Virtual Compliance and Education Summit

This three-day course includes six or more live sessions to choose from daily with our highly-educated instructors and access to pre-recorded sessions. This virtual learning approach provides the tools to build a solid IRA and HSA knowledge base, become certified as a Certified IRA Specialist (CIS) I, CIS II, or Certified Health Savings Professional (CHSP), or earn continuing education (CE) credits without the travel expense.


Location Date Price


Industry Designation

Earn the Certified IRA Specialist (CIS) I, CIS II, or CHSP designation.

Professional Development

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


Interact with IRA professionals from financial organizations nationwide to create a new network of professional contacts.