Thank you for attending the Advanced IRA workshop.
As a retirement services industry professional, you must remain current with law changes, new regulations, and market trends to provide the best service to your clients. Continuing your professional education is one way to stay on top of the changes and maintain your competitive edge.
The Advanced IRA workshop is approved for continuing education credits with the following certification sponsors.
To ensure that your continuing education credits are tracked properly, simply follow the steps below.
- CIS and CIP – To track your CE credits and obtain a certificate of completion, log on to your certification account at http://www.cetrackerlive.com/app/
Email education@ascensus.com with any questions.
- CISP, CRSP, and CTFA – Complete the certificate of completion and retain for your records. To report CISP, CRSP, and CTFA credits, you must visit the Member Services page of the American Bankers Association (ABA) website, https://aba.csod.com/client/aba/default.aspx. You must have a member ID and password to access your personal information. If you do not have your five digit member ID, please contact the ABA at 800-226-5377 or submit a support request at https://content.aba.com/support/tools/ABAPCHelpDesk/default.html?contact
The Advanced IRA workshop meets the continuing education standards and is appropriate for the following designations. Complete a certificate of completion and retain for your records. For procedures on tracking your continuing education credits for these designations, contact the sponsoring organization.
- AAMS
- CRC
- CRPC/CRPS
- NCCO
- RICP
- RP
