The Certified Income Specialist™ (CIS™) program will give you the knowledge needed to create a plan, designed to provide a steady stream of income to your clients on a regular basis, using conventional as well as unconventional methods. Fixed-income instruments are typically the centerpiece of an income-oriented strategy, but this does not have to be the case, as you will learn while on your way towards becoming a Certified Income Specialist™ (CIS™).
Reverse mortgages, covered call writing, and allocated systematic withdrawal plans are just a few ways that can help compliment the overall portfolio.
Our retirement income education materials include detailed attention to bonds, their varieties, forms of security and trading. Because most people understand the ups and downs of the stocks but not bonds, the program details how such volatility can be effectively communicated to clients while instilling peace of mind. Other fixed and variable-rate investment vehicles for retirement income planning are also covered, as well as conservative equity plays such as utilities and target retirement portfolios.
What makes the Certified Income Specialist™ (CIS™) training program from IBF unique is its creative approach to the subject matter. Taxes, practicality and investor psychology are all taken into account. Content is updated throughout the year in order to reflect new trends, studies and analysis. Your clients will appreciate the special knowledge and insight you bring to the table as an CIS™. The strategies offered will help you stand out from your peers and competitors.
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