IRA Institute

IRA Institute 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.

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Location Date Price
San Diego, CA September 20 – 24, 2021 $1,799


In-Depth Training

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.

Exam Prep

Complete the IRA Institute to get ready for the Certified IRA Professional (CIP) and Certified IRA Services Professional (CISP) designation exams.