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October 21st - 25th, 2019 | Nashville, TN

Increase the potential for growth

About The Event

IRA Academy is a week-long professional training course on Individual Retirement Accounts (IRAs) and employer-sponsored plans such as SEP and SIMPLE plans. It will be held from October 21st-25th, 2019 at the Barrett Training Center in Nashville, TN. Attendees will experience in-depth educational classes with the most up-to-date learning materials in an ideal environment.

 

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 25th, the last day of the event. All attendees will receive a certificate of completion.

 

IRA Academy has been approved for the following continuing education (CE) credits:

  • Certified IRA Services Professional (CISP) - 29.75 credits
  • Certified Retirement Service Professional (CRSP) - 29.75 credits
  • Certified Trust and Financial Advisor (CTFA) - 29.75 credits

 

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Who Should Attend?

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.

 

Check out these articles to discover what you could learn at IRA Academy and how it’ll help you retain and serve and better your clients:

 

This event live training event is perfect for:

  • Financial advisors
  • Banking personnel
  • Trust officers
  • Self-directed IRA personnel
  • Brokerage firm representatives
  • CPAs
  • CFPs
  • Anyone in the retirement industry!
Increase the potential for growth

CISP Exam

The CISP exam is an additional option for attendees and will take place on the final day of the event.
In order to qualify to take the 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.

 

Already registered for IRA Academy and ready to sign up for the CISP exam? Click here to start your application.

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Agenda

To download the full, hour-by-hour, agenda enter your email in the form below.
Complimentary breakfast and lunch will be provided every day and attendees will have periods throughout the day to network with other financial professionals at the event.

 

Some of the topics we'll cover:

  • Introduction to IRAs
  • IRA Establishment & Amendments
  • IRA Contributions & Distributions
  • Recharacterizations
  • IRA Investments & Fees
  • Rules & Prohibited Transactions
  • Transfers & Rollovers
  • Reporting Requirements
  • Legal Concepts
  • SEP & SIMPLE Plan
  • And more...

Schedule:

Monday to Thursday

  • Breakfast 7:30am - 8:30am
  • Lunch 12pm - 1pm
  • Classes 8:30am - 4pm/4:30pm

Friday (additional option)

  • Breakfast 8am - 9am
  • CISP Exam 9am - 12pm

 

Evening study sessions will be available and a networking event is scheduled for Tuesday from 4:30pm to 6:30pm.

Download the IRA Academy Full Agenda now!

Individual-Investors

Instructor

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John Paul Ruiz, QKA and CISP

Director of Professional Development

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.

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Event Location

Tennessee Bankers Association
Barrett Training Center
Nashville, TN

 

  • State-of-the-art facility
  • BNA Airport accessible
  • Plentiful hotel options
  • Minutes from downtown entertainment and restaurants

 

Things to do in Nashville >


 

Where to stay

We've partnered with the SpringHill Suites by Marriott to provide attendees with comfortable accommodation for the duration of the event. The hotel is just a 4-minute walk from the training center. Rooms are available at a special discounted rate of $189/night.*

 

Book Your Room

You can also book by calling 615-244-5474 and mentioning "The Entrust Group"

 

* Must confirm booking before September 5th for special rate.

  

 

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Pricing

The IRA Academy provides professional training at an unbeatable price and includes:

 


  • 4-days of IRA Academy classes

  • Breakfast from Monday to Friday

  • Lunch from Monday to Thursday

  • Coffee Breaks

  • Evening Study Groups

  • All Training Materials

  • Evening Networking Event

Early Bird Full Event - $795
Register before July 31st for a discounted rate.


Late Registration Full Event - $995
Register after July 31st for full price rate.


Single Day Registration - $250
Download the agenda to determine which day might be best for you.


Group Discount*
Save $150 per person with you register two or more attendees from the same company.

 
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 is NOT INCLUDED in our price.

Register Now

 

*Group discount cannot be applied to Early Bird rate. Use discount code: GROUP19IRA

Questions About The Event or Group Rates? Contact The Instructor

IRA Training For Industry Professionals

IRA-Academy
  • Early Bird - $795 until July 31st
  • Late Registration - $995 after July 31st
  • Group Discount - Save $150 per person with 2 or more attendees from the same company
  • CISP Exam (optional) - $525*
Register Now
*Must be paid directly to the American Bankers Association at least 30 days prior to the exam date.