What is IRA Academy?
IRA Academy is an intensive, four-day educational course focused on individual retirement accounts (IRAs) and employer-sponsored retirement plans.
We designed the program for financial professionals seeking to fortify their IRA knowledge in a collaborative learning environment, all delivered by a leading industry expert.
Certification and Continuing Education Credits
IRA Academy is officially recognized by the American Bankers Association (ABA) as a preparatory course for individuals aiming to pass the Certified IRA Services Professional (CISP) exam and earn their CISP designation.
Normally, applicants need four years of IRA work experience to qualify for the CISP exam. By completing IRA Academy, you can take the CISP exam with only two years of IRA work experience, accelerating your professional trajectory.
Further, IRA Academy can fulfill Continuing Education (CE) credits for multiple highly coveted designations for financial professionals:
- 29 CE Credits: Available for professionals with the CISP, Certified Trust and Fiduciary Advisor (CTFA) or Certified Retirement Services Professional (CRSP) certifications.
- 28 CE Credits: For the Certified Financial Planner (CFP) certification, approved by the Certified Financial Planner Board of Standards.
- 27 CE Credits: Awarded to Certified Public Accountants (CPA), approved by the National Association of State Boards of Accountancy.
This makes IRA Academy an invaluable opportunity for financial professionals seeking to deepen their knowledge of IRAs, advance their careers, and earn CE credits.