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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 and Complaints
Check Designation Status Online

Online at Search for an IBF Designee

Investor Complaint Process

Online at Submit a Complaint

Published List of Disciplined Designees