Master Your Retirement Plan Expertise and Maintain Your Credentials with The Retirement Plans College

Attaining retirement plan mastery or maintaining your designation, the Retirement Plans College allows you to meet both. The Retirement Plans College has an IRA preparatory course called the IRA College for the Certified IRA Service 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 designation.

ABOUT US

Ruiz Consulting is a retirement plans consulting firm dedicated to supporting the financial services industry for compliance knowledge, education, professional development, certification, business and product development and retirement plans administration. Its vast expertise of over 30 years has supported financial organizations, practitioners, advisors, and administrators.

Ruiz Consulting prides itself on its easy-to-do business approach to helping clients’ needs by tailoring its services to what the client needs.

OUR SERVICES

Advance your Expertise with IRA College

The online education is spearheaded by the IRA College On-demand. The IRA College on-demand is the online version of the IRA College, which is an approved preparatory course for Certified IRA Services Professional certification, the CISP. This certification is through the American Bankers Association. In addition to the CISP certification, the courses are also approved for continuing education credits for the Certified Trust Fiduciary Advisor (CTFA) and the Certified Retirement Service Professional (CRSP) certification through the American Bankers Association.

Interactive Online Courses

Expert-Led Curriculum

Specialized-Career Advancement

Cost-Effective Professional Development

Our Courses

Choose the Knowledge You Need—Enroll in Individual Courses Now!

Why Should you join Retirement Plans College

Expert Knowledge

Career Advancement

Flexible Learning

Practical Skills

TESTIMONIALS

What others are saying

"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

"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

"'I have attended the IRA Academy thought by JP several times. I can confidently say it is always exceptional experience for anyone involved in retirement planning. JP's knowledge, engaging delivery, and practical insights made complex topics accessible and compelling. If you're serious about enhancing your IRA knowledge and achieving professional growth, I highly recommend attending any conference presented by JP."

- Marti

"'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

Let's connect

At The Retirement Plans College we’re passionate about empowering professionals and individuals with the knowledge they need to navigate the complexities of retirement planning. Whether you're a financial advisor, plan administrator, or a savvy individual investor, we offer expert-led courses and resources tailored to your needs.

Looking to enhance your expertise?

Our programs are designed to help you stay ahead with the latest IRS regulations, Department of Labor rules, and innovative strategies for self-directed retirement plans.

Have questions or need guidance?

We’re here to help! Connect with us to explore how our courses can meet your professional or personal goals.

Let’s Talk!

Reach out today to discover how we can help you build a brighter financial future—for yourself or your clients.

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