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