Certified IRA Specialist II ILO (Exam Fee Included)


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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 2021 Ascend Conference 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.

Date/Time: Contact CFTEA Office
Code: S0923ILO
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