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About The Event

IRA Academy is a four day professional training course on Individual Retirement Accounts (IRAs) and employer-sponsored plans such as SEP and SIMPLE plans. Attendees will receive in-depth, cutting edge instruction from an experienced teaching professional in John Paul Ruiz.

The event takes place September 14-17, 2020 and will be available via online live-stream.

The course is American Bankers Association (ABA) approved to prepare candidates for the Certified IRA Services Professional (CISP) exam. All attendees will receive a certificate of completion.

 

IRA Academy offers the following ABA and CFP Board approved

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

Certified Financial Planner (CFP)

28 Credits

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Who Should Attend?

Retirement industry professionals, this is the event for you.

Do you want to earn your CISP designation? Do you need continuing education (CE) credits for the CISP, CRSP, CTFA or CFP designation? Are you looking for in-depth, professional IRA training classes to advance your career in the retirement industry? Join IRA Academy and you'll be in the optimum learning environment to achieve your goals.

  • Financial advisors
  • Banking personnel
  • Trust officers
  • Self-Directed IRA personnel
  • Brokerage firm representatives
  • CPAs
  • CFPs
  • Anyone in the retirement industry
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Location

*This Event is Now Online Livestream Only*

In observance of current recommendations regarding COVID-19, IRA Academy 2020 will be a fully livestreamed event. The health and safety of attendees and staff are our highest priorities. In-person attendance is no longer available.

Hear From Past Attendees