CISP Continuing Education Credit Options

Pre-Approved ABA Options

The following ABA programs have been pre-approved for Certified IRA Services Professional (CISP) continuing education (CE) credits as indicated below:

 

 Conferences/Schools

 

Program Title Credits
ABA Wealth Management and Trust Conference, Feb. 22-24, 2017 13.50
ABA Wealth Management and Trust Conference, Feb. 28-March 1, 2016 11.50

 

 Briefings

 

View Available Recordings

Program Title Credits
​Recent Developments in Estate and Trust Administration, December 6, 2018
2​.50
Ethical Issues for Trust Professionals, June 7, 2018 2.50​
Trustee's Duty to Account and Disclose, April 5, 2018
2.50​
Annual Exclusion Gifts and Other Gifting Strategies, March 1, 2018
2.50​
Recent Developments in Estate and Trust Administration, December 7, 2017 2.50
A New Look at Distribution Standards, October 5, 2017 2.50
Robo-Advisors - What Do They Mean for the Wealth Industry?, September 14, 2017 2.00
Retirement Benefits, September 7, 2017 2.50
IRAs: Beyond the DOL Fiduciary Rule, August 10, 2017 2.00
Planning in Illiquid Estates, June 1, 2017 2.50
Challenging Ethical Times: Fiduciary vs. Suitability, April 20, 2017 2.00
The Section 2704 Valuation Rules and their Impact on Advanced Estate Planning Techniques, March 2, 2017 2.50
Current State of Asset Protection, February 2, 2017 2.50
Recent Developments in Estate and Tax Administration, December 1, 2016 2.50
Twenty Steps to Avoid Fiduciary Litigation, November 3, 2016 2.50
Are You a Fiduciary?, October 6, 2016 2.50
Issues with Art and Other Collectibles in the Administration of Trusts and Estates, September 8, 2016 2.50
A New Age for Money Market Funds: Implications for Fiduciaries and Custodians, August 3, 2016 2.00
Charitable Tales from the Crypt, June 2, 2016 2.50
Ruptured Regulation: DOL Fiduciary Rule's Impact on Bank Retirement Services, May 25, 2016 2.00
Fiduciary Litigation Roundtable, May 5, 2016 2.50
The New Paradigm in Trusts and Estates Valuation, April 7, 2016 2.50

 

 Online Training Courses

 

Other CE Options and FAQs

See links below for all general types of programs that do and do not qualify for continuing education credits, along with frequently asked questions.

Need to Report CE Credits?

 
 

​Questions? Contact ABA Certifications for more information.