The Employee Stock Ownership Plan Administration Certificate is earned by reading the required reading and passing the certificate exam. This program is designed for the entry level to intermediate level ESOP administrators.
The ESOP Administration certificate will provide an understanding of critically important aspects of ESOPs, including the basics of determining contributions, the applicable deadlines, and calculations for termination and retirement benefits. The ESOP Administration certificate is valuable to professionals interested in expanding their knowledge of ESOPs; providing full ESOP administration services to their clients; improving their consulting abilities with ESOP clients; and becoming a more valuable asset to their employer.
ESOP Certificate Package (syllabus)
Anyone seeking the ESOP certificate must read the ASPPA CE Policy and the ASPPA Exam Policy.
Required Reading
- ESOPs for Plan Administrators (PDF version) (print version)
Recommended Reading
Exam
- ESOP-A Exam Attempt 1
- ESOP-A Exam Attempt 2
Purchase publications with the Publications Order Form.
CE Credits
Candidates who successfully complete the ESOP-A certificate program will be awarded the following credit:
- 7.5 ASPPA CE credits