Chartered Mutual Fund Counselor℠
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.
What benefits does the CMFC®Program offer?
- The CMFC® program is an ideal way for new advisors and agents to become experts in these popular investments.
- Graduates report a 5% increase in earnings in addition to increases to their number of clients and even their job satisfaction.
- Graduates can test out of 2 (of 6) courses in our CFP Certification Professional Education Program.
- The CMFC® designation is the industry-benchmark and only mutual fund credential encouraged by the top firms in the industry.
- Master the aspects of risk and return to better select the right mutual funds for clients of all types.
- In addition to mutual funds, the program provides an excellent overview of other packaged investment products.
- Obtain up to 45 hours of CE credit for completion.
How does the CMFC® Program work?
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.
Upcoming Live Course SessionsThe next live course will be offered during these dates. Remember that you can enroll and begin at any time using pre-recorded course lectures.
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 on year to complete the program
Graduates may receive up to 28 CE Hours towards their CFP® Certification as well as up to 45 CE Hours towards the College’s professional designations for successful completion of the program.
View CE Credit Matrix
Policies & Procedures:
A complete list of requirements, testing information, and the College’s complete list of Policies & Procedures can be found here. View Policies & Procedures
There are additional requirements to obtain and maintain authorization to use this designation.
View Conferment Requirements
CMFC® Course Topics
How do I enroll in a program?
It’s incredibly easy to enroll and begin your studies immediately! By clicking Enroll Now, you will be prompted to create a user account and enter payment information. Within just a few minutes of enrolling you will have full access to all of your course study tools. Get started today!
What payment options are available?
The College for Financial Planning accepts Visa, Mastercard, Discover and American Express. If you would like to pay by check or money order, contact an enrollment specialist for more information.
If you are currently employed in the financial services industry you may be eligible for a discount. The best way to learn more about any potential discounts or additional enrollment options is to contact our enrollment team at 1-800-237-9990 x 3 or at email@example.com.
The College has a wide variety of program scholarships available. Visit our Scholarships Page for more information.