Attaining retirement plan mastery or maintaining your designation, the Retirement Plans College allows you to meet both

The Retirement College has an IRA preparatory course called the IRA College for the Certified IRA Services Professional designation (CISP). Along with the IRA College, there are additional courses that count towards continuing education requirements for numerous designations. These include the Certified IRA Services Professional, (CISP), Certified Trust and Fiduciary Advisor (CFTA), Certified Retirement Services Professional (CRSP) and other notable designations.

Retirement Professionals include:

  • Bankers
  • Trust Officers
  • Certified Public Accountants (CPA)
  • Certified Financial Planners (CFP)
  • Registered Investment Advisors (RIA)
  • Investment Professionals
  • IRA Administrators
  • 401(k) administrators
  • And others

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Testimonials

"I have worked in the retirement industry for years and JP is my go-to for IRA education. JP is able to deliver complex information in a style that allows the student to comprehend the content not just memorize it.

JP doesn't teach students to just regurgitate information, he teaches his students how to think critically and apply what we are learning to real life scenarios. I credit much of my confidence in retirement services to the tools provided to me from JPs teaching curriculum over the years. I have all of my staff/team to take JPs classes because he is so good at what he does.

JP has a tremendous background and knowledge in IRAs and 401(k)s and he has the heart of a teacher, put those two things together and it makes retirement education magic."

- Kareth Parker

Testimonials

"In my many years as a banker, I have been through too many training sessions to count. For retirement plan training, I was very lucky to meet JP and go through his program. JP makes things fun and interesting but with enough detail and rigor to help you learn and retain the information for what is a complicated topic.

JP helps you to understand the high-level concepts as well as the details and resources you will need to work in this space day-to-day. We have used JP to train our entire team and consider him a vital resource for our business."

- Marty May



Testimonials


"JP does is one of the best educators I've ever met. His courses are not only incredibly informative, but they're entertaining in a way that helps you remember the material more effectively than a standard lecture environment. I've yet to ask him a question that he wasn't able to answer immediately and will continue to use his trainings on IRAs and Solo 401ks."


- Hannah Harris



Testimonials


"JP's expertise is a goldmine for anyone in the retirement industry. His ability to simplify complex topics and make them accessible enhances your learning experience and ensures better compliance for your customers. If the opportunity to learn from JP arises, take it!"

- Rachel
E-learning Courses for all

Unique Learning Paths

Whether you're pursuing your initial certification or fulfilling continuing education requirements, our expert-led programs ensure you're always a step ahead.

Invest in your professional growth and become the go-to advisor for intricate retirement planning. 

With Retirement Plans College, you're not just learning—you're advancing your career.

#KnowledgeIsPower

Immediate Benefits 
Advance Your Skills

  Comprehensive Learning

Courses from beginner to advanced levels covering IRA and 401(k) management.

  Expert Instructors

Learn from seasoned professionals with extensive industry experience.

  Flexible Learning

The training course is available 24/7 - can be completed anywhere and at any time, on any device.

Who's behind Retirement Plans College?

JP Ruiz is a retirement plans educator dedicated to supporting the financial services industry with compliance knowledge, education, professional development, certification, business and product development, and retirement plans administration. 

With over 30 years of expertise, JP has supported financial organizations, practitioners, advisors, and administrators. Mr. Ruiz prides itself on his easy-to-do-business approach, tailoring services to meet clients' needs effectively.

Courses that Matter

#TogetherWeCan

Take the next step toward achieving your professional goals

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