ABA Facilitated: IRA Online Institute
12 weeks

Virtual Walt Lyons

Member | Non-Member

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.

Course Credits

  • ABA Professional Certifications: 36.75 CISP, 36.75 CRSP, 36.75 CTFA