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COVID-19 Information: In observance of current recommendations regarding COVID-19, IRA Academy 2020 will be a fully livestreamed event. The health and safety of attendees and staff are our highest priorities. In-person attendance is no longer available.

About The Event

google-calendar-icon   September 14th - 17th, 2020 | ONLINE ONLY

IRA Academy is a four-day professional training course on Individual Retirement Accounts (IRAs) and employer-sponsored plans such as SEP and SIMPLE plans. Attendees will receive in-depth, cutting edge instruction in an online learning environment.

The course is American Bankers Association (ABA) approved to prepare candidates for the Certified IRA Services Professional (CISP) exam. It provides Continuing Education credits for the CISP, CTFA, and CRSP designations. The Entrust Group is also a CFP Board CE provider and has registered this course to provide 28 CE credits for Certified Financial Planners.

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4 Days of Livestreamed Classes


Expert Instruction


Fantastic Value


Access to Study Groups


Meet the Instructor

John Paul Ruiz, QKA and CISP
Director of Professional Development

John Paul Ruiz brings over 25 years of experience in the retirement and financial services industries to our team. In addition to his extensive career in the industries of retirement and finance, he holds QKA and CISP certifications. John Paul ensures the Entrust team remains compliant with ERISA regulations, and uses his impressive retirement industry knowledge to help us better serve our clients.

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Here are some of the 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