On-Demand Video Training

On-Demand Video Training is unlike any training that you have seen before. It brings our in-person training environment right to your computer or training room via an internet connection.

On-Demand Video Training Sample
Watch Sample Video
View a sample of our On-Demand Video training.
It’s like watching the 6PM news on your TV.
You no longer have to wait for training to be scheduled in your area and employees no longer need to be away from the office to attend and learn. This option is available to everyone, everywhere.

Annual Subscription

Is your organization in need of training that includes multiple topics with unlimited access? If so, consider saving money with an annual subscription providing you access to all of our Tax-Advantaged Accounts On-Demand Videos. All 14 courses would be available 24/7 during the length of the subscription. A single username and password will be provided for your organization for each subscription contract. The Wolters Kluwer training platform allows multiple users to view videos simultaneously. Request additional information by clicking here.

Single Sessions

When purchasing an on-demand single session, you will receive 14 day access to the session. The fee is $563.00 (3 hour and 2 hour sessions) and $422.00 (1 and 1 ½ hour sessions), per connection. Once purchased, registrants receive a link, a username, and a password that allows entrance to the training and training materials.

Session Agendas

After reviewing the agendas below register here.

  • 3 Hour Sessions
    Completing any of the three hour sessions described on this page allows a participant to claim continuing education credits as follows through American Bankers Association (ABA) Professional Certifications: 3.75 CISP, CRSP, CTFA credits

    Basic IRA Training

    • Overview and Establishment
    • Contribution Eligibility
    • Distribution Basics
    • IRA-to-IRA Rollovers and Transfers

    Intermediate IRA Training Part 1

    • Regular Contributions
    • Distributions
    • Required Minimum Distributions

    Intermediate IRA Training Part 2

    • Beneficiary Options
    • Rollovers, Transfers, and Conversions
    • Employer Plan-to-IRA Rollovers

    Advanced IRA Training

    • Required Distribution Administration
    • Death Distributions and IRA Administration
    • Employer Plan Rollovers

    Health Savings Accounts Training

    • Overview and Establishment
    • Regular Contributions
    • Distributions
    • Rollovers and Transfers
    • Special Topics
    • IRS Reporting
  • 2 Hour Sessions
    Completing any of the two hour sessions described on this page allows a participant to claim continuing education credits as follows through American Bankers Association (ABA) Professional Certifications: 2.75 CISP, CRSP, CTFA credits

    IRA Documentation

    • Establishment
    • Contributions
    • Distributions
    • Portability
  • 90 Minute Sessions
    Completing any of the 90 minute sessions described on this page allows a participant to claim continuing education credits as follows through American Bankers Association (ABA) Professional Certifications: 2 CISP, CRSP, CTFA credits

    Beneficiary Administration

    • Learn the importance of providing adequate attention to an IRA after an owner's death
    • Gain the confidence necessary to administer an IRA after an owner's death
    • Understand the importance of administering "beneficiary IRAs" consistently

    Roth IRAs

    • Understand the overview and the establishment procedures for Roth IRAs
    • Learn about the eligibility and contribution limits along with distributions from a Roth IRA
    • Understand the options available to beneficiaries of Roth IRAs
  • 1 Hour Sessions
    Completing any of one hour sessions described on this page allows a participant to claim continuing education credits as follows through American Bankers Association (ABA) Professional Certifications: 1.25 CISP, CRSP, CTFA credits

    IRA Self Audit

    • Understand the importance of operating a compliant IRA program
    • Understand the importance of providing establishment documents and disclosures
    • Understand the importance of proper and timely reporting

    Required Minimum Distributions

    • Understand the components necessary to calculate an RMD
    • Gain a comfort level to manually calculate an RMD if necessary
    • Understand the options for satisfying the annual RMD statement requirement

    IRA Policies and Procedures

    • Understand the importance of having written policies
    • Discuss items a financial organization may wish to address via a policy
    • Understand the importance of having procedures in place for both common and uncommon IRA related issues

    IRA Reporting

    • Understand a financial organization's reporting responsibilities
    • Understand the deadline by which the reporting must be completed
    • Understand and interpret different reports creating the comfort level necessary to answer customer questions

    Simplified Employee Pensions

    • Understand the relationship between a SEP and an IRA
    • Understand a financial organization's role as it applies to SEPs
    • Understand the benefits of a SEP and the reasons why many employers offer them

    Coverdell Education Savings Accounts

    • Learn how a CESA differs from other deposit  accounts
    • Understand Designated Beneficiary and Contributor eligibility rules
    • Gain the confidence necessary to properly administer CESAs

On-Site Tailored Training

On-Site Tailored Training offers a cost-effective way to provide your entire staff with consistent, relevant IRA, HSA, and CESA related information at your location, on a day and time that makes sense for you.*
You Choose the Topics
  • IRA Establishment
  • Contributions
  • Rollovers and Transfers
  • Direct Rollovers
  • Distributions
  • Required Minimum Distributions
  • Beneficiary Options
  • Excess Contributions and Recharacterization
  • Simplified Employee Pension (SEP) Plans
  • Savings Incentive Match Plans for Employees of Small Employers (SIMPLE) IRAs
  • Coverdell Education Savings Accounts
  • Health Savings Accounts
  • Policy Development
  • Self-Audits
  • You choose the add ons

Tell us your concerns or areas that need extra attention, and we’ll tailor your session accordingly. Maybe you want to include discussion on procedures or business requirements unique to your organization. Whatever the issue, we’ll incorporate the information into your training in a logical and user-friendly presentation.

*Dates and Times Subject to Availability

Certified IRA Services Professional Certification (CISP)

The Certified IRA Services Professional (CISP) certification was launched to recognize the need to establish a high standard of knowledge and competency for IRA's that is acknowledged by the profession and gives formal recognition to those individuals meeting specific standards of experience, ethics, knowledge and performance in the IRA industry.
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Establish a recognized standard of knowledge and competence for operations transaction processing, and wealth management professionals specializing in IRA services
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Formally recognize those who meet these standards
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Provide customers, beneficiaries, IRA rollover candidates, and employers with a tool to identify skilled, knowledgeable professionals
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Support the benefits of professional continuing education and development

On-Demand Video Training Registration

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