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The Entrust Group IRA Academy

The Entrust Group IRA Academy is designed to provide professionals education on individual retirement accounts (IRAs) and IRA based employer sponsored plans. Through classroom instruction, the IRA Academy is designed and has been approved by the Institute of Certified Bankers to prepare candidates for the Certified IRA Services Professional (CISP) exam.  The IRA Academy is appropriate for retirement industry professionals who wish to enhance their knowledge to better service their clients by understanding legal concepts, keep up to date on current IRS rules, and further explain the features and benefits of their retirement plan offerings. These individuals include financial advisors, banking personnel, trust officers, brokerage firm representatives, CPAs, CFPs, and other financial services industry professionals.

The IRA Academy has also been approved for continuing education for the following designations under the American Banking Association (ABA) and Institute of Certified Bankers (ICB):  Certified Retirement Service Professional (CRSP), Certified Trust and Financial Advisor (CTFA), Certified IRA Services Professional (CISP).

Course Topics Include

  Beneficiary Designations
  IRA Contributions
  Legal Concepts
  Prohibited Transactions
  Transfers and Rollovers
  And much more

If you are interested in hosting your own CISP event, please contact our event coordinator: cbaldwin@theentrustgroup.com

IRA Academy Instructor

John Paul Ruiz

John Paul Ruiz
Director of Professional Development
Qualified 401(k) Plan Administrator (QKA)
Certified IRA Services Professional (CISP)

COST: $995  
Group rates will be available.

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Testimonials

"The Entrust Group IRA Academy is an excellent program. I found it to be very structured and informative. The instructor was fantastic and presented the information well. You get a complete understanding of IRAs. It is a worthwhile educational opportunity that I would totally recommend" - D. Williams

"An opportunity to look into the mind of an industry professional that's seen it all. Very informative and engaging experience" - Ronnie B.

"Learning about IRAs seemed like a daunting task. The IRA Academy made it easy through the use of a simple step-by-step approach and real world examples" - Christopher P.