Chools - Dalilna |Certified Fund Specialist

About Course

A Certified Fund Specialist (CFS) is a professional designation for financial advisors who specialize in mutual funds and other pooled investments. This course helps you build the knowledge and be prepared for the exam. course covers topics such as fund analysis and selection, asset allocation and portfolio construction, and advanced investment strategies. The CFS designation is intended to help financial advisors serve their clients better in the area of mutual fund investing, which is a popular and important form of investing .

Eligibilities

To be eligible for the CFS course, you must have either a bachelor’s degree or 2,000 hours of financial services work experience. You must also complete study program which consists of six modules and a written case study. You must pass three online exams with a score of at least 80% to earn the CFS credential.