What is a CIS™? & What can a CIS™ do for you?
What is a CIS™?
A CIS™ (Certified Income Specialist™) is a professional financial services designation granted by the Institute of Business and Finance.
What a CIS™ can do for you
Create a Sound Financial Solution
Analyze your current situation
Design an investment plan
Implement a strategy based on your risk level
Increase Your Portfolio
Understand the role of equities and debt instruments
Determine which investments are appropriate
Establish a review and rebalancing schedule
Enhance Your Retirement Income
See the difference between withdrawal plans
Emphasize safety while maximizing monthly income
Use investments that include guarantees