OAKLAND, Calif., Aug. 17, 2017 /PRNewswire/ -- Registration is open for the 2017 IRA Academy, sponsored by The Entrust Group, October 23-27 at the Rosen Plaza Hotel, Orlando, Florida. Retirement and financial professionals will qualify for continuing education credits and may take the Certified IRA Services (CISP) exam.
The Entrust Group will hold the 2017 IRA Academy October 23-27 at the Rosen Plaza Hotel in Orlando, Florida.
Praised for its "pertinent and relevant content," the IRA Academy delivers "a complete understanding of IRAs and is a worthwhile educational opportunity," according to participants in 2016.
The IRA Academy has been approved by the Institute of Certified Bankers (ICB) to prepare candidates for the Certified IRA Services Professional (CISP) exam, which will be proctored by The Entrust Group on-site on Friday, October 27. It also has been accredited by the ICB and the American Banking Association (ABA) for continuing education credits for these designations:
- Certified IRA Services Professional (CISP)
- Certified Retirement Service Professional (CRSP)
- Certified Trust and Financial Advisor (CTFA)
"The CISP and other certifications not only give professionals a strong knowledge base, they indicate credibility and commitment to current and prospective clients," says John-Paul Ruiz, QKA, CISP, Entrust's Director of Professional Development. Ruiz, lead instructor at the IRA Academy, brings more than 20 years of experience in the retirement and financial services industries to his role.
IRA Academy course topics include: IRA contributions, portability, distributions, legal issues, beneficiary designations, IRA based employer sponsored plans and more. Registration for the event includes breakfast and lunch, an exclusive networking event, and all educational materials. Group rates are available. Register here.
About The Entrust Group, Inc.
For more than 35 years, The Entrust Group has provided account administration services for self-directed retirement plans and is an acknowledged authority in the field. With locations throughout the US, Entrust's professionals are regularly examined to ensure compliance with current state and federal banking requirements, and keep up-to-date by participating in ongoing educational programs to ensure that they share the most accurate information with clients. For more information on The Entrust Group, visit www.theentrustgroup.com.
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SOURCE The Entrust Group, Inc.