Certification: Certified Funds Specialist (CFS)

4141 Jutland Drive, Suite 330 San Diego, CA 92117

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.

More than two years of education or training after high school required?
Oral or Written Exam Required?
Renewal Required?
Every 1 Year(s)
Renew through Continuing Educational Units(CEU)?
Renew through Continuing Professional Development(CPD)?
Does applicant have choice of at least two options from above for renewal (CEU, CPD, or exam)?

Online Exam

Our CFS« curriculum is distributed across six easily digestible modules. Readings and practice questions prepare you for proctored online exams and the case study helps to demonstrate your growing mastery of topics and tools.


The certification corresponds to a specialty within a recognized occupation. For example, Oncology Nurse and Pediatric Nurse are specialties within the nursing field, so Certified Oncology Nurse and Certified Pediatric Nurse would be classified as specialty certifications.