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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 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


Browse Available Programs

Program TitleCredits
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

Online Training Courses

Course TitleCredits
Certificate in Asset Management
Certificate in Fiduciary Risk and Compliance
Certificate in Integrated Wealth Planning and Advice
Ethical Issues for Bankers1.00
Fiduciary Compliance
Fiduciary Income Tax1.25
Fiduciary Law1.00
Generation-Skipping Transfer Tax1.25
Health Savings Account (HSA) Expert Certificate
Individual Retirement Accounts0.75
Introduction to Estate Planning2.00
IRA Online Institute36.75
Managing Fiduciary Risk and Litigation0.75
Philanthropic Planning0.75
Planning for Retirement1.00
Prudent Portfolio Management0.50
Qualified Retirement Plans1.00
Understanding Transfer Tax1.00

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.

Need to Report CE Credits?

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