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Education Catalog Look to Ascensus for all your retirement and savings plan education solutions.

ascensus.com/academy

800-346-3860


Table of Contents Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 Instructor-Led Training . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4–10 Ascend . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4–5 IRA Institute . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6 On-Site IRA and HSA Workshops . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7 IRA Essentials . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8 IRA Frontline Fundamentals . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8 Advanced IRAs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8 HSA Workshop . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 HSA Frontline Fundamentals . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 IRAdirect ® Workshop for General Users . . . . . . . . . . . . . . . . . . . . . . . . 10 IRAdirect ® Workshop for Advanced Users . . . . . . . . . . . . . . . . . . . . . . . 10

Distance Learning . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11–15 HSA University . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11 IRA University . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12 IRA Institute Online . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13 IRA Essentials OnDemand . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14 Webinars . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15 eLearning . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15

Training Materials . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16 Training Organizers™ . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16 The Road to Retirement . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16

Certification Programs . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17–18 Obtaining Certification . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18

Continuing Education (CE) Chart . . . . . . . . . . . . . . . . . . . . . . . 19–20 Training Registration Fees . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21 Ascensus education programs are here in one catalog so that you can better plan your training. Contact Ascensus at 800-346-3860 or education@ascensus.com with any questions you may have.


Introduction Stay competitive in today's marketplace by leveraging Ascensus' education programs in the growth and development of your staff. Ascensus offers training for all levels of employees, from frontline staff to senior executives, at all stages of their career paths. As the foremost provider of retirement and savings plan education, Ascensus has been delivering retirement and savings plan training to financial organizations for more than 35 years.

Ascensus trainers Ascensus’ accredited instructors are some of the best in the retirement and savings plan services industry. When they are not teaching, they research and consult on retirement and savings plan administration forms and documents; design course curricula and conduct compliance reviews. Ascensus instructors also serve as the voice of Ascensus’ 800 Consulting service and webinars. Their years of industry experience and ERISA technical knowledge offer depth and insight to their teaching. Ascensus instructors have a deep understanding of IRAdirect® and general operational knowledge that further enhances their teaching.

Flexible formats Ascensus offers its education products in flexible formats and multiple delivery methods so you can choose options that best fit your staff’s learning objectives and your budget. Mix and match our online and instructor-led delivery formats for a better learning experience.

Continuing Education (CE) credits Ascensus recognizes the importance of staying current with retirement and savings plan rules and trends in today’s market. Earning and maintaining professional designations is an excellent way to obtain proficiency and highlights to clients your staff’s dedication to developing their expertise. Ascensus programs are submitted for numerous designations, including CIS, CIP, CISP, CTFA, CRSP, and CFP. Visit our website for additional details.

ascensus.com/academy

800-346-3860

For information, visit ascensus.com/academy

3


Instructor-Led Training

Ascend Join Ascensus’ highly-educated consultants at Ascend as they share their expertise and knowledge, along with the latest developments in the ever-changing retirement and health savings plan industry. Ascend is the industry’s most comprehensive education conference. Attendees can choose from more than 40 courses (basic and advanced) to better their understanding of retirement, health, and education savings plans. With its flexible format and interactive presentations on compliance topics and marketing opportunities, Ascend caters to your organization's objectives.

Why attend

Who should attend

There are many reasons to attend the Ascend education conference.

Retirement, health, and education savings plan professionals at all levels attend Ascend, bringing together all types of financial professionals.

• Stay current on the latest industry developments. • Receive practical industry-leading ideas to take back to the office.

• Retirement plan product managers • Relationship managers

• Earn a designation: Certified IRA Specialist or Certified Health Savings Professional.

• Operations and compliance managers and staff

• Network with industry peers.

• IRA administrators

• Learn through engaging activities and real-world case studies.

• Trust officers

• Build on your existing skills, or learn new skills.

• Personal bankers

• Investment advisors • Client service managers • Call center managers and support staff • Individuals with retirement industry designations • Third-party administrators • Certified public accountants

For information, visit ascensus.com/academy

4


Instructor-Led Training

Ascend course topics* Whether you’re interested in learning the fundamentals or want to explore more advanced topics, Ascend covers all aspects of retirement, health, and education savings plans. Below is a sample listing of course topics.

