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RITA's Educational Goals

It is our goal to raise the knowledge and expertise of RITA member employees and self-directed IRA industry professionals.  RITA sponsors and supports an educational certification program that is recognized as an honor and distinction, and positions those who receive the designation as leaders in the field.

2019 IRA Institutes

Through classroom instruction, industry expert presentations, and breakout sessions, instructors will reinforce concepts to prepare students for the RITA Certified Self-Directed IRA Professional (SDIP) certification.

More information coming soon!


Las Vegas, NV
May 8-10, 2019

Newark, NJ
Sept 4-6, 2019


Retirement Industry Trust Association Explains 3 Rules on Self-Directed IRA Investing into Private Equity and Real Estate


The IRA Institute is sponsoring the IRA Institute's Fundamental test. If you have already taken the IRA Institute's Advanced class, passed the test and have 2 years or more experience in the IRA industry, you can sign up to take the Fundamentals test. If you pass the Fundamentals test with a 75% or more grade, you will receive the Self-Directed Industry Professional (SDIP) certification. You can study for the test by using the IRS Publication 590.


(email Mary Mohr for upcoming class)The RITA IRA Institute

The Retirement Industry Trust Association (RITA) is proud to sponsor the RITA IRA Institute, A Focus on Self-directed IRA Administration and Investments.  The IRA Institute is an advanced self-directed IRA class which is the only one of its kind in the self-directed retirement industry. It focuses on learning about alternative assets in IRA accounts such as precious metals, real estate, LLCs, promissory notes, and private stock, UBTI, regulatory examinations, required disclosures, Bank Secrecy Act and Anti-money Laundering requirements, industry best practices, and includes tips on fighting fraud in the IRA workplace.

This class is two (2) full days of hands on training including group interaction and problem solving.  The faculty of the IRA Institute include industry professionals with practical experience, ERISA attorneys, and recognized national experts.  The qualifying exam consists of 75 multiple choice questions and is given on the third day following the previous two days of class.

RITA Certified SDIP

The SDIP certification is the professional credential 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 attend the RITA IRA Institute 2-day program, pass the RITA IRA Institute Exam, have a minimum of two (2) years of dedicated IRA operational and technical experience, have either a CISP designation or pass the RITA IRA Fundamentals Exam, and have a letter of recommendation that attests to the candidate’s qualifications and IRA experience.