How Do I Report My CE Credits for IRA Essentials?

Thank you for attending the IRA Essentials 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 abreast of the changes and maintain your competitive edge.

IRA Essentials 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.

  • 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, 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

IRA Essentials 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
  • CRC
  • NCCO
  • RICP
  • RP