A Comprehensive Look at The Mutual Fund Industry

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.

Tuition $749.00
Program Duration 90 days
Application Deadline Open enrollment, same day access

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What Will You Learn?

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 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
  • Complete overview of the mutual fund industry worldwide
  • 15 day money back guarantee


"Awesome course! I would recommend it to anyone truly interested in gaining an in-depth understanding of the mutual fund business."

- Jeff Grasser , UMB Bank

"Coming from a technical background, I found Boston Institute of Finance's Certified Mutual Fund Specialist course an informative and challenging introduction into the Financial Services Industry. I have recommended the course to my whole team."

- Michael Lentini , Pyxis Mobile, Inc.

Read more testimonials here...