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General info

About the Coursework:
Please review the "Details" section for complete description of coursework and programs. Exam fee is included in the course cost.

If you are interested in making this course available for staff, agents or brokers in your organization, please contact our Program Coordinator.
Payment Methods
All major credit cards and checks are accepted. If you prefer to pay by check, please see the instructions in the "Details" section.

Designations

The Association of Insurance & Financial Specialists currently offers the designations of Certified Equity Indexed Annuity Specialist and Personal Retirement Planning Specialist. As an Association IFS designee, you demonstrate excellence in understanding concepts, evaluation of financial vehicles, analysis techniques and the applicability of your selected financial discipline to meeting the needs of your clients. Your agreement to adhere to our Code of Professional Ethics and annual continuing education is required. A coursework discount is offered for current MCP Premium Software users.

Certified Equity Indexed Annuity

Specialist Course

Personal Financial Planning

Specialist Course


Annual CE & Recertification Requirements
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