The IRA Institute is an intense five-day training program that provides in-depth instruction on the "need-to-know" aspects of Traditional IRAs, Roth IRAs, simplified employee pension (SEP) plans, and savings incentive match plan for employees of small employers (SIMPLE) IRAs. Spanning five days, the IRA Institute integrates extensive IRA material, objective-based training methods, and practical applications of the rules to create the ideal learning environment.

Through classroom instruction, multimedia presentations, and breakout sessions, instructors reinforce the concepts presented throughout the IRA Institute to prepare students for the ever-increasing challenges of meeting client expectations and for the Certified IRA Professional (CIP) or Certified IRA Services Professional (CISP) examinations. 

Who Should Attend
Whether you are looking to earn the CIP or CISP designation to become a recognized industry leader, earn continuing education credits, or to acquire in-depth, up-to-the-minute knowledge about IRAs, experienced IRA services professionals with two years of IRA compliance or operations experience should attend the IRA Institute. 

What You Will Learn

After successfully completing the IRA Institute, you will be able to

  • establish and administer Traditional and Roth IRAs;
  • process IRA distributions, transfers, and rollovers;
  • perform beneficiary transactions; and
  • manage error resolution, penalties, and reporting.


  • Improve retention of IRA rules through focused, highly interactive learning sessions
  • Interact with leading IRA professionals from financial organizations nationwide to create a new network of professional contacts
  • Preparation for the CIP or CISP examination

Course Topics

  • Establishment and amendments
  •  IRA distributions and withholding
  • Prohibited transactions
  •  Required minimum distributions
  • Contributions
  •  Beneficiary distributions
  • Transfers and rollovers
  •  Reporting
  • Conversions and recharacterizations
  •  Handling legal issues
  • Excess contributions
  •  SEP and SIMPLE IRA plans

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