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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Registration Fees

Online Registration
Each Attendee $1,695

Onsite Registration
Each Attendee $1,799

Exam Fees
CIP – $299
The optional CIP exam is taken electronically at your office.

CISP – $550
To register for the CISP exam, you must apply to the American Bankers Association (ABA). The CISP exam is taken at a Castle Testing Center during a limited testing window determined by the ABA. For additional information and to obtain the exam application, visit the ABAwebsite.

Optional IRA Certification Exam Prep
Increase your confidence and avoid test anxiety while you prepare to earn your certification. By selecting the Certification Exam prep option you will receive 30 days of unlimited access to the exam prep course, practice exam, and the eLearning study courses. You will receive a separate email with login information 2 weeks prior to the start of IRA Institute, your logins will remain active for 30 days.

Register for the IRA Certification Exam Prep

You should attend IRA Institute if you

  • want to earn the CIP or CISP designation,
  • need CE credits,
  • are looking to acquire comprehensive IRA knowledge, and
  • have 2 years of IRA compliance or operations experience.