Skip to Main Content

Earn the Certified IRA Professional (CIP) Designation
Attaining the Certified IRA Professional (CIP) designation will not only help fulfill your career, but give your financial organization's IRA owners the peace of mind that comes from working with a professional IRA representative.

Ascensus and the National Association of Federal Credit Unions (NAFCU) have developed the nationally recognized certification program exclusively for financial organization professionals. The CIP designation is a well-respected benchmark of experience, dedication, and distinction in the IRA industry.

CIP Exam Fee

Who Should Pursue the CIP

  • Operations personnel
  • Marketing directors
  • IRA product managers
  • Compliance personnel
  • Database specialists
  • Retail and branch managers
  • Training specialists

CIP Exam Eligibility Requirements
To qualify to take the Certified IRA Professional (CIP) certification examination, you must meet the following prerequisites.

  • Have a minimum of two years of IRA compliance or operations experience or have achieved CIS II certification AND

  • Attend Ascensus’ IRA Online InstituteIRA Institute, or another approved prerequisite no more than 60 days before the examination date


  • Have at least three years of IRA compliance and operations experience.


Ascensus® and the Ascensus logo are registered trademarks of Ascensus, LLC.
© 2019 Ascensus, LLC. All Rights Reserved.


Outlook Outlook
iCal iCal
Google Google
Yahoo! Yahoo!