Certified IRA Specialist Program


The Certified IRA Specialist designation nationally recognizes you as an IRA professional. Three certification levels are available.

Certification Level
Topics of Expertise

Associate
basic IRA proficiency

  • opening IRAs
  • contribution rules
  • distribution rules
  • federal tax withholding
  • basic IRA tax reporting


Expert
broad expertise in IRAs

  • excess contributions
  • recharacterizations
  • rollovers and direct transfers
  • required minimum distributions
  • conversions
  • death claim processes


Leadership
broad expertise and competence at leading IRA programs

  • credit union liabilities
  • staff development
  • required minimum distributions
  • death benefits
  • withholding

 

Obtaining and Maintaining Certification

Details on obtaining and maintaining certification are included in the Certified IRA Specialist Program Information Sheet

Need Assistance

with Registration?

800-356-9140

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“I will be certified so that I can help my members much better than I have been able to in the past” 

Amber Morse
Gulf Credit Union

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