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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) 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:

  • 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 the Instructor

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.

Read More About JP

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

Boost Your Odds of Acing the CISP Exam

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