RITA will host its virtual Fall IRA Advanced Institute for retirement and other wealth management professionals from September 12-16, 2022.
The Retirement Industry Trust Association (RITA) will host its Fall IRA Advanced Institute for retirement and other wealth management professionals. The course takes place virtually over Zoom and lasts five days from September 12-16, 2022.
The IRA Advanced Institute concludes with a 100 multiple choice question test, which can lead to earning a Self-Directed Industry Professional (SDIP) certification.
“We recommend this course to anyone that works with self-directed IRAs,” stated Mary Mohr, Executive Director of RITA. “The RITA Institute is the only class of its kind in the industry, and we pride ourselves on providing comprehensive education taught by leading experts.”
The IRA Advanced Institute focuses on alternative assets in IRA accounts, prohibited transactions, precious metals, cryptocurrencies, real estate, LLCs, UBTI, audits, legal requirements for processing IRA accounts, and how to reduce fraud in self-directed IRAs. Attendees will interact in small groups to enhance their problem-solving abilities and learn how to analyze specific technical concerns.
The class is open to RITA members and non-members, though members benefit from reduced registration rates. Registration for RITA members is $945 per person and registration for non-members is $1,500 per person.
RITA is currently offering group discounts for members. There is a 10% discount for 5-9 attendees and a 20% discount for 10 or more attendees from one company in one calendar year.
To learn more and register, visit the RITA IRA Advanced Institute’s event page on RITA’s website. Registration is open now and ends September 9, 2022.
RITA is a professional trade association dedicated to expanding opportunities for all Americans to save and invest for retirement. Founded in 1987, RITA is comprised of regulated banks, trust companies, and industry-related professionals. RITA exists to be the leading educator and advocate for the self-directed retirement plan industry by providing resources, information, communication, and support to both members and investors. To learn more, visit ritaus.org.