Become a Self-Directed IRA Specialist
If you are a CPA, attorney, real estate or other qualifying professional, Advanta IRA University (Advanta U) can help you become a self-directed IRA specialist.
Advanta U is a training program that provides information on self-direction, relevant IRS rules, and investment strategies so you can better assist your clients who are interested in leveraging their retirement accounts to invest in alternative assets. The program is also designed to help teach you how to attract more clients for your own business.
Proud graduates of Advanta U receive certificates designating them as self-directed IRA specialists and are featured on the Professional Resources page on our website.
Course Curriculum: Attend three of Advanta IRA’