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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.

Qualified candidates must meet the eligibility requirements in order to take the CIP certification examination. You must

  • have a minimum of two years IRA compliance or operations experience or have achieved the CIS II certification, AND have attended Ascensus' IRA Institute no more than 60 days prior to the examination date.


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

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