IRA Professional School is a week long course for professionals who establish and maintain Individual Retirement Account plans.
View FAQ and more information.
Registration and orientation take place on Sunday and class begins on Monday at 8:00AM. The one-week session closes on Saturday morning, following a comprehensive exam.
An investment of $2,860 includes registration, tuition, room, breakfasts and lunches. Each attendee will be required to purchase the IRA Procedure Manual for an additional $165.
Select a Session:
Upon completing this course, you may choose to sit for the Certified IRA Services Professional (CISP™) exam.
Many professionals satisfy Continuing Education and Continuing Legal Education requirements with this course. Rules for CE and CLE approval are time sensitive and vary by designation and state. Cannon encourages early registration in order to allow for ample processing (request for credits may not be available after course completion).
- Types and Uses of IRAs
- Comparing the Differences
- Operational Rules
- Investment Options and Structures
- Rollovers, Transfers, and Conversations
- Distribution and Gifting
- Documentation and Reporting