Chools - Dalilna | Chartered Mutual Fund Counselor (CMFC)

About Course

A Chartered Mutual Fund Counselor (CMFC) course is a type of education that prepares financial professionals to offer mutual fund and investment services to their clients. The course covers topics such as mutual fund history, types, performance, taxation, regulation, and analysis. The course also helps financial professionals prepare for the CMFC exam, which is one of the requirements to obtain the CMFC credential from the issuing organization.

Eligibilities

The Chartered Mutual Fund Counselor (CMFC) course is a certification program for professionals who want to specialize in mutual fund investing. According to the College for Financial Planning, the organization that offers the CMFC credential, the eligibility requirements are as follows: You must complete a 10-week self-study course and pass an online final exam that covers topics such as financial planning, investment analysis, and mutual fund products. You must have at least three years of employment in the financial services industry or a letter of recommendation from a supervisor in the same field. You must complete 16 hours of continuing education every two years to maintain your certification.