Certified Income Specialist� (CIS�)
Searching for retirement income training? Then you've come to the right place!
ABTrainingCenter.com offers Certified Income Specialist� (CIS�) training and certification courses for those individuals interested in earning the prestigious CIS certificate.
Certified Income Specialist
The CIS certificate demonstrates the advisor's expertise and commitment to helping individuals plan for a comfortable retirement - chiefly how to maximize income while mitigating risk and taxes. Your clients will appreciate the special knowledge and insight you bring to the table as a CIS�.
Recommended Courses and Available Training Options for Certified Income Specialist
ABTrainingCenter.com offers the certification course for earning the CIS� designation.
To pursue the CIS� designation, select the recommended course below or search under "Designations" in the search box thereafter for "CIS� - Certified Income 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 Certified Income Specialist 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 the CIS certificate, 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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