This course is a comprehensive, 12-week, web-based IRA training program developed and supported by Ascensus’ experienced instructors. This innovative training program teaches you in-depth, essential IRA information, and is the only approved online training program that prepares you to take the Certified IRA Services Professional exam. Extensive IRA reference materials, objective-based training methods, and practical applications of IRA rules create an effective learning environment. Produced by Ascensus
Students should expect to spend 15-20 hours a week completing the readings and assignments, depending on prior knowledge of IRAs.
- Administer traditional and Roth IRAs, as well as SEP and SIMPLE plans
- Identify eligibility requirements, handle contributions, distributions and set-up requirements for traditional and Roth IRAs, as well as SEP and SIMPLE plans
- Understand and manage rollovers, transfers and required minimum distributions
- Describe beneficiary options and facilitate beneficiary transactions
This course is intended for IRA Services Professionals with one to two years’ experience or for those preparing for the CISP exam. Learn more about ABA facilitated online courses here.
The registration fee for WBA Members for this facilitated online course is $1,695/attendee.
Click Register to register online in the ABA LMS site, with credit card payment required. To be invoiced by WBA, download and complete the WBA/ABA Facilitated Online Course order form.
ABA Professional Certifications: 36.75 CISP, 36.75 CRSP, 36.75 CTFA