Certified Fund Specialist

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Certified Fund Specialist (CFS) is a certification program for financial professionals who want to specialize in mutual funds and other pooled investment vehicles. The program is designed to provide practical knowledge and skills to help advisors identify, analyze and manage investment opportunities. CFS designation holders are expected to have knowledge and expertise in taxation, risk management, asset allocation, portfolio management, and ethical considerations. The certification is offered by the Institute of Business and Finance (IBF).

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