| |
|
| |
Certified Funds Specialist (CFS) Training Class |
|
| |
|
|
| |
|
|
| |
Certified Funds Specialist (CFS) Training Seminar
The Certified Fund Specialist (CFS) designation is the oldest and most respected mutual fund designation. Prospective clients evaluate advisors for their experience, education, credibility and professionalism; the CFS designation distinguishes your qualifications, setting you apart from your peers.
The CFS program is an intermediate-to-advanced course on mutual funds, ETFs, REITs, closed-end funds and similar investment vehicles. The program addresses the foundation of a modern practice with knowledge that can be used to provide intelligent solutions as you build long-term client relationships.
Whether advising a new investor or providing sophisticated wealth management, a CFS is empowered by practical education to present optimal solutions that address each client's concerns and goals.
The curriculum includes advanced topics in fund analysis and selection, asset allocation and portfolio construction. It details sophisticated investment strategies that account for risk, taxes, estate planning and more.
The materials, designed by seasoned practitioners with strong academic backgrounds, cover the practical as well as the theoretical. This education will improve your skills and provide a catalyst for a growing practice.
Covered Topics
Core
Mutual fund features and benefits
The structure and regulation of investment companies
Expenses, share classes and load vs. no-load
Performance metrics for risk and returns
Asset classes and fund categories
Indexing vs. active management
Mutual funds vs. CEFs, EANs, ETFs, ETNs, and UITs
Basics of portfolio construction
Advanced
Assessing risk tolerance
Time value of money
Risk factors, related statistics and their shortcomings
Fund analysis and selection
Investment policy statements
Core-satellite strategies
Monte Carlo simulation
Correlation coefficients and first-auto correlations
Modern portfolio theory (MPT)
Post-MPT and its ramifications
Portfolio rebalancing strategies
Income taxes and planning
Retirement income and withdrawal strategies
Foreign markets and currency hedging
Specialty
Balancing client goals and concerns
Fund management
Market indicators and indexes
Home prices vs. stock indexes
Closed-end funds and UITs
Sector fund options and suitability
Commodity, utility and other specialized funds
REITs and real estate funds
High-yield vs. junk bonds
Emerging markets vs. frontier funds
Long-short (130/30) and hedge funds
Target retirement funds
Ratio shortcomings
Optimal and suboptimal portfolios
Course Materials
Upon placing your order, you will receive:- Manual and Procedural Guide
- Three spiral-bound books (updated monthly), each containing two modules
- Interactive Testing CD
- Desk Reference Guide
The cost of this program includes everything: registration, materials, shipping, handling, testing, and the handy IBF Desk Reference!
Earning The Designation
The CFS program is a 60-hour self-study program. Students are given 12 months to complete the program, but the vast majority of the enrollees complete the materials within a couple of months.
Note: This course may be taken independently for professional development or in pursuit of the CFS designation. Click on this hyperlink for more information on certification requirements.
Continuing Education
This program is approved for continuing education (CE) credit to meet a candidate's professional development requirements. Approvals are subject to change, and the student is responsible for confirming the credits approved for a given state or organization.
|
|
| |
|
|
| |
|
|
| |
|
|
| |
|
|
| |
|
|
| |
Price |
|
| |
$1,165.00
|
|
|
|
|
|
| |
|
|
|
|
| |
|
|
| |
|
|
|
| |
|
|
|
| |
|
|
| |
Select a market segment to view more courses
|
|
| |
|
|
| |
Or, select a category to view more Law courses
|
|
| |
|
|
| |
 Browse By Category
Browse By Location
Browse New Courses
|
|
| |
|
|
|
| |
| |
|
|
|
|