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

If purchased today, this course must be completed by: December 31, 2019

Other credit types available: CE, PCE


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.