In This Section
View instructional video for tips on how to successfully submit your CE credit.
Attention: The same training program may only be added to your certification record one time during a 3-year CE cycle.
To maintain your Certified IRA Services Professional (CISP) in good standing, the following are required:
To enter your continuing education credits and pay your annual fee, go to the Certification Manager.
The following ABA programs have been pre-approved for Certified IRA Services Professional (CISP) continuing education (CE) credits as indicated below:
| Program Title | Credits |
|---|---|
| Recent Developments (2024), December 5, 2024 | 2.00 |
| Advisor Insights: 2024 Market and Economic Outlook, January 18, 2024 | 1.25 |
| Recent Developments in 2023 for Estate and Trust Administration, December 7, 2023 | 2.00 |
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 Title | Credits |
|---|---|
| Wealth Management and Trust Conference, February 21-23, 2024 | 5.00 |
| Wealth Management and Trust Conference, February 27 - March 1, 2023 | 5.00 |
See links below for all general types of programs that do and do not qualify for continuing education credits, along with frequently asked questions.
You will receive a notice to pay your annual fee by email in October of each year. The fee is due no later than January 31 of the following year.
*The fee notice will be sent to your Certification Manager account’s primary email. Please be sure your primary email is up to date on your dashboard. We also encourage you to add a back-up email in the space provided to ensure that we can stay in contact with you.
Get information on upcoming webinars, deadlines, and other developments for Certification.