Conquer the CISP Exam: Your Guide to a Career as a Certified IRA Services Professional Audiobook By Philip Martin McCaulay cover art

Conquer the CISP Exam: Your Guide to a Career as a Certified IRA Services Professional

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Conquer the CISP Exam: Your Guide to a Career as a Certified IRA Services Professional

By: Philip Martin McCaulay
Narrated by: Virtual Voice
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About this listen

 Conquer the CISP Exam: Your Guide to a Career as a Certified IRA Services Professional is a comprehensive study guide designed to help financial professionals prepare for the Certified IRA Services Professional (CISP) exam. Covering key topics such as IRA documentation, contributions, retirement plan portability, distributions, and retirement planning considerations, this guide provides a thorough understanding of the rules and regulations governing individual retirement accounts (IRAs).

The book offers in-depth explanations of essential concepts like Roth and traditional IRAs, beneficiary designations, required minimum distributions (RMDs), and the various types of rollovers and transfers. Additionally, it addresses employer-sponsored plans such as SEP and SIMPLE IRAs, prohibited transactions, and nontraditional investment strategies, ensuring you’re well-equipped to advise clients in all aspects of IRA management.

Designed with both clarity and detail in mind, this guide includes real-world examples, practical insights, and study tips to help you confidently tackle the exam. Each chapter delves into complex IRA-related scenarios, preparing you for the types of questions you’ll face on the CISP exam. Whether you’re new to IRA services or looking to deepen your expertise, Conquer the CISP Exam provides the knowledge and tools you need to succeed and advance your career in the financial services industry. Personal Finance Retirement Planning Study Guides & Test Preparation
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