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.
Continuing education credits can be applied to maintain certification. See the Ascensus website for approved continued education.
Required Courses:
2020.07
AIB / ABA / CFT
