IRA Online Institute

Course Number: ABA

Course Code: ABA

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.

Students should expect to spend 15-20 hours a week completing the readings and assignments, depending on prior knowledge of IRAs.

Produced by Ascensus

Learning Objectives

  • 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

Audience: This course is intended for IRA Services Professionals with one to two years' experience or for those preparing for the CISP exam.

Prerequisites: None

Register Now

Member Price: $1695.00
Non-Member Price: $1895.00
Textbook Charge: $0.00

Credits: 2

Start Date: 09/06/2021
End Date: 11/28/2021
Length: 12 Weeks
Start Time: 12:00 am
End Time: 12:00 am
Day: Online
Location/Room: Online Instructor-Led

ABA Training