Certified Income Specialist (CIS)

Have you been searching for retirement planning training? Perhaps
the Certified Income Specialist (CIS) designation is precisely
what you�ve been seeking.

Bank Training Center offers the CIS training and certification
courses for those individuals interested in earning the prestigious
Certified Income Specialist designation. Your clients will appreciate
the special knowledge and insight you bring to the table as a CIS.

The Certified Income Specialist (CIS) designation indicates that a
certificant has received advanced training and expertise in providing strategies to help their clients plan for a comfortable retirement -
chiefly how to maximize income while mitigating risk and taxes.

What makes the CIS program unique is its creative approach to the subject matter. Taxes, practicality, and investor psychology are all factors to be considered. Maximizing returns for those who need income on a regular basis is easy once you have gone through the CIS course!

Curriculum

This accredited program is a 60-hour self-study program administered over six modules.

Students are given 12 months to complete the program, but the vast majority of the enrollees complete the materials within a couple of months. There are four requirements for certification:

Pass three exams; each one covers two of the six modules (students can three month-extension for $40)
Complete one open-book case study (a one page set of facts based on a hypothetical client)
Fill out a registration form and complete a student questionnaire, and
Sign a code of ethics

Examination Requirements

Each exam is a 60 minute, 50-question, computer-administered exam - a passing score of 70% is required for each exam. Exams can only be taken sequentially, and the student needs to be notified of a passing grade before sitting for the next exam.

Exams are taken online, with a proctor (disinterested third party). There is no additional exam fee; it is included in the cost of your course tuition. If a re-take is necessary, a $75 charge will apply.

Additional Requirements

To earn this designation, candidates must have at least 2,000 hours of work experience in the financial services industry or a bachelor's degree from an accredited college or university. The designation will not be granted until the required minimum number of hours has been fulfilled or a bachelor's degree has been granted.

Continuing Education Requirements

Designees must complete 15 hours of continuing education, reported once every year. Designees have a wide range of topics and methods to choose from (e.g., attending seminars, reading books, completing other courses, teaching, writing articles, etc.). Also, each year designees must remit an annual renewal fee.

Recommended Courses & Available Training Options

Bank Training Center offers the convenient self-study program for earning the CIS designation.

Simply select the recommended course below, or search under "Licensing/Designations" in the search box thereafter for "CIS - Certified Income Specialist".

Recommended Books, CDs, and DVDs

Certified Income Specialist (CIS)

Find Self-Study, Online, Or Classroom Courses In Your Area

Licensing
Earn your License quickly and easily!
Designations/Certifications
Improve your knowledge and industry standing!

Continuing Education
CE courses to maintain your license or designation!
Professional Development
Products & Services to help manage and grow your career!

Need training or resources in other areas? Try our other Training Center sites:

HR, Acct., Banking, Insurance, Fin. Svcs., Real Estate, Mortgage, HealthCare, Safety, Sales, IT

Feature Items

The Do's and Don'ts of Signature Card Contracts

Document Retention And Destruction Policies For Financial Institutions

Avoiding Safe Deposit Lawsuits

Board Certified in Estate Planning (BCE)

Notary Public

Certified Foreclosure Specialist

Call Report for Banks - Recent Changes, Highlights, and Pitfalls

Bank Internal Audit School

Securities License

Qualified Financial Advisor (QFA)

Fundamentals of Loan Processing

Dealing With Difficult People Seminar

Designations/Certifications
Accredited Investment Fiduciary (AIF�)	Certified Income Specialist (CIS)	CFP Review Course
Certified Annuity Specialist (CAS)	Certified IRA Services Professional (CISP)	Chartered Advisor for Senior Living (CASL)
Certified Bank Teller (CBT)	Certified Lender Business Banker (CLBB)	Chartered Financial Analyst (CFA)
Certified Corporate Trust Specialist (CCTS)	Certified Personal Banker (CPB)	Chartered Financial Consultant (ChFC)
Certified Customer Service Representative (CCSR)	Certified Retirement Services Professional (CRSP)	Financial Risk Manager (FRM)
Certified Estate and Trust Specialist (CES)	Certified Securities Operations Professional (CSOP)	Professional Plan Consultant (PPC)
Certified Financial Marketing Professional (CFMP)	Certified Senior Advisor (CSA)	Qualified Financial Advisor (QFA)
Certified Financial Planner (CFP)	Certified Tax Specialist (CTS)	Steps to Achieve CFP� Certification
Certified Financial Services Security Professional (CFSSP)	Certified Trust and Financial Advisor (CTFA)
Certified Funds Specialist (CFS)	CFP Courses for Certification
Licensing
Insurance Licensing	Series 24 Exam Prep	Series 51 Exam Prep
Securities Licensing	Series 26 Exam Prep	Series 53 Exam Prep
Series 3 Exam Prep	Series 27 Exam Prep	Series 55 Exam Prep
Series 4 Exam Prep	Series 28 Exam Prep	Series 62 Exam Prep
Series 6 Exam Prep	Series 30 Exam Prep	Series 63 Exam Prep
Series 7 Exam Prep	Series 31 Exam Prep	Series 65 Exam Prep
Series 9 Exam Prep	Series 32 Exam Prep	Series 66 Exam Prep
Series 10 Exam Prep	Series 37 Exam Prep
Series 11 Exam Prep	Series 38 Exam Prep
Professional Development
Bank Compliance Training And Education	Banking Certifications / Designations	Mortgage Broker Training
Bank Fraud Prevention	Continuing Education Courses	Mortgage Loan Processor Training
Bank Management	Estate Planning	Trusts and Estates Training
Bank Teller Training	Loan Officer Training