CFP® Continuing Education

As the Baby Boomer generation reaches retirement age, the issue of how to prepare and safeguard that retirement is becoming an increasingly important topic in the insurance and financial industries.

Clients planning for their retirement future often turn to annuities as a source of income and funding. This course explores the function of annuities as investment instruments, the characteristics of fixed and variable annuities, and the benefits and options available with both varieties.

LEARNING OBJECTIVES:

• Define the uses and purpose of an annuity.
• Recognize the investment function of an annuity.
• Discern the difference between an annuity and a retirement plan.
• Understand the differences between fixed and variable annuities, and the characteristics that distinguish them.
• Be familiar with settlement/payout options.
• Identify the benefits associated with annuities.

TOPICS COVERED:

• Introduction
• LESSON 1: Annuities – Fundamentals
• LESSON 2: Fixed Annuities
• LESSON 3: Variable Annuities

REGULATORY REQUIREMENT:

Please see the state/regulatory requirement from the course catalog page.

SEAT TIME:

This course has been approved for 5 hours.

TESTING:

Final Exam – You will be required to pass the final exam with a 70% in order to receive course credit.

COURSE COMPLETION:

Upon successful completion of this course you will be able to print your certificate online.

ABOUT THE SUBJECT MATTER EXPERT:

American Academy of Financial Training Inc. (AAFT), provides outstanding customized training, globally, on a broad mix of financial and banking topics. Our instructors are top practitioners in their respective fields and present information in a captivating, energized, highly interactive style. AAFT experts are also available for consulting and online course development projects. For additional information, log onto our website at www.aaft.net.