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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.

53 mn
CE Credits Earned
1 credit
Compliance, Portability
Frequently Asked Questions


This course introduces transfers and rollovers for Traditional and Roth IRAs (Individual Retirement Arrangements), employer-sponsor plans and other tax-preferred accounts. If your company handles transfers and rollovers directly, or advises investors that make them, this training helps professionals gain a basic understanding of these funding methods. 

In this fundamentals course, you will learn: 

  • How to distinguish between an IRA transfer, rollover, and direct rollover 
  • The best methods for completing transfers and rollovers 
  • Which rules and requirements regulate these processes
  • How transfers and rollovers are reported


  • Getting Ready (1mn)
  • Transfers (7mn)
  • Rollovers (12mn)
  • Direct Rollovers (18mn)
  • Employer Plan to Roth IRA Rollovers (2mn)
  • Let’s Apply What We Learned (3mn)
  • Course Quiz (10mn)

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.