3stage\/#\/schema\/logo\/image\/","url":"https:\/\/ifp.ifpstage.com\/bd3stage\/wp-content\/uploads\/2023\/04\/IFP-Secondary-64px.png","contentUrl":"https:\/\/ifp.ifpstage.com\/bd3stage\/wp-content\/uploads\/2023\/04\/IFP-Secondary-64px.png","width":64,"height":48,"caption":"Independent Financial Partners"},"image":{"@id":"https:\/\/ifp.ifpstage.com\/bd3stage\/#\/schema\/logo\/image\/"},"sameAs":["https:\/\/www.facebook.com\/IndependentFinancialPartners","https:\/\/twitter.com\/IF_Partners","https:\/\/www.linkedin.com\/company\/ifpartners\/","https:\/\/www.instagram.com\/if_partners\/"]},{"@type":"Person","@id":"https:\/\/ifp.ifpstage.com\/bd3stage\/#\/schema\/person\/9172e87c7bf344bebe5372248f629a90","name":"Michelle Peatee","image":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/ifp.ifpstage.com\/bd3stage\/#\/schema\/person\/image\/","url":"https:\/\/secure.gravatar.com\/avatar\/f40cf5994c7e37cbaad1fe5b7dcdfcf161c1ad89da4be599d04749e5ca46a727?s=96&d=mm&r=g","contentUrl":"https:\/\/secure.gravatar.com\/avatar\/f40cf5994c7e37cbaad1fe5b7dcdfcf161c1ad89da4be599d04749e5ca46a727?s=96&d=mm&r=g","caption":"Michelle Peatee"},"sameAs":["https:\/\/ifpartners.com"],"url":"https:\/\/ifp.ifpstage.com\/bd3stage\/author\/michelle-peatee\/"}]}},"_links":{"self":[{"href":"https:\/\/ifp.ifpstage.com\/bd3stage\/wp-json\/wp\/v2\/posts\/1635","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/ifp.ifpstage.com\/bd3stage\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/ifp.ifpstage.com\/bd3stage\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/ifp.ifpstage.com\/bd3stage\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/ifp.ifpstage.com\/bd3stage\/wp-json\/wp\/v2\/comments?post=1635"}],"version-history":[{"count":1,"href":"https:\/\/ifp.ifpstage.com\/bd3stage\/wp-json\/wp\/v2\/posts\/1635\/revisions"}],"predecessor-version":[{"id":7640,"href":"https:\/\/ifp.ifpstage.com\/bd3stage\/wp-json\/wp\/v2\/posts\/1635\/revisions\/7640"}],"wp:attachment":[{"href":"https:\/\/ifp.ifpstage.com\/bd3stage\/wp-json\/wp\/v2\/media?parent=1635"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ifp.ifpstage.com\/bd3stage\/wp-json\/wp\/v2\/categories?post=1635"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ifp.ifpstage.com\/bd3stage\/wp-json\/wp\/v2\/tags?post=1635"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}