Fri., Jul 3: In observance of Independence Day, the College for Financial Planning will be closed. Online testing will be available; however, online testing support will not be available.
By clicking an Enroll button on this page, I understand that the College will use email as the primary method of communication with me concerning notification of information about policy changes, my status in the program, etc. I agree and consent to the College for Financial Planning® sharing my email address with instructors and other students in my classes for educational purposes. I also understand that it is my responsibility to keep the College informed of changes to my email address, mailing address, and phone numbers.
Furthermore, I have read, understand, and agree to all the policies and procedures stated in the catalog, and on the Web site of the College for Financial Planning, Inc., including but not limited to those relating to admission requirements, fees, sales tax, refund policy, updating of study materials, the Privacy Policy, examinations and testing activity, length of enrollment, and completion requirements.
This program provides you with a thorough knowledge of mutual funds and their various uses as investment vehicles. As a graduate of the program, you can approach mutual funds with a new understanding and confidence, as well as having the ability to communicate that confidence to your clients.
The College for Financial Planning® awards the CHARTERED MUTUAL FUND COUNSELORSM AND CMFC® designation to students who:
Students must sign and return the Code of Ethics forms within six months of passing the final exam. Failure to complete and submit the forms within this time frame may result in termination of the individual’s candidacy. If an individual wishes to apply for authorization to use the Marks in the future, he or she may be required to fulfill the initial designation requirements in place at the time of passing the exam.
Successful students receive a certificate and are granted the right to use the designation on correspondence and business cards for a two-year period.
Continued use of the CMFC® designation is subject to ongoing renewal requirements. Every two years individuals must renew their right to continue using the CMFC® designation by:
Detailed renewal requirements for the College for Financial Planning’s professional designation programs can be found on www.cffpalum.org/renewal.
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All materials are provided in print and online* through your personalized "My Campus" page. Our curriculum is based on a client-centered, problem-solving method that uses case studies to give students a hands-on approach to the material. Also included are thousands of open-ended, multiple choice, and case analysis questions that help you prepare for the national exam and equip you with knowledge that will benefit your clients. As a further advantage, our highly qualified, full-time faculty is available via telephone, e-mail, and fax to support you in your studies.
*Online Mentor Program only
Because of the CMFC program, I can compare funds based on their past, present, and future directions. I have confidence in my knowledge ... and in my ability to communicate that knowledge to my clients.