Curriculum
Curriculum Overview
A Specialized Education With a Focus on the Highest Ethical Standards
The Certified Annuity Advisor (CAA) Designation Course and Certification signifies our graduates have achieved an exceptional level of professional expertise that clients recognize, value, and trust.
Crafted by the nation’s top experts in annuities, each CAA member is a certified professional dedicated to providing a high-quality education with a focus on stringent ethical standards.
The CAA Course provides a comprehensive understanding of the intricacies of annuity products based on rigorous research of the most current industry trends, regulations, and best practices. Advisors gain the skills to guide clients through the thriving annuity market, ensuring optimal financial outcomes.
The CAA Course curriculum is continuously updated to reflect the latest changes in annuity products, tax regulations, and market dynamics. Course subject areas include:
Topics Covered
CE Credits
To maintain CAA status, individuals are required to earn a minimum of 6 CE credits annually through CAA Course modules.
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.