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Certified fund specialist
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Introduction Certified Fund Specialist® (CFS®) is a designation offered by the Institute of Business and Finance. The certification serves as an indication of an individual's expertise in mutual funds and the mutual fund industry. The CFS® is the fourth oldest financial designation in the financial services industry and the oldest designation in the mutual fund industry, coming into existence in 1988 . In total, more than 11,000 financial service professionals have completed the CFS® program. Curriculum The CFS® program consists of six modules. Each module covers various mutual fund related topics and takes 23 hours or less to complete. Module I - Regulation, Structure, Expenses, and Titling Module II - Management and Fund Selection, Risk Management, Equities, Fixed-Income & Hybrids Module III - Tax-Free Bonds, Money Market, Specialty Categories, and Time Value Analysis Module IV - Asset Categories, Market Indicators, CEFs, ETFs, and REITs Module V - Risk, Timing the Market, When to Sell, and Taxation Module VI - Basics of Asset Allocation, The Efficient Frontier, Optimal Asset Allocation, Core-Satellite Strategy, Modern Portfolio Theory (MPT) See Also
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