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.
- attend Ascensus’ Ascend conference
- have a minimum of two years of IRA compliance or operations experience
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.
Ascensus offers the opportunity for Ascend participants to earn the professional designation of Certified IRA Specialist II (CIS II).