Oregon Bankers Association - Independent Community Banks of Oregon

IRA Online Institute

AIB Course Code: 8725

Course Length: 13 weeks

Course Description:
The IRA Online Institute provides comprehensive training on all aspects of IRAs. It covers both traditional and Roth IRA as well as Employer Plans (SEP SIMPLE). The Online Institute is an Institute of Certified Bankers-approved educational program for the Certified IRA Services Professional (CISP) designation. Students should expect to spend 15-20 hours a week completing the readings and assignments. This could vary depending on the student's knowledge of IRAs.

Audience:
IRA Services Professionals with one to two years experience or if someone is preparing for the CISP exam.

Learning Objectives:
After successfully completing this program, you will be able to:

Administer both traditional and Roth IRAs and SEP and SIMPLE plans.
Identify eligibility and set-up requirements for all of these plans
Administer contributions consistent with contribution limits
Manage rollovers and transfers
Administer distributions and required minimum distributions
Describe beneficiary options and facilitate beneficiary transactions
Manage error resolution, penalties, and reporting on these accounts
Identify key elements of successful IRA marketing effort

Materials:
All readings for this course are available online. Content and instructor are provided by acensus Retirement Services and is the same content used in the acensus IRA Institute.

Course Credits: AIB: 2.0