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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.

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).

google-calendar-icon   May 17 - 20, 2021 | ONLINE
google-calendar-icon   September 6 - 9, 2021 | Nashville, TN

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 

Why Attend? Find Out Here
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4 Days of Classes

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Expert Instruction

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Fantastic Value

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Access to Study Groups

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Meet the Instructor

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.

Read More About JP

Here are some topics we'll cover:

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Introduction to IRAs

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Investments and Fees

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Prohibited Transactions

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Transfers & Rollovers

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IRA Distribution Taxation

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And More

View the Full Agenda

Hear From Past Attendees