IRA Online Institute

$1,695.00

SKU: 11152-1-2-1-2-1 Category:

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

Additional information

Audience

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

Start Date

09/05/22

End Date

11/27/22

Length

12 Weeks

Credits

36.75 CISP, 36.75 CRSP, 36.75 CTFA

Member Price

1695.00

Non-Member Price

1895.00

Course Number

ABA

Location

Online Instructor-Led

Vendor

ABA

Course Code

BAN8725

Prerequisites

None

Day

Online

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