Cannon Financial Institute

IRA Professional

IRA Professional School is a week long course for professionals who establish and maintain Individual Retirement Account plans.

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).

Topics

  • Introduction
  • Types and Uses of IRAs
  • Comparing the Differences
  • Operational Rules
  • Investment Options and Structures
  • Rollovers, Transfers, and Conversations
  • Distribution and Gifting
  • Documentation and Reporting

Our books, audio lessons, videos, and eLearning could be the perfect fit for your enterprise professional development plans. Contact our learning professionals today to discuss how we can add Cannon assets into your learning initiative based on your audience size, timing, and budgetary needs.

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