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Certified Funds Specialist

certifying organization info

Institute of Certified Fund Specialists
Certified Funds Specialist
Institute of Business & Finance, 7911 Herschel Avenue, Suite 201, La Jolla
CA 92037-4413


The CFS 60-hour program provides the practitioner with everything needed to select the right fund for any given situation. The cost of the program is $1,165. The cost includes everything: registration, shipping, materials, testing, and the first year's certification fee. The final exam is given at Thomson Prometric Centers which are located throughout the country. The exam is administered by the NASD. Students must also complete an open-book case study. The CFS program is fully accredited.

Certified Funds Specialist Website


Oral or Written Exam Required? Yes

Renewal Required? Every 1 Year(s)

Renew through Continuing Educational Units(CEU)? Yes

Renew through Continuing Professional Development(CPD)? Yes

Does applicant have choice of at least two options from above for renewal (CEU, CPD, or exam)? Yes

This certification is related to Career and Technical Education Career Clusters.
Read more about career clusters.

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