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:
"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.
"I highly recommend the Certified Mutual Fund Specialist program. The information is informative and useful at the same time. The tests were actually fun to take over and over again because the information was that interesting. I would love to have had the course in hard copy to use as reference material for some of the chapters. All in all, a superior course."
- Michelle Rodriguez
, The Hartford Mutual Funds
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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