Certification Name : Certified Income Specialist
Certification ID & Type: 8180 – C – Specialty
Certification Description
The CIS program, exams, and case study are designed to teach you what a practitioner faces every day, from retirement planning to fiduciary responsibility and closed-end funds. You will gain enormous benefits from taking this course if you are an accountant, advisor, banker, broker, money manager, or planner. By the end of the course, you will have gained a foundational understanding of a modern practitioner with knowledge that will last a lifetime and help build long term clientele.
Certifying Organization
Institute of Certified Fund Specialists(ICFS)(0548)
Institute of Business & Finance, 7911 Herschel Avenue, Suite 201, La Jolla, CA 92037-4413
Contact information : 800-848-2029 Or 858-200-8831 Fax : 858-454-4660
Organization Web Link
Certification Details
Oral or Written Exam Required? Yes
More Certification Information
Certification/ Career/ Job Keywords
Income specialist, Financial planning