How Do I Report My CE Credits for Advanced IRAs?
Thank you for attending the Advanced IRA workshop.
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 on top of the changes and maintain your competitive edge.
The Advanced IRA workshop is approved for continuing education credits with the following certification sponsors.
To ensure that your continuing education credits are tracked properly, simply follow the steps below.
- CIS and CIP – To track your CE credits and obtain a certificate of completion, log on to your certification account at http://www.cetrackerlive.com/app/
Email email@example.com with any questions.
- 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, https://aba.csod.com/client/aba/default.aspx. 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 firstname.lastname@example.org.
- CPA/PFS – To receive a CPA/PFS designation specific certificate of completion, email email@example.com and indicate that you hold either the CPA or PFS designation and the date and location of where you attended the Advanced IRA workshop. Within 30 days of receipt of your email, Ascensus will issue a certificate of completion and email the certificate to you.
The Advanced IRA workshop 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.