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Important CE Change takes effect March 15, 2022

Review a short webinar for details on how to begin submitting CE credit for external training that has not been pre-approved. New process takes effect on March 15th.

View Webinar

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 annual 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:

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 Management and Trust Conference, February 15-16, 2022
Wealth and Trust School - Advanced, November 1-12, 2021
Wealth Management and Trust Conference, February 24-25, 2021

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.

Annual Fee Due Dates

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

Date EarnedFee NoticeDue 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.