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Chartered Mutual Fund Counselor (CMFC)

Designation Essentials
Status Not currently offered by the issuing organization, which nevertheless recognizes and enforces renewal requirements for existing CMFC designees
Issuing Organization College for Financial Planning – a Kaplan Company
Qualification and Training Requirements


Designation Training Requirements

Self-study course

Designation Exam Type

Online final exam

Continuing Education Requirements

16 hours every two years

Verification and Complaints
Online Designation Resource

Online at Find a Financial Advisor

Investor Complaint Process

Complete complaint form, and send it via mail to the College for Financial Planning, Attn: Ethical Conduct Committee, 9000 E. Nichols Ave, Ste 200, Centennial, CO 80112, or fax to 602-626-2466.

Published List of Disciplined Designees

Online under Standards of Conduct - Disciplinary Actions