IRA Institute
Spanning five days, this training program provides in-depth instruction on the need-to-know aspects of Traditional and Roth IRAs, and small business IRA-based SEP and SIMPLE IRA retirement plans. The IRA Institute includes objective-based training methods, extensive materials, and practical applications of the rules.
Early Bird pricing is currently available.
Details
| Location | Date | Price |
|---|---|---|
| San Diego, CA | September 21 – 25, 2020 | $1,699 |
Benefits
In-Depth Training
Learn compliance rules that will help your IRA program run efficiently with reduced errors.
Networking
Interact with leading IRA professionals from financial organizations nationwide to create a new network of professional contacts.
Exam Prep
Complete the IRA Institute to get ready for the Certified IRA Professional (CIP) and Certified IRA Services Professional (CISP) designation exams.