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Course/Product Description

Certified Annuity Specialist® (CAS®)

Format: Self-Study Course

Certified Annuity Specialist® (CAS®)

We invented the Certified Annuity Specialist (CAS) designation in 2006—the first of its kind in the industry—to capitalize on opportunities overlooked by less knowledgeable financial advisors.

Your peers sell fixed-rate and variable annuities, but there is a strong likelihood that today's sales will cause headaches in the future. Annuities are a major source of litigation and compliance department concerns. It is estimated that one-third of all annuity contracts are not titled correctly. Imagine the potential liability of tens or hundreds of thousands of dollars compounding for decades and then being incorrectly distributed or subject to unnecessary taxes.

The Certified Annuity Specialist program covers all 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. Practitioners erroneously believe that fixed-rate annuities are limited in choice and design; the actual array of features and contracts is quite extensive. This annuity program includes the study of variable annuities, which reaches a whole new level when management analysis, correlation coefficients, alpha and selection criteria are factored in. Also included is an analysis of living benefits, a variable annuity rider that is still not largely understood from a cost-benefit perspective.

Seasoned practitioners who have a strong grounding in academics update CAS materials throughout the year. As an annuities specialists student, you will enjoy the best of the theoretical and the practical. The ideas learned will open your eyes to a number of products and riders that you never thought existed. Your clients will benefit from the increased knowledge gained from your designation by investing in products that include unique features and benefits.

As an annuity specialist, you know the value of ongoing education. When you become a Certified Annuity Specialist, you can easily convey your credibility and professionalism to both your existing clients and new ones. Set yourself apart from the competition when you enroll in an IBF annuity program today.

Program Format

The CAS course, exams, and case study highlight what the practitioner faces daily. Whether you are an accountant, advisor, banker, broker, money manager, or planner, you will reap immediate rewards in return for your commitment of time and study. Because the teaching materials are designed to also be used in your daily practice, each program is updated throughout the year.

Core Structure

  • The CAS program consists of six modules
  • Each module takes 23 hours or less to complete
  • Materials include all study and exam preparation
  • There are three non-cumulative exams and one case study


  • Each exam is based on two modules
  • Each exam consists of 50 multiple-choice questions
  • More than one exam can be taken at a time

Case Study

  • A written case study is required
  • The case study is based on a one-page fact pattern provided by IBF
  • The case study answer must be two to five pages


  • Module I – Fixed-Rate and Variable Annuities
  • Module II – Income Vehicles, Benefits, Taxation, Ownership, and Management
  • Module III – Contract Structure, Estate Considerations, and Features Comparison
  • Module IV – Reasons to Like Annuities, Mutual Fund Comparisons, and Living Benefits
  • Module V – Equity-Indexed Annuities
  • Module VI – Subaccount Management, Selection, and Allocation

Course Materials

Tuition includes registration, tuition, textbooks, review questions, online practice exams, reference sheets, exams, diploma and shipping (overnight shipping available for additional charge).

Textbooks will be shipped to you within 5-7 business days of your paid registration.

Qualifying to Obtain the Certified Annuity Specialist Designation

To view the requirements for the Certified Annuity Specialist CAS, please click here.

Continuing Education

This program is approved for continuing education (CE) credit to meet a candidate's professional development requirements. Approvals are subject to change, and the student is responsible for confirming the credits approved for a given state or organization.

Licenses / Designations / Educational Credits:CFP Board
All US States: 15

All US States: 60

Board of Accountancy
California: 60

Alabama: 29
Arizona: 60
Arkansas: 20
California: 60
Colorado: 60
Connecticut: 35
DC: 21
Delaware: 21
Florida: 14
Georgia: 24
Hawaii: 20
Idaho: 24
Indiana: 40
Iowa: 35
Kansas: 12
Kentucky: 12
Louisiana: 24
Maine: 48
Maryland: 16
Massachusetts: 29
Michigan: 30
Minnesota: 30
Mississippi: 60
Missouri: 16
Montana: 24
Nebraska: 21
Nevada: 30
New Hampshire: 25
New Jersey: 24
New Mexico: 60
New York: 15
North Carolina: 48
North Dakota: 40
Ohio: 20
Oklahoma: 18
Oregon: 24
Pennsylvania: 35
Rhode Island: 21
South Carolina: 15
Tennessee: 24
Texas: 12
Utah: 12
Vermont: 24
Virginia: 24
West Virginia: 24
Wisconsin: 24
About The Provider: This course is developed and fulfilled by The Institute of Business & Finance (IBF). After more than 20 years of experience helping more than 15,000 finance professionals earn designations, IBF has developed effective course materials to help you apply core concepts of estate planning to real-life situations.

When you earn an IBF designation, you will gain both theoretical and practical knowledge that can be conveyed to your clients, boosting your credibility and professionalism. As a student, you will have the flexibility to study whenever you like. The expert faculty and staff at IBF are ready to help you earn your certification today.

Returns Policy
Fees paid, less shipping, miscellaneous fees and non-refundable processing, are refundable within 30 days of enrollment according to the schedule below, provided no exams have been taken. If one exam has been taken, a 50% refund applies. No refunds are given if more than one exam has been taken.

If the student cancels or withdraws within five days of enrollment, IBF shall issue a refund within five days after IBF receives notice of withdrawal and materials. Otherwise, IBF shall issue a refund within 30 days after IBF receives notice of withdrawal and materials.

*Please note: materials must be returned to IBF in perfect re-sellable condition to be considered for a refund. Materials with markings in them will not be considered for a refund.
Price: $1,365.00
Applicable Discounts:Required VolumeDiscountPrice
 Qty: 5 - Qty: 9$50.00$1,315.00
 Qty: 10$100.00$1,265.00
More Info: Contact Us For More Information
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Keywords For This Course:

Annuity, Certified Annuity Specialist, CAS, Annuity Designation, Annuity Training

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