Virtual Summit Certificates of Completion

Virtual Summit Certificates of Completion

Select the applicable Certificate of Completion program link below to create and print a personalized certificate of completion. To obtain certificates specifically for the CPA designation, please email us at education@ascensus.com

If you have any questions, email education@ascensus.com

403(b) and 457(b) Plans – Beyond the Fundamentals
pdficon 403(b) and 457(b) Plans – Beyond the Fundamentals Certificate of Completion

2021 IRA Reporting – Get It Right the First Time!
pdficon 2021 IRA Reporting – Get It Right the First Time! Certificate of Completion

Advanced Beneficiary Topics for IRAs and QRPs
pdficon Advanced Beneficiary Topics for IRAs and QRPs Certificate of Completion

Advanced IRA and QRP Portability
pdficon Advanced IRA and QRP Portability Certifiate of Completion

Advanced QRP Distribution Issues
pdficon Advanced QRP Distribution Issues Certificate of Completion

Beneficiary Options As a Result of the SECURE Act
pdficon Beneficiary Options As a Result of the SECURE Act Certificate of Completion

Certificate of Completion for CISP, CRSP, & CTFA Designations
pdficon Certificate of Completion for CISP, CRSP, & CTFA Designations

CIS II Exam Prep Workshop
pdficon CIS II Exam Prep Workshop Certificate of Completion

Exploring Penalty-Free IRA Distributions
pdficon Exploring Penalty-Free IRA Distributions Certificate of Completion

Handling IRA Excess Contributions
pdficon Handling IRA Excess Contributions Certificate of Completion

HSA Basics
pdficon HSA Basics Certificate of Completion

HSAs – Beyond the Basics
pdficon HSAs – Beyond the Basics Certificate of Completion

IRA Documents – What Are The Options
pdficon IRA Documents – What Are The Options Certificate of Completion

IRA Investments – Beyond CDs
pdficon IRA Investments – Beyond CDs Certificate of Completion

IRA Legal Issues Certificate of Completion
pdficon IRA Legal Issues Certificate of Completion

IRA Update
pdficon IRA Update Certificate of Completion

Legislative Reform – What You Need to Know
pdficon Legislative Reform – What You Need to Know Certificate of Completion

Maximizing Your HSA Business Opportunities
pdficon Maximizing Your HSA Business Opportunities Certificate of Completion

Missing Participants
pdficon Missing Participants Certificate of Completion

Portability Special Issues and Conversions
pdficon Portability Special Issues and Conversions Certificate of Completion

QRP Fundamentals
pdficon QRP Fundamentals Certificate of Completion

QRP Legal Issues
pdficon QRP Legal Issues Certificate of Completion

QRP Update
pdficon QRP Update Certificate of Completion

Required Minimum Distributions for IRAs and QRPs
pdficon Required Minimum Distributions for IRAs and QRPs Certificate of Completion

Solo(k) Plans – Another Option for the Small Business Owner
pdficon Solo(k) Plans – Another Option for the Small Business Owner Certificate of Completion

What To Do When an Account Owner Dies
pdficon What To Do When an Account Owner Dies Certificate of Completion

Why a Roth IRA
pdficon Why a Roth IRA Certificate of Completion

Withholding Requirements for IRAs
pdficon Withholding Requirements for IRAs Certificate of Completion