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IRA Fundamentals: Short Online Courses

Course Type: Short Online Course


LOMA is partnering with Convergent Retirement Solutions, LLC (Convergent RPS) to help companies like yours develop the consistent base of IRA knowledge needed to excel in the retail retirement market. As the amount of assets held in individual retirement arrangements (IRAs) increases, the importance of IRAs continues to grow. As employees who work with IRAs (accounts or annuities), you need specialized knowledge to support and administer these products effectively and efficiently.

We are pleased to offers 11 short online courses—IRA Fundamentals—from Convergent that provide building blocks for a better IRA sales, servicing, and support model. These courses take complex material and present it in a way that’s easy to understand.

The courses provide a foundational information about traditional and Roth IRAs as well as technical information about IRA establishment, transactions, and reporting. Each course focuses on a specific aspect of IRA products or administration to allow you and your staff to obtain the targeted training needed to fulfill job responsibilities.

Your company's employees will develop the core knowledge that will enable the company to:

  • Eliminate confusion about IRA administration and support
  • Increase efficiency and business retention
  • Improve customer service
  • Decrease compliance risk
Course Features:
  • Simple, easy-to-understand presentation of complex concepts
  • Regularly updated content that reflects changes in the regulatory and retirement industry environment
  • Self-paced e-learning that is accessible at any time on any computer with Internet access
  • Review questions to help students gauge their learning
  • Content is approved as CE credit for the Certified IRA Services Professional Certification
  • Members: $50 per course
  • Non-members: $100 per course


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