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Learning Center

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Access the largest knowledge base for Self-Directed IRAs. Expand your investor knowledge with articles, whitepapers, practical guides and tons of other educational resources.

About Entrust

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For 40 years, The Entrust Group has provided account administration services for self-directed retirement and tax-advantaged plans. Entrust can assist you in purchasing alternative investments with your retirement funds, and administer the buying and selling of assets that are typically unavailable through banks and brokerage firms.

Introducing Entrust Academy's On-Demand Courses for Financial Professionals

Introducing Entrust Academy's On-Demand Courses for Financial Professionals

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Estimated reading time: 1.5 minutes

We are excited to introduce Entrust Academy, the new home of on-demand online educational courses for financial and retirement professionals.

For the past several years, we have provided in-person training through  IRA Academy and tailored onsite training for financial organizations. Recently, however, the need for online education and on-demand courses has increased. We know companies need training tools to onboard new hires and build robust ongoing training for current employees. With Entrust Academy, this is now easier than ever before.

Visit the Course Library for Entrust AcademyEntrust Academy is here to give financial professionals a well-rounded solution for all their education needs. We offer a catalog of self-paced virtual courses for retirement and financial professionals that cover everything about IRAs. There are courses designed for every level covering topics such as IRA beneficiary designations, distribution and taxation, IRA transfers and rollovers, and more. Supercharge your financial expertise without having to leave the office, and learn on your own schedule.

Entrust’s online courses are approved by the American Bankers Association to prepare candidates for the Certified IRA Services Professional (CISP) exam and provide continuing education (CE) credits to maintain existing CISP, CRSP, or CTFA designations. These courses can also be used to enhance your IRA knowledge to serve clients better.

For 40 years, we’ve been the expert on IRAs, helping thousands of retirement professionals deepen their IRA expertise:

Picture of JP Ruiz, Director of Professional Devlopment at The Entrust Group"From the beginning, helping our clients and other industry professionals expand their knowledge of self-directed IRA and investment strategies has been integral to our business," said John Paul Ruiz, QKA, CISP, Entrust's Director of Professional Development, and Entrust Academy instructor. "This is an outstanding opportunity for retirement industry professionals to deepen their knowledge of these essential retirement savings vehicles… [which] not only helps their clients, it strengthens their businesses.”

Entrust’s online education courses are now available, starting at $49 per course. Check out our course offerings, and boost your IRA knowledge starting today. 

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Self-Directed IRAs:
The Basics Guide

Learn about your investment options, Self-Directed IRA rules, and much more!

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Preparing Your IRA for 2023 Taxes & Changes

Register for our next webinar on Wednesday, December 14, 2022 at 11:00 a.m. PT / 2:00 p.m. ET

Preparing Your IRA for 2023 Taxes & Changes