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
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
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