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Certified Income Specialist™ | Curriculum
COURSE LEARNING OUTCOMES
Students will gain knowledge related to retirement income and an understanding of using specific investment vehicles and strategies in their financial advising practice.
- Understand how several dozen investment vehicles work
- Become familiar with risk measurements and solutions
- Insured portfolio solutions
- Tax aspects for planning strategies and asset classes
- Income solutions for retirees
SUBJECT HIGHLIGHTS
CORE |
ADVANCED |
SPECIALTY |
|---|---|---|
| Investment concepts and principles | Assessing risk tolerance | Corporate vs. municipal debt |
| Overview of retirement planning | Bond risk and default rates | Balancing client goals and concerns |
| Bond building blocks | Investment policy statements | Barbells and ladders |
| Cash reserves and equivalents | Risk minimization strategies | Foreign vs. emerging market debt |
| Government vs. mortgage-backed issues | Life cycle investing | Social security |
| Convertible securities | Rollover and withdrawal strategies | Standard Medigap plans |
| Stock market fundamentals | Filing status and tax computations | Income withdrawal programs |
| Deductions, exemptions and credits | Utilities, bonds and preferreds | |
| Medicare: qualification and coverage | Real estate and REITs | |
| Helping children and grandchildren | Stretch IRAs | |
| Fiduciary standards and concerns | Annuitization revival and legitimacy | |
| Riding the yield curve | ||
| Tax diversification |
Subject highlights above are a partial list of topics covered. For a detailed course outline request a catalog here.
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