IRA

HSA

• Compliance audit

• HSA advanced concepts

• How to solve IRA questions

• HSA and Medicare

• Conversions and recharacterizations

• HSA overview

• Employer options: SEPs and SIMPLEs

• Top 10 HSA issues

• Everything Roth • Mergers and acquisitions • Introduction to IRAs • IRA excess contributions • IRA legal issues • IRA update • Withholding and getting it right

IRA/QRP • Advanced beneficiary issues • Advanced portability • Alternative investments • Complex beneficiary issues

QRP • Introduction to QRPs • DOL and IRS audit issues • QRP distributable events • QRP document restatement • QRP legal issues • QRP update

Miscellaneous • CIS II exam workshop • CHSP track • CHSP exam prep workshop

• Electronic delivery and reporting

Industry

• Introduction to beneficiary options

• Understanding Social Security

• Recognizing prohibited transactions

• Creating a successful HSA program

• Required minimum distributions

• Creating and launching a successful HSA program

• Savings reform

• Industry trends

• Selecting a retirement plan

• State of retirement savings

• Women and retirement

*Topics are subject to change.

For information, visit ascensus.com/academy

5


Instructor-Led Training

IRA Institute The IRA Institute is a five-day, on-site intensive training program that provides in-depth, need-to-know IRA information to experienced IRA professionals. Extensive IRA reference materials, objective-based training methods, and practical applications of IRA rules create an effective learning environment. Throughout the IRA Institute, instructors reinforce the concepts presented to prepare students for the Certified IRA Professional (CIP) or Certified IRA Services Professional (CISP) examinations. IRA Institute is also offered as a flexible 12-week online course (see page 13).

Who should attend • Individuals who have earned the CIS II certification • IRA services professionals with two or more years of industry experience • Experienced IRA professionals interested in pursuing the CIP or CISP designation • Those looking to become recognized industry leaders

Course topics* • Establishment and amendments • Prohibited transactions • Contributions • Transfers and rollovers • Conversions and recharacterizations • Excess contributions • IRA distributions and withholding • Required minimum distributions • Beneficiary distributions • Reporting • Handling legal issues • SEP and SIMPLE IRA plans *This is a sampling of topics. Additional topics may be covered.

For information, visit ascensus.com/academy

6


Instructor-Led Training

On-Site IRA and HSA Workshops Benefit from our experienced, knowledgeable instructors and extensive curriculum without leaving the office. From learning the basics to gaining a comprehensive understanding of IRAs and HSAs, our on-site workshops cover critical rules and operational issues. With on-site training, an Ascensus trainer will come to your organization and teach on a wide range of retirement and savings plan topics, delivering high-quality content in a flexible, cost-effective format to suit your training objectives. We can integrate your organization’s forms, policies, and procedures into the training. On-site trainers can tailor the curriculum to the staff being trained and answer your specific questions in person.

Advantages • You select the topics, time, and place to fit your needs. • Instructors will help develop professional and technical skills on an individual basis. • There are no travel expenses or time away from the office. • Train several employees at one time versus sending one or two individuals to off-site training. • Professionally designed student guides and reference material are available.

IRA topics

HSA topics

• IRA Essentials

• HSA Frontline Fundamentals

• Advanced IRAs

• HSA Workshop

• IRA Frontline Fundamentals • IRAdirect® Workshop for General Users • IRAdirect® Workshop for Advanced Users

For information, visit ascensus.com/academy

7


Instructor-Led Training

IRA Essentials

Advanced IRAs

Just starting out in the retirement services industry or need a refresher on IRAs? IRA Essentials is the ideal workshop for you. With hands-on exercises throughout the workshop, you'll leave able to work with IRA owners and process basic IRA transactions with confidence. This workshop is also offered in a flexible OnDemand version (see page 14).

Already have a basic understanding of IRAs but need additional training on complex IRA issues? Then Ascensus’ Advanced IRAs workshop is perfect for you. You will learn advanced concepts and how to apply those concepts to real-life situations.

