Career Details

Certified Funds Specialist

Description

The CFS 60-hour program provides the practitioner with everything needed to select the right fund for any given situation. The cost of the program is $1,165. The cost includes everything: registration, shipping, materials, testing, and the first year's certification fee. The final exam is given at Thomson Prometric Centers which are located throughout the country. The exam is administered by the NASD. Students must also complete an open-book case study. The CFS program is fully accredited.

Certifying Organization

Institute of Business & Finance

Details

If significant education or training is needed? Yes
If significant work experience is needed? Unknown
Is an exam required? Yes
How many years until certification must be renewed? 1 year(s)
Certification can be renewed with Continuing Education Units? Yes
Certification can be renewed with re-examination? Unknown
Certification can be renewed with Continuing Professional Development? Yes
Certification can be renewed in multiple ways? Yes

Certificates

Certificate name

Certified Investment Management Analyst

Certifying Organization

Investments and Wealth Institute

Type

B - Advanced

Certificate name

Certified Fund Specialist

Certifying Organization

Institute of Business & Finance

Type

C - Specialty

Certificate name

Certified Pension Consultant

Certifying Organization

American Society of Pension Professionals and Actuaries

Type

A - Core

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