IRA University

This six-week online course provides the tools to build a solid IRA knowledge base and become certified as a Certified IRA Specialist (CIS) I. Topics include establishing an IRA, contributions, Traditional and Roth IRA distributions, and portability.


Location Date Price
Online/Virtual Jul 05 - Aug 09 2023 $1199
Online/Virtual Sep 27 - Nov 01 2023 $1199


Industry Designation

Earn the Certified IRA Specialist (CIS) I designation.

Professional Development

Keep up on the latest rules and regulations, or maintain an industry designation by earning continuing education credits.