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IRAdirect Training Resources & Videos

Self-guided Training Outlines
Level 1 - This self-guided outline is designed for staff to become familiar with IRAdirect, competent in processing common IRA transactions within IRAdirect, confident in providing account owners with accurate, basic to intermediate answers to their IRA questions, and to earn the Certified IRA Specialist I (CIS I) designation through optional training and passing the CIS I exam.

Level 2 coming soon

Level 3 - coming soon