Who should attend

Who should attend

• IRA administrators and staff who are looking to expand their IRA knowledge

• Those who need to learn the basics of traditional and Roth IRAs

• Seasoned IRA professionals who want access to the latest industry information

• Those who want an updated, general refresher on IRA rules

• Compliance staff with procedural oversight of IRA policies and practices

Course topics*

Course topics*

• Introduction to IRAs

• Resolving contribution issues

• Establishing an IRA

• Advanced portability

• IRA funding

• Required minimum distributions

• IRA distributions

• Beneficiary distributions

• IRA portability

• Correcting tax forms

• Reporting

IRA Frontline Fundamentals IRA Frontline Fundamentals is a half-day workshop that provides a basic foundation of IRA knowledge. Exercises are included to help participants apply information to job-related situations. You'll leave this session able to confidently process basic IRA transactions. This is a beginner’s session; no previous IRA knowledge is assumed.

*Topics are subject to change.

For information, visit ascensus.com/academy

8


Instructor-Led Training

HSA Workshop

HSA Frontline Fundamentals

Attend the HSA Workshop for a comprehensive HSA curriculum and a practical understanding of critical rules and operational issues. This workshop covers all aspects of a successful HSA program.

HSA Frontline Fundamentals is a half-day workshop that gives attendees a basic foundation of HSA knowledge. Exercises help participants apply information to realworld scenarios. Attendees will leave this session able to confidently process basic HSA transactions. This is a beginner's session; no previous HSA knowledge is assumed.

Who should attend • Those who need to become more comfortable with HSA rules • Those who are responsible for ensuring a compliant HSA department • Those who are responsible for internal systems, HSA transaction codes, and proper HSA administration

Course topics may include* • Introduction to HSAs • Establishing an HSA • HSA funding • HSA distributions • HSA portability • HSA compliance *Topics are subject to change.

For information, visit ascensus.com/academy

9


Instructor-Led Training

IRAdirect® Workshop for General Users

IRAdirect® Workshop for Advanced Users

The IRAdirect® Workshop for General Users is a half-day course that gives attendees a solid foundation of knowledge about IRAdirect functionality and operations. Attendees will leave able to confidently work with the IRAdirect software and process basic IRA transactions.

The IRAdirect® Workshop for Advanced Users is a half-day course that gives attendees advanced proficiency in IRAdirect. Attendees will leave able to confidently work with the IRAdirect software and process more complex IRA transactions.

Who should attend

Who should attend

• IRAdirect general users and advanced users seeking a refresher

• IRAdirect advanced users

• Those responsible for internal systems, IRA transaction codes, and proper IRA administration

Course topics*

Course topics*

• Calendar

• Homepage overview

• Investment maintenance

• User guide & manuals

• Financial organization information

• IRAdirect training videos

• Approving forms from general users

• The Link newsletter

• Post-70½ required minimum distribution (RMD) processing, post-70½ election in the account owner tree, and verifying post-70½ payments

• Account owner tree • Form wizards

• Homepage overview

• Completing common form wizards

• Death claim process, death claim in the account owner tree, and verifying outstanding death claims

• Financial disclosure calculator

• Reports

• Blank forms *Topics are subject to change.

For information, visit ascensus.com/academy

10


Distance Learning

HSA University This flexible five-week learning course combines weekly webinars and self-paced eLearning modules to give you the education and confidence you need to pass the Certified Health Savings Professional (CHSP) exam. Throughout HSA University, you will attend one weekly 75-minute webinar and complete self-paced, on-demand eLearning modules. This blended approach allows you to build your HSA skills and become a CHSP without leaving the office. HSA University and the CHSP designation are both endorsed by the National Association of Federally-Insured Credit Unions. Registration is open to all organizations regardless of financial affiliations.

Who should attend Whether you are looking to earn the CHSP designation and become a recognized industry leader, or to acquire in-depth, up-to-date knowledge about HSAs, consider attending HSA University.

Course topics and schedule* • Week 1–Kickoff and HSA overview • Week 2–Introduction and establishment • Week 3–Funding HSAs • Week 4–HSA distribution issues • Week 5–Portability and compliance *Topics are subject to change.

For information, visit ascensus.com/academy

11


Distance Learning

IRA University Ascensus offers a unique distance learning opportunity that combines self-paced eLearning modules with real-time webinars and access to an IRA social network. IRA University will provide you with the tools to build a solid IRA knowledge base and become a Certified IRA Specialist I (CIS I). This six-week course includes a 90-minute weekly webinar session with an instructor followed by a self-paced, on-demand eLearning module. This blended learning approach gives you the flexibility to build IRA skills without the travel expense.

