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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
ABA Wealth Management and Trust Conference, February 25-27, 2018up to 16.50


Browse Available Programs

Program TitleCredits
Key Custodial Practices for Holding Private Assets in an IRA or HSA on 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
IRA Services Recorded Briefings Suite, 5 recordings, 201812.00
Recent Developments in Estate and Trust Administration, December 6, 20182.50
Ethical Issues for Trust Professionals, June 7, 20182.50
Understanding How Properly to Value Closely Held Businesses Held in IRA and Other Fiduciary Accounts, April 17, 20181.25
Trustee's Duty to Account and Disclose, April 5, 20182.50
Annual Exclusion Gifts and Other Gifting Strategies, March 1, 20182.50
The Impact of the 2017 Tax Act: What Trusts and Estates Professionals Need to Know, February 1, 20182.00

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

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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.

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