IRA Online Institute

This course is a comprehensive, 12-week, web-based IRA training program developed and supported by Ascensus’ experienced instructors. This innovative training program teaches you in-depth, essential IRA information, and is the only approved online training program that prepares you to take the Certified IRA Services Professional (CISP) exam. Extensive IRA reference materials, objective-based training methods, and practical applications of IRA rules create an effective learning environment.

Students should expect to spend 15-20 hours a week completing the readings and assignments, depending on prior knowledge of IRAs.

Learning Objectives

  • Administer traditional and Roth IRAs, as well as SEP and SIMPLE plans
  • Identify eligibility requirements, handle contributions, distributions and set-up requirements for traditional and Roth IRAs, as well as SEP and SIMPLE plans
  • Understand and manage rollovers, transfers and required minimum distributions
  • Describe beneficiary options and facilitate beneficiary transactions

Audience

This course is intended for IRA Services Professionals with one to two years’ experience or for those preparing for the CISP exam.

Course Credits

ICB Certifications: 36.75 CISP, CRSP, CTFA

For group registrations or more information, please contact training@aba.com.

 

 Course Advantages

 
  • Collaborative​ communities
  • Convenience and flexibility
  • ​Expert instructors
  • Interactive discussions
  • Real-world assignments
 

 Registration & Pricing

 

Facilitated Course
ABA Member  • $1595
Nonmember • $1795
Bill Me Option

Additional fees and taxes may apply.
 

 Upcoming Dates

 
  • February 26, 2018
  • September 4, 2018