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Certificate in Advanced Mutual Funds Advice

It's a complicated mutual funds landscape. Provide your clients advice that goes deeper; so they can reach their goals faster. The Certificate in Advanced Mutual Funds Advice provides you with the knowledge, recognition, and tools to advance your advisory practice.

YOU WILL DEVELOP

Deeper mutual fund analysis skills. New approaches to deepen client relationships and expand your book of business. The ability to assess mutual funds against other investment vehicles.
Skills to integrate mutual funds into comprehensive financial plans. A firm knowledge of sales practice regulatory boundaries.

LEARNING PATHWAY

CMFA Path IFC FOFP BMAP CFCCSC CFP PFP LLQP Examination

NOTICE – 5 YEAR RULE: The educational path must be completed not more than 5 years prior to application to receive the certificate. If an individual has exceeded the 5 year time line, completion of the highest level requirement in the educational path (or equivalent) will be required prior to being granted the certificate.

The Canadian Funds Course that was previously offered by CSI would be an alternative option for the CSC, IFC or CIFC.

LEADS TO CAREERS SUCH AS:

  • Life insurance Agent
  • Financial Advisor
  • Mutual Funds Representative