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Banks

 
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. 

 

Audience

  • Those responsible for IRA compliance and/or operations at your organization
  • An IRA service professional seeking to learn more about IRAs to enhance career advancement opportunities
  • Anyone needing education credits for certification

 
Fall Forum
Fall Forum offers the opportunity to gain the latest retirement plan 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

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 Services Professional (CISP) examination and for the ever-increasing challenges of meeting client expectations.

 
IRA Workshops
Ascensus offers one-day basic and advanced IRA workshops. The IRA Essentials workshop gives attendees a solid foundation of IRA knowledge. The Advanced IRA workshop builds on the attendees’ knowledge of IRA basics to address some of the more complex IRA issues.
 

HSA Workshop

Whether your financial organization is just entering the HSA marketplace or is looking to enhance its current HSA program, the half-day HSA Workshop will help attendees become more comfortable with HSA operations, compliance, and industry trends.


On-Site Workshops
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.
 

 

 
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