The Certificate in Advanced Mutual Funds Advice provides you with the knowledge, recognition, and tools to advance your advisory practice. It acknowledges mutual fund advisors who have gained in-depth financial planning and investing knowledge – beyond basic licensing requirements. You will be skilled at developing comprehensive financial plans that cater to your clients’ needs, constraints, and unique situations.
This certificate is also on the path to the Personal Financial Planner (PFP®) designation.
This milestone certificate was designed specifically for independent mutual fund advisors who want to build flexibility into their financial planning careers. It is suitable for entry-level professionals who may already have their mutual fund licensing. These may include junior mutual fund representatives, junior mutual fund sales representatives, insurance sales agents and assistants to financial advisors.