Annuities (Meets NAIC 2010 Suitability Guidelines)

Certified Financial Planner (CFP)

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3.5 credit hours

3.5 credits in CFP General

Topics Covered: Life and Health, Annuities, Financial Planning, Life

Other credit types available: CE, PCE, NonCE

This course will be available until: December 31, 2018


NAIC Annuities was developed to meet the training requirements established in the NAIC Suitability in Annuity Transactions Model Regulation.

Upon completion of this course an agent should have:

  • adequate knowledge of the types of annuities and various classifications of annuities
  • be able to identify the parties to an annuity
  • understand how fixed, variable and indexed annuity contract provisions affect consumers
  • understand the application of income taxation of qualified and non-qualified annuities
  • understand the primary uses of annuities
  • be conscious of the appropriate sales practices, replacement and disclosure requirements when dealing with annuities

PLEASE NOTE: This course does not meet the state of California annuities renewal requirement.

Course Details

Course Number: 203324
State-Approved Name: Annuities (2010 NAIC Suitability)
Provider Number: 4717

This course has been certified by:

ClearCert Seal

Rules for Certified Financial Planner (CFP)

  • Course material may be downloaded.
  • Exam is open book.