4 Days of Classes
Expert Instruction
Fantastic Value
Access to Study Groups
September 16-19, 2024 | Nashville, TNIRA Academy is a four-day professional training course on Individual Retirement Accounts (IRAs) and employer-sponsored plans. Attendees will receive in-depth, cutting edge instruction in a group learning environment.
This course is approved by the American Bankers Association (ABA) to prepare candidates for the Certified IRA Services Professional (CISP) exam. For professionals with the CISP, Certified Trust and Fiduciary Advisor (CTFA), or Certified Retirement Services Professional (CRSP) designations, IRA Academy can provide 29.5 Continuing Education (CE) credits. With approval from the National Association of State Boards of Accountancy, Certified Public Accountants (CPAs) can also earn 27 credits. Lastly, IRA Academy is approved by the Certified Financial Planner Board of Standards to provide 28 CE credits for Certified Financial Planner (CFP) designations.
This event is open to:
4 Days of Classes
Expert Instruction
Fantastic Value
Access to Study Groups
John Paul Ruiz, QKA and CISP
Ruiz Retirement Plan Consulting
Over his 28 years of experience, John Paul has led a distinguished career in the financial services industry. He has held leadership roles at The Entrust Group, Integrated Retirement Initiatives, and Ascensus. With his QKA and CISP designations, he has trained hundreds of financial services professionals, including advisors, compliance personnel, and banking associates. John Paul's profound understanding of retirement laws, regulations, and industry dynamics makes him an invaluable resource in this evolving field.
Introduction to IRAs
Investments and Fees
Prohibited Transactions
Transfers & Rollovers
IRA Distribution Taxation
And More
I just want to begin by thanking you so much for the wonderful job you did in helping us really understand the content of the class. Going into the exam, I felt absolutely 100% prepared, and even finished with well over 1 hour to spare.
Needless to say, I received my exam results today and I'm absolutely thrilled to tell you that I passed! I really couldn't have done it without your class and I really do appreciate the effort you put in. The passion that JP has for teaching is incredible and you sir are "The Bomb"!
I attended IRA Academy for continuing education credits. JP is an excellent speaker and makes a subject that can be very hard quite exciting. He works in some jokes and anecdotes that make it even easier to understand.
I would definitely recommend IRA Academy to collegues and friends!
IRA Academy is awesome. I have been working in IRAs for a long time and there are certain things I just have not been able to connect . JP delivers the information in such a comprehensive way.
I feel really prepared to take the CISP exam thanks to JP and my experience at IRA Academy.
Assess your IRA comprehension with our 14-question CISP Prep Quiz. Gauge your understanding, pinpoint knowledge gaps, and develop a tailor-made study plan based on your results.
