Ascensus Training
IRA Essentials On Demand
This self-paced online program mirrors the content on our face-to-face Basic IRAs course. Essentials on Demand includes IRA reference materials, job aids, quizzes, and videos to create an immersive education experience. There are six educational tracks included which are; Introduction to IRAs, Establishing an IRA, Funding, Portability, IRA Distributions, and Reporting.
Sign Me Up
IRA University
IRA University is a six week online course providing the tools to build a solid IRA knowledge base and earn the CIS (Certified IRA Specialist) designation. Topics include establishing an IRA, contributions, Traditional and Roth distributions, and portability.
Sign Me Up
HSA Fundamentals
HSA University creates an industry standard in HSA expertise with the accredited Certified Health Savings Professional (CHSP) designation. Expand your HSA knowledge in 75 minutes a week over 5 weeks in a format that is flexible to fit your busy schedule.
Sign Me Up
Back to Listing