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Event Information

IRA 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) certifications, IRA Academy can provide 29 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) certifications. 

This event is open to:

  • Financial advisors
  • Brokerage firm representatives
  • Banking personnel
  • CFPs
  • Trust officers
  • CPAs
  • Investment issuers
  • Anyone who wants to master IRAs

Why Attend? Find Out Here


4 Days of Classes


Expert Instruction


Fantastic Value


Access to Study Groups


Meet Your Instructor

Susan Diehl | QPA, CPC, ERPA, TGPC, & BCF™

Susan D. Diehl, President of PenServ Plan Services, Inc., is a preeminent retirement plan and benefits expert. Her impressive array of credentials includes Qualified Pension Administrator (QPA), Certified Pension Consultant (CPC), Tax-Exempt and Governmental Plan Consultant (TGPC), Enrolled Retirement Plan Agent (ERPA), a venerable designation that qualifies her to represent PenServ clients before the Internal Revenue Service (IRS) for audits or examinations, and Board Certified Fiduciary™ (BCF™). 

Susan has served on renowned committees at the IRS including the Advisory Committee on Tax Exempt and Government Entities (ACT), where she helped form the IRS 403(b) Liaison Group, which brings issues involving these plans to the IRS and provides support to employers and financial institutions working with 403(b) plans. Because of her expertise, Susan testifies before the IRS and the Department of Labor (DOL) on retirement plan regulatory issues and serves as chair of the National Tax-Deferred Savings Association (NTSA) Government Affairs Committee, and the Legislative Relations Committee of the American Society of Pension Professionals and Actuaries (ASPPA).

Read More About Susan

Here are some topics we'll cover:


Introduction to IRAs


Investments and Fees


Prohibited Transactions


Transfers & Rollovers


IRA Distribution Taxation


And More

View the Full Agenda

Hear From Past Attendees