Career Details

Certified Fund Specialist

Description

CFS designation program at IBF is an intermediate-to-advanced course on mutual funds, ETS, REIT's, closed-end funds, and similar investments. You will learn about advanced topics in fund analysis and selection, asset allocation, and portfolio construction. In addition, you'll gain sophisticated investment strategies for risk management, taxes, and estate planning.

Certifying Organization

Institute of Business & Finance

Details

If significant education or training is needed? Yes

If significant work experience is needed? Yes

Is an exam required? Yes

How many years until certification must be renewed? Unknown year(s)

Certification can be renewed with Continuing Education Units? Unknown

Certification can be renewed with re-examination? Unknown

Certification can be renewed with Continuing Professional Development? Unknown

Certification can be renewed in multiple ways? Unknown

Certificates

Certificate name

Certified Funds Specialist

Certifying Organization

Institute of Business & Finance

Type

C - Specialty

Certificate name

Certified Investment Management Analyst

Certifying Organization

Investments and Wealth Institute

Type

B - Advanced

Certificate name

Certified Pension Consultant

Certifying Organization

American Society of Pension Professionals and Actuaries

Type

A - Core

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