The study text for this course is offered as an interactive, on-line self-study course.  


Senior SuitabilityText Box: Course Contents                           Contact an Instructor                   
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Click here to begin the ONLINE VERSION of the study material.

At the beginning of each chapter you will find a navigation bar of links to that chapter’s major topics.  At the bottom of each webpage you will find the following navigation bar that allows you to move between pages within that chapter.  The Course Contents link will return you to the Table of Contents page. There is also a link to allow you to Contact an Instructor via email if you have questions. 

Another navigation bar at the end of each chapter allows you to move between chapters.   You must complete the “study review” for each chapter.  A link to the study review is located at the end of each chapter:. 

Additional links throughout the study material will connect you to related information within the website, or direct you to more detailed information in external documents.     If you follow these links,  please use the “Back” button on your browser to return to your original location in the study material.

A printable text is available in PDF format.  This requires your computer to have Adobe Reader.  If you need to download a free version of this software, click here: 

Text Box: please be sure to complete this chapter’s  STUDY REVIEW

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Senior Suitability   |   Annuity Products   |   Analyzing Suitability  |  Annuity Regulation

The print version will allow you to study the material away from your computer.  Remember, if you study the print version you will still need to take the chapter study reviews and final examination online.


You can access the PRINT VERSION of each chapter’s study text by clicking on this link at the beginning of each chapter :



or by downloading from the following links:


Chapter 1  |  Chapter 2  |  Chapter 3  |  Chapter 4 




The printed study text will direct you to other sources of more detailed information.  These are indicated by an arrow:  …..  See Links      The following list provides links to those external sources. 


Annuity Primer- Contracts

Annuity Primer—Taxes

Florida Department of Financial Services website



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CFP Disclosure Forms

SEC’s Form ADV

CFP® Candidate Fitness Standards

Proper Use of CFP®  Marks

CFP®  Continuing Education Requirements

CFP Board’s Code of Ethics and Professional Responsibility

CFP Board’s Rules of Conduct

CFP Board’s Financial Planning Practice Standards

CFP Board’s Disciplinary Rules and Procedures

side-by-side comparisons of “current” and “revised” Rules of Conduct

side-by-side comparisons of “current” and “revised” Practice Standards

side-by-side comparisons of “current” and “revised” Terminology