Investing Resources

Financial Planners

What is a “Certified Fund Specialist” (CFS)?

A certified fund specialist accreditation means the adviser is an expert in mutual funds and the mutual fund industry. He has studied and been tested for his knowledge in portfolio management, dollar cost averaging, and annuities. If he has a license to buy and sell funds, he will also be able to purchase funds on behalf of his clients. The Institute of Business & Finance oversees the accreditation of a CFS.


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