This five-day course on Individual Retirement Accounts (IRAs) will be held during the week of October 15th-19th, 2018 at the Hyatt Regency Hotel in Chicago, IL. It will provide professionals with educational classes on IRAs and IRA-based employer-sponsored plans. This event is open to anyone who wants to stay competitive in the retirement field.
The course has been approved by the American Bankers Association (ABA) to prepare candidates for the Certified IRA Services Professional (CISP) exam, which will be proctored on-site on Friday, October 19th, the last day of the event. All attendees will receive a certificate of completion.
IRA Academy 2018 has been approved for the following continuing education (CE) credits:
CTFAs are no longer required to break down and report their continuing education (CE) credit by knowledge area.
Retirement industry professionals, this is an event you can't miss! Do you want to achieve your CISP designation? Do you need to earn continuing education (CE) credits for CISP, CRSP, or CTFA? Or are you looking for in-depth, professional IRA training classes to further your career in the retirement field? The IRA Academy provides you with a professional setting that cannot be matched.
In order to qualify to take the CISP exam, professionals typically need to have 4 years of dedicated IRA operational or technical experience. However, The Entrust Group IRA Academy has been approved by the ABA which lowers the requirement of professional experience to just 2 years.
To check the eligibility requirements for the CISP exam, visit the ABA website here: http://www.aba.com/Training/Pages/CISP-Eligibility.aspx
You will need to submit your application to the American Bankers Association (ABA) at least 30 days prior to the exam date and pay a fee of $525 for the exam. The fee and application are processed directly with the ABA.
The ABA will provide approval of your examination application.
Every morning attendees will start the day with a complimentary breakfast and an opportunity to network with other financial professionals.
Complimentary lunch and coffee breaks will also be provided.
John Paul Ruiz brings to the team over 20 years of experience in the retirement and financial services industries. Before joining Entrust, he served as Vice President of Professional Development for Integrated Retirement Initiatives, LLC. John Paul has also gained valuable retirement plan insight from his roles at Ascensus, the IRA Institute, and American Bankers Association, among others. To complement his extensive career within the retirement and finance industries, John Paul holds QKA and CISP certifications. He joins the Entrust team to help us remain compliant with ERISA regulations and to offer valuable insights about the retirement industry so that we can better serve our clients.
The IRA Academy provides professional training at an unbeatable price and includes:
|4-day IRA Academy classes|
|Breakfast from Monday to Friday|
|Lunch from Monday to Thursday|
|Evening Study Group|
|All Training Materials|
|Evening Networking Event|
The CISP exam fee is $525 and must be submitted with your application to the American Bankers Association (ABA) at least 30 days prior to the exam date. The fee and application are processed directly with the ABA and cannot be paid via Entrust.
*Group discount cannot be applied to Early Bird rate. Use discount code: GROUP18IRA
Education has always been our passion. We have empowered investors for over 36 years and take pride in having the best self-directed IRA resources in the world. Three years ago we decided to take our educational efforts to the next level by launching the IRA Academy for financial professionals in the retirement space. The feedback from our attendees has been phenomenal and we look forward to hosting you in Chicago this year!