Certified Annuity Specialist

What you learn about annuities can make you invaluable.


Annuities aren’t for amateurs. In fact, many investors avoid them out of fear of the unknown. But annuities offer distinct opportunities for many individuals, and learning to demystify them for your clients through our Certified Annuity Specialist® (CAS®) designation can make you an indispensable advisor.

The original and premiere knowledge source.

We invented the CAS® designation in 2006—the first of its kind in the industry—to capitalize on opportunities overlooked by less knowledgeable financial advisors. In this intermediate-to-advanced course, you’ll develop a strong working knowledge of

  • traditional fixed-rate, equity-indexed, and variable annuities
  • annuity contracts and titling options
  • living benefits, compound interest, and unnecessary taxes
  • litigation issues

You also will master sophisticated portfolio theory that top financial advisors use to evaluate new annuity products and riders.

Building the long-term strength of your professional practice.

Whether you are an accountant, advisor, banker, broker, money manager, or planner, our CAS® program will equip you with the latest tools and strategies for risk assessment, asset allocation, and modern portfolio theory (MPT). As with all IBF courses, we update our case studies, lessons, and exams as needed to keep you at the forefront of practice—and ahead of the needs and long-term interests of your clients.


Learn how you can maintain your advantage in the marketplace as an IBF alum.

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