Meet the Eligibility Requirements
Ascensus developed this nationally recognized designation exclusively for experienced professionals who have IRA compliance or operations responsibilities. To qualify to take the Certified IRA Professional (CIP) certification examination, you must meet the following prerequisites.
- Have a minimum of two years of IRA compliance or operations experience or have achieved CIS II certification AND
- Attend Ascensus’ IRA Institute Online, IRA Institute, or another approved prerequisite no more than 30 days before the examination date
- Have three years of IRA compliance or operations experience