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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.

Compliance, Contributions, Investments, Legislative, Portability, Retirement Account Types, Taxation
Frequently Asked Questions


This CISP exam pack is perfect for self-studying retirement plan professionals need the proper resources to prepare for the CISP exam, but do not need training from an instructor.

This study pack helps you:

  • Confirm eligibility and understand the exam
  • Submit your application and schedule your exam date
  • Prepare to pass with your study materials: Manual, flashcards, presentations and practice test
  • Practice with our live CISP Exam testing experience


  • Confirming eligibility and understanding the exam
  • Submitting your application and scheduling exam
  • Preparing to pass with your study materials: Manual, flashcards, presentations and practice test.
  • Practicing with our live CISP Exam testing experience

Frequently Asked Questions

How do I access my courses?

At checkout, you will be asked to create an account if you do not already have one. Once you sign in and complete the purchase, you will have immediate access to the course content. You will also receive a welcome email with a link for subsequent sign-ins when you create an account.

What is the refund policy?

The Entrust Group will provide a full refund for any course or bundle purchased only if:
  • The purchaser does not begin the course, and
  • The refund is requested in writing to education@theentrustgroup.com within 7 business days of the purchase date.
Note: Transaction fees cannot be refunded.