Delivered at various locations throughout the nation, our instructor-led training is a perfect fit for those who want to interact with our professional trainers and other IRA professionals.
Ascensus’ IRA Supertrain® is a 3-1/2 day program covering topics on IRAs, Coverdell education savings accounts, and health savings accounts. Programs include hands-on application of compliance and operational issues to improve service to member firms, and provide the opportunity to become certified as a Certified IRA Specialist (CIS) at the Associate, Expert, or Leadership level.
Fall Forum offers the opportunity to gain the latest retirement plan industry analysis and insight during a 3-day conference. With more than 25 courses to choose from, attendees may design their own curriculum to enhance their industry knowledge.
IRA Institute provides in-depth instruction on the “need-to-know” aspects of Traditional IRAs, Roth IRAs, simplified employee pension (SEP) plans, and savings incentive match plans for employees (SIMPLE) IRAs. This 5-day event prepares students for the Certified IRA Professional (CIP) examination and for the ever-increasing challenges of meeting member expectations.
Ascensus teams up with your state league to offer a variety of training opportunities. The IRA Essentials Workshop gives attendees a solid foundation of IRA knowledge. The Beyond Essentials Workshop builds on the learners’ knowledge of IRA basics to address some of the more complex IRA issues they handle at the credit union.
Half-Day HSA Workshop
Whether your financial organization is just entering the HSA marketplace or is looking to enhance its current HSA program, the HSA Half-Day Workshop will help attendees become more comfortable with HSA operations, compliance, and industry trends.
Our retirement plan professionals will work closely with you and your staff to learn about your business and training objectives in order to make recommendations and develop a retirement plan training program tailored especially for your organization.