Description
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
