Annuity Basics Final Exam and Certificate

The Annuity Basics final exam has 15 questions drawn from all 12 lessons. Score 12 or better and your certificate of completion appears right below the exam.

You can retake it as many times as you like. Your best score stays in this browser, and nothing is sent to our servers.

How does the Annuity Basics final exam work?

• 15 questions. Roughly four from each module, in course order.
• Instant feedback. You see the right answer and a short explanation after every question.
• Passing score: 12 of 15. That is 80%, the same bar as the lesson quizzes.
• Missed questions are listed at the end, so you know which lesson to revisit.

If a topic feels shaky, the course menu shows which lesson quizzes you have passed. A quick review of what backs an annuity guarantee and how annuities are taxed are good places to start.

Take the exam

Your certificate of completion

Pass the exam above to open this section. Type the name you want printed, then print it or save it as a PDF.

Common questions

What score do I need to pass the final exam?

You need 12 correct answers out of 15. You can retake the exam as many times as you want, and your best score is kept on this device.

Why did my progress disappear?

Progress lives in your browser, so it does not carry over to another device, a private window, or a browser where site data was cleared. Retake the final exam on the device you want to print from.

Is the certificate an industry credential?

No. It records that you completed this free course, but it is not a license, a professional designation, or continuing education credit.

Whether you pass on the first try or the third, finishing the Annuity Basics final exam means you can read an annuity proposal and know which questions to ask.