IRA Academy Fall 2023

Safety First: The health and safety of attendees and staff are our highest priorities. While IRA Academy 2023 is scheduled for a safe, in-person training, we are fully prepared to host online should health concerns warrant a change in 2023.

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Join us next year for our 8th annual IRA Academy in Nashville, Tennessee from September 11–14, 2023.

This course provides professionals with educational classes on Individual Retirement Accounts (IRAs) and IRA-based employer-sponsored plans.

IRA Academy's instructor, John Paul Ruiz, is the Director of Professional Development at The Entrust Group and an expert in retirement plan tax law, retirement plan operations, IRS rules and regulations, and institutional relationships. To complement his 28+ year career within the retirement and financial industries, John Paul holds QKA and CISP certifications. 

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This event is open to:

• Professionals earning their CISP designation or continuing education (CE) credits
• Financial advisors
• Banking personnel
• Trust officers
• Brokerage firm representatives
• CPAs
• CFPs
• Investment issuers
• Anyone who wants to learn more about the ins and outs of IRAs and apply this knowledge to their career or business 

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What's Included with Registration?

• Educational classes from Monday through Thursday
• Breakfast and Lunch Monday through Thursday
• All the educational materials needed: Academy manual, flashcards, contribution limits, padfolio, pens (plus some extra SWAG).
• Access to daily study groups
• Networking Happy Hour on Tuesday after class

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Booking a Hotel?

We will post our hotel arrangement ASAP, but are working with the Springhill Suites (a convenient 5-minute walk from the training center in North Nashville).

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Earning Your CISP Designation?

This course is approved by the American Bankers Association (ABA) to prepare professionals for the CISP exam. 

Exam Eligibility: If you decide to take the CISP exam, you must first make sure you are eligible to take the exam. In order to qualify to take the CISP exam, professionals typically need to have 4 years of dedicated IRA operational or technical experience. However, IRA Academy's American Bankers Association (ABA) approval lowers the professional experience requirement to only 2 years after completing the course. Here is a link to the ABA website which goes over the eligibility requirements. Please note the fee and application for the CISP exam are processed directly with the ABA.  

Exam Site Selection: Since we cannot proctor the exam on-site at the end of the training, those who register for the CISP exam via the American Bankers Association will take the test off-site, at a date and location scheduled with the ABA in advance. Candidates may review available exam cities by clicking here and selecting the appropriate state. While exam site addresses are never publicly posted for security purposes, anyone can confirm how far away they are from the closest exam sites before registration by calling Scantron. Alternatively, at-home testing is also available if scheduled with the ABA within the posted exam periods. All registered candidates receive information about how to schedule their exam appointments 30 days prior to the start of the exam window. For more details regarding CISP exam eligibility and the registration process, click here. 

Exam Window & Application Deadline: To take the exam September 15–October 15, 2023, you must submit your application to the American Bankers Association by July 17, 2023, and pay a fee of $550. See the ABA's page here for more exam dates and details.

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Earning Continuing Education Credits?

IRA Academy 2023 is approved by the American Bankers Association (ABA) to provide 27 credits for the following designations:

• Certified IRA Services Professional (CISP)
• Certified Retirement Services Professional (CRSP)
• Certified Trust & Fiduciary Advisor (CTFA)

This course is also approved by the National Association of State Boards of Accountancy (NASBA) to provide 27 credits for Certified Public Accountant (CPA) designations.

Lastly, the Certified Financial Planner Board of Standards (CFP Board) approved this course to provide 28 credits for Certified Financial Planner (CFP) designations.

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Have Questions?

Please contact the event organizer, Andrew Crawford, at [email protected] or (800) 392-9653 x236.  

Event Venue & Nearby Stays

TBA Barrett Training Center, 211 Athens Way, Nashville, United States