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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:




Program Title Credits
​ABA Wealth Management and Trust Conference, February 25-27, 2018 up to 16.50​
ABA Wealth Management and Trust Conference, February 22-24, 2017 up to 13.50




Browse Available Programs

Program Title Credits
Recent Developments in Estate and Trust Administration, December 5, 2019 2.50
Current Issues in Charitable Giving, March 7, 2019 2.50
IRA Services Recorded Briefings Suite, 5 recordings, 2018 12.00
Recent Developments in Estate and Trust Administration, December 6, 2018 2.50
Ethical Issues for Trust Professionals, June 7, 2018 2.50
Understanding How Properly to Value Closely Held Businesses Held in IRA and Other Fiduciary Accounts, April 17, 2018 1.25
Trustee's Duty to Account and Disclose, April 5, 2018 2.50
Annual Exclusion Gifts and Other Gifting Strategies, March 1, 2018 2.50
The Impact of the 2017 Tax Act: What Trusts and Estates Professionals Need to Know, February 1, 2018 2.00
Recent Developments in Estate and Trust Administration, December 7, 2017 2.50
A New Look at Distribution Standards, October 5, 2017 2.50
Robo-Advisors - What Do They Mean for the Wealth Industry?, September 14, 2017 2.00
Retirement Benefits, September 7, 2017 2.50
IRAs: Beyond the DOL Fiduciary Rule, August 10, 2017 2.00
Planning in Illiquid Estates, June 1, 2017 2.50
Challenging Ethical Times: Fiduciary vs. Suitability, April 20, 2017 2.00
The Section 2704 Valuation Rules and their Impact on Advanced Estate Planning Techniques, March 2, 2017 2.50
Current State of Asset Protection, February 2, 2017 2.50


 Online Training Courses


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?


​Questions? Contact ABA Certifications for more information.