<img src="//bat.bing.com/action/0?ti=5104607&amp;Ver=2" height="0" width="0" style="display:none; visibility: hidden;">

Learning Center


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


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.

Entrust Academy features professional educational workshops, online courses, and in-person training designed specifically for financial and retirement professionals. These educational trainings can help you prepare for the CISP exam, earn continuing education credits to maintain your designations, or boost your professional knowledge to serve clients better.

We offer several options for learning including our IRA Academy four-day class, which is approved by the American Bankers Association, NASBA, and the CFP Board to provide CE credits for the following designations: CISP, CRSP, CTFA, CPA, and CFP. Our Online Education Courses are currently approved by the ABA to provide CE credits for the CISP, CRSP, and CTFA designations. We're currently undergoing review from NASBA and the CFP board for additional designations for our Online Education Courses.

Over the years we’ve taught thousands of retirement professionals everything they need to know about IRAs. Join the ranks of Entrust-educated professionals who are transforming the retirement industry by providing their clients with the expertise they have acquired through the Entrust Academy.


Meet the Instructor

John Paul Ruiz, QKA and CISP

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.

Read More About JP

Hear From Past Attendees

Questions about Entrust Academy?

Subscribe for Entrust Academy Updates