Chartered Mutual Fund Counselor

College for Financial Planning
United States
Qualification
Professional and Vocational
Study mode
Part-time
Duration
9 weeks
Intakes
January August
Tuition fee (local)
Contact the university / college
Tuition fee (foreign)
Contact the university / college

Entry Requirements

Relevant working experience

Curriculum

  • Module 1. Introduction to Mutual Funds
  • Module 2. Open- & Closed-End Funds: Types & Characteristics
  • Module 3. Other Packaged Investment Products
  • Module 4. Risk/Return: Part I
  • Module 5. Risk/Return: Part II
  • Module 6. Asset Allocation
  • Module 7. Selecting a Mutual Fund for a Client
  • Module 8. Retirement Planning
  • Module 9. Ethics, Integrity & Professional Conduct

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