Certified IRA Services Professional Certification (CISP) | Wolters Kluwer
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Certified IRA Services Professional Certification (CISP)

  • The Certified IRA Services Professional (CISP) certification was launched to recognize the need to establish a high standard of knowledge and competency for IRA's that is acknowledged by the profession and gives formal recognition to those individuals meeting specific standards of experience, ethics, knowledge and performance in the IRA industry.

    The CISP is designed to:

    • Establish a recognized standard of knowledge and competence for operations transaction processing, and wealth management professionals specializing in IRA services
    • Formally recognize those who meet these standards
    • Provide customers, beneficiaries, IRA rollover candidates, and employers with a tool to identify skilled, knowledgeable professionals
    • Support the benefits of professional continuing education and development

    More information on ABA Certifications.

    Wolters Kluwer Training and Continuing Education Credits through American Bankers Association (ABA):

    ABA Professional Certifications is dedicated to promoting the highest standards of performance and ethics within the financial services industry:

    • Basic IRA Training-Recording has been approved for 3.75 CISP, 3.75 CRSP, 3.75 CTFA credits. This statement is not an endorsement of this program or its sponsor.
    • Intermediate IRA Training Part 1-Recording has been approved for 3.75 CISP, 3.75 CRSP, 3.75 CTFA credits. This statement is not an endorsement of this program or its sponsor.
    • Intermediate IRA Training Part 2-Recording has been approved for 3.75 CISP, 3.75 CRSP, 3.75 CTFA credits. This statement is not an endorsement of this program or its sponsor.
    • Advanced IRA Training-Recording has been approved for 3.75 CISP, 3.75 CRSP, 3.75 CTFA credits. This statement is not an endorsement of this program or its sponsor.
    • Health Savings Accounts Training-Recording has been approved for 3.75 CISP, 3.75 CRSP, 3.75 CTFA credits. This statement is not an endorsement of this program or its sponsor.
    • IRA Documentation Training-Recording has been approved for 2.5 CISP, 2.5 CRSP, 2.5 CTFA credits. This statement is not an endorsement of this program or its sponsor.
    • Beneficiary IRA Administration Training-Recording has been approved for 2 CISP, 2 CRSP, 2 CTFA credits. This statement is not an endorsement of this program or its sponsor.
    • Roth IRAs Training-Recording has been approved for 2 CISP, 2 CRSP, 2 CTFA credits. This statement is not an endorsement of this program or its sponsor.
    • IRA Policies and Procedures Training-Recording has been approved for 1.25 CISP, 1.25 CRSP, 1.25 CTFA credits. This statement is not an endorsement of this program or its sponsor.
    • IRA Reporting Training-Recording has been approved for 1.25 CISP, 1.25 CRSP, 1.25 CTFA credits. This statement is not an endorsement of this program or its sponsor.
    • IRA Self-Audit Training-Recording has been approved for 1.25 CISP, 1.25 CRSP, 1.25 CTFA credits. This statement is not an endorsement of this program or its sponsor.
    • Required Minimum Distributions Training-Recording has been approved for 1.25 CISP, 1.25 CRSP, 1.25 CTFA credits. This statement is not an endorsement of this program or its sponsor.
    • Coverdell Education Accounts Training-Recording has been approved for 1.25 CISP, 1.25 CRSP, 1.25 CTFA credits. This statement is not an endorsement of this program or its sponsor.
    • Simplified Employee Pensions Training-Recording has been approved for 1.25 CISP, 1.25 CRSP, 1.25 CTFA credits. This statement is not an endorsement of this program or its sponsor.