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Important CE Changes in 2022

Changes are coming to the CE reporting process on March 1, 2022. Review our short webinar for details.

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Renewal Requirements

To maintain your Certified IRA Services Professional (CISP) in good standing, the following are required:

To enter your continuing education credits and pay your renewal fee, go to the Certification Manager.

Login to the Certification Manager

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:

Browse Available Programs

Program TitleCredits
Tax Legislation 2021: What Happened and What Almost Happened, March 3, 2022
2021 Wealth Management and Trust Webinar Series Suite
Recent Developments in 2021 for Estate and Trust Administration, December 2, 2021
International Estate Planning Fundamentals, October 7, 2021
Tax Planning Techniques Post-2020 Election, February 4, 2021
Recent Developments in Estate and Trust Administration, December 3, 20202.00
Testamentary Planning with IRAs, March 5, 20202.00
The SECURE Act: What the New IRA and ERISA Provisions Mean for Your Bank, February 27, 20201.25

Due to changes in content, new program credits are added 30 days prior to the date of the event. Please check back to see actual credits approved.

Program TitleCredits
Wealth and Trust School - Advanced, November 1-12, 2021
Wealth Management and Trust Conference, February 24-25, 2021
Wealth and Trust School - Advanced, November 30-December 11, 2020
Wealth and Trust School - Intermediate, October 26-November 6, 2020 7.00
Wealth and Trust School - Foundational, September 21-October 2, 20207.00
ABA Wealth Management and Trust Conference, February 23-25, 20207.50

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.

Renewal Due Dates

Your renewal due date is based upon when you earned your Certification:

Date EarnedRenewal NoticeRenewal Date
Prior to September 1 of the current yearOctoberJanuary 31
Between September 1 and December 31 of the current year
FebruaryMarch 31

Keep Me Informed

Get information on upcoming webinars, deadlines, and other developments for Certification.