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Certified Funds Specialists (CFS) (The original and premiere knowledge source. IBF developed the CFS designation 1988—it’s the fourth-oldest designation in the U.S.—to fill a serious gap in the professional practice of certified financial planners. In this intermediate-to-advanced course, you’ll develop a strong working knowledge of: mutual funds, ETF, and REITs closed-end funds and similar investments advanced fund analysis and selection asset allocation and portfolio construction)
2015Accredited Asset Management Specialist (AAMS)
2011Certified Funds Specialists (CFS) (Certified Plan Fiduciary Advisor (CPFA))
2005(Accredited Investment Fiduciary® (AIF®))
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