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.


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Location Date Price
San Antonio, TX May 13 – 17, 2019 $1,799
Alexandria, VA September 23 – 27, 2019 $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.