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). This program is an Institute of Certified Bankers approved educational program for candidates for the Certified IRA Services Professional (CISP) Description.

   Audience: Retail and Trust personnel who sell and administer IRA products.

    Learning Objectives

   At the conclusion of the program participants 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

Enrollment Form

(Download and print from SER-CFT website, complete and fax to 904-354-1834)