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 Available until 3/31

 

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Details

Location Date Price
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

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.