CMFC® or Chartered Mutual Fund Counselor℠
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Thanks to this program now I’m capable of compare funds based on their past, present, and future directions. I have gained the necessary confidence in the various funds and in my ability to communicate with clients.
← | →
Course
Online
Description
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Type
Course
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Methodology
Online
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Duration
Flexible
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Online campus
Yes
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Delivery of study materials
Yes
The Chartered Mutual Fund CounselorSM or CMFC® Program is a professional designation program for financial professionals. Founded as a partnership between the College for Financial Planning and the Investment Company Institute (ICI), the CMFC® designation has been the only industry-recognized mutual fund designation since 1996. The CMFC® program provides you with a thorough knowledge of mutual funds and their various uses as investment vehicles. The case studies used throughout the course provide insight into effective use of mutual funds by presenting client scenarios and pointing out opportunities for you to make the most of these popular investment vehicles.
Reviews
-
Thanks to this program now I’m capable of compare funds based on their past, present, and future directions. I have gained the necessary confidence in the various funds and in my ability to communicate with clients.
← | →
Course rating
Recommended
Centre rating
Jan
Subjects
- Risk
- Access
- Investment
- Financial
- Industry
- IT risk
- Financial Training
- Mutual Funds
- CMFC
- Taxation
Course programme
The College’s professional designation programs all feature open enrollment. You can enroll and begin whenever you like. While we offer periodic live classes, these are completely optional and are available to all students at no additional charge.
When you enroll you will receive immediate access to the College’s exclusive online student portal. Within this portal you will find copies of your written study materials, streaming video lectures, downloadable MP3’s, interactive quizzes, and even access to live classes when they are in session. You will also be able to contact your professor with questions or issues.
All of these things are included with your enrollment and we pride ourselves on not charging for additional 3rd party books, online functionality, access to professors, etc.
Course Topics:
Students must successfully pass the course’s single final examination within one year of their enrollment date. Final exams can be administered at our approved testing centers: PSI, Prometric, or ISO Quality Testing. The first examination is included as part of your enrollment. Subsequent examination attempts are $100 each. Students must attempt the exam within six months of enrollment and have one year to complete the program.
Module 1. Introduction to Mutual Funds
- Chapter 1. History & Growth of the Mutual Fund Industry
- Chapter 2. What is a Mutual Fund?
- Chapter 3. Mutual Fund Regulation
- Chapter 4. Mutual Fund Organization
- Chapter 5. Mutual Fund Distribution
- Chapter 6. Mutual Fund Taxation
- Chapter 7: Mutual Fund Pricing
- Chapter 8: Mutual Fund Expenses
- Chapter 9: Mutual Fund Services
- Chapter 10: Reading a Mutual Fund Statement
Module 2. Open- & Closed-End Funds: Types & Characteristics
- Chapter 1. Types of Open-End Funds & Their Securities
- Chapter 2. Closed-End Funds
- Chapter 3. Sources of Fund Information
Module 3. Other Packaged Investment Products
- Chapter 1. Unit Investment Trusts
- Chapter 2. Variable Annuities
- Chapter 3. Mutual Fund Wrap Fee Program
- Chapter 4. Fund-of-Funds
- Chapter 5. Offshore Funds
Module 4. Risk/Return: Part I
- Chapter 1. Definitions & Types of Risk
- Chapter 2. Quantitative Measures of Risk
- Chapter 3. Risk Reduction Methods & Strategies
Module 5. Risk/Return: Part II
- Chapter 1. Types of Returns
- Chapter 2. Computing Rates of Return
- Chapter 3. Historic & Expected Returns
Module 6. Asset Allocation
- Chapter 1. Asset Allocation
- Chapter 2. Implementing an Asset Allocation Plan
- Chapter 3. Portfolio Optimization
- Chapter 4: Portfolio Rebalancing
- Chapter 5: Portfolio Reallocation
Module 7. Selecting a Mutual Fund for a Client
- Chapter 1. Client Suitability
- Chapter 2. Establishing Financial Goals
- Chapter 3. Meeting Clients’ Needs
- Chapter 4. Selecting a Mutual Fund
Module 8. Fiduciary, Ethical, and Regulatory Issues for Advisors
- Chapter 1. History of U.S. Financial Regulation
- Chapter 2. Forces Changing Financial Services
- Chapter 3. The Fiduciary Standard
- Chapter 4. Formal Ethical Codes and the Investment Professional
CMFC® or Chartered Mutual Fund Counselor℠