Information About the CAA Course
our mission
To ensure professionals master the annuity topics crucial to employees who deserve the financially-secure retirement they’ve worked hard to earn.
The Certified Annuity Advisor course educates and certifies professionals who work with retirees. The Certified Annuity Advisor designation applies to professionals who are able to demonstrate their competence and knowledge of employee retirement systems and related benefits. We strive to build a network of qualified professionals who can serve the retirement needs of employees.
In order to obtain and maintain the CAA certification, individuals are required to demonstrate a commitment to high standards, continuing education, professional ethics, and trust.
This sets the CAA credential holder apart from other practitioners working with employees.
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A Specialized Education With A Focus On The Highest Ethical Standards
The CAA Course and exam are designed to help you:
The Most Accurate Information Available, Updated With The Latest Changes To Annuity Law
Ethics
Following an established code of ethics and professional
conduct which advocates for the best interest of
employees.
Professionalism
Increasing professionalism by expanding knowledge in the
complexities of the employee retirement systems and
related benefits.
Accountability
Holding professionals who earn the CAA Designation to the
highest ethical standards.
The Certified Annuity Advisor Designation Course is designed to provide the most comprehensive training and continuing education in annuities available to qualified professionals.
Add to this our faculty continuously updates course topics with the latest changes to annuity legislation that arise from year to year.
A Specialized Education
With A Focus On The Highest Ethical Standards
Crafted by the nation’s top experts in retirement benefits, each faculty member is a certified professional dedicated to providing a thorough and comprehensive education with an emphasis on stringent ethical standards.
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The Certified Annuity Advisor (CAA) Course provides financial professionals with in-depth training on annuity products, including fixed, indexed, RILAs and variable annuities. Designed for advisors and insurance agents, the program covers annuity contracts, suitability, and retirement income strategies, empowering professionals to offer tailored advice that helps clients achieve secure and sustainable retirement plans.