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Certified Income Specialist (CIS)

Designation Essentials
Status Currently offered and recognized by the issuing organization.
Designation Notes

Formerly known as Retirement Income Specialist (RIS).

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 (proctored, online) and a case study

Continuing Education Requirements

30 hours every two years

Verification, Complaints and Accreditation
Check Designation Status Online

Online at Search for an IBF Designee

Investor Complaint Process

Online at Submit a Complaint

Published List of Disciplined Designees


Accredited By