Certified Income Specialist™ | How it Will Help You

A few years ago, the buzzwords of the financial services industry were asset allocation. Today, the industry is focused on retirement income. Advisors and brokers have spent most of their careers refining methods of accumulation, giving little attention to the other part of the investment process—distribution.

The Certified Income Specialist™ (CIS™) program is the oldest program of its kind. Students learn ways to generate monthly checks for their clients. Some of the methods are traditional, others are quite creative and not covered in other courses. Investors seeking income need an advisor for one reason—ideas. People are confused about investment options and frequently have only one or two ideas as to how income can be generated. The CIS™ is armed with a number of choices that prospective clients find compelling and satisfying. This satisfaction translates into word-of-mouth praise and referrals that cannot be accomplished with an advertising budget of any size.

CIS™ materials are updated throughout the year. As new ideas and concepts are explored or embraced by the financial community, the CIS™ practitioner is already ahead of the curve. Becoming a Certified Income Specialist™ will give you a unique perspective to income-generating ideas and a designation that is understood and appreciated by those nearing or in retirement.