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AIB
Overview AIB
Online AIB Online
Schedule ABA eLearning
AIB Diplomas
IRA ONLINE INSTITUTE
Course Description:
The IRA Online Institute provides comprehensive training on all aspects of IRAs.
It covers both traditional and Roth IRA 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)
Designation.
Delivery Method:
Instructor-led online course - AIB
Online Overview
Course
Start Dates Enroll
Online
Print
Registration Form
| Price |
$1495 NYBA or ABA Members/$1795
Non-Members |
| Length |
12 Weeks |
| Course Credits |
AIB: 2.0; ICB: 31.75 CISP or
CTFA/FP, or CRSP |
| Prerequisites |
None |
| Required Software |
Adobe Acrobat Reader;
Microsoft Internet Explorer Browser 7.0 or Mozilla Firefox 2.0 or higher |
Audience:
This course is designed for IRA Services Professionals.
Learning Objectives:
After successfully completing this program, participants will be able to:
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Administer both traditional and
Roth IRAs and SEP and SIMPLE plans.
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Identify eligibility and set-up requirements
for all of these plans
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Administer contributions consistent with
contribution limits
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Manage rollovers and transfers
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Administer distributions and required minimum
distributions
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Describe beneficiary options and facilitate
beneficiary transactions
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Manage error resolution, penalties, and
reporting on these accounts
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Identify key elements of a successful IRA
marketing effort
Materials:
All readings for this course are available online. Content and
instructor are provided by Ascensus and is the same content
used in the Ascensus IRA
Institute.
Questions: Call NYBA Professional Development at 212-297-1679 or
email elegg@nyba.com.
The New York Bankers Association is a Local ABA
Training Provider. |
