4 Days of Classes
Expert Instruction
Fantastic Value
Access to Study Groups
September 11-14, 2023 | Nashville, TN
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:
4 Days of Classes
Expert Instruction
Fantastic Value
Access to Study Groups
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.
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.
Deepen your IRA expertise, gain CE credits, and become a better retirement professional with our self-paced online courses.
