Certified IRA Services Professional (CISP) Benefits

Why pursue your CISP designation?

Consider these professional benefits and values of certification:

Career Enhancement

Differentiate yourself with a credential that sets the standard of professional expertise for IRA services in the wealth and trust industry. Learn more about the value of certification to you and your institution.

Continuing Education (CE) Database

CISPs can identify relevant professional development options quickly and easily with the Certification Manager, which highlights programs that have been approved for CE credit.

New CISP Referral Incentives

Refer one person who applies for a certification exam in a given calendar year, and ABA will waive your certification renewal fee for the next calendar year, up to $249. Please use the Referral Form.

CISP Discount

Get special pricing for registration to the ABA Wealth Management and Trust Conference.

CISP Advisory Board

ABA works with industry leaders to maintain and advance the CISP credential.

• Sean Fitzgerald, CISP, Department Manager, IRA Deposits, Discover Financial Services
• Camille Mason, CISP, AVP, Special Account Services Leader, Blue Foundry Bank
• Pamela Nalley, CISP, CIP, Vice President, IRA/HSA Division Manager, Deposit Operations, Stock Yards Bank & Trust Company
• Tammy Schultz, CISP, QPA, Senior ERISA Consultant, Ascensus 
• Stacy Torkelson, CISP, CHSP, CFCI, QKA, ERISA Consultant, Ascensus 
• John Werner, CISP, CTFA, CRSP, CSPG, CRPP, Director, Premier Trust Services, Union Bank