The Certified Mutual Funds Manager (CMFM) professional certification program equips individuals with the knowledge and skills required to excel in the mutual fund industry. The program focuses on the key aspects of mutual funds such as their nature, regulation, and costs, along with the best practices of investing. Participants will learn how to evaluate and compare fund types, analyze performance and asset allocation, and make informed investment decisions using Morningstar analysis. The program also covers the challenges faced by mutual funds and the strategies used by fund managers to overcome them.

Certification Program Objectives:

• Understand the nature, regulation, and costs associated with mutual funds
• Apply investment principles and strategies to evaluate mutual fund performance
• Analyze and compare different types of mutual funds
• Gain knowledge of asset allocation and efficient market theory
• Learn the tools and techniques of Morningstar analysis
• Understand the challenges faced by mutual funds and the strategies used by fund managers to overcome them.

Certifying Examination:

• To be certified as CHFM, student should take up a 1.5 hours exam at the designated examination centers.
• The qualifying exam would consist of 50 multiple choice questions, testing core certification modules.
• Professionals with relevant experience and other qualifying criteria may be exempted from the examination.

Modules:

1. Mutual Funds: Nature, Regulation, and Costs
2. The Realities and Analogies of Investing
3. Fund Types and Comparative Performance and Efficient Markets
4. Asset Allocation
5. Morningstar Analysis
6. Mutual Funds at the Crossroads