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Virtual IRA Advanced Institute: Fall 2023

September 11, 2023 @ 12:00 pm EDT - September 15, 2023 @ 5:30 pm EDT

Retirement Industry Trust Association (RITA) is conducting a virtual IRA Advanced Institute from September 11-15, 2023.

This Advanced Self-Directed IRA class is the only one of its kind in the self-directed retirement industry. Self-directed retirement professionals, registered representatives, brokers, real estate professionals, attorneys, CPAs and banking regulators should all attend.

We focus on alternative assets in IRA accounts, prohibited transactions, precious metals, real estate, LLCs, UBTI, audits, legal requirements for processing IRA accounts and how to reduce fraud in self-directed IRAs. Interactive small group work will enhance problem-solving and learning about how to analyze specific technical concerns.

This class is 5 days with a 100 multiple choice question test on the last day. Passing this class is the first step in obtaining a Self-Directed Industry Professional (SDIP) certification.

You will receive one textbook with a choice of paperback or eBook. Attendees are expected to read the textbook prior to the start of class. Upon registration, please email k.coleman@ritaus.org to notify us whether you would like to receive paperback or eBook and the best email or mailing address to use.

A Zoom link will be emailed the week before the IRA Institute.

For more information, contact Kathryn Coleman at k.coleman@ritaus.org 



  • Members: $1,195
  • Non-Members: $1,500

GROUP DISCOUNT: There is a 5% discount for 5+ attendees from one company per institute. Five or more attendees must register for the same institute to qualify. Please email k.coleman@ritaus.org to register using the RITA Member group discount.

Above pricing does not include registration fees.
RITA provides NO REFUNDS on event registration.


September 11 @ 12:00 pm EDT
September 15 @ 5:30 pm EDT
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