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Certified IRA Services Professional (CISP)

Designation Essentials
Status Currently offered and recognized by the issuing organization.
Issuing Organization American Bankers Association
Qualification and Training Requirements

Candidates must have either:

  • two years of dedicated IRA operational and technical experience and the completion of a qualifying educational program; or
  • four years of dedicated IRA operational and technical experience.
Designation Training Requirements


Designation Exam Type

Final proctored certification exam (online or in-person)

Continuing Education Requirements

24 credits every three years

Verification and Complaints
Online Designation Resource


Investor Complaint Process


Published List of Disciplined Designees