WELCOME to your Instructor-Led Online Preparatory Course!
Course Materials: The The CFCM Study Guide 4th Edition is required for this course and is not included in your registration fee. This publication is available for order in NCMA's bookstore. In case you are experiencing shipping delays, units covered the first competency theme, are available as a free PDF download in the self-study module.
Course Credits:
- Upon completion of the course, students will earn 20 Continuing Professional Education (CPE/CLP) hours.
- To complete the course, all REQUIRED items must have a checkmark.
- Checkmarks are not required on OPTIONAL items
- Checkmarks are not required for each Section
- Note: Taking this course will help prepare you but does not equal or guarantee your certification nor does it guarantee your eligibility to sit for the exam.
Course Schedule:
|
Date |
Week | Theme | FAR Parts |
| 10/2 - 10/8 | 1 | Introduction | 1, 2, 52, 53 |
| 10/9 - 10/15 | 2 | Integrity | 3, 24, 31 |
| 10/16 – 10/22 | 3 | Customer Satisfaction | 7, 11, 43 |
| 10/23 - 10/29 | 4 | Competition | 6, 7, 14 |
| 10/30 -11/5 | 5 | Best Value | 10, 15, 46, 47, 48 |
| 11/6 -11/12 | 6 | Transparency | 5, 15, 33 |
| 11/13 - 11/19 | 7 | Efficiency- Reducing Transaction Costs | 8, 12, 13, 17, 18, 38 |
| 11/20 - 11/26 | -- | Thanksgiving Break | -- |
| 11/26 - 12/3 | 8 | Risk Management | 9, 11, 16, 28, 32, 49 |
| Wealth Distribution | 19, 22, 23, 25, 26, 27 | ||
| 12/4 - 12/10 | 9 | Types of Services | 34, 35, 36, 37, 39, 41 |
| 12/11 - 12/17 | 10 | Uniformity, Conclusion | 4, 29, 30, 42, 44, 45, 50, 51 |
For any technical questions, contact memberservices@ncmahq.org.
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