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Education and Training 

Our extensive IRA training curriculum, nationally recognized seminars, and distance learning programs are structured and delivered around the way you do business. Our courses qualify for continuing education credits for many professional designations and certifications.


As a respected industry leader, Ascensus has been providing education and training for financial organizations for over 30 years.


IRA training delivered around the country includes nationally recognized seminars, workshops, and conferences ranging from a half-day to three-day curriculum.


An Ascensus trainer comes to your location to teach a wide range of IRA topics. Based on our IRA Essentials and Advanced IRAs curriculum, you choose and we customize the training to meet your needs.


  • Retirement Plan Product Managers
  • Trust Officers
  • Relationship Managers
  • Investment Advisors
  • Operations and Compliance Managers and Staff
  • Retirement Plan Client Services Managers and Staff Members
  • Personal Bankers
  • Call Center Managers and Support Staff
  • IRA Administrators
  • Individuals with retirement industry designations



This website was created for information only for cosponsors and other external clients as well as internal clients.

Ascensus® and the Ascensus logo are registered trademarks of Ascensus, LLC.
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