General info

About the Coursework:
Please click "View Details" for complete description of our 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 "View Details" section.

Online Payments

Security

Designations

The Association of Insurance & Financial Specialists currently offers the designation of 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.

Personal Financial Planning

Specialist Course

Annual CE & Recertification Requirements