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 25 – May 19, 2019
Session 2: September 2 – November 24, 2019
Investment: $1,695


IRA Institute
Investment: $1,799

San Antonio, TX – May 13-17, 2019
Optional CISP Exam: 9:00 a.m. on Saturday, May 18, 2019
Location: Embassy Suites San Antonio Riverwalk
125 E. Houston Street
San Antonio, TX 78205
210-226-9000
Room Rates: $189
Book by contacting the hotel directly (remember to ask for the Ascensus room block). Attendees will pay for their own room and will need to guarantee the room with a credit card.

Alexandria, VA – September 23–27, 2019
Optional CISP Exam: 9:00 a.m. on Saturday, September 28, 2019
Location: Embassy Suites Alexandria
1900 Diagonal Rd
Alexandria, VA 22314
703-684-5900
Room Rates: $239
Book by contacting the hotel directly (remember to ask for the Ascensus room block). Attendees will pay for their own room and will need to guarantee the room with a credit card.

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.