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.

IRA University is also the first step in our IRA Fast Track training program, designed for you to earn two professional designations in less than 12 months.


Location Date Price
Online/Virtual Apr 24 - May 29 2024 $1199
Online/Virtual Jul 03 - Aug 07 2024 $1199
Online/Virtual Sep 25 - Oct 30 2024 $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.