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Certified Mutual Fund Specialist Program


What is CMFS?
The Boston Institute of Finance 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. Your expertise will increase the client's confidence in you and will result in more and greater sales.

How do I register for the CMFS Program?
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.

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.       

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

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