Certified Annuity Specialist^® | Continuing Education

The Institute of Business & Finance encourages all members of the financial services industry in their pursuit of lifelong learning. Courses offered by the Institute of Business & Finance (IBF) are approved for continuing education (CE) credit to meet your professional development requirements.

State Continuing Education
IBF's Certified Annuity Specialist^® (CAS^®) designation program is approved for continuing education in these states:

State	Hours		State	Hours		State	Hours
AL	29		LA	24		NM	60
AR	20		MA	29		NY	15
AZ	60		MD	16		OK	20
CA	60		ME	48		OR	24
CO	60		MI	30		PA	35
CT	35		MN	30		SC	15
FL	14		MO	16		TN	24
GA	24		NC	48		UT	12
IA	35		NE	21		VA	24
IL	15		NH	25		WA	25
IN	40		NJ	24		WI	24

If your state is not listed call (858) 866-1700 for current status.

Provider/Firm Element CE

Many Institute programs qualify for CE credit required by organizations such as the CFP Board and the American College's PACE program. IBF designation programs also satisfy the securities industry's firm element CE requirements.

IBF's Certified Annuity Specialist^® (CAS^®) designation program is approved for continuing education with these providers:

Provider	Hours		Provider	Hours
CFP	15		PACE	45
CPA	60		NAPFA	60

 

Approvals are subject to change and the student is responsible for confirming the credits approved for a given state of organization. Upon request by the student, IBF Student Services will submit course completion information for CE credit. Students requesting CE credit are responsible for paying any reporting fees charged by states or other reporting organizations.
If you have any questions regarding the above information please contact the IBF CE Compliance Coordinator at (800) 848-2029 x109 or via e-mail.