Requirements
to Earn the Designation
Educational
and Testing Requirements
1.
Capturing IRA Rollovers
To
fulfill the completion requirements of this comprehensive course, the
student must pass a challenging 40-question multiple-choice exam. A
passing score of 70% correct is required.
Estimated
time commitment: 20 hours.
2.
IRA Strategic Planning
To
fulfill the completion requirements of this comprehensive course, the
student must pass a challenging 40-question multiple-choice exam. A
passing score of 70% correct is required.
Estimated
time commitment: 20 hours
Requirements to Use the Designation
Once
earned, to use the Certified IRA Specialist™ designation, the advisor
must meet the following requirements:
| 1.
|
Adherence
to the Broyles-Leadem Institute code of ethics. |
Advisors
who earn the Certified IRA Specialist™ designation are expected
to adhere to the highest ethical standards when working with clients
and other members of the public.
| 2. |
Completion
of future continuing education requirements. |
As
part of your license, you will be asked to complete continuing education
requirements to ensure you maintain your knowledge base.
| 3.
|
Payment
of annual licensing fee. (Fee is waived the first two years after
earning the designation.) |
This
fee pays for costs associated with ethics enforcement, promotion of
public awareness of the designation, and email alerts to keep you posted
as to changes in the law and the latest marketing ideas that are working.
For
more information, download our CIRAS™ Designation
brochure.
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order today, call Top Producer at (800) 486-6002 or
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