RITA Fundamentals Test

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.

*If you already have a CISP designation, have 2 years experience in the self-directed industry and have successfully passed the Advanced Class, Focus on Self-Directed IRA Administration & Investments, 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