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Certified IRA Professional (CIP)

Designation Essentials
Status Currently offered and recognized by the issuing organization.
Issuing Organization ASCENSUS
Qualification and Training Requirements
Prerequisites
  • Minimum of two years of IRA compliance or operations experience or have achieved CIS II certification, AND
  • Attend Ascensus' IRA Online Institute, IRA Institute, or another approved prerequisite no more than 60 days before the examination date.

OR

  • Have at least three years of IRA compliance and operations experience.
Designation Training Requirements

None

Designation Exam Type

Final certification exam (closed book, proctored)

Continuing Education Requirements

24 hours every 3 years

Verification and Complaints
Online Designation Resource

No

Investor Complaint Process

No

Published List of Disciplined Designees

No