Customized Training
Choose basic concepts or advanced topics to create a workshop that fits your skill level and training goals.
Get the benefit of our experienced instructors and extensive curriculum without leaving the office with our on-site IRA workshops. Our IRA Essentials, Advanced IRAs, and Frontline Fundamentals curriculum offer flexibility and customization and give practical understanding of critical rules and operational issues.
Location | Date | Price |
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On-site workshop | Email for pricing |
Choose basic concepts or advanced topics to create a workshop that fits your skill level and training goals.
Receive quality training without leaving your office—our instructors deliver your workshop at your financial organization.
Keep up on the latest rules and regulations, or maintain an industry designation by earning continuing education credits.
Workshops generally are either a full- or half-day. IRA Essentialsand Advanced IRAs are typically full-day workshops. IRA Frontline Fundamentals is typically a half-day workshop.
Advanced IRAs dives deeper into IRA rules, procedures, and compliance. This workshop benefits IRA administrators, personal bankers, compliance personnel, or support staff responsible for product and service marketing.
IRA Essentials covers basic Traditional and Roth IRAs rules. This workshop benefits individuals looking to learn the basics or need a general refresher.
Frontline Fundamentals focuses on the very basics of IRAs. This workshop benefits those with little to no previous IRA knowledge.