Virtual Self-Directed IRA Institute

Retirement Industry Trust Association [RITA]

Retirement Industry Trust Association (RITA) is conducting a virtual Self-Directed IRA Institute from August 24-28, 2026.

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. The SDIP Certification is for self-directed IRA industry professionals who have dedicated IRA technical, operational, and compliance-oriented expertise. To obtain your SDIP Certification, you must pass the SDIRA Institute course and the Fundamentals Test, which is based on the 590 A & B tax codes. (Please note that if you currently hold a CISP designation, the Fundamentals Test requirement is waived.)

More Information, How to Register