AIB Course Code: 8725
Dates Offered | Registration (Deadline is one week prior to start date)
Delivered in conjunction with ABA, the IRA Online Institute is an intensive 12-week course developed and supported by Ascensus' professional instructors that teaches in-depth, essential IRA information on Traditional IRAs, Roth IRAs, SEP plans, and SIMPLE IRA plans. Ascensus has tailored its premier on-site IRA training so attendees can conveniently access the web-based study material and submit assignments. Students should expect to spend 15-20 hours a week completing the readings and assignments depending on the student's prior knowledge of IRAs. The Online Institute is an Institute of Certified Bankers-approved educational program for the Certified IRA Services Professional (CISP) designation.
| Price |
$1795 Nonmembers / $1495 Members |
| Course Length |
12 Weeks |
| Course Credits |
AIB: 2.0 ; ICB: 36.75 CISP, CTFA/FP, CRSP |
| Prerequisites |
None |
| Required Software |
Adobe Acrobat Reader; Microsoft Internet Explorer Browser 7.0 or Mozilla Firefox 2.0 or higher |
| Textbook |
All reading materials are provided online. Content and instructor are provided by Ascensus Retirement Services and is the same content used in the Ascensus IRA Institute. |
Audience
IRA Services Professionals with one to two years experience or if someone is preparing for the CISP exam.
Learning Objectives
After successfully completing this program, you will be able to:
- Administer both traditional and Roth IRAs and SEP and SIMPLE plans.
- Identify eligibility and set-up requirements for all of these plans
- Administer contributions consistent with contribution limits
- Manage rollovers and transfers
- Administer distributions and required minimum distributions
- Describe beneficiary options and facilitate beneficiary transactions
- Manage error resolution, penalties, and reporting on these accounts
- Identify key elements of successful IRA marketing effort
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