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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

Candidates must:

  • have a 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 30 days before the examination date; or 
  • have at least three years of IRA compliance and operations experience.
Designation Training Requirements

None
Designation Exam Type

Closed book, proctored final certification exam
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