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.

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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.

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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.

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