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IRA Institute

Ascensus

Sept. 1, 2020 - Nov. 22, 2020
Webcast

The IRA Institute Online is a 12-week, web-based IRA training program developed and supported by our experienced instructors.

You’ll get in-depth instruction on the need-to-know aspects of Traditional and Roth IRAs, and small business IRA-based SEP and SIMPLE IRA retirement plans.

IRA Institute Online is the only approved online training program that prepares you to take the Certified IRA Professional (CIP) or Certified IRA Services Professional (CISP) exam.

After successfully completing IRA Institute, you will be able to do the following.

  • Establish and administer Traditional and Roth IRAs
  • Understand the rules for SEP and SIMPLE IRA plans
  • Describe the contribution eligibility requirements
  • Process IRA distributions, transfers, and rollovers
  • Understand beneficiary options and process these transactions
  • Process tax reporting to the IRS and IRA owners
  • Mitigate risk by reducing errors and penalties

Course Topics:

  • IRA establishment
  • Contributions
  • Transfers and rollovers
  • Beneficiary distributions
  • Excess contributions
  • Conversions and recharacterizations

Benefits:

  • In-Depth Training: Learn compliance rules that will help your IRA program run efficiently with reduced errors.
  • Networking: Interact with leading IRA professionals from financial organizations nationwide to create a new network of professional contacts.
  • Exam Prep: Complete the IRA Institute to get ready for the Certified IRA Professional (CIP) and Certified IRA Services Professional (CISP) designation exams.

More Information, How to Register

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