BECOME A CERTIFIED SDIP
The Self-Directed Industry Professional (SDIP) Certification is for self-directed IRA industry professionals who have dedicated IRA technical, operational, and compliance oriented expertise. The RITA Certified SDIP designation signifies that an individual working in the self-directed IRA industry has attained comprehensive training in the following areas: IRA alternative investments such as promissory notes, real estate, LLCs, precious metals, and private stock, prohibited transactions, UBTI, anti-fraud measures, disclosures, as well as expertise in IRA documentation, reporting requirements, eligibility and contribution requirements, IRA portability, and distributions.
CANDIDATES FOR THE SDIP DESIGNATION MUST COMPLETE ALL OF THE FOLLOWING:
RITA FUNDAMENTALS TEST
RITA offers the Fundamentals Test as an alternative to a CISP designation* for achieving the SDIP Certification. If you have attended RITA’s Self-Directed IRA Institute and passed the Institute exam, you are eligible to take the Fundamentals test.
This is an open book test based on the IRS Publications 590 A & B.
If you pass the Fundamentals test with a 75% or more grade, you will be eligible to receive the Self-Directed Industry Professional (SDIP) certification.
*If you already have a CISP designation, you do NOT need to take the Fundamentals test.
Take the Fundamentals Test
You have 60 days from the day you register for this test to take the test.
Contact Kathryn Coleman at k.coleman@ritaus.org for more information.
FUNDAMENTALS TEST PRICING
- RITA Members: $200
- Non-Members: $350
SDIP CONTINUING EDUCATION CREDITS
Certified SDIPs are required to log 12 continuing education credits per year to maintain their certification status. Credits can be achieved by:
- Attending RITA Events
Credits will be automatically logged upon event registration through the RITA website.- RITA Conferences (12 credits per conference)
- RITA Webinars (1 credit per webinar)
- RITA Member Meetings (1 credit per meeting)
- Attending Other Industry Education Events
Email k.coleman@ritaus.org with the event description and the length of the event. One hour is equal to one CE credit. - Watching Past Webinar Recordings
Email k.coleman@ritaus.org with the name of the webinar you watched to receive one credit.
Certified SDIPs can view the number of credits they’ve achieved in the Continuing Education tab of their Member Compass. If you have not yet done so, please click here to create your account and contact k.coleman@ritaus.org to confirm your SDIP Certification status.
If you have any questions about your SDIP credits, please email k.coleman@ritaus.org .