Product Description Exam Number/Code:
Exam Number/Code: CISP
Exam Name: Certified IRA Services Professional
Release / Update Date: Jan 09, 2016
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Information Regarding CISP Exam
The Certified IRA Services Professional certification was launched in conjunction with a strategic partner, Ascensus. The ICB and As census recognized the need to establish a high standard of knowledge and competency for IRA\'s that is acknowledged by the profession and gives formal recognition to those individuals meeting specific standards of experience, ethics, knowledge and performance in the IRA industry.
The Certified IRA Services professional certification is designed to:
* Establish a recognized standard of knowledge and competence for operations transaction processing, and wealth management professionals specializing in IRA services
* Formally recognize those who meet these standards
* Provide customers, beneficiaries, IRA rollover candidates, and employers with a tool to identify skilled, knowledgeable professionals
* Support the benefits of professional continuing education and development
Eligibility requirements
You must meet the following prerequisites in order to qualify to take the CISP certification examination:
1. Professional Experience & Education
* A minimum of two (2) years of dedicated IRA operational and technical experience, and the completion of one of the following ICB approved educational programs:
o Ascensus IRA Institute
o ABA IRA Online Institute-- In conjunction with Ascensus Retirement Services, American Bankers Association (ABA)
o Cannon Financial Institute IRA Professional School -OR-
* Four (4) years of dedicated IRA operational and technical experience
2. Professional Reference
One letter of recommendation that attests to your qualifications for certification including your IRA experience.
3. Ethics Statement
Each candidate must sign ICB\'s Professional Code of Ethics statement. Please note: you must furnish all pertinent information about any convictions or pleas of nolo contendere on the grounds of fraud, embezzlement, unfair or deceptive practices, securities law violations, misappropriation of property, fraudulent conversations or any civil or administrative action from which you have been previously found liable.
4. Application
You must complete and submit the application. You are required to meet the eligibility requirements in place at the time that you submit your application.
At FinanceCerts.com we provide CISP study guides to compliment the main study notes with the course.
Pass rate after preparing from CISP practice material provided by FinanceCerts.com is one of the highest in the country and FinanceCerts.com guarantee your success and assure you will be a certified professional after preparing from our CISP study material.