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Certified IRA Services Professional (CISP)
About CISP | Apply | Exam Information | Exam Outline | Benefits | Maintain Certification | Advisory Board
Maintain certification
To maintain your CISP in good standing, you must adhere to ICB's Professional Code of Ethics, pay an annual fee, and complete 24 credits of continuing education every three (3) years. You are allowed to carry over up to 8 credits per three-year cycle. The following list is intended to give you an idea of the types of continuing education ICB approves for post exam continuing education credit.
As you look for activities to fulfill your continuing education requirements, please remember that it is not necessary to have ICB review courses or programs that you are considering. To determine whether a course is eligible for continuing education credit, refer to the CISP examination outline. If the program you are considering includes content that relates to the items detailed in the exam outline, it qualifies for continuing education credit.
To calculate your CE credits, divide the number of instructional minutes by 50. Fifty (50) minutes of instruction equals one (1) credit. Round up this number to the nearest quarter hour. Do not include breaks or meal functions; motivational speeches; business meetings; introductory remarks; non-guided, unstructured group discussions; or award presentations or receptions.
ABA continuing education opportunities
| Conferences/Schools | Credits |
| ABA Wealth Management and Trust Conference, March 6-8, 2011 Order Audio Recordings CISP CE Credits Worksheet NOTE: Credits to the right are for the LIVE conference. Refer to CISP CE Credits Worksheet for audio recordings credits. |
4.75 |
| ABA Wealth Management and Trust Conference, March 7-9, 2010 Order Audio Recordings CISP CE Credits Worksheet NOTE: Credits to the right are for the LIVE conference. Refer to CISP CE Credits Worksheet for audio recordings credits. |
8.50 |
| Telephone Briefings (Order Telephone Briefing CDs) | Credits |
| Recent Developments in Estate and Trust Administration, Dec 6, 2012 | 2.50 |
| Fiduciary Litigation Panel, May 3, 2012 | 2.50 |
| Section 408(b)(2) Disclosure Requirements: Is Your Institution Ready?, March 29, 2012 | 2.00 |
| IRAs – Do's, Do Not's and Did Not's, February 16, 2012 | 2.00 |
| Issues Facing Fiduciaries in Post-Death Administration, Feb 2, 2012 | 2.50 |
| Recent Developments in Estate and Trust Administration, Dec 1, 2011 | 2.50 |
| Surviving the Retirement Benefits Planning Maze,Sept 1, 2011 | 2.50 |
| An Eleemosynary State of Mind: What Charitable Techniques are Hot and What are Not, June 2, 2011 | 2.50 |
| Current Issues in Fiduciary Litigation and How to Minimize a Trustee's Exposure to Litigation – A Roundtable Discussion, May 5, 2011 | 2.50 |
| A Primer on the GST Tax in 2011 – What Trustees Need to Know in Administering Trusts and Advising Clients and Customers, March 3, 2011 | 2.50 |
| Estate and Gift Taxation in 2011: Whatever the Law Is, What Hath Congress Wrought – What is the Law and What Estate Planning Techniques Work in 2011? Feb 3, 2011 |
2.50 |
| Self-Paced & Instructor-Led Online Courses | Credits |
| Estate Planning for Charitable Giving | 3.75 |
| Estate Planning for Lifetime Gifts | 3.75 |
| Estate Planning for Marital Deduction | 6.00 |
| Ethical Issues for Bankers | 1.75 |
| Federal Estate and Gift Taxes | 4.50 |
| Fiduciary Income Tax | 2.25 |
| Fiduciary Law | 3.00 |
| Generation Skipping Transfer Tax | 2.50 |
| Introduction to Estate Planning | 4.5 |
| IRA Online Institute | 32.75 |
| Retirement Planning | 4.00 |
| Trust Basics | 15.00 |
Additional CE resources
- Ascensus Retirement Services seminars, workshops, telephone seminars and fall forum
- State Bankers Association Lending Conferences and Seminars
- Applicable internal training programs (For more information, contact ICB's Continuing Education Manager at 202-663-5377 or icb@aba.com)
- Click here for a list of other ideas to fulfill your continuing education requirement.
How do I know if an activity has received ICB approval?
Many programs list ICB continuing education credit information directly in their promotional and/or course materials.
Check with your own internal training coordinator to determine if any internal training programs have been approved for ICB continuing education credit. ICB members who wish to submit programs to ICB for review and approval should use the Continuing Education Provider Application and submit the required information via fax or mail. The review period for all programs is approximately four weeks and you will be notified in writing of the outcome once the review is complete. The Continuing Education Provider Application is available in two formats: Word 2007 Version or PDF Form Version.
How do I document the continuing education that I have completed?
Please enter your continuing education credits online by way of the password-protected "Member Services" web pages.
We suggest that you retain the original registration and completion documentation in your files in case you need to report the same information to support CE reporting you may need for other professional designations. In addition, this will ensure that you are prepared in the event that ICB should find it necessary to audit your records.
You must accumulate the designated number of CE credits every three (3) years. If you fail to earn those credits in a given three-year cycle, it may result in your membership status being suspended and/or decertification.
Questions? Please contact icb@aba.com for additional information.