Who should attend • Those wanting to become a CIS I • Those new to IRAs or needing a refresher on IRAs • Frontline financial organization employees who provide back-up support to the IRA specialist

Webinar and eLearning topics • Getting started (webinar only) • IRAs–benefits and contributions • Establishing an IRA • IRA distribution basics • IRA distributions overview and Roth distributions • Traditional IRA distributions • Portability

FastTrack option Fast-track the CIS I and II certification process, and earn both designations in fewer than 12 months when you complete IRA University and attend Ascend. 1. Register for IRA University. 2. Register for Ascend and the CIS II exam. Using a special coupon code, save $374 on your Ascend registration (coupon code provided in your IRA University registration confirmation email). 3. Participate in the IRA University six-week blended course, and pass the exam to receive your CIS I certification. 4. Attend Ascend and pass the exam to earn your CIS II certification.

Audience • Staff wanting to become a CIS II • Staff new to IRAs and looking to become an expert quickly • Staff at financial organizations just beginning to offer IRAs • Front-line financial organization employees who provide back-up support to the IRA specialist For information, visit ascensus.com/academy

12


Distance Learning

IRA Institute Online IRA Institute Online is a comprehensive 12-week, web-based IRA training program that teaches in-depth, essential IRA information. It is the only approved online training program that prepares attendees for taking the Certified IRA Professional (CIP) or Certified IRA Services Professional (CISP) examinations. IRA Institute is also available as a five-day, on-site training program (see page 6).

Who should attend • Individuals who have earned the CIS II certification • IRA services professionals with two or more years of industry experience • Experienced IRA professionals interested in pursuing the CIP or CISP designation • Those looking to become recognized industry leaders

Course topics* • Establishment and amendments • Prohibited transactions • Contributions • Transfers and rollovers • Conversions and recharacterizations • Excess contributions • IRA distributions and withholding • Required minimum distributions • Beneficiary distributions • Reporting • Handling legal issues • SEP and SIMPLE IRA plans

*This is a sampling of topics. Additional topics may be covered.

For information, visit ascensus.com/academy

13


Distance Learning

IRA Essentials OnDemand IRA Essentials OnDemand is perfect for those who need an introduction to IRAs but cannot attend a face-to-face IRA training session. IRA reference materials, job aids, quizzes, and videos blend together to create an immersive educational experience. IRA Essentials OnDemand is a flexible, online version of our popular IRA Essentials on-site workshop. IRA Essentials is also available as an on-site workshop (see page 8).

Designed for those who need to: • Learn the basic rules that govern traditional and Roth IRAs • Complete an updated, general refresher on IRA rules • Earn CE credits

Course topics • Introduction to IRAs • Establishing an IRA • IRA funding • IRA distributions • IRA portability • Reporting

For information, visit ascensus.com/academy

14


Distance Learning

Webinars Ascensus webinars are a great way to train multiple staff members at one time, in one location, for one low price. You choose the webinar topic and the date, ensuring that your staff is properly trained on the topics you deem most appropriate. All webinars are available live or by digital delivery and last approximately 75 minutes, including time for questions and answers. Workbooks are included.

Who should attend • Retirement and savings plan administrators seeking ongoing retirement and savings plan education • Industry professionals looking to become more comfortable with retirement, health, and education savings plan rules • Those responsible for IRA, HSA, and ESA compliance • Those looking for an update on the latest retirement and savings plan industry changes • Individuals needing continuing education credits for various designations

eLearning Ascensus’ self-paced eLearning courses are a cost-effective, flexible training solution bringing convenience and expertise to retirement and savings plan industry professionals nationwide. Courses range from basic to advanced and are approved for continuing education credits. Attendees can take any course at any time and review the material whenever necessary. At the end of each course, attendees have the option to take a test and immediately view the results, to help identify topics they may need to review in greater detail. Individual courses are available through Ascensus University using our learning management system (LMS), or can be used within your own LMS. Our library is SCORMand AICC-compliant. To aid in the learning process, each course includes embedded links with pop-up details and Q&As with helpful hints. While each course is designed to take 60 to 90 minutes, attendees can work at their own pace and save the course to come back to later.

Course topics* • 529 plans

• Handling IRA legal issues

• IRA required reporting

• Comparing Roth and traditional IRAs

• HSA basics

• QPlan basics

• Individual(k)™

• Roth 401(k)

• Conversions

• IRA authoritative hierarchy

• SEP plans

• Coverdell education savings accounts

• IRA beneficiary options

• SIMPLE IRAs

• Employer-sponsored plan portability

• IRA compliance

• IRA-to-IRA transfers and rollovers

• IRA contributions

• Substantially equal periodic payments

• Establishing an IRA

• IRA distributions • IRA excess contributions and recharacterizations

• Traditional IRA RMDs

*This is a sampling of eLearning courses. Additional courses are available.

For information, visit ascensus.com/academy

15


Training Materials

Training Organizers™ Looking for a way to efficiently train staff on IRA and HSA fundamentals? Ascensus’ IRA and HSA Training Organizers™ may be the answer. Designed to accommodate all learning styles, each Training Organizer is a comprehensive toolkit that a financial organization can use to effectively customize its internal training program to meet the needs of its team.

Components • Trainer Guide–General instruction, helpful training tips, references to specific presentation slides, and optional handouts, activities, and tests with all the answers • Trainer CD–Slide presentation, training agenda, IRS documents, helpful forms, optional handouts, student exercises, and exams • Presentation Notes–Built-in easel, and talking points for specific slide topics • Student Guide–General instruction and plenty of room for notes

The Road to Retirement Applying what you’ve learned is the key to understanding the subject matter. Why not make it fun? The Road to Retirement game takes a hands-on approach to reviewing basic IRA rules, including eligibility, establishment, contribution limits and deadlines, and distributions. The Road to Retirement includes a game board and playing pieces, a game CD and guide for the facilitator, and an activity packet for the players. This activity-based game is the perfect complement to the IRA Training Organizer, or it can be used on its own. Either way, it’s a fun, interactive way to reinforce learning.

For information, visit ascensus.com/academy

16


Certification Programs

Certification Programs Attaining the Certified IRA Specialist (CIS), Certified IRA Professional (CIP), Certified IRA Services Professional (CISP), and Certified Health Savings Professional (CHSP) designations will help fulfill your career and give your IRA and HSA clients the peace of mind that comes from working with a professional IRA or HSA representative. Achieve a certification through these defined skill levels:

Certified IRA Specialist I (CIS I)

Certified IRA Services Professional (CISP)

This level of certification demonstrates proficiency in completing basic IRA transactions. Topics include opening IRAs, contributions, distributions, federal tax withholding, and basic IRA tax reporting.

This certification was launched in conjunction with the American Bankers AssociationÂŽ (ABA) to establish a high standard of knowledge and competency for IRAs. It provides formal recognition to those individuals meeting specific standards of experience, ethics, knowledge, and performance in the IRA industry.

Certified IRA Specialist II (CIS II) This level of certification demonstrates expertise in a variety of advanced IRA transactions—excess contributions, recharacterizations, rollovers and transfers, required minimum distributions, conversions, death-claim processes, and withholding.

The CISP certification allows clients, beneficiaries, IRA rollover candidates, and employers to identify skilled, knowledgeable professionals.

Certified IRA Professional (CIP)

The CHSP designation sets an industry standard in HSA expertise on a variety of HSA transactions. This certification demonstrates a practical understanding of the critical rules and operational issues of HSAs. Areas of focus include establishment, contributions, distributions, reporting, and portability. Those who pass the CHSP exam and attain the CHSP designation will be recognized industry experts on HSAs. The CHSP certification is endorsed by NAFCU but open to all eligible applicants regardless of financial affiliation.

The CIP certification recognizes a standard of knowledge for operations and transaction processing. It also enables clients to easily identify skilled, knowledgeable IRA professionals. Topics include IRA documentation and maintenance requirements, IRA eligibility and contribution rules, retirement plan portability, IRA distribution requirements, IRA fees and investments, SEP and SIMPLE IRA plans, and retirement planning. The CIP certification is endorsed by the National Association of Federally-Insured Credit Unions (NAFCU) but open to all eligible applicants regardless of financial affiliation.

For information, visit ascensus.com/academy

Certified Health Savings Professional (CHSP)

17


Certification Programs

Certification Programs Obtaining certification CIS I and CIS II certifications

CHSP certification

To obtain the CIS I certification, you must attend IRA University. To pursue the CIS II certification, you must attend Ascend. After completing IRA University, you can schedule the CIS I online exam, which allows you to access your course materials and notes. Following Ascend, you can schedule the online CIS II exam, which allows you to access your course materials and notes throughout the exam. To become certified, you must earn 80 percent or above on the exam within 30 days of attending Ascend or completing IRA University.

To qualify for the CHSP certification, candidates must meet one of the following experience and education requirements:

CIP certification

If the candidate does not have the minimum experience requirement, a letter of qualification/recommendation must be submitted by the candidate's employer.

To pursue the CIP certification, you must first have a minimum of two years experience with an IRA program or have achieved the CIS II certification. You must then pass the CIP exam. To prepare for the exam, many individuals choose to attend IRA Institute (instructor-led or online).

• A minimum of one year of HSA operational or technical experience • Graduation from the Ascensus HSA University, Ascend, or equivalent on-site approved training event. • Achievement of a passing score of 80% on the CHSP exam.

CISP certification To pursue the CISP certification, you must have a minimum of two years of dedicated IRA operational and technical experience, and have an ABA-approved educational program, such as the Ascensus IRA Institute or IRA Institute Online. In lieu of the approved educational program, four years of dedicated IRA operational and technical experience will be accepted. You must then schedule and pass the CISP written exam. To find more information about the CISP application process and when the exam is offered, go to the American Bankers Association website at www.aba.com/CISP.

For information, visit ascensus.com/academy

18


Continuing Education (CE) Chart

Continuing Education Credits Designation

AAMS AIF/AIFA CFA

Ascend

IRA IRA/HSA Essentials/ IRA Frontline Advanced Essentials Fundamentals IRA or HSA OnDemand ** Workshop

IRA Institute

IRA Institute Online

IRA University

Compliance HSA Webinar or University digital version

*

*

*

*

*

*

--

--

*

*

--

--

--

--

--

--

--

--

*

--

--

--

--

--

--

--

*

1.5 per course***

--

--

--

--

--

--

--

--

*

--

--

--

--

--

--

--

*

CHSP

8

6 HSA course only

--

3.75 HSA course only

--

--

--

12

1.5 HSA only

CIMA CIP CIS

*

--

--

--

--

--

--

--

*

16.25

6

6

3.75

30

30

--

--

1.5

16.25

6

6

3.75

30

30

15 CIS I only

--

1.5

1.5 per course

7.25

7.25

3.75

37.5

37.5

--

--

1.5

21

6

6

3.75

30

--

--

--

--

*

--

--

--

--

--

--

--

*

*

*

*

*

*

*

--

--

*

*

*

*

*

*

*

--

--

*

CRSP

1.5 per course

7.25

7.25

3.75

37.5

37.5

--

--

1.5

CTFA

1.5 per course

7.25

7.25

3.75

37.5

37.5

--

--

1.5

NCCO

1.25 per course

6

6

3.75

30

30

--

--

1.5

QKA QPA QPFC RICP RP

*

--

--

--

--

--

--

--

*

*

--

--

--

--

--

--

--

*

*

--

--

--

--

--

--

--

*

*

*

--

*

--

--

--

--

*

*

*

--

*

--

--

--

--

*

CFP ChFC

CISP CPA/PFS CPC CRC CRPC/CRPS

*Course is eligible for CE credits for this designation. For number of credits available, client will need to contact designation-sponsoring organization. **This course is available in limited locations. Contact your Ascensus Sales Representative for information. ***Compliance Audit course is not eligible for CFP CE credit.

AAMS AIF/AIFA CFA CFP ChFC CHSP CIMA CIP CIS CISP CPA CPC

Accredited Asset Management Specialist Accredited Investment Fiduciary/Analyst Chartered Financial Analyst Certified Financial Planner Chartered Financial Consultant Certified Health Savings Professional Certified Investment Management Analyst Certified IRA Professional Certified IRA Specialist Certified IRA Services Professional Certified Public Accountant Certified Pension Consultant

For information, visit ascensus.com/academy

CRC CRPC CRPS CRSP CTFA NCCO PFS QKA QPA QPFC RICP RP

8/1/19

Certified Retirement Counselor Chartered Retirement Planning Counselor Chartered Retirement Plans Specialist Certified Retirement Services Professional Certified Trust & Financial Advisor NAFCU Certified Compliance Officer Personal Financial Specialist Qualified 401(k) Administrator Qualified Pension Administrator Qualified Plan Financial Consultant Retirement Income Certified Professional Registered Paraplanner

19


Continuing Education (CE) Chart

eLearning Courses The eLearning courses are preapproved for the designations listed. Designation

CHSP

CIP/NCCO

CIS

CISP

CRSP

CTFA

529 Plans

n/a

1.5

1.5

1.25

1.25

1.25

Comparing Roth & Traditional IRAs

n/a

1.5

1.5

1.75

1.75

1.75

Conversions

n/a

1.5

1.5

1.75

1.75

1.75

Coverdell Education Saving Accounts

n/a

1.5

1.5

1.75

1.75

1.75

Employer Sponsored Plan Portability

n/a

1.5

1.5

1.75

1.75

1.75

Establishing an IRA

n/a

1.5

1.5

1.75

1.75

1.75

Handling IRA Legal Issues

n/a

1.5

1.5

1.75

1.75

1.75

HSA Basics

1.5

1.5

1.5

1.75

1.75

1.75

Individual(k)

n/a

1.5

1.5

1.75

1.75

1.75

IRA Authoritative Hierarchy

n/a

1.5

1.5

1.75

1.75

1.75

IRA Beneficiary Options

n/a

1.5

1.5

2.5

2.5

2.5

IRA Compliance

n/a

1.5

1.5

1.75

1.75

1.75

IRA Contributions

n/a

1.5

1.5

1.75

1.75

1.75

IRA Distributions

n/a

1.5

1.5

1.75

1.75

1.75

IRA Excess Contributions and Recharacterizations

n/a

1.5

1.5

1.75

1.75

1.75

IRA Required Reporting

n/a

1.5

1.5

1.75

1.75

1.75

IRA to IRA Transfers and Rollovers

n/a

1.5

1.5

1.75

1.75

1.75

QPlan Basics

n/a

1.5

1.5

1.75

1.75

1.75

Roth 401(k)

n/a

1.5

1.5

1.75

1.75

1.75

SEP Plans

n/a

1.5

1.5

1.75

1.75

1.75

SIMPLE IRAs

n/a

1.5

1.5

1.75

1.75

1.75

Substantially Equal Periodic Payments

n/a

1.5

1.5

1.75

1.75

1.75

Traditional IRA RMD

n/a

1.5

1.5

2.25

2.25

2.25

For information, visit ascensus.com/academy

20


Training Registration Fees

Ascend

Webinars

$1,399 per attendee

Mix and match your webinar and digital delivery purchases to save. $199 each for up to four webinars or digital delivery $175 each for five or more webinars or digital delivery

HSA University $899 Registration includes the cost of the CHSP exam.

IRA Essentials OnDemand $249 per attendee (30 days unlimited access) Contact us at education@ascensus.com 800-346-3860 for unlimited access pricing, covering your entire organization.

IRA FastTrack $2,495 Registration includes an IRA University session, Ascend, and the CIS I and CIS II exam.

eLearning Select individual courses or purchase the entire library. Contact us to discuss pricing for your organization. 30-day unlimited access to our entire library is available for $399 per user.

On-Site Workshops Stock curriculum starts at $2,200 per day plus travel expenses and materials.

IRA Institute $1,799 on-site, $1,695 online

IRA University $1,199 Registration includes the CIS I exam, an added value of $299.

For information, visit ascensus.com/academy

21


Ascensus® and the Ascensus logo are registered trademarks of Ascensus, LLC. IRAdirect® is a registered trademark of Ascensus, LLC. IRA Training Organizer™, HSA Training Organizer™, and Individual(k)™ are trademarks of Ascensus, LLC. Copyright ©2019 Ascensus, LLC. All Rights Reserved. 226550-RPS-226721 (12/19)

For information, visit ascensus.com/academy

22

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