CAA Certified Annuity Advisor Certification Exam

Certified Annuity Advisor (CAA) The CAA evaluates how you’d handle real client scenarios—recommending annuity products for retirement income, structuring surrender charges, and navigating tax implications. You’ll face situational questions where product knowledge alone won’t suffice; you must apply regulations, compare riders, and justify recommendations. Expect questions on suitability requirements and income-protection features.