Distinguished Certification for CFG Marks a Decade of Fiduciary Excellence
ALTAMONTE SPRINGS, Fla., Oct. 7, 2026 /PRNewswire-PRWeb/ -- Certified Financial Group®, Inc. (CFG), a Central Florida-based financial planning and investment advisory firm, is celebrating the renewal of their of CEFEX® Investment Advisor certification. This year's renewal marks a milestone 10 consecutive years with the distinguished certification.
Certified Advisory Corp., an affiliate of Certified Financial Group®, has successfully maintained its CEFEX Investment Advisor certification since 2016, renewing its certification for a tenth year in September 2026. CEFEX, the Centre for Fiduciary Excellence, independently assesses investment advisory firms against established fiduciary best practices and requires certified firms to undergo annual assessments to verify continued adherence to those standards. (CEFEX)
CEFEX Investment Advisor certification represents more than a one-time designation. The rigorous, evidence-based assessment evaluates a firm's policies, processes and practices surrounding fiduciary responsibility, including investment oversight, conflicts of interest, service-provider selection and monitoring, investment expenses, documentation and ongoing client service. Certified firms voluntarily undergo annual reviews by independent fiduciary experts. (CEFEX)
For CFG, reaching the 10-year milestone reflects a long-term commitment to maintaining a culture focused on fiduciary responsibility, accountability and putting clients' interests first.
"Our success this year is the direct result of our team's dedication to fiduciary excellence at all times," said Sheri Cuff, AIF®, President and Chief Compliance Officer of Certified Advisory Corp. "We are proud to know each member of our team has held this certification to the highest importance for 10 years in a row."
Joe Bert, CFP®, AIF®, Founder and CEO of Certified Financial Group®, said the decade-long certification represents something larger than a credential.
"We are humbled to be among the less than 2% of investment advisor firms worldwide to have received certification. Maintaining CEFEX certification for 10 years demonstrates our enduring commitment to providing exceptional financial guidance to our clients."
Founded in 1976, Certified Financial Group® has served generations of individuals, families and retirement plan clients throughout Central Florida and beyond. The firm provides comprehensive financial planning, retirement planning, investment management and retirement plan advisory services.
About Certified Financial Group®, Inc.
Founded in 1976 and headquartered in Altamonte Springs, Florida, Certified Financial Group®, Inc. is an independent financial planning and investment advisory firm serving individuals, families and employer retirement plan clients. The firm's financial professionals provide comprehensive planning and investment guidance designed to help clients pursue financial independence.
Disclosures: Financial Planning and Investment Management offered through Certified Advisory Corp, a Registered Investment Advisor, for a fee.
"Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks."
CEFEX conducts an annual evidence-based fiduciary assessment of Certified Advisory Corporation (the "Advisor") to determine whether Advisor's practices in providing investment advice to clients conform generally to the fiduciary standards of excellence (referred to as the Fiduciary Practices) as defined by the Prudent Practices for Investment Advisors (U.S. Edition) handbook. Compliance with applicable legal and ethical practices in providing investment advice to clients is the responsibility of the Advisor. The responsibility of CEFEX is to express an opinion on whether the Advisor generally conforms to the Fiduciary Practices in the conduct of its Investment Advisory business based on their assessment.
Media Contact
Kim Touchton, Certified Financial Group, 1 407-869-9800, [email protected], www.financialgroup.com
SOURCE Certified Financial Group
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