RITA Fundamentals Test 2026
Thursday, January 1, 2026
to Monday, December 21, 2026
Category: RITA FUNDAMENTALS TEST
RITA is sponsoring the Fundamentals test. If you passed the Self-Directed IRA Institute, you can sign up 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 receive the Self-Directed Industry Professional (SDIP) certification.
*If you already have a CISP designation and have successfully passed the Self-Directed IRA Class, you do NOT need to 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