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**All  Entrust offices will close at 3 p.m. in their respective time zones on Friday, May 24th, and will be closed all day Monday, May 27th. We will resume normal business hours on Tuesday, May 28th. **

Learning Center

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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

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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.

Duration
55 mn
CE Credits Earned
1
Price
$99
Level
Intermediate
Topic
Compliance
Designations
CISP, CTFA, CRSP
Overview
Syllabus
Frequently Asked Questions

Overview

This course provides in-depth instruction on the proper establishment and amendment of IRAs. 

In this course, you will learn: 

  • Every step to properly establish an IRA or other tax-preferred account
  • The legal relationship that binds IRAs, IRA holders, and custodians
  • How to process the documents required for plan establishment
  • How to identify when plan amendments are required

Syllabus

  • Getting Ready (1mn)
  • Agenda (1mn)
  • Institutions Where IRAs Can Be Established (2mn)
  • Required Documents to Establish an IRA (13mn)
  • Other Forms Used During IRA Establishment (6mn)
  • Purpose of a Beneficiary Designation (5mn)
  • Types of Beneficiaries (5mn)
  • When Plan Amendments are Required (7mn)
  • Course Summary (1mn)
  • Course Quiz (15mn)

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.