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IRA Academy: An Example of Our Dedication to Education

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No other self-directed IRA administrator has the same long-term dedication to education as The Entrust Group. Helping our clients and partners expand their knowledge of self-direction and investment strategies has been integral to our business for more than 35 years. Our Learning Center is a resource for articles, whitepapers, videos, online courses, and FAQs that anyone can benefit from.

In addition, we also offer specialized training for financial and retirement advisors, CPAs, bank and trust company staff at our annual IRA Academy. Indeed, anyone involved in the retirement industry will benefit from attending the 2017 IRA Academy, to be held October 23-27 at the Rosen Plaza Hotel in Orlando, Florida.

Last year, participants praised the “pertinent and relevant content,” noting that the five-day course delivers “a complete understanding of IRAs and is a worthwhile educational opportunity.”

While at the IRA Academy you will learn about the history and purpose of IRAs, about their portability (transfers, rollovers, and more), legal issues specific to IRAs, the ins and outs of distributions, and become acquainted with SEPs and SIMPLE Plans, the employer-sponsored plans for small business that are based on IRAs.

The IRA Academy has been approved by the Institute of Certified Bankers (ICB) to prepare candidates for the Certified IRA Services Professional (CISP) exam, which will be proctored by The Entrust Group on-site on Friday, October 27. It also has been accredited by the ICB and the American Banking Association (ABA) for continuing education credits for these designations:

  • Certified IRA Services Professional (CISP)
  • Certified Retirement Service Professional (CRSP)
  • Certified Trust and Financial Advisor (CTFA)

John-Paul Ruiz, QKA, CISP, Entrust’s Director of Professional Development is the lead instructor at the IRA Academy. He brings more than 20 years of experience in the retirement and financial services industries to his role.

In addition to the formal learning sessions, there will be plenty of opportunities in class discussions, over coffee, and at an evening reception for participants to network and learn from each other. Register now for Entrust’s 2017 IRA Academy. 

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