IRA Online Institute

Course Number: ABA

Course Code:

An intensive 12-week course developed and supported by Ascensus’ professional instructors that teaches in-depth, essential IRA information on Traditional IRAs, Roth IRAs, SEP plans and SIMPLE IRA plans. Ascensus has tailored its premier on-site IRA training to include web-based study materials and assignment submissions.

Learning Objectives
– Administer traditional and Roth IRAs, as well as SEP and SIMPLE plans
– Identify eligibility requirements, handle contributions, distributions and set-up requirements for traditional and – Roth IRAs, as well as SEP and SIMPLE plans
– Understand and manage rollovers, transfers and required minimum distributions
– Describe beneficiary options and facilitate beneficiary transactions

Audience: IRA Services Professionals with one to two years’ experience or for those preparing for the CISP exam

Prerequisites: n/a

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Member Price: $1595.00
Non-Member Price: $1795.00
Textbook Charge: $0.00

Credits: 2

Start Date: 09/02/2019
End Date: 11/24/2019
Length: 12 Weeks
Start Time: 12:00 am
End Time: 12:00 am
Day: Online
Location/Room: Online Instructor-Led

ABA Training