Registration for IRA Academy 2023 has ended. Information on the 2024 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).
If you are interested in hosting your own CISP event, please contact our event coordinator: firstname.lastname@example.org
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For 40 years, The Entrust Group has provided account administration services for self-directed retirement and tax-advantaged plans.
Entrust can assist you in purchasing alternative investments with your retirement funds, and administer the buying and selling of assets that are typically unavailable through banks and brokerage firms.