Certified IRA Specialist II (Exam Fee Included)


SKU: 6e2713a6efee Category:
Date/Time: Coming Spring 2020
Code: S0923ILO


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.

Ascensus offers the opportunity for 2020 Virtual Compliance & Legislative Summit or IRA University participants to earn the professional designation of either the Certified IRA Specialist I (CIS I) or Certified IRA Specialist II (CIS II).

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’ 2020 Virtual Compliance & Legislative Summit conference – details on link above (just reach out to the CFTEA for enrollment)
  • 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.

Register for 2020 Virtual Compliance & Legislative Summit

Ascensus offers the opportunity for 2020 Virtual Compliance & Legislative Summit participants to earn the professional designation of Certified IRA Specialist II (CIS II).

2020 Virtual Compliance & Legislative Summit Registration Fee: $699

CIS II Exam Fees: $299 each

Exam Retake Exam: $299

2020 Virtual Compliance & Legislative Summit will be held November 2-4, 2020.

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