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Certified Fund Specialist (CFS)

Designation Essentials
Status Currently offered and recognized by the issuing organization.
Issuing Organization Institute of Business & Finance
Qualification and Educational Requirements
Prerequisites Candidate must meet one of the following requirements:
  • A bachelor's degree or
  • 2,000 hours of financial services work experience
Education Requirements Candidate must complete Self Study Program (six modules)
Examination Type Three exams (proctored, online) and a case study
Continuing Education Requirements 30 hours every two years
Verification and Complaints
Check Designation Status Online Online at Search for an IBF Designee
Investor Complaint Process Online at Concerns and Complaints. Complaints may be submitted by phone or email.
Published List of Disciplined Designees None