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Monday, September 19, 2016 - Friday, September 23, 2016
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Embassy Suites Alexandria1900 Diagonal RoadAlexandria, VA , 22314703-684-5900
Through classroom instruction, multimedia presentations, and breakout sessions, instructors reinforce the concepts presented throughout the IRA Institute to prepare students for the ever-increasing challenges of meeting client expectations and for the Certified IRA Professional (CIP) or Certified IRA Services Professional (CISP) examinations. After successfully completing the IRA Institute, you will be able to *establish and administer Traditional and Roth IRAs; *process IRA distributions, transfers, and rollovers; *perform beneficiary transactions; and *manage error resolution, penalties, and reporting.
Whether you are looking to earn the CIP or CISP designation to become a recognized industry leader, earn continuing education credits, or to acquire in-depth, up-to-the-minute knowledge about IRAs, experienced IRA services professionals with two years of IRA compliance or operations experience should attend the IRA Institute.
For More Information:
P: 800-446-7453 | F: 800-878-4712
1001 Connecticut Ave. NW Suite 1001
Washington, DC 20036