Academy Overview

IRAs (Individual Retirement Arrangements) are essential to every investor’s retirement strategy. So, it’s imperative that professionals educate themselves to help clients save for retirement. And savvy pros seek out premier training to get ahead of the game. Tailored for financial professionals taking the next step to evolve their career, IRA Academy will teach you:

• How IRA history set the stage for today’s industry
• Who governs IRAs and other tax-preferred accounts
• What the capabilities and limitations are for each account type
• How IRAs can be funded
• Which investments an IRA can hold
• How to avoid prohibited transactions
• How IRAs are taxed
• The role beneficiaries play
• Which laws control today’s IRA industry
• And much more

Course Details

  • 16.33 Hours of Instruction

  • 19.5 Continuing Education (CE) Credits

  • $1,299

  • Advanced Level

  • CISP, CTFA, & CRSP Designations

Academy Courses

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