Annuities Courses and Certifications

RiskWise: Annuities and Income

Evaluate annuities as retirement income tools: compare contract types, income options, fees and guarantees, weigh liquidity and survivor tradeoffs, and explain strategies in plain language.

• Coursera
• 4 weeks, 1 hour a week
• Self-Paced
• Paid Course

Eddie Woo

Annuities - Building the Progression - 1 of 2

Discover how to build mathematical progressions for annuities through step-by-step construction and foundational concepts in this introductory lesson.

• YouTube
• 12 minutes
• Self-Paced
• Free Video

Eddie Woo

Annuities

Derives and applies present- and future-value formulas to understand annuities from two perspectives and use future-value tables.

• YouTube
• 1 hour 30 minutes
• Self-Paced
• Free Video

Financial Math for Actuaries: From Rates to Annuities

Start your actuarial career! Study the time-value of money through learning about interest rates, the present and accumulated values of future payments, and the annuity valuation process. This actuari

• edX
• 6 weeks, 4-6 hours a week
• Self-Paced
• Free Online Course (Audit)

ExcelIsFun

Excel and Business Math - Future Value, Present Value and Periodic Payments for Annuities

1 rating

Use Excel’s FV, PV, and PMT functions to value irregular and periodic cash flows, savings plans, retirement withdrawals, and mortgages.

• YouTube
• 51 minutes
• Self-Paced
• Free Video

Life Insurance Products Valuation in R

49 ratings at DataCamp

Understanding the basic principles of life insurance products is essential for your personal financial planning, ranging from taking out a mortgage to designing your retirement plan and seeking financial protection for the risk of dying early.

• DataCamp
• 4 hours
• Self-Paced
• Free Trial Available

AnalystPrep

Risk Management for Individuals: Insurance and Annuities in Personal Financial Planning - Part 2

1 rating

Master essential insurance concepts and annuity types for personal financial planning, focusing on life insurance policies, risk management strategies, and comparative analysis of fixed and variable options.

• YouTube
• 39 minutes
• Self-Paced
• Free Video

NPTEL-NOC IITM

Simplifying Cash Flows: Annuities and Perpetuities - Lecture 44

Master financial concepts of annuities and perpetuities, including growth variations, to calculate present values and make strategic investment decisions through practical cash flow analysis.

• YouTube
• 28 minutes
• Self-Paced
• Free Video

Career Certificate

CSRS and FERS Retirement and Benefit Course

17 ratings at Graduate School USA

Learn to determine CSRS and FERS eligibility, compute high-3 annuities and survivor benefits, and navigate FEHB, FEGLI, TSP, Social Security, and the retirement application process.

• Graduate School USA
• Self-Paced
• $1,699.00

Career Certificate

Federal Employee Retirement Benefits for Administrators: CSRS & FERS Intermediate

Learn to determine federal retirement coverage and eligibility, calculate CSRS/FERS annuities, and administer survivor, insurance, Social Security, Medicare, and retirement applications.

• Graduate School USA
• Self-Paced
• $1,299.00

Career Certificate

Pre-Retirement Planning for Law Enforcement and Firefighters Course

Plan federal retirement by calculating annuities, evaluating TSP withdrawals, and navigating benefits for law enforcement and firefighter personnel.

• Graduate School USA
• Self-Paced
• $899.00

Career Certificate

RiskWise.

34 ratings at Coursera

Use insurance to manage risk: work through life, health, property, liability, and annuity products in applied cases to build household financial resilience.

• Coursera
• 4 weeks, 10 hours a week
• Self-Paced
• Paid Course
• 4 courses

Career Certificate

Smart Money: Managing Your Portfolio

9 ratings at Coursera

Evaluate traditional investments, land and real estate alternatives, and annuities to build portfolios, diversify assets, and weigh longevity risk and retirement income tradeoffs.

• Coursera
• 4 weeks, 10 hours a week
• Self-Paced
• Paid Course
• 3 courses

Career Certificate

Solving the Retirement Puzzle

6 ratings at Coursera

Plan retirement income using portfolios, annuities, and legacy strategies, weighing tradeoffs of risk, longevity, and flexibility alongside how money choices affect happiness.

• Coursera
• 4 weeks, 10 hours a week
• Self-Paced
• Paid Course
• 3 courses

Risk and Return Relationships

Learn to apply time value of money: calculate compound interest, future and present values, and annuities, then measure expected return, risk, and the effect of diversification.

• Coursera
• 4 hours
• Self-Paced
• Paid Course