Course Length:12 weeks
The IRA Online Institute provides comprehensive training on all aspects of IRAs. It covers both traditional and Roth IRAs, as well as Employer Plans (SEP SIMPLE). The Online Institute is an Institute of Certified Bankers approved educational program for candidates for the Certified IRA Services Professional (CISP) Description.
IRA Services Professionals
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
$1,595 - Members
$1,795 - Non-members
Students must register 1 week prior to the start of the course.