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.
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®".
Recommended Books/CDs/Other Training Resources
Earn your License quickly and easily!
Improve your knowledge and industry standing!
Products & Services to help manage and grow your career!
Need training or resources in other areas? Try our other Training Center sites:
HR, Acct., Banking, Insurance, Fin. Svcs., Real Estate, Mortgage, HealthCare, Safety, Sales
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:
- Pass three exams; each one covers two of the six modules (students can purchase a three-month extension for $40)
- Complete one open-book case study (a one page set of facts based on a hypothetical client)
- Fill out a registration form and complete a student questionnaire, and
- Sign a code of ethics
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.
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.
|Share on Facebook|
Share on Twitter
Share on Google+
Handling Requests For Accommodating Disabilities
Associate in General Insurance (AINS)
Associate in Premium Auditing (APA)
Texas All-Lines Adjuster Pre-Licensing ONLINE Course
Xactimate Training Courses
Open Enrollment: How To Increase Your Success &Reduce Your Stress
Earn Your CFP
Qualified Financial Advisor (QFA)
Surplus Lines Online Exam Prep Course
FMLA Training &Certification Program
Cafeteria Plan Training &Certification Program
Critical Selling® Skills Sales Training Seminar