Certified Income Specialist (Formerly Retirement Income Specialist) (CIS)

Designation Essentials
Status Currently offered and recognized by the issuing organization.
Issuing Organization Institute of Business & Finance
Qualification and Educational Requirements
Prerequisites 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 Professional Status Online Online at Search for an IBF Designee
Investor Complaint Process Online at Submit a Complaint
Published List of Disciplined Designees None
Accredited By None