<img src="//bat.bing.com/action/0?ti=5104607&amp;Ver=2" height="0" width="0" style="display:none; visibility: hidden;">

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) designations, IRA Academy can provide 27 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:

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

Why Attend? Find Out Here

lc-education-icon

4 Days of Classes

Self-Dealing-icon

Expert Instruction

faq-funding-icon

Fantastic Value

group-icon

Access to Study Groups

John-Paul-Ruiz-headshot

Meet the Instructor

John Paul Ruiz, QKA and CISP
Director of Professional Development

John Paul Ruiz has over 28 years of experience working in the retirement and financial services industry. He holds QKA and CISP certifications. He’s trained financial advisors, banking associates, compliance personnel, and many other professionals. JP's expertise and encyclopedic knowledge of IRAs helps us provide exceptional service to our clients.

Read More About JP

Here are some topics we'll cover:

handshake-icon

Introduction to IRAs

icon-piggy-bank

Investments and Fees

Disqualified-Persons-icon

Prohibited Transactions

icon-investment-arrows-dollar

Transfers & Rollovers

Government-Resources-icon-o

IRA Distribution Taxation

notebook-icon

And More

View the Full Agenda

Hear From Past Attendees

Check out the latest from Entrust: On-Demand Online Education Courses

Deepen your IRA expertise, gain CE credits, and become a better retirement professional with our self-paced online courses.

View Course Catalog