How do I become a Certified IRA Services Professional (CISP)?

Meet the Eligibility Requirements

To establish a much-needed, industry-recognized standard of knowledge and competency for IRA professionals, ABA Professional Certifications and Ascensus developed the Certified IRA Specialist Professional (CISP) designation. To take the CISP certification examination, you must meet the following prerequisites.

  • A minimum of two years of dedicated IRA operational and technical experience, and the completion of an
    approved educational program, such as the Ascensus IRA Institute Online or IRA Institute

OR

  • Four years of dedicated IRA operational and technical experience

Register for an Ascensus IRA Institute

IRA Institute Online
Session 1: February 24 – May 17, 2020
Session 2: September 1 – November 22, 2020
Investment: $1,695


IRA Institute

Details on how to make a room reservation will be emailed once your IRA Institute registration is received. Attendees will pay for their own room and will need to guarantee the room with a credit card.

Investment: $1,799

Denver, CO – March 2-6, 2020
Optional CISP Exam: The CISP exam will not be offered onsite at the IRA Institute. Visit the ABA website for exam location.
Location: Grand Hyatt Denver
1750 Welton Street
Denver, CO 80202
303-925-1234
Room Rates: $199


Indianapolis, IN – May 11-15, 2020
Optional CISP Exam: The CISP exam will not be offered onsite at the IRA Institute. Visit the ABA website for exam location.
Location: Embassy Suites Indianapolis Downtown
110 West Washington Street
Indianapolis, IN 46204
317-236-1800
Room Rates: $199


San Diego, CA – September 21-25, 2020
Optional CISP Exam: The CISP exam will not be offered onsite at the IRA Institute. Visit the ABA website for exam location.
Location: Embassy Suites San Diego Bay Downtown
601 Pacific Highway
San Diego, CA 92101
619-239-2400
Room Rates: $199

Apply for CISP Examination
CISP Examination
If you would like additional information regarding the CISP examination, please visit https://www.aba.com/Training/Certifications/Pages/CISP.aspx.

Application and exam fee: $550
Annual membership fee: $249

Study Materials
IRA Institute Online

  • All study materials are contained within the IRA Institute Online learning management system.
  • If a student would like to purchase any reference materials, additional manuals (listed below) are available at a 10% discount.

IRA Institute

  • Required reading and study materials will be available for use at the IRA Institute.
  • If a student would like to purchase any reference materials, additional manuals (listed below) are available at a 10% discount.

IRA Certification Exam Prep

  • 30-day unlimited access to our IRA eLearning courses
  • Access our Exam Prep Module with real life scenarios to test your knowledge
  • Test your knowledge with our practice exam and help eliminate test anxiety

Register for the IRA Certification Exam Prep

Reference Materials Available For Purchase
eResource Center
Ascensus offers a comprehensive online library of technical reference manuals and government source documents. Updated regularly, the eResource Center provides retirement and savings plan professionals easy access to current rules, compliance regulations, reporting requirements, and the latest industry information.

Additional Manuals

Note: IRA Institute attendees are not required to buy study materials.