This six-week online course provides the tools to build a solid IRA knowledge base and become certified as a Certified IRA Specialist (CIS) I. Topics include establishing an IRA, contributions, Traditional and Roth IRA distributions, and portability.
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You can earn both the CIS I and CIS II designations in less than 12 months with Fast Track.
Step 1 – Register for IRA University and the Certified IRA Specialist I (CIS I) exam.
Step 2 – Register for Ascend and the CIS II exam. Using a special coupon code, save $374 on your Ascend registration (coupon code provided in your IRA University registration confirmation email)
Step 3 – Participate in the IRA University six-week blended course and pass the exam to receive your CIS I certification.
Step 4 – Attend Ascend and pass the exam to earn your CIS II certification.