4 Days of Classes
Access to Study Groups
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.
The course is American Bankers Association (ABA) approved to prepare candidates for the Certified IRA Services Professional (CISP) exam. It provides 27 Continuing Education (CE) credits for the (CISP), Certified Trust and Fiduciary Advisor (CTFA), and Certified Retirement Services Professional (CRSP) designations. IRA Academy is also registered with the CFP Board to provide 28 CE credits for Certified Financial Planners (CFPs).
This event is open to:
✔ Financial advisors ✔ Brokerage firm representatives
✔ Banking personnel ✔ CFPs
✔ Trust officers ✔ CPAs
✔ Investment issuers ✔-Anyone who wants to learn more
about IRAs and advance their career
John Paul Ruiz, QKA and CISP
Director of Professional Development
John Paul Ruiz has over 26 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.