Certified IRA Specialist II (CIS II) Exam or Retake


Code: S5085EX


In the highly competitive world of financial services, you need the knowledge and skills that will make you indispensable to your financial organization. Earning and maintaining a professional certification is not only an excellent way to obtain proficiency, it’s also a visible reminder of your dedication to your career.

The cost of the CIS I exam is included in the IRA University registration fee.

Earn the Certified IRA Specialist II (CIS II) Designation

This level of certification is geared for those with a solid IRA knowledge base who want to expand their skills or get up to speed on regulatory information. Earning this certification shows expertise in a broad range of IRA transactions, including excess contributions, recharacterizations, rollovers and transfers, required minimum distributions, and conversions. You will also have a clearer understanding of death claim processes and withholding.

To ensure adequate preparation for the Certified IRA Specialist II (CIS II) exam, it is highly recommended you meet the following.

Candidates are not required to earn the CIS I in order to earn the CIS II certification. A candidate who has passed the CIS II exam with a grade of 80 percent or better will be registered as a Certified IRA Specialist II.

Register for Ascend

Ascensus offers the opportunity for Ascend participants to earn the professional designation of Certified IRA Specialist II (CIS II).


  • Staff wanting to become a Certified IRA Specialist II
  • Staff new to IRAs
  • Staff at financial organizations just beginning to offer IRAs
  • Front-line employees who provide back-up support to your IRA specialist

How to Maintain Certification

You must earn credits toward renewing your CIS designation. Recertification requires 24 credits earned over the three-year certification period and extends the certification another three years. Those who do not complete the recertification process by December 31 of the year certification expires must begin the original certification process again.

Learn more about maintaining your CIS designation.

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