Ascensus Courses Eligible for Continuing Education Credits
IRA Essentials
Workshop
Advanced
IRAs
Workshop
IRA
Institute
IRA Online
Institute
IRA
Supertrain®
IRA
Supertrain®
Workshops
Fall
Forum
Compliance
Webinar or CD
IRAdirect®+
Compliance
Webinars
X
X
X
n/a
n/a
n/a
X
x
n/a
AIF/AIFA
n/a
n/a
n/a
n/a
n/a
n/a
X
n/a
n/a
CFA
n/a
n/a
n/a
n/a
n/a
n/a
X
X
n/a
CFP
n/a
n/a
n/a
n/a
n/a
n/a
X
n/a
n/a
ChFC
n/a
n/a
n/a
n/a
n/a
n/a
X
X
n/a
CIMA
n/a
n/a
n/a
n/a
n/a
n/a
X
X
n/a
CIP
X
X
X
X
X
X
X
X
X
CIS
X
X
X
X
X
X
X
X
X
CISP
X
X
X
X
n/a
n/a
X
X
n/a
CPA/PFS
X
X
X
n/a
X
X
X
n/a
n/a
CPC
n/a
n/a
n/a
n/a
n/a
n/a
X
X
n/a
CRC
X
X
X
X
n/a
n/a
X
X
X
CRPC/CRPS
X
X
X
X
X
X
X
X
n/a
CRSP
X
X
X
X
n/a
n/a
X
X
n/a
CTFA
X
X
X
X
n/a
n/a
X
X
n/a
NCCO
X
X
X
X
X
X
X
X
X
QKA
n/a
n/a
n/a
n/a
n/a
n/a
X
X
n/a
QPA
n/a
n/a
n/a
n/a
n/a
n/a
X
X
n/a
QPFC
n/a
n/a
n/a
n/a
n/a
n/a
X
X
n/a
RICP
X
X
X
n/a
n/a
n/a
X
X
n/a
RP
X
X
X
n/a
n/a
n/a
X
X
n/a
Designation
AAMS
AAMS
AIF
AIFA
CFA
CFP
ChFC
CIMA
CIP
Accredited Asset Management Specialist
Accredited Investment Fiduciary
Accredited Investment Fiduciary Analyst
Chartered Financial Analyst
Certified Financial Planner
Chartered Financial Consultant
Certified Investment Management Analyst
Certified IRA Professional
CIS
CISP
CPA
CPC
CRC
CRPC
CRPS
CRSP
Certified IRA Specialist
Certified IRA Services Professional
Certified Public Accountant
Certified Pension Consultant
Certified Retirement Counselor
Chartered Retirement Planning Counselor
Chartered Retirement Plans Specialist
Certified Retirement Services Professional
CTFA
NCCO
PFS
QKA
QPA
QPFC
RICP
RP
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
Continuing educations credits for eLearning courses are available for the following designations.
CIP/
NCCO
CIS
CISP
CRSP
CTFA
529 Plans
X
X
X
X
X (FP)
Comparing Roth & Traditional IRAs
X
X
X
X
X (FP)
Conversions
X
X
X
X
X (FP)
Coverdell Education Saving Accounts
X
X
X
X
X (FP)
Employer Sponsored Plan Portability
X
X
X
X
X (FP)
Establishing an IRA
X
X
X
X
X (FP)
Handling IRA Legal Issues
X
X
X
X
X (FP)
HSA Basics
X
X
X
X
X (FP)
Individual(k)
X
X
X
X
X (FP)
IRA Authoritative Hierarchy
X
X
X
X
X (FP)
IRA Beneficiary Options
X
X
X
X
X (FP)
IRA Compliance
X
X
X
X
X (FP)
IRA Contributions
X
X
X
X
X (FP)
IRA Distributions
X
X
X
X
X (FP)
IRA Excess Contributions and Recharacterizations
X
X
X
X
X (FP)
IRA Required Reporting
X
X
X
X
X (FP)
IRA to IRA Transfers and Rollovers
X
X
X
X
X (FP)
Qualified Plan Basics
X
X
X
X
X (FP)
Roth 401(k)
X
X
X
X
X (FP)
SEP Plans
X
X
X
X
X (FP)
SIMPLE IRAs
X
X
X
X
X (FP)
Substantially Equal Periodic Payments
X
X
X
X
X (FP)
Traditional IRA RMDs
X
X
X
X
X (FP)
PROGRAM
2014 eLearning Courses:
If you have any questions regarding continuing education credits, please contact [email protected].
Copyright ©2014 Ascensus, Inc. All rights reserved.
Ascensus® and the Ascensus logo are registered trademarks of Ascensus, Inc.
IRA Supertrain® and IRAdirect® are registered trademarks of Ascensus, Inc. FLY-IRACEC (09/2014)

Cravotta 2014 Resume - CONCERT Wealth Management

John G. Bobb CFA, CHFC

01234156789142 8 54 1 61934 213 7 1 13 2 - Solartec

PAT – IRAS FILE SPECIFICATION AMENDMENTS