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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Each Attendee $1,695
Each Attendee $1,799
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.
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.