IRA Workshops

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
On-site workshop Email for pricing


Customized Training

Choose basic concepts or advanced topics to create a workshop that fits your skill level and training goals.

No Travel Costs

Receive quality training without leaving your office—our instructors deliver your workshop at your financial organization.

Professional Development

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


How long are the IRA workshops?

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.

What does Advanced IRAs cover?

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.

What does IRA Essentials cover?

IRA Essentials covers basic Traditional and Roth IRAs rules. This workshop benefits individuals looking to learn the basics or need a general refresher.

What does Frontline Fundamentals cover?

Frontline Fundamentals focuses on the very basics of IRAs. This workshop benefits those with little to no previous IRA knowledge.