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Certified Annuity Specialist
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Introduction Certified Annuity Specialist® (CAS®) is a designation offered by the Institute of Business & Finance. The certification serves as an indication of an individual's expertise in fixed-rate and variable annuities. Founded eight years ago, the Certified Annuity Specialist® designation is the oldest designation in the annuity industry. Curriculum The CAS® program consists of six modules. Each module covers various mutual fund related topics and takes 23 hours or less to complete. Module I - Fixed-Rate and Variable Annuities, Income Taxes: Funds vs. Annuities Module II - Annuity Features, History, Company Mechanics, Annuitization, Ratings, Income Taxes, Variable Annuity Subaccounts Module III - Contract Structure, Estate Considerations, and Tax Treatment Module IV - Reasons to Like Annuities, Annuities vs. Funds, and Living Benefits Module V - Equity-Indexed Annuities, Fundamentals, Product Design, Considerations, Due Diligence Module VI - Subaccount Management, Selection, Basics of Asset Allocation, The Efficient Frontier, Optimal Asset Allocation, Core Satellite Strategy, Retirement Income and Living Benefits See Also
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