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The IRA Online Institute 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 Professional (CIP) or 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.

2017 IRA Online Institute Dates 

  • Session 1: February 27 – May 21, 2017
  • Session 2: September 5 – November 26, 2017

Who Should Attend
Whether you are looking to earn the CIP or CISP designation to become a recognized industry leader, earn continuing education credits, or to acquire in-depth, up-to-the-minute knowledge about IRAs, experienced IRA services professionals with two years of IRA compliance or operations experience should attend the IRA Online Institute. 

What You Will Learn
After successfully completing the IRA Institute, you will be able to

  • establish and administer Traditional and Roth IRAs;
  • understand the rules for SEP and SIMPLE IRA plans;
  • understand contribution eligibility requirements;
  • process IRA distributions, transfers, and rollovers;
  • describe beneficiary options and facilitate beneficiary transactions; and
  • manage error resolution, penalties, and reporting.

Course Topics

  • IRA establishment
  •  Beneficiary distributions
  • Contributions
  •  Excess contributions
  • Transfers and rollovers
  •  Conversions and recharacterizations
  • IRA distributions
  •  Reporting
  • Required minimum distributions    
  •  SEP and SIMPLE IRA plans

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