CFTEA

Certified IRA Specialist CIS 1

CERTIFIED IRA SPECIALIST (CIS 1)

 

Print formatted Certified IRA Specialist Worksheet

 

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.

 

Required Courses:

2019.07

AIB / ABA / CFT

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