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The IRA Institute Online 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.

2018 IRA Institute Online Dates 

  • Session 1: February 26May 20
  • Session 2: September 4November 25

Who Should Attend
If you’re looking to earn the CIP or CISP designation or CE credits, acquire comprehensive IRA knowledge, and have two years of compliance and operations experience, IRA Institute Online is right for you. 

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

  • Establish and administer Traditional and Roth IRAs
  • Understand the rules for SEP and SIMPLE IRA plans
  • Describe the contribution eligibility requirements
  • Process IRA distributions, transfers, and rollovers
  • Understand beneficiary options and process these transactions
  • Process tax reporting to the IRS and IRA owners
  • Mitigate risk by reducing errors and penalties

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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