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Certified Annuity Specialist® (CAS®)

Searching for specialized annuity training? Then you've come to the right place!

ABTrainingCenter.com offers Certified Annuity Specialist® (CAS®) training and certification courses for those individuals interested in earning the prestigious Certified Annuity Specialist® designation.

The Certified Annuity Specialist® (CAS®) designation demonstrates the advisor's expertise and commitment to helping individuals work towards their retirement goals with annuities as a suitable option.Certified Annuity Specialist® designation

The Certified Annuity Specialist® (CAS®) covers all of the traditional aspects of fixed-rate and variable products; a detailed part of the materials also covers the different titling options and the estate and income tax ramifications of each.

This program will open your eyes to a number of products/riders that you never thought existed. Your clients will appreciate the special knowledge and insight you bring to the table as a CAS®.

CAS® is fully accredited and is the oldest designation in the annuity industry. It is the only such designation recognized by dozens of Fortune 500 companies.

Recommended Courses and Available Training Options

ABTrainingCenter.com offers the certification course for earning the CAS® designation. To pursue the CAS® designation, select the recommended course below or search under "Designations/Certifications" in the following search box for "CAS® - Certified Annuity Specialist®".

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Students are given 12 months to complete the program, but the vast majority of the enrollees complete the materials within 15 weeks. There are four requirements for certification:

  1. Pass three exams; each one covers two of the six modules (students can purchase a three-month extension for $40)
  2. Complete one open-book case study (a one page set of facts based on a hypothetical client)
  3. Fill out a registration form and complete a student questionnaire, and
  4. Sign a code of ethics

Examination Requirements

Each exam is a 60 minute, 50-question, computer-administered exam - a passing score of 70% is required for each exam. Exams can only be taken sequentially, and the student needs to be notified of a passing grade before sitting for the next exam.

Exams are taken online, with a proctor (disinterested third party). There is no additional exam fee; it is included in the cost of your course tuition. If a re-take is necessary, a $75 charge will apply.

Additional Requirements

To earn this designation, candidates must have at least 2,000 hours of work experience in the financial services industry or a bachelor's degree from an accredited college or university. The designation will not be granted until the required minimum number of hours has been fulfilled or a bachelor's degree has been granted.

Continuing Education Requirements

Designees must report 30 hours of CE every 2 years directly to IBF. Designees have a wide range of topics and methods to choose from (e.g., attending seminars, reading books, completing other courses, teaching, writing articles, etc.). Also, each year designees must remit a $100 annual renewal fee.

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