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Chartered Mutual Fund Counselor (CMFC)

Designation Essentials
Status Currently offered and recognized by the issuing organization.
Issuing Organization College for Financial Planning
Qualification and Educational Requirements


Education Requirements

Self-study course (nine modules)

Examination Type

Final certification exam (online, closed-book, proctored)

Continuing Education Requirements

16 hours every two years

Verification, Complaints and Accreditation
Check Designation Status Online

Online at The Financial Designation Resource

Investor Complaint Process

Online at Standards of Professional Conduct, click on Complaints Against a Designee

Published List of Disciplined Designees


Accredited By

Issuing Organization (College for Financial Planning) is accredited by U.S Department of Education Regional Accredited Agencies, The Higher Learning Commission (HLC)