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CISP Continuing Education Credit Options

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, September 20-25, 2020TBD
Wealth and Trust School-Intermediate, September 20-25, 2020TBD
ABA Wealth Management and Trust Conference, February 23-25, 20207.50
ABA Wealth Management and Trust Conference, February 10-12, 20198.50


Browse Available Programs

Program TitleCredits
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, 2020
Recent Developments in Estate and Trust Administration, December 5, 20192.50
Understanding IRA Required Minimum Required Distributions, November 21, 20191.25
Key Custodial Practices for Holding Private Assets in an IRA or HSA, August 8, 2019 1.25
Current Issues in Charitable Giving, March 7, 20192.50

Online Training Courses

Course TitleCredits
Education Planning Solutions for Minors1.00
Estate Planning for IRAs and Qualified Plan Balances1.00
Estate Planning for Charitable Giving1.00
Ethical Issues for Bankers1.00
Fiduciary Income Tax1.00
Fiduciary Law1.00
Generation-Skipping Transfer Tax1.00
Gift Taxation1.00
Health Savings Account (HSA) Expert Certificate
Introduction to Estate Planning2.00
Introduction to IRAs0.75
Introduction to Planning For Retirement Assets1.00
IRA Online Institute36.75
Minimizing Fiduciary Risk and Litigation1.00
Planning for Estate Tax1.00
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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