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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:

Conferences/Schools

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
ABA Wealth Management and Trust Conference, February 23-25, 2020TBD
ABA Wealth Management and Trust Conference, February 10-12, 20198.50

Webinars

Browse Available Programs

Program TitleCredits
Recent Developments in Estate and Trust Administration, December 3, 20202.00
Testamentary Planning with IRAs, March 5, 20202.00
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
Recent Developments in Estate and Trust Administration, December 5, 20192.50
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
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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