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A service provided by The Entrust Trust Company (TETC) 
Registration for IRA Academy 2022 has ended. Information on the 2023 event will be posted in the coming months. Stay tuned!
The Entrust Group IRA Academy is designed to provide professionals education on individual retirement accounts (IRAs) and IRA based employer sponsored plans.
The IRA Academy is designed and has been approved by the Institute of Certified Bankers to prepare candidates for the Certified IRA Services Professional (CISP) exam. The IRA Academy is appropriate for retirement industry professionals who wish to enhance their knowledge to better service their clients by understanding legal concepts, keep up to date on current IRS rules, and further explain the features and benefits of their retirement plan offerings.
These individuals include financial advisors, banking personnel, trust officers, brokerage firm representatives, CPAs, CFPs, and other financial services industry professionals.
The IRA Academy has also been approved for continuing education for the following designations under the American Banking Association (ABA), the CFP Board and NASBA: Certified Retirement Service Professional (CRSP), Certified Trust and Financial Advisor (CTFA), Certified IRA Services Professional (CISP), Certified Public Accountant (CPA) and Certified Financial Planner (CFP).
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John Paul Ruiz Location: Nashville and Virtual COST: TBD |
If you are interested in hosting your own CISP event, please contact our event coordinator: acrawford@theentrustgroup.com
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The Entrust Group IRA Academy is an excellent program. I found it to be very structured and informative. The instructor was fantastic and presented the information well. You get a complete understanding of IRAs.
It is a worthwhile educational opportunity that I would totally recommend
An opportunity to look into the mind of an industry professional that's seen it all. Very informative and engaging experience.
Learning about IRAs seemed like a daunting task. The IRA Academy made it easy through the use of a simple step-by-step approach and real world examples.
We’re not just another Self-Directed IRA administrator; we’re the originator. Ours is expertise you can count on.
Supercharge your alternative investment strategy with the educational content from our Learning Center.
Our team is devoted to helping you self-direct your account(s). You can depend on us to be timely, accurate, and friendly.
Manage your Entrust account online 24/7 with our client portal (voted “Best Online Portal” by Investopedia) and our mobile app.
Streamline your transactions with this prepaid asset management card. The myDirection Visa Card provides immediate access to your funds so you can pay real estate investment expenses on the go.