Local Financial Service Professionals Earn National Certification

LAS VEGAS, NV. – Provident Trust Group employees were recently awarded the Certified IRA Services Professional (CISP) designation from the Institute of Certified Bankers (ICB), a subsidiary of the American Bankers Association, in Washington, DC.

 

The CISP designation is awarded to individuals who demonstrate excellence in the field of IRA services. To qualify for certification, individuals must have certain levels of experience and education about IRAs, pass an exam and agree to abide by a code of ethics. The CISP exam covers many areas including employer plans, IRA documentation requirements, IRA eligibility and contribution requirements, IRA distribution requirements, and other IRA specific issues.

The following employees have successfully completed the CISP exam:

  • David Farrow
  • Keaton Klein
  • Steven Collins
  • Kathy Klein
  • Michael Salcido
  • Sue Archer
  • Vonnie Salcido

CISP certifications add to Provident’s extensive educational background and hands-on experience in special asset custody, as-well-as tax and trust services consisting of an executive team of lawyers and industry experts that no other Self-Directed Retirement Plan Administrator can boast.