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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.
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Learn everything professionals need to know about IRAs at Entrust’s IRA Academy. Offered both virtually and in-person, join us for this four-day masterclass and level up your skills to provide amazing service for your clients.
Gain knowledge and continuing education credits with Entrust’s Online Education courses. Everything you’ve come to expect from Entrust’s IRA Academy designed to let you learn on your own time.
When your staff needs the best in IRA training, bring that training to you with Entrust’s Onsite Training. All the education provided at the IRA Academy can be provided on-site and tailored to your company’s needs.
Director of Professional Development
John Paul Ruiz has over 27 years of experience working in the retirement and financial services industry. He holds QKA and CISP certifications. He’s trained financial advisors, banking associates, compliance personnel, and many other professionals. JP's expertise and encyclopedic knowledge of IRAs helps us provide exceptional service to our clients.
I just want to begin by thanking you so much for the wonderful job you did in helping us really understand the content of the class. Going into the exam, I felt absolutely 100% prepared, and even finished with well over 1 hour to spare.
Needless to say, I received my exam results today and I'm absolutely thrilled to tell you that I passed! I really couldn't have done it without your class and I really do appreciate the effort you put in. The passion that JP has for teaching is incredible and you sir are "The Bomb"!
I attended IRA Academy for continuing education credits. JP is an excellent speaker and makes a subject that can be very hard quite exciting. He works in some jokes and anecdotes that make it even easier to understand.
I would definitely recommend IRA Academy to collegues and friends!
IRA Academy is awesome. I have been working in IRAs for a long time and there are certain things I just have not been able to connect . JP delivers the information in such a comprehensive way.
I feel really prepared to take the CISP exam thanks to JP and my experience at IRA Academy.
