In the News

Certified Mutual Fund Specialist Program Institute of Business & Finance

San Diego, CA, September 3, 2013 – The Institute of Business & Finance (IBF) recently awarded Tim Hayes with the first nationally recognized mutual fund designation, CFS® (Certified Fund Specialist®). 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. Over $12 trillion is invested in mutual funds in the United States; half of all households own shares in at least one mutual fund.

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Accredited Investment Fiduciary Designation from the Center of Fiduciary Studies

The AIF designation specifies special knowledge of fiduciary responsibility and the ability to implement policies and procedures that meet a defined standard of care. The Designation is the cumulation of a rigorous training program, which includes a comprehensive, closed-book final examination under the supervision of a proctor, and agreement to abide by the Code of Ethics.

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Financial Advisor Tim Hayes Believes The Department of Labor Got It Right

By: Financial Advisor Tim Hayes AIF®, CRPS®, AWMA®, CFS®, APMA® - posted in: In the News - Last updated Aug 21, 2019

By striking a balance between new protections for consumers with additional burdens on the financial services industry, Financial Advisor Tim Hayes believes the Department of Labor (DOL) hit a home run with their new retirement advice rule.

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About Financial Advisor Tim Hayes

Independent Financial Advisor

I am registered with Cambridge Investment Research, Inc., a broker-dealer with over 3,000 Registered Representatives nationwide. Investment Adviser Representative at Cambridge Investment Research Advisors, Inc., a $94B RIA based in Fairfield, IA. I've held an industry securities registration for 26 years and am subject to SEC and FINRA oversight.

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