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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.

980 mn
CE Credits Earned
Compliance, Contributions, Investments, Legislative, Portability, Retirement Account Types, Taxation
Frequently Asked Questions


In IRA Academy, we provide in-depth instruction on Traditional and Roth IRAs, as well as employer-sponsored plans, and other tax-preferred accounts like educational savings and health savings accounts. If your company establishes and maintains tax-preferred accounts, or advises investors that use them, this training could prove invaluable in granting you improved mastery over core IRA concepts.

In this expert series, you will learn: 

  • How IRA history set the stage for today’s industry
  • What impact governing bodies have on tax-preferred accounts
  • The key distinctions between each arrangement or account type
  • How to avoid prohibited transaction penalties and resolve any infraction
  • How to handle different taxation across account types
  • The importance of beneficiary relationships and legacy planning
  • Which laws control today’s IRA industry
  • And much more


  • Welcome to IRA Academy! (1mn)
  • Introduction to IRAs II (50mn)
  • IRA History and Guidance (53mn)
  • IRA Establishment and Amendments (55mn)
  • IRA Contributions II (69mn)
  • Excess Contributions and Recharacterization (50mn)
  • IRA Investments and Fees (50mn)
  • Prohibited Transactions (52mn)
  • Transfers and Rollovers II (71mn)
  • Roth IRA Conversions II (50mn)
  • Traditional and Roth IRA Distribution Taxation and Withholding II (63mn)
  • Required Minimum Distributions II (51mn)
  • Beneficiary Designations Trust and Estate Issues (52mn)
  • Beneficiary Distribution Options II (80mn)
  • IRA Reporting Requirements and Record Retention (55mn)
  • Legal Concepts (53mn)
  • Simplified Employee Pension Plan (SEP) (64mn)
  • Savings Incentive Match Plan (SIMPLE) (61mn)

Frequently Asked Questions

Which professional designations do you provide Continuing Education (CE) credits for?

Through the American Bankers Association, we are approved to provide CE credits for the following designations:

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

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.

Do I get a certificate of completion?

Yes. You will receive a certificate of completion for each course you complete.

How long do I have access to my courses?

You have unlimited access to purchased courses for 365 days after the purchase date.

How do I earn Continuing Education (CE) credits?

To earn CE credits, you must watch the whole course and complete the quiz. However, you must check with your designation provider for specific passing score requirements.

How do I report earned Continuing Education (CE) credits?

Reporting requirements can vary between designations. Please check with your designation provider for exact CE credit reporting details.

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.