IRA Online Institute


Description: IRA Online Institute is an intensive 12-week course developed and supported by Ascensus’ professional instructors that teaches in-depth, essential IRA information on Traditional IRAs, Roth IRAs, SEP plans, and SIMPLE IRA plans. Ascensus has tailored its premier on-site IRA training so attendees can conveniently access the web-based study material and submit assignments. Students should expect to spend 15-20 hours a week completing the readings and assignments depending on the student’s prior knowledge of IRAs. The Online Institute is an Institute of Certified Bankers-approved educational program for the Certified IRA Services Professional (CISP) designation.

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

Learning Objectives: After successfully completing this program, you will be able to:

  • Administer both traditional and Roth IRAs and SEP and SIMPLE plans.
  • Identify eligibility and set-up requirements for all of these plans
  • Administer contributions consistent with contribution limits
  • Manage rollovers and transfers
  • Administer distributions and required minimum distributions
  • Describe beneficiary options and facilitate beneficiary transactions
  • Manage error resolution, penalties, and reporting on these accounts
  • Identify key elements of successful IRA marketing effort

12 weeks
Member: $1,595
Non-Member: $1,795

ICB Credit: 36.75

Locator Number Start Date End Date
24879 – IRA29 02/27/2017 05/19/2017
24880 – IRA30 09/05/2017 11/24/2017

There is no separate textbook for this course. All reading materials are posted online the Learning Community for your course.