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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:

 

 Conferences/Schools

 

Program Title Credits
ABA Wealth Management and Trust Conference, February 23-25, 2020 TBD​
​ABA Wealth Management and Trust Conference, February 10-12, 2019 8.50​
​ABA Wealth Management and Trust Conference, February 25-27, 2018 up to 16.50​

 

 Webinars

 

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

 

 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.