Downloadable, mobile-friendly PDFs of all course material and Powerpoints® are now available to print or to download to your laptop or mobile device. The files will be available for download during the conference and for 30 days after Ascend.
Taking the CIS II or CHSP Exam?
At Ascend registration, you will receive a printed study guide containing the recommended courses (as indicated below) for the CIS II or CHSP exam.
If you have any questions, email ascend@ascensus.com
Downloadable, mobile-friendly PDFs of all course material and Powerpoints® are now available to print or to download to your laptop or mobile device. The files will be available for download during the conference and for 30 days after Ascend.
Taking the CIS II or CHSP Exam?
At Ascend registration, you will receive a printed study guide containing the recommended courses (as indicated below) for the CIS II or CHSP exam.
If you have any questions, email ascend@ascensus.com
| 2018 IRA Reporting | |
| PPT converted to PDF | |
| Advanced Beneficiary and Death Claim Concepts (Course material included in CIS II Exam Prep Guidebook) | |
| Course Material | PPT converted to PDF |
| Advanced Portability and What’s New (Course material included in CIS II Exam Prep Guidebook) | |
| Course Material | PPT converted to PDF |
| CHSP Exam Prep Workshop | |
| Course material included in CHSP Exam Prep Guidebook | |
| CIS II Exam Workshop | |
| Course material included in CIS II Exam Prep Guidebook | |
| Complex QRP and IRA Beneficiary Desigination Issues | |
| Course Material | PPT converted to PDF |
| Compliance Audit | |
| Course Material | PPT converted to PDF |
| Conversions and Recharacterizations: The What, Why, and How (Course material included in CIS II Exam Prep Guidebook) | |
| Course Material | PPT converted to PDF |
| DOL & IRS Audit Issues | |
| Course Material | PPT converted to PDF |
| Electronic Delivery and Reporting | |
| Course Material | PPT converted to PDF |
| Employer Options: SEP Plans and SIMPLE IRAs | |
| Course Material | PPT converted to PDF |
| Everything Roth | |
| Course Material | PPT converted to PDF |
| Helping Clients Plan and Save for Financial Wellness | |
| PPT converted to PDF | |
| HSA Advanced Concepts | |
| Course Material | PPT converted to PDF |
| HSAs and Medicare: What Happens at Retirement? | |
| PPT converted to PDF | |
| HSA Certification Workshop | |
| Course material included in CHSP Exam Prep Guidebook | |
| HSA Overview | |
| Course Material | PPT converted to PDF |
| Industry Trends | |
| This course will be available for download upon conclusion of Ascend. | |
| Introduction to Beneficiary Options (Course material included in CIS II Exam Prep Guidebook) | |
| Course Material | PPT converted to PDF |
| Introduction to IRAs | |
| Course Material | PPT converted to PDF |
| IRA Challenge | |
| PPT converted to PDF | |
| IRAdirect Best Practices | |
| Course Material | PPT converted to PDF |
| IRAdirect RMD Processes | |
| Course Material | PPT converted to PDF |
| IRA Excess Contributions From A to Z (Course material included in CIS II Exam Prep Guidebook) | |
| Course Material | PPT converted to PDF |
| IRA Legal Issues | |
| Course Material | PPT converted to PDF |
| IRA Owner Tax Forms and You | |
| Course Material | PPT converted to PDF |
| IRA Update | |
| Course material included in CIS II Exam Prep Guidebook | |
| Participant Communications | |
| Course Material | PPT converted to PDF |
| Personal Brand | |
| PPT converted to PDF | |
| QRP Distributable Events | |
| Course Material | PPT converted to PDF |
| QRP Document Restatement | |
| Course Material | PPT converted to PDF |
| QRP Legal Issues | |
| Course Material | PPT converted to PDF |
| QRP Update | |
| PPT converted to PDF | |
| Recognizing Prohibited Transactions | |
| Course Material | PPT converted to PDF |
| Required Minimum Distributions (Course material included in CIS II Exam Prep Guidebook) | |
| Course Material | PPT converted to PDF |
| Savings Reform | |
| PPT converted to PDF | |
| Selecting a Retirement Plan | |
| Course Material | PPT converted to PDF |
| Self-Directed IRAs & Alternative Investments | |
| PPT converted to PDF | |
| State of Retirement Savings | |
| This course will be available for download upon conclusion of Ascend. | |
| Top 10 HSA Issues | |
| Course Material | PPT converted to PDF |
| Withholding and Getting it Right (Course material included in CIS II Exam Prep Guidebook) | |
| Course Material | PPT converted to PDF |
| Women and Retirement | |
| PPT converted to PDF | |