I’m a Nonprofit Board Member – What’s up with all this jargon?

Communication can be a funny thing – each group has its own special terminology and shorthand that can prove frustrating until you “speak the language.” Our Language of Nonprofit Fiduciaries© is a great tool and will get you speaking Fiduciary in no time!

Nonprofit Word of the Day: CEFEX


When you’re looking to get a lock on the Best Fiduciary Practices, CEFEX is the source!

The Centre for Fiduciary Excellence (CEFEX) is an independent, international organization that assesses, audits and certifies investment stewards, investment advisors and investment managers as adhering to Fiduciary Best Practices and the Global Fiduciary Standard of Excellence. As a framework for addressing fiduciary responsibilities, CEFEX has developed the Fiduciary Quality Management System (FQMS) which is modeled after the International Organization of Standards (ISO) 9000 Standard for Quality Management Systems. CEFEX Assessments are evidenced-based and all work is reviewed by the CEFEX Registration Committee to ensure impartiality and consistency.


Check out the Prudent Practices for Investment Stewards promulgated by CEFEX.


Our team of experienced fiduciaries and CEFEX Analysts provides practical fiduciary education and consulting services to help you readily meet your fiduciary responsibilities so you can focus on what inspires and motivates you!

Check out Training Introduction – Allan Henriques Fiduciary Consultants