Career Details

Certified Annuity Specialist

Description

The CAS program is a 60-hour self-study program. The cost of the program is $1,165. The cost includes everything: registration, shipping, materials, testing, and the first year's certification fee. Materials include: Introduction To Annuities, Getting Started In Annuities, Selected Readings I, Selected Readings II, Student Manual with sample questions, and the Mutual Fund & Variable Annuity Directory.<br>The final exam is given at Thomson Prometric Centers which are located throughout the country. The exam is administered by the NASD. Students must also complete an open-book case study. The CAS program is fully accredited.

Certifying Organization

Institute of Certified Fund Specialists

Details

If significant education or training is needed? Yes

If significant work experience is needed? Yes

Is an exam required? Yes

How many years until certification must be renewed? Unknown year(s)

Certification can be renewed with Continuing Education Units? Unknown

Certification can be renewed with re-examination? Unknown

Certification can be renewed with Continuing Professional Development? Unknown

Certification can be renewed in multiple ways? Unknown

Certificates

Certificate name

Associated Professional Member

Certifying Organization

American Society of Pension Professionals and Actuaries

Type

A - Core

Certificate name

Certified Pension Consultant

Certifying Organization

American Society of Pension Professionals and Actuaries

Type

A - Core

Certificate name

Qualified 401(k) Administrator

Certifying Organization

American Society of Pension Professionals and Actuaries

Type

B - Advanced

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