How Do I Report My CE Credits for the Academy of Knowledge?

Thank you for attending Academy of IRA Knowledge.

As a retirement services industry professional, you must remain current with law changes, new regulations, and market trends to provide the best service to your clients. Continuing your professional education is one way to stay abreast of the changes and maintain your competitive edge.

To ensure that your continuing education credits are tracked properly, simply follow the steps below.

  • CISP, CRSP, and CTFA – Complete the certificate of completion and retain for your records. To report CISP, CRSP, and CTFA credits, you must visit the Member Services page of the ICB website: http://www.icbmembers.org. You must have a member ID and password to access your personal information. If you do not have your five digit member ID, please contact ICB at 202-663-5092 or by email at icb@aba.com.
  • CPA/PFS – To receive a CPA/PFS designation specific certificate of completion, email education@ascensus.com and indicate that you hold either the CPA or PFS designation, and the date and location of where you attended Academy of IRA Knowledge. Within 30 days of receipt of your email, Ascensus will issue a certificate of completion and email the certificate to you.
  • CPC/QKA/QPA – Complete the certificate of completion and retain for your records. To obtain an ASPPA attendance verification form from Ascensus, email education@ascensus.com indicating which ASPPA designation you hold, and the date and location of where you attended Academy of IRA Knowledge. Within 30 days of receipt of your email, Ascensus will issue an attendance verification form and email the form to you.

Academy of IRA Knowledge meets the continuing education standards and is appropriate for the following designations. Complete a certificate of completion and retain for your records. For procedures on tracking your continuing education credits for these designations, contact the sponsoring organization.

  • AAMS
  • AIF/AIFA
  • CFA
  • ChFC
  • CIMA
  • CRC
  • CRPC
  • CRPS
  • NCCO
  • QPFC
  • RICP
  • RP