The CFS® program, offered by the Institute of Business & Finance, is the oldest designation in the mutual fund industry, with over 11,000 financial service professionals having completed the training. This renowned credential incorporates extensive studies, theories, and practical applications.
The CFS® consists of six modules designed to be completed within 15 weeks. There are three non-cumulative exams and one written case study. Designees must meet IBF’s ongoing competency requirements of continuing education (30 hours of CE every two years), adhere to IBF’s Code of Ethics and Standards of Practice, and demonstrate their commitment to ongoing education and professionalism.