Annuities (Meets NAIC 2010 Suitability Guidelines) - CFP®

CFP® Certification CE

Take This Course


3.5 credit hours

If purchased today, this course must be completed by:
December 31, 2020


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.

Exam Details

Need Proctor?No
Question Count:35
Passing Grade:70%
Attempts to Pass:Unlimited
Note: If you choose to request additional credit types while taking this course, the number of exam questions and proctor rules may change to meet those credits' requirements.

Course Details

Course Number:203324
Approved Title:Annuities (2010 NAIC Suitability)
Provider Number:4717
Topics Covered:Life and Health, Annuities, Financial Planning, Life
Approved Credits
3.5 credits in CFP® General
Program Level:Intermediate

This course has been certified by:

ClearCert Seal

Rules for CFP® Certification CE

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