Look to Ascensus for all your retirement and savings plan
education solutions.

As the foremost provider of retirement and savings plan education, Ascensus has been delivering retirement and savings plan training for over 30 years. Use Ascensus’ education programs to help your financial organization stay competitive in today’s marketplace. Ascensus training promotes growth within financial organizations by assisting staff in further developing their skills, advancing their careers, and earning designations. Ascensus offers training for all employee levels, from frontline staff to senior executives.

As a member of the California/Nevada Credit Union League, register for any of the training on this website and, upon checkout, receive a 10% discount on your registration.  

Ascensus Trainers
Ascensus’ accredited team of instructors are some of the best in the retirement and savings plan services industry. When they are not teaching, they research and consult on retirement and savings plan administration, forms, and documents, design the course curriculum, and conduct compliance reviews. Ascensus’ instructors also serve as the voice of Ascensus’ 800 Consulting service and webinars. Their years of industry experience and ERISA technical knowledge offer depth and insight to their teaching. Ascensus instructors have a deep understanding of IRAdirect® and general operational knowledge that further enhances their training.

Flexible Formats
Ascensus offers its education products in flexible formats and multiple delivery methods enabling you to choose options that best fit your staff’s learning objectives and your budget. Mix and match online and instructor-led delivery formats for a better learning experience.

Continuing Education Credits
Ascensus recognizes the importance of staying current with retirement and savings plan rules and trends in today’s market. Earning and maintaining a professional designation is an excellent way to obtain proficiency and a reminder of your staff’s dedication to developing their careers. Ascensus’ programs are submitted for numerous designations, including CIS, CIP, CISP, CTFA, CRSP, and CFP. 

Ascensus® and the Ascensus logo are registered trademarks of Ascensus, Inc.
© 2015 Ascensus, Inc. All Rights Reserved.

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