Certified Fund Specialist®

CFS®, Certified Fund Specialist®:  

Bradford Creger earned the CFS® designation in May 2008.  The Certified Fund Specialist® (CFS®) designation was created in 1988 and is awarded by The Institute of Business & Finance (IBF) for expertise in mutual funds and the mutual fund industry.  The Certified Fund Specialist® designation is one of the oldest certification designations in the mutual fund industry.

To earn the CFS® designation Individuals must have a bachelor's degree or 2,000 hours of financial services work experience.  A six-module self-study program provided by IBF is also a pre-requisite for taking the CFS® exam which is designed to provide specialists with current market information on mutual funds, exchange-traded funds (ETFs), real estate investment trusts (REITs), closed-end funds and other similar retail investment offerings.  The self-study program also includes material on advanced fund analysis and fund selection, asset allocation, portfolio construction, risk management, taxes and estate planning.

The above description was taken from The Institute of Business & Finance website and/or Investopedia.  Please feel free to click the links to find out more about the advantages of working with a CFS® Designee.

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