Tax Advantaged Accounts ICB Certification | Wolters Kluwer Financial Services
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ICB Certification

  • The Certified IRA Services Professional 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.

    The Certified IRA Services professional certification is designed to:

    • Establish a recognized standard of knowledge and competence for operations transaction processing, and wealth management professionals specializing in IRA services
    • Formally recognize those who meet these standards
    • Provide customers, beneficiaries, IRA rollover candidates, and employers with a tool to identify skilled, knowledgeable professionals
    • Support the benefits of professional continuing education and development

    More information on ICB Certification.

    Wolters Kluwer Financial Services Training has Received the Following:

    The Institute of Certified Bankers (ICB) is dedicated to promoting the highest standards of performance and ethics within the financial services industry.  Basic IRA Training, Intermediate IRA Training Part 1, Intermediate IRA Training Part 2, and Advanced IRA Training  have been approved for 3.75 CISP, 3.75 CRSP, 3.75 CTFA credits. CTFA credits should be distributed as follows: 3.75 FP. This statement should not be viewed as an endorsement of this program or its sponsor.

    The Institute of Certified Bankers (ICB) is dedicated to promoting the highest standards of performance and ethics within the financial services industry.  Health Savings Account Training has been approved for 3.75 CRSP, 3.75 CTFA credits. CTFA credits should be distributed as follows: 3.75 FP. This statement should not be viewed as an endorsement of this program or its sponsor.

    The Institute of Certified Bankers (ICB) is dedicated to promoting the highest standards of performance and ethics within the financial services industry. Intermediate IRA Training has been approved for  8 CISP, 8 CRSP, 8 CTFA credits. CTFA credits should be distributed as follows: 8 FP. This statement should not be viewed as an endorsement of this program or its sponsor.