The Advanced Mutual Funds Advice Program is ideal for investment professionals who want to specialize further and maintain and expand their client base. This new modular mutual fund program provides advisors with a solid foundation in financial planning and a wide range of essential skills that include the intricacies of retirement and estate planning, the principles of ethics and wealth management, and the rigors of tax and personal risk management. This program will also broaden and advisor’s knowledge of portfolio theory, strategic asset allocation, and the investment products and tools available to meet a client’s shifting financial objectives and need over time.
The Advanced Mutual Funds Advice program consists of seven courses and the Advanced Mutual Funds Advice Certification Exam. To enrol in the Certification Exam, students must first complete all seven courses. The Advanced Mutual Funds Advice program is part of a pathway to achieving several certifications and the coveted PFP® designation:
Note that students who completed both the BMAP and FOFP courses instead of the Advanced Mutual Funds Advice Program are also on the pathway to the Personal Financial Planner designation.
*Requires successful completion of AMFA Examination. CFSA is not a requirement to continue on the PFP® pathway.
** Requirement to earn CFSA.