Individuals who hold the CMFC® designation have completed a course of study encompassing all aspects of mutual funds and their uses as investment vehicles. Additionally, individuals must pass an end-of-course examination that tests their ability to synthesize complex concepts and apply theoretical concepts to real-life situations.
All designees have agreed to adhere to Standards of Professional Conduct and are subject to a disciplinary process.
Designees renew their designation every two-years by completing 16 hours of continuing education, reaffirming adherence to the Standards of Professional Conduct and complying with self-disclosure requirements.
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Accredited Asset Management SpecialistSM or AAMS® | Accredited Domestic Partnership AdvisorSM or ADPA® | Accredited Portfolio Management AdvisorSM or APMA® | Accredited Wealth Management AdvisorSM or AWMA® | Chartered Mutual Fund CounselorSM or CMFC® | Chartered Retirement Planning CounselorSM or CRPC® | Chartered Retirement Plans SpecialistSM or CRPS® | Chartered SRI Counselor™ or CSRIC™ | Financial Paraplanner Qualified ProfessionalTM or FPQPTM | Master Planner Advanced StudiesSM or MPAS®