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The Chartered Mutual Fund Counselor (CMFC) course is a certification program for professionals who want to specialize in mutual fund investing. According to the College for Financial Planning, the organization that offers the CMFC credential, the eligibility requirements are as follows:
- You must complete a 10-week self-study course and pass an online final exam that covers topics such as financial planning, investment analysis, and mutual fund products.
- You must have at least three years of employment in the financial services industry or a letter of recommendation from a supervisor in the same field.
- You must complete 16 hours of continuing education every two years to maintain your certification.
Note: Eligibility requirements may vary based on the specific course or program you choose. Please refer to the detailed course brochure for more information.
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