IRA University - Details
Session Options:

Live Session Date: Apr 17, 2019 | Dec 31, 2019

 
Add to calendar /education-events/event/1064/IRA-University?Itemid114= 2019-04-17 08:00:00 2019-12-31 16:00:00 0 IRA University Six-Week IRA University Course... - - YYYY/MM/DD

Event description:

IRA University

Six-Week IRA University Course

Independent Community Banks of North Dakota (ICBND) has partnered with Ascensus to offer the Six-Week IRA University Course. This course provides attendees with a solid foundation of IRA knowledge through a unique distance learning opportunity that combines self-paced eLearning modules with real-time webinars and access to an IRA social network. Also, after completing the course, attendees have an opportunity to earn their Certified IRA Specialist I (CIS I) designation at no additional cost ($299 value).

This six-week course includes a 90-minute weekly webinar session with an instructor followed by a self-paced, on-demand eLearning module. This blended learning approach gives you the flexibility to build IRA skills without the travel expense. Plus ICBND members will receive a 10% discount on their registration fee.

Webinar and eLearning Topics include:

  •  Getting Started Webinar
    •  IRA University guidelines and expectations
    •  How to access eLearning modules
    •  Exam requirements
  •  IRAs - Benefits and Contributions
    •  IRA definition
    •  IRA contribution eligibility, deadlines, and limits
    •  Tax advantages
  •  Establishing an IRA
    •  Opening an IRA and their documents
    •  Naming beneficiaries
  •  IRA Distributions Overview and Roth Distributions
    •  IRA distribution taxation
    •  Roth distribution ordering rules
    •  Documenting and Reporting Roth IRA distributions
  •  Traditional IRA Distributions
    •  Traditional IRA distribution taxation
    •  Required minimum distribution rules
    •  Documenting and Reporting a Traditional IRA distribution
  •  Portability
    •  Differences between transfers, rollovers, direct rollovers, and indirect rollovers and their documentation
    •  Determining the transaction type

Who Should Attend:

  • Those wanting to become a CIS I
  • Those new to IRAs or needing a refresher on IRAs
  • Frontline employees who provide back-up support to the IRA specialist

Cost:

Registration for the full six-week IRA University is $1,199 per person and includes the CIS Exam at completion at no additional cost. ICBND members will receive 10% off this price by using the coupon code ICBND during registration.

For more information and to register go directly to the Ascensus registration page by clicking HERE. Remember to put your discount code in!

CLICK HERE for Information Flyer

Endorsed Members

20170815 180147.11

Annual Convention

Save the date for the must attend 52nd Annual ICBND Convention and Exposition August 11-13, 2019 at the Ramkota Hotel & Conference Center in Bismarck!  Please watch for more information to come.

 

Click Here
ed-telephone-webinar

Webinar Sessions

Train all of your employees—right from your office—with our convenient, affordable webinars. Our online training sessions give you all the benefits of advanced education, and are even available on-demand if you miss the scheduled training.
Click Here

ed-ag-lending

School of Ag Lending

We provide agricultural lenders with education in agricultural credit, finance, farm management, and marketing. Our core curriculum is developed and taught by North Dakota Community Ag Lenders, North Dakota State University, and Bismarck State College agribusiness faculty.

Click Here
ed-frontline-professional

Certified Frontline Professional

Our Certified Frontline Professional program gives your customer-facing employees the long-term training they need to excel and grow your business.

Click Here
ed-compliance

Community Bankers for Compliance

Bank regulations are ever-changing. Get the up-to-date information you need to guide and structure your in-bank compliance program. Our system gives you 24/7 access to some of the best compliance experts in the industry.

Click Here
ed-ermerging-leaders

Emerging Leaders Development

We’re giving today’s brightest young independent bankers the skills, educational resources, and networking opportunities they need to be tomorrow’s leaders.

Click Here
ed-other-live-sessions

Other Live Sessions

Enroll in one of our educational sessions to keep your bank up-to-date on financial trends, regulatory changes, and required annual training. We add new live sessions on a regular basis.

Click Here
20170815 180147.11

Annual Convention

Save the Date for the must attend 52nd annual convention on August 11-13, 2019 at the Ramkota Hotel in Bismarck!

 

Click Here

ed-telephone-webinar

Telephone & Webinar Sessions

Train all of your employees—right from your office—with our convenient, affordable webinars. Our online and telephone training sessions give you all the benefits of advanced education, and are even available on-demand if you miss the scheduled training.

Click Here
ed-ag-lending

School of Ag Lending

We provide agricultural lenders with education in agricultural credit, finance, farm management, and marketing. Our core curriculum is developed and taught by North Dakota Community Ag Lenders, North Dakota State University, and Bismarck State College agribusiness faculty.

Click Here
ed-frontline-professional

Certified Frontline Professional

Our Certified Frontline Professional program gives your customer-facing employees the long-term training they need to excel and grow your business.

Click Here
ed-compliance

Community Bankers for Compliance

Bank regulations are ever-changing. Get the up-to-date information you need to guide and structure your in-bank compliance program. Our system gives you 24/7 access to some of the best compliance experts in the industry.

Click Here
ed-ermerging-leaders

Emerging Leaders Development

We’re giving today’s brightest young independent bankers the skills, educational resources, and networking opportunities they need to be tomorrow’s leaders.

Click Here
ed-other-live-sessions

Other Live Sessions

Enroll in one of our educational sessions to keep your bank up-to-date on financial trends, regulatory changes, and required annual training. We add new live sessions on a regular basis.

Click Here