Certified Fund Specialist^® | Program Format

The CFS^® course, exams, and case study highlight what the practitioner faces daily. Whether you are an accountant, advisor, banker, broker, money manager, or planner, you will reap immediate rewards in return for your commitment of time and study. Because the teaching materials are designed to also be used in your daily practice, each program is updated throughout the year.

Program Structure

• The CFS^® consists of six modules, designed to be completed within 15 weeks
• The CFS^® counts as 3 semester units toward the MSFS degree.
• Materials include all study and exam preparation.
• There are three non-cumulative exams and one case study.

Examination

• Each exam is based on two modules.
• Each exam consists of 50 multiple-choice questions.
• More than one exam can be taken at a time.

Case Study

• A written case study is required.
• The case study is based on a one-page fact pattern.
• The case study answer must be two to five pages.