A Comprehensive Look at The Mutual Fund Industry -
Newly Updated!
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$749.00 |
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90 days |
Every year, thousands of students in major corporations such as The Hartford Life, Lipper,
Confluence, RR Donnelly and Unified Fund Services use the Mutual Fund Specialist
program to expand their knowledge of the US and international mutual fund industry.
The Certified Mutual Fund Specialist Program will dramatically improve your understanding
of mutual funds. This program was specifically designed for a "broad audience," from corporate
new-hires to personal investors looking to increase their knowledge of the mutual fund
business.
You will learn about the industry, its history, regulation, providers, structure,
operations, distribution, marketing and the popularity of open-end mutual funds in the
United States. The Boston Institute of Finance and National Investment Company Service
Association (NICSA) offers this one-of-a-kind program. It is made up of three courses:
- Introduction to the Mutual Fund Industry Course
- Mutual Fund Operations Course
- Mutual Fund Distribution & Marketing Course
A student completing the three courses earns the right to use the CMFS designation.
The program is based on the "Mutual Fund Industry Handbook," by Lee Gremillion, a former
partner with PricewaterhouseCoopers LLP and one of the most respected expert on the
mutual fund industry
Less than eight weeks is all it takes to be on your way to CMFS designation.
- The first-ever certification program of its kind
- Recognized by 400 of the best investment companies worldwide
- Created and endorsed by The National Investment Company Service Association
- Complete overview of the mutual fund industry worldwide
- 15 day money back guarantee
Testimonials:
"In participating in the NICSA Certified Mutual Fund Specialist, I enhanced my understanding of mutual fund concepts as well as industry and regulatory practices. The skills and information obtained from these courses have enabled me to contribute and demonstrate industry knowledge and facts in meetings and presentations. The courses were easy to understand and enjoyable to perform. I recommend this program to individuals (at any level) who wish to supplement to start their understanding of the mutual fund industry."
- Henry Kramer
, Morgan Stanley
"I have recommended your program to our training department. I believe your program contains a wealth of knowledge for associates new to the mutual fund industry. My work experience at Russell has been focused in Operations. It was beneficial for my career to have a larger overview of the industry. This program was challenging and informative. I appreciated the web format and self direction which allowed me to complete the program in a timely manner, while still being able to perform my daily work functions."
- Denise McEachin
, Russell investment Group
About NICSA
The National Investment Company Service Association (NICSA) is a
not-for-profit trade association providing leadership and innovation in educational
programming and information exchange within the operations sector of the worldwide investment
industry. NICSA membership totals more than 400 companies operating in major financial centers
in the United States, Europe and Asia. The membership represents all segments of the
mutual fund industry including mutual fund complexes, investment management companies,
custodian banks, transfer agents and independent providers of specialized products and
services.
Is your company a NICSA Member? Eligible members can call 1-800-329-4996 for discount info
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