IRA Online Institute

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: 29.5 CISP, 29.5 CRSP, 29.5 CTFA

Upcoming Dates

February 17 - May 11, 2025

September 1 - November 23, 2025

Course Duration

12 weeks

MinBanc Foundation Grants

The MinBanc program reimburses training costs for minority- and women-owned banks, including training with ABA. Learn more about the program and find out if you qualify.

Learn More About MinBanc

IRA Online Institute

Learning Objectives

Audience

Course Credits

Upcoming Dates

Course Duration

MinBanc Foundation Grants

Purchase

Useful Links

Online Training Login

Certification Manager

Facilitated Online Course Schedule

Facilitated Online Training FAQs

Customer Support