IRA Institute is a training program that provides in-depth instruction on the “need-to-know” aspects of Traditional IRAs, Roth IRAs, SEP plans and SIMPLE IRAs. IRA Institute integrates extensive IRA material, objective-based training methods, and practical applications of the rules to create the ideal learning environment.

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Professional Development

Attending IRA Institute is one of the ways you’re able to become a CIP or CISP. To learn more, visit our CIP or CISP designation pages.