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

Onsite IRA Institute
Each Attendee $1,799

Online IRA Institute
Each Attendee $1,695

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.

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.