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Certified Annuity Specialist (CAS)

Designation Essentials
Status Currently offered and recognized by the issuing organization.
Issuing Organization Institute of Business & Finance
Qualification and Educational Requirements

Candidate must meet one of the following requirements:

  • A bachelor's degree or
  • 2,000 hours of financial services work experience
Education Requirements

Candidate must complete Self Study Program (six modules)

Examination Type

Three exams and a case study

Continuing Education Requirements

30 hours every two years

Verification and Complaints
Check Designation Status Online

Online at Find an Advisor

Investor Complaint Process

Complaints may be submitted to the Executive Director and sent to:
Institute of Business & Finance
PO Box 371243
San Diego, CA 91237

Published List of Disciplined Designees