The Certified IRA Services Professional certification was launched in conjunction with a strategic partner, Ascensus. The ICB and Ascensus recognized the need to establish a high standard of knowledge and competency for IRA's that is acknowledged by the profession and gives formal recognition to those individuals meeting specific standards of experience, ethics, knowledge and performance in the IRA industry.
The Certified IRA Services professional certification is designed to:
Note: Effective 2/19/16 there is an online application for new exam candidates.
- Establish a recognized standard of knowledge and competence for operations transaction processing, and wealth management professionals specializing in IRA services
- Formally recognize those who meet these standards
- Provide customers, beneficiaries, IRA rollover candidates, and employers with a tool to identify skilled, knowledgeable professionals
- Support the benefits of professional continuing education and development