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Attending IRA Academy offers numerous benefits for professionals seeking to deepen their knowledge
about IRAs and employer-sponsored plans. Here are some compelling reasons to attend:

Accelerate Your Path to the CISP Designation

The course is approved by the American Bankers Association (ABA) to prepare candidates for the CISP exam. It's an excellent way to meet the exam's preparation requirements, especially since it allows candidates to qualify for the exam with only two years of IRA experience, rather than the usual four.

Expert Instruction 

Learn from an industry expert who brings decades of experience and in-depth knowledge of the intricacies of retirement planning. Susan’s insights can provide you with a competitive edge in your field. The course is designed to cover all aspects of IRAs, including the latest laws and regulations. You'll leave with a stronger foundation and more confidence in your ability to navigate the complexities of IRA regulations.

Earn Continuing Education (CE) Credits 

IRA Academy is approved to provide CE credits for various certifications, including CISP, Certified Trust and Fiduciary Advisor (CTFA), Certified Retirement Services Professional (CRSP), Certified Financial Planner (CFP), and Certified Public Accountant (CPA).

Interactive Learning Environment and Networking Opportunities

The group learning environment enables you to ask any burning questions you may have, ensuring that you can apply what you've learned in your professional role. Plus, you can connect with other professionals in the field, including financial advisors, brokerage firm representatives, and banking personnel. Networking can lead to new insights, opportunities, and professional relationships.

Continuing Education (CE) Credit Breakdown:

Whether you're looking to advance your career, expand your services, or ensure compliance in the ever-changing
landscape of retirement planning, IRA Academy is an invaluable resource for professional development.

Certified IRA Services Professional (CISP)

29 Credits

Certified Retirement Service Professional (CRSP)

29 Credits

Certified Trust and Financial Advisor (CTFA)

29 Credits

Certified Public Accountant (CPA)

27 Credits

Certified Financial Planner (CFP)

28 Credits


Grow Your Knowledge


Advance Your Career


Network With Peers


Gain Valuable Expertise and Network with Industry Peers in Beautiful Nashville, TN


Hear From Past Attendees