New York Bankers Association

IRA Online Institute

12-week instructor-facilitated online course

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 (CISP) 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.

ABA Online Overview | Course Start Dates | Enroll Online: Member  Non-Member | Print Registration Form

Price $1595 NYBA or ABA Members/$1795 Non-Members

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

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

  • 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

ABA Professional Certifications: 36.75 CISP, CRSP, CTFA

The New York Bankers Association is a Local ABA Training Provider.

Questions: NYBA Professional Development at (212) 297-1679 or elegg@nyba.com.