Product Questions
What is CMFS?
The National Investment Company Service Association (NICSA) awards this
designation to investment practitioners who complete this self-study program
consisting of 3 modules and final examination on different mutual fund topics.
The program represents the next generation of industry education, introducing a
flexible approach to both educate and cross train employees in a broad spectrum
of industry disciplines. Professionals with this designation provide mutual
fund advice to clients. Having the CMFS designation will set you apart from
your peers in the mutual funds industry and provide recognition among 400
member companies of NICSA. Your expertise will increase the client's confidence
in you and will result in more and greater sales.
How does the program work?
All you need is a computer and an Internet connection. First, visit the
Certified Mutual Fund Specialist
Program enrollment page
and sign up by creating your account. You will receive an e-mail confirmation
within a few minutes. Next log on access the premium materials you have
purchased. The program is accessible for three months from date of purchase.
Registration & Billing
How do I register for the CMFS Program?
Registration is online; please visit the main Certified
Mutual Fund Specialist Program page to view our latest offer. If you
have any questions, please contact an Enrollment Advisor at 1-800-329-4996.
How much does the CMFS Program cost?
You can buy the full program for $749.
I forgot my password, what can I do?
Click here and
enter the e-mail address you used at registration. Your password will be
e-mailed to you in just a few minutes.
I don't remember which email I used to register.
Please call our Customer Support team for assistance at 1-800-329-4996.
Who should I contact for billing questions?
You can access all of your billing information by clicking the "My Account"
link in the upper right hand corner of the student home page. Our billing
support team is available via phone, 1-800-329-4996. Or, you can fill out our
customer request form online.
Technical Support & Troubleshooting
What type of software do I need?
- All you need is a computer and Internet access;
- 56k modem with a dial-up connection and higher;
- Microsoft Internet Explorer 5.0 and higher or Netscape Navigator 6.2 and higher or Firefox 1.0 and higher;
- Macromedia Flash 6.0 and higher.
Can I access CMFS Program with a Macintosh?
Yes, you can use a Macintosh to access the website. You will need to access the
information using a Netscape browser.
Who can I contact for technical support?
Have questions? Problems launching a course or a module? These problems are
easily remedied by our online customer support center. Our qualified
specialists will answer questions and provide you with the technical support
you need. Live tech support is available via phone, 1-800-329-4996, Monday -
Friday 8:00-5:00. Or, you can fill out our customer request form online
customer request form online.
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