We offer three IRA designations, an HSA designation, and support continuing education for over 20 industry designations.
The Certified IRA Specialist (CIS) I and II certifications demonstrate proficiency in a variety of basic and advanced IRA transactions including contributions, rollovers, distributions, death claims, reporting, and more.
The Certified IRA Professional (CIP) designation is a well-respected benchmark of experience, dedication, and distinction in the IRA industry.
The Certified IRA Services Professional (CISP) designation gives you formal recognition of meeting the IRA industry's standards of experience, knowledge, and performance.
The Certified Health Savings Professional (CHSP) designation sets an industry standard in HSA expertise on a variety of HSA transactions including establishment, contributions, distributions, reporting, and portability.
Our education and training, delivered in many formats, qualify for continuing education credits required when maintaining an industry designation.
