Retirement Income Specialist (RIS)

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

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

The Retirement Income Specialist (RIS) 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 RIS 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 RIS 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 90 minute, 75-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.

Candidates may schedule each exam at their convenience when prepared, and the exam may be conducted in one of two formats, as such:

In your office with a proctor (disinterested third party). The exam will be faxed to your office; the completed exam must be faxed back for grading. No testing fee applies.
At a local Prometric testing center, with your results provided immediately upon the completion of your exam. There is no additional exam fee; it is included in the cost of your course tuition.

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 RIS designation.

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

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Retirement Income Specialist (RIS)

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