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 Available until 3/31
|Denver, CO||March 2 – 6, 2020||$1,699|
|Indianapolis, IN||May 11 – 15, 2020||$1,699|
|San Diego, CA||September 21 – 25, 2020||$1,699|
Learn compliance rules that will help your IRA program run efficiently with reduced errors.
Interact with leading IRA professionals from financial organizations nationwide to create a new network of professional contacts.
Complete the IRA Institute to get ready for the Certified IRA Professional (CIP) and Certified IRA Services Professional (CISP) designation exams.