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Virtual IRA Advanced Institute: Fall 2021

September 20, 2021 @ 12:00 pm - September 24, 2021 @ 5:30 pm

Retirement Industry Trust Association (RITA) is conducting a virtual IRA Advanced Institute in September 2021.

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 (Mon-Fri) with a 100 multiple choice question test, which can lead to earning a Self-Directed Industry Professional (SDIP) certification.

Upon registration, you will be mailed one textbook. Please make sure the address you wish your books to be mailed to is the address you use for your registration.

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

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


$945 for Members
$1,500 for Non-Members



September 20 @ 12:00 pm
September 24 @ 5:30 pm
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