Please note that Portnoff Financial has joined with Tempus Wealth Planning and some information here may no longer be applicable. Please contact Jeremy Portnoff at 949-226-8342 (CA) or 732-226-3113 (NJ) for additional information.  We apologize for any confusion while we are in transition. 

West Coast Phone: 949-226-8342
East Coast Phone: 732-226-3113


Certified Income Specialist™ (CIS™) designation

On Wednesday 11/16/2011, Jeremy E. Portnoff, CFP® was awarded the Certified Income Specialist (CIS) designation offered by the Institute of Business & Finance (IBF). The CIS program is a nationally recognized retirement designation focusing on fixed-income instruments, retirement and financial planning, taxes, Social Security, withdrawal plans, stretch IRAs, and reverse mortgages.

CIS certification requires mastery of Medicare, income taxes, fixing any income shortfall, home health care, reverse mortgages, surviving a bear market, plus accumulation and distribution concerns. According to IBF, "Members of the financial services community are taught how to help their clients accumulate assets. What has always been missing is comprehensive and unbiased information as to how to turn assets into reliable income. The CIS program addresses these issues and provides the answers.”

The student must pass three comprehensive exams, complete a written case study as well as adhere to the IBF Code of Ethics and IBF Standards of Practice as well as fulfill annual continuing education requirements. The CIS designation is designed for advisors who have clients that are seeking current income.

ABOUT THE INSTITUTE OF BUSINESS & FINANCE – Founded in 1988, IBF is a non-profit provider of financial education and designations to members of the financial services industry. IBF is the fourth oldest provider of financial certification marks in the United States. In 1988, IBF launched its first certification program, CFS® (Certified Fund Specialist®). Today IBF offers four additional financial designation programs: CAS® (Certified Annuity Specialist®), CES (Certified Estate and Trust Specialist), CIS (Certified Income Specialist) and CTS (Certified Tax Specialist).

For additional information on how to develop retirement income, contact Jeremy E. Portnoff at 877-226-3115.


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