September 16-19, 2024 | Nashville, TN

What is IRA Academy?

IRA Academy is an intensive, four-day educational course focused on individual retirement accounts (IRAs) and employer-sponsored retirement plans.

We designed the program for financial professionals seeking to fortify their IRA knowledge in a collaborative learning environment, all delivered by a leading industry expert.

Certification and Continuing Education Credits

IRA Academy is officially recognized by the American Bankers Association (ABA) as a preparatory course for individuals aiming to pass the Certified IRA Services Professional (CISP) exam and earn their CISP designation.

Normally, applicants need four years of IRA work experience to qualify for the CISP exam. By completing IRA Academy, you can take the CISP exam with only two years of IRA work experience, accelerating your professional trajectory.

Further, IRA Academy can fulfill Continuing Education (CE) credits for multiple highly coveted designations for financial professionals:

29 CE Credits: Available for professionals with the CISP, Certified Trust and Fiduciary Advisor (CTFA) or Certified Retirement Services Professional (CRSP) certifications.
28 CE Credits: For the Certified Financial Planner (CFP) certification, approved by the Certified Financial Planner Board of Standards.
27 CE Credits: Awarded to Certified Public Accountants (CPA), approved by the National Association of State Boards of Accountancy.

This makes IRA Academy an invaluable opportunity for financial professionals seeking to deepen their knowledge of IRAs, advance their careers, and earn CE credits.

IRA Academy is Perfect For:

Financial advisors
Brokerage firm representatives
Banking personnel
Certified financial planners (CFPs)
Trust officers
Certified public accountants (CPAs)
Retirement planning professionals
Anyone who wants to master IRAs

Why Attend? Find Out Here

Accelerate Your Career

Expert Instruction

Collaborative Learning Environment

Fantastic Value

Meet Your Instructor

Susan Diehl | QPA, CPC, ERPA, TGPC, & BCF™

Susan D. Diehl, President of PenServ Plan Services, Inc., is one of the preeminent authorities in retirement planning. Throughout her illustrious career, she has earned and maintained highly coveted financial certifications, including:
Qualified Pension Administrator (QPA)
Certified Pension Consultant (CPC)
Tax-Exempt and Governmental Plan Consultant (TGPC)
Enrolled Retirement Plan Agent (ERPA)
Board Certified Fiduciary™ (BCF™)

Due to Susan's expertise, she often testifies before the IRS and the Department of Labor (DOL) on retirement plan regulations. Additionally, she chairs the Government Affairs Committee of the National Tax-Deferred Savings Association (NTSA) and the Legislative Relations Committee of the American Society of Pension Professionals and Actuaries (ASPPA).

Suffice it to say, she is one of the most credentialed and trusted experts in her field. Her knowledge, experience, and belief in an open, collaborative learning environment make her the perfect instructor for this year's IRA Academy.

Ready to Attend? Here's What You'll Learn:

IRA Establishment

Investments and Fees

Prohibited Transactions

Transfers & Rollovers

Taxation of IRA Distributions

And More

Hear From Past Attendees

I just want to begin by thanking you so much for the wonderful job you did in helping us really understand the content of the class. Going into the exam, I felt absolutely 100% prepared, and even finished with well over 1 hour to spare.

Needless to say, I received my exam results today and I'm absolutely thrilled to tell you that I passed! I really couldn't have done it without your class and I really do appreciate the effort you put in. The passion that JP has for teaching is incredible and you sir are "The Bomb"!

Sharon Garate

Wells Fargo

I attended IRA Academy for continuing education credits. JP is an excellent speaker and makes a subject that can be very hard quite exciting. He works in some jokes and anecdotes that make it even easier to understand.

I would definitely recommend IRA Academy to collegues and friends!

Voinda Garrett

American National Bank & Trust Co.

IRA Academy is awesome. I have been working in IRAs for a long time and there are certain things I just have not been able to connect . JP delivers the information in such a comprehensive way.

I feel really prepared to take the CISP exam thanks to JP and my experience at IRA Academy.

K. Parker

Solera Bank

IRA Academy 2024 | Retirement Plan Masterclass