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Certified Fund Specialist - Explained

What is a Certified Fund Specialist?

Written by Jason Gordon

Updated at March 10th, 2022

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What is a Certified Fund Specialist?CFS Test Outline

What is a Certified Fund Specialist?

The Institute of Business and Finance (IBF) issues a certificate to individuals with expertise in mutual funds who pass their certification exams. The professional holds the designation Certified Fund Specialist (CFS). 

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CFS Test Outline

To obtain a CFS certification, applicants are required to pay a registration and tuition fee of $1,365 per applicant. Examination fee, materials, and textbooks fee are included in the fee charged. 

Before individuals sit for the CFS eam, they must have taken a six-module self-study program.

Here are the major areas in which individuals receive training:

  • Mutual funds
  • Tax laws
  • Closed-end funds
  • Exchange-traded funds (ETFs)
  • Real estate investment trusts (REITs)
  • Fund selection and fund analysis
  • Risk management
  • Asset allocation
  • Estate planning and investment.

The applicant must have a bachelor's degree and undertake 2,000 hours of financial services work experience. 

Those who can obtain the CFS certification include:

  • Money managers
  • Stock brokers
  • Bankers Bank
  • Managers
  • Accountants
  • Financial advisors and
  • Financial planners
certified fund specialist

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