Attaining this designation will help fulfill your career and give your financial organization’s IRA owners the peace of mind that comes from working with a professional IRA representative. This six week course provides attendees with a solid foundation of IRA knowledge through a combination of interactive weekly webinars and eLearning modules.
After the “Getting Started” kickoff webinar, each week consists of a self-paced eLearning module (45 minutes to 1 hour) followed by a 90 minute interactive webinar to help participants apply their knowledge from the eLearning modules. After completing, IRA University, attendees have the opportunity to earn their Certified IRA Specialist I (CIS 1) designation for no additional cost. (Formerly CFT Training)
Continuing education credits can be applied to maintain certification. See the Ascensus website for approved continued education.
Select from the following formats (checkmarks) to gain course information and pricing. Courses may be taught in-house or live based on requests to the CFTEA office.
Required Courses |
Instructor Led Online |
Guided Learning |
Self Paced |
Webcourse |
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2020.07
AIB / ABA / CFT
