IRA Professional School
This course is geared toward those professionals responsible for establishing or maintaining traditional and Roth IRAs and those responsible for advising clients on how to navigate the complex and ever-changing tax rules pertaining to these accounts.
Course materials may include the IRA Procedure Manual textbook ($165).
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Course Description
Schedule:
Students planning to take the CISP™ exam must apply with the ABA Professional Certifications. Each individual will schedule a time with one of the ABA's testing centers to sit for the exam. To apply, go to: https://www.aba.com/training-events/certifications/certified-ira-services-professional.
Format:
Cannon offers three ways to experience our programs online. This course is offered through our LiveOnline™ platform.
Cannon’s LiveOnline™ is an online instructor-led course presented via webinar. Students log-in to a Cannon website (virtual campus) at a set time for a specific amount of time to engage in a lecture-style format with Q&A. This is a 10-week program with classes being held once a week for 2.5 hours at a time. Students are required to complete a proctored final exam at the end of the program.
Upon completion of this course, participants have the opportunity to sit for the Certified IRA Services Professional (CISP™) exam. Those seeking the CISP™ designation may have additional exam application requirements.
Areas of Study Include: Introduction, Types and Uses of IRAs, Comparing the Differences, Operational Rules, Investment Options and Structures, Rollovers, Transfers, and Conversions, Distribution and Gifting, Documentation and Reporting, The Law After Vacating the Fiduciary Rule and the BIC Exception, SEP-IRAs, Coverdell ESA - The Non-IRA, The Interplay of Trusts and IRAs, Simple IRAs, and Employer-Sponsored IRAs, Deemed IRAs and Qualified HSA Funding Distributions
*May satisfy CE/CLE requirements