BankTrainingCenter.com offers banking exams, banking degree training, and professional development for banking professionals

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!Retirement Specialist

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:

  1. Pass three exams; each one covers two of the six modules (students can three month-extension for $40)
  2. Complete one open-book case study (a one page set of facts based on a hypothetical client)
  3. Fill out a registration form and complete a student questionnaire, and
  4. 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/Other Training Resources

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!
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

Share on Facebook


Share on Twitter


Share on Google+

Wire Transfer Basics
Wire Transfer Basics

What To Do When A Customer Dies
What To Do When A Customer Dies

Do′s And Dont′s For Social Security And VA Accounts
Do′s And Dont′s For Social Security And VA Accounts

The Five Pillars Of BSA
The Five Pillars Of BSA

Regulation B - Joint Intent

CRA Nuts &Bolts - Five Steps to Pass the Exam
CRA Nuts &Bolts - Five Steps to Pass the Exam

The Core Components Of An AML Program
The Core Components Of An AML Program

Right of Setoff
Right of Setoff

Federal Benefit Payments Garnishment Requirements
Federal Benefit Payments Garnishment Requirements

Sixty (60) Critical Steps For Handling Delinquent And Abandoned Safe Deposit Boxes
Sixty (60) Critical Steps For Handling Delinquent And Abandoned Safe Deposit Boxes

Certified Regulatory Vendor Program Manager
Certified Regulatory Vendor Program Manager

Underwriting Construction Loans
Underwriting Construction Loans

ACH &Wire Transfer Training Courses
ACH &Wire Transfer Training Courses

Qualified Financial Advisor (QFA)
Qualified Financial Advisor (QFA)

Bank and Financial Institution Fraud
Bank and Financial Institution Fraud

Cyber Security Training Courses
Cyber Security Training Courses

FacebookBankTrainingCenter.com. 5755 North Point Parkway, Suite 228 | Alpharetta, GA 30022 | 770-410-9375 | support@BankTrainingCenter.com
Copyright BankTrainingCenter.com 2017 | Web Site Development by OTAU
Facebook