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Canadian Financial, Real Estate and Mortgage Glossary

How often this word is used
62% - Often

Certified Annuity Specialist

Synonyms:annuity expert, certified professional
Acronyms &
Filed Under: annuities, designation, estate-management, investments
Tags: academic, accreditation, annuity, investment, pension

Definition of Certified Annuity Specialist (CAS)

Certified Annuity Specialist (CAS)
1. A certification issued by the Institute of Business and Finance that indicates an individual has the expertise to provide investment advice to clients about fixed and variable annuities.

Related Terms and Acronyms:

  • annuity   A financial instrument that disperses a number of payments over a set period of time.
  • annuity factor method   A way of determining the maximum amount an annuitant can withdraw from an annuity before penalties are applied.
  • annuity table   A table that can be used to find the future value of an annuity.
  • hybrid annuity   An annuity with both fixed and variable annuity elements.

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