Ok so quick background, I'm not licensed for securities but I just want to see what designation I should check out. I'm not sure which makes more sense for someone in my position. Just want to get deeper into annuities but I am unsure which to take so I want to ask from people who actually tried already.
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RICP or CAS?
- Thread starter HANZO
- Start date
Totally get wanting to specialize in annuities without the securities headache! It's a huge area.Ok so quick background, I'm not licensed for securities but I just want to see what designation I should check out. I'm not sure which makes more sense for someone in my position. Just want to get deeper into annuities but I am unsure which to take so I want to ask from people who actually tried already.
I'd lean towards the RICP if you're aiming to advise people on their overall retirement income. Annuities are a big piece of that puzzle, but the RICP helps you understand how to weave them into a complete income plan. It's really practical for folks nearing or in retirement.
Money Expat
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- Aug 1, 2025
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If you're not licensed, chasing designations can be more about marketing than real skill. Most people push whatever course makes money, not what actually teaches you about annuities, so buyer beware, it's a jungle out there!
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