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Chartered Mutual Fund Counselort

Chartered Mutual Fund CounselorSM
or CMFC®

Because of the CMFC® program, I am now able to compare funds based on their past, present, and future directions. I have confidence in my knowledge of the various funds and in my ability to communicate that knowledge to clients. - Jan W

Program Summary:

The CMFC® program provides the education necessary to earn the only industry-recognized mutual fund designation. The result of collaboration between the College for Financial Planning and the Investment Company Institute (ICI)—the primary trade association for the mutual fund industry—the program’s quality and thoroughness reflect the combined experience and expertise of the College and the ICI.

This program provides you with a thorough knowledge of mutual funds and their various uses as investment vehicles. The case studies used throughout the course—presenting client scenarios and pointing out opportunities for you to make the most of these popular investments—provide insight into effective use of these investment vehicles. As a graduate of the program, you can approach mutual funds with a new understanding and confidence and communicate that confidence to your clients.

In addition to becoming an expert in your chosen field, earning the CMFC® designation has also been shown to increase your earnings and your number of clients. You can find this information and information pertaining to our other programs in our annual Survey of Trends in the Financial Planning Industry.

Course Topics:

  • Introduction to Mutual Funds
  • Open- & Closed-End Funds: Types & Characteristics
  • Other Packaged Investment Products
  • Risk/Return: Part I
  • Risk/Return: Part II
  • Asset Allocation
  • Selecting a Mutual Fund for a Client
  • Retirement Planning
  • Ethics, Integrity & Professional Conduct

This program is available exclusively via the College’s MyChoice Custom Education Platform. The College provides you with all of the tools available – use whatever you need.

MyChoice Custom Education Platform

Enrollment includes all of the following:

  • eReader study materials for use on all tablets.
  • Live online interactive instructor-led classes.
  • Unlimited access to pre-recorded classes.
  • Interactive multiple-choice study questions.
  • Direct contact information for Lead Professor and Course Instructor.
  • Access to final examinations.
  • Personal Enrollment Advisor assigned to each student.
  • Social media forums for interaction with other students.
  • The option to order printed study materials at any time.*

Currently employed in the financial services industry? We have discount agreements with over 150 financial companies!

Before enrolling online, contact us to see if you qualify for a discount at 1-800-237-9990.

Challenge Examinations: Completing this program makes you eligible to test out of up to 1/3 of our CFP Certification Professional Education Program. You can earn this designation and sit for the CFP® Certification Examination in as little as one year! Contact us for additional details.

Student Loans are available

Students typically complete their studies within 6-8 weeks. The CMFC® program may allow you to earn up to 45 hours of continuing education credit with some organizations, but does not qualify for degree credit at the College for Financial Planning.

The curriculum is based on a client-centered, problem-solving method using case studies to give you a hands-on approach to the material. Also included are open-ended, multiple-choice, and case analysis related questions to help you prepare for the exam and equip you with knowledge to help your clients. The College's highly qualified, full-time faculty is available via telephone or e-mail to support you in your studies.




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