How Do I Report My CE Credits for IRA Essentials OnDemand?

Thank you for taking part in IRA Essentials OnDemand.

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

IRA Essentials OnDemand 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 – Complete the Certificate of Completion located within the IRA Essentials OnDemand system and retain for your records. If your IRA Essentials OnDemand access has expired, contact to obtain a certificate of completion. To track your CE credits and obtain a certificate of completion, log on to your certification account at Email with any questions.
  • CISP, CRSP, and CTFA – Complete the Certificate of Completion located within the IRA Essentials OnDemand system and retain for your records. If your access to IRA Essentials OnDemand has expired, email to request a certificate of completion.  To report CISP, CRSP, CTFA credits, you must log into your certification record at Hover over ADD CE CREDIT and choose, APPROVED NON-ABA CE to search for the program and apply the credit to your record. Make sure you request it and mark complete. Credit will appear 2 hours after marking complete. Tip for search: Use key words from the program title to find program.