Certification: Certified IRA Services Professional (CISP)

120 Connecticut Avenue, NW, Washington, DC 20036

Applicable to financial services professionals who have dedicated IRA operational and technical experience.

Oral or Written Exam Required?
Yes
Renewal Required?
Every 3 Year(s)
Renew through Continuing Educational Units(CEU)?
Yes

Core

  1. The certification does not have a minimum education level or has an education level below a two-year Associates of Arts or Associates of Sciences degree and the certification does not have a minimum requirement for work experience or requires two or less years of work experience.
  2. The certification has an education level of an Associates of Arts or Associates of Sciences degree or higher, but has a work experience requirement of less than 2 years of work experience.
  3. The certification has a work experience requirement of more than 2 years but does not require a two-year Associates of Arts or Associates of Sciences degree.