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.
|Orlando, FL||May 3 – 7, 2021||$1,799|
|San Diego, CA||September 20 – 24, 2021||$1,799|
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.