Duhon earns Certified Fund Specialist
Published 12:04 am Wednesday, October 7, 2015
SAN DIEGO — Institute of Business & Finance recently awarded Jesse Duhon from Schexnayder Wealth Advisors with the first nationally recognized mutual fund designation, Certified Fund Specialist.
Schexnayder Wealth Advisors is located at 330 Belle Terre Blvd. in LaPlace.
This graduate-level designation is conferred upon candidates who complete an 135-hour educational program focusing on closed-end funds, mutual funds, ETFs, REITs, UITs and modern portfolio theory.
CFS certification requires mastery of portfolio construction, risk measurement, manager selection, monitoring, income strategies, retirement accounts, titling, taxation and the psychological aspects of finance.