Level 1 Certification
CMM®
Certified Money Manager
Condition
None, open to the public
Training Requirements
Can be obtained by taking training or direct exams
Competence
Basic financial planning
Exam Type
Multiple choice written exam
Certification validity period
1 year, renewal required every year by meeting 10 credit points
Certification level
Level 1, national
CMFC®
Certified Mutual Fund Consultant
Condition
None, open to the public
Training Requirements
Can be obtained by taking training or direct exams
Competence
Mutual Funds
Exam Type
Multiple choice written exam
Certification validity period
1 year, renewal required every year by meeting 10 credit points
Certification level
Level 1, national
CIC®
Certified Investment Consultant
Condition
None, open to the public
Training Requirements
Can be obtained by taking training or direct exams
Competence
Investment
Exam Type
Multiple choice written exam
Certification validity period
1 year, renewal required every year by meeting 10 credit points
Certification level
Level 1, national
CIS®
Certified Insurance Specialist
Condition
None, open to the public
Training Requirements
Can be obtained by taking training or direct exams
Competence
Insurance
Exam Type
Multiple choice written exam
Certification validity period
1 year, renewal required every year by meeting 10 credit points
Certification level
Level 1, national
CIMM®
Certified Islamic Money Manager
Condition
None, open to the public
Training Requirements
Can be obtained by taking training or direct exams
Competence
Basic sharia financial planning
Exam Type
Multiple choice written exam
Certification validity period
1 year, renewal required every year by meeting 10 credit points
Certification level
Level 1, national