Certificate Pathway

Certificate in Advanced Mutual Funds Advice (CMFA)

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What is the Certificate in Advanced Mutual Funds Advice?

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.

What skills will you develop?

  • Develop an action plan to manage and grow your book of business using effective selling techniques, practice management skills and networking skills
  • Build comprehensive financial plans that cater to your clients’ needs, constraints and unique situations
  • Utilize advanced mutual fund analysis to evaluate the merits of mutual fund investments
  • Evaluate the benefits and risks of mutual funds against similar non-mutual-fund investments to determine which may be a better fit for your clients at their different life stages
  • Ability to help your clients understand the opportunities and risks of investment products so they feel confident in their financial plans
  • Understand sales practice regulatory boundaries
  • Become a key succession candidate, placing you in good standing to eventually assume senior advisors’ books of business
  • Learn new approaches to deepen client relationships and expand your book of business

What is the path to the Certificate in Advanced Mutual Funds Advice?

This certificate is also on the path to the Personal Financial Planner (PFP®) designation.

Who Should Enrol?

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.