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Associate, Annuity Products and Administration

Available in: English


Join the thousands of insurance professionals who’ve improved their careers through the Associate, Annuity Products and Administration™ (AAPA™) program. It will help you blaze an exciting career path by challenging you to expand your knowledge, increase your productivity and improve your performance. Please note, the AAPA was offered only through the end of 2015.

With your AAPA designation, you will learn how to more effectively deliver solutions to your internal and external annuity customers. With your AAPA, you will learn:

  • How to differentiate the various annuity products and their uses
  • The role of technology in annuity administration
  • How annuities are marketed and distributed
  • Funding arrangements for pension products
  • Laws and regulations affecting annuities


  • Compliance and Legal
  • Finance and Accounting
  • Marketing and Business Acquisition
  • Operations and Administration
  • Retirement and Annuities


Learners must complete five required courses to earn the AAPA designation.


Required AAPA courses
Learners must complete all of these courses to earn the AAPA designation.
Annuity PrinciplesMarketing, Distribution, and Uses of AnnuitiesSystems and AdministrationFinancial AspectsRegulation and Taxation
AAPA 273AAPA 283AAPA 303AAPA 313AAPA 323

Course Credit Notes

  • The AAPA designation was offered only through the end of 2015, and the AAPA courses were discontinued along with the program.

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