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  Integrated Retirement Gains ICB Approval For IRA School  (more...)

NIPA Offers Integrated Retirement’s Training and Content Services To TPA Firms  (more...)

 
 
 

IRA School

 
  Raising the Bar - Integrated Retirement's IRA School

Integrated Retirement understands the IRA industry and the educational needs of IRA professionals. Integrated Retirement’s IRA School provides a training solution for your product, distribution and support divisions to achieve IRA mastery and a real-world application of IRS requirements, forward-thinking practices, policies and principals.

Integrated Retirement’s IRA School - two educational formats

  • On-site program, generally a 4-day schedule
         - Live, instructor-led presentations
         - At your location and convenience
         - Satisfies the educational requirement to sit for the CISP exam*
  •  On-demand program, generally a 12-week study calendar
         - Prerecorded, available online (24/7)
         - Skill-building exercises and quizzes
         - Supplemental research and reading assignments
         - Choose when and how you study - flexible study options
           enable you to pursue IRA mastery in a manner, time and
           place that works for you

Integrated Retirement's certification and designation-based services

  • Industry certification curriculum consultation: Maximize your training initiatives by combining your organizational priorities with the achievement of a recognized industry qualification benchmark.
  • Design, development and delivery of organization-specific accreditations: Advance the subject matter expertise within your organization and level-set the knowledge expectations and core competencies of critical positions.
  • Academic enhancement: Reinforce fundamental concepts and improve testing success with tutorials, review sessions, and instructor-led exam preparation.
  • Continuing education: Target specific knowledge need areas and leverage both pre-approved and customized courses.

*Integrated Retirement’s IRA School and Certified IRA Services Professional (CISP)

Integrated Retirement’s principals and senior consultants have contributed to the design, development and implementation of the retirement industry’s premier IRA certification – the CISP designation from the American Bankers Association (ABA) through its subsidiary, the Institute of Certified Bankers (ICB). Certified IRA managers and staff can help your organization stay competitive and current on important issues. For more information about how Integrated Retirement’s IRA School helps professionals meet the CISP eligibility requirements and successfully achieve the CISP designation, please contact us or visit the American Bankers Association’s Institute of Certified Bankers website .