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Certified IRA Services Professional (CISP) Designation

A CISP designation provides formal recognition that you've met specific standards of experience, knowledge, and commitment in IRA industry professional ethics. Earning this designation is your first official step towards mastery. And as one of the only courses approved by the American Bankers Association (ABA) to prepare candidates and reduce eligibility requirements, IRA Academy is perfect to prepare you for the CISP exam.

Continuing Education (CE) 

You may need to earn Continuing Education credits to maintain your designation's good standing. Approved by the ABA and CFP Board, you can earn up to 27 CE credits for your CISP, CRSP, CTFA, CPA or CFP designations at IRA Academy. 



Company Benefits

Attending IRA Academy and earning a designation validates staff competency. Providing your employees with opportunities to grow their talents and master new skills demonstrates your commitment to their professional development. Valuing your employees builds company loyalty and aids retention. Employee awareness of industry rules and regulations helps to mitigate risk and shows regulators that your company is staying current. 

Advance Your Career

Earning and maintaining a professional designation demonstrates your commitment to your profession. It provides evidence that you have current skills and knowledge in your field. 


Continuing Education (CE) credit breakdown:

Certified IRA Services Professional (CISP)

27 Credits

Certified Retirement Service Professional (CRSP)

27 Credits

Certified Trust and Financial Advisor (CTFA)

27 Credits

Certified Public Accountant (CPA)

27 Credits

Certified Financial Planner (CFP)

28 Credits


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The Best IRA Instructor In the Business!

Year after year, we get the same feedback: there is no other CISP instructor quite like John Paul Ruiz. Not only is John Paul exceptionally knowledgeable, he's passionate. He brings the subject matter to life, and he's committed to ensuring that you understand it. If you want to be taught by the best, this is your chance.

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