Courses
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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- Available settings
- Online, 10 Weeks
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- School
- Retirement Plan Services
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
Related Courses
Retirement Plan Services I
Discover qualified plan design, ERISA requirements, and fiduciary responsibilities. Study profit sharing and 401(k) plans. Valuable for retirement professionals and those pursuing the CRPP® designation
Retirement Plan Services II
Examine IRAs, 403(b), and 457 plans. Study complex qualification rules, vesting, and top-heavy regulations. Explore defined benefit structures. Beneficial for advanced professionals and CRPP® candidates. Prerequisite: RPS I.
Retirement Plan Services III
Master advanced topics including SECURE Act, distribution rules, and Modern Portfolio Theory. Develop lifetime income strategies and complex plan management skills. Essential for senior professionals and CRPP certification. Prerequisites: RPS I and II.