Certified IRA Services Professional (CISP) Benefits

Why pursue your CISP designation?

Consider these professional benefits and values of certification:

Career Enhancement

Differentiate yourself with a credential that sets the standard of professional expertise for IRA services in the wealth and trust industry. Learn more about the value of certification to you and your institution.

Continuing Education (CE) Database

CISPs can identify relevant professional development options quickly and easily with the Certification Manager, which highlights programs that have been approved for CE credit.

New CISP Referral Incentives

Refer one person who applies for a certification exam in a given calendar year, and ABA will waive your certification renewal fee for the next calendar year, up to $249. Please use the Referral Form.

CISP Discount

Get special pricing for registration to the ABA Wealth Management and Trust Conference.



​Questions? Please contact ABA Certifications for more information.

 

 Navigate CISP

 
 

 Advisory Board

 

ABA works with industry leaders in the IRA Services field to maintain and advance the CISP credential.

Marianne M. Mekelburg, CISP, CRSP
Chair
Compliance Officer
JPMorgan Chase Bank

Carrie Horn, CISP
ERISA Consultant
Ascensus

Kim J. Johnson, CISP
Director of ERISA Support
Ascensus

Wendy Kelley, CISP
IRA Product Manager
U.S. Bank

John Singletary, CISP, CRSP
Wealth Advisory Associate
Morgan Stanley Wealth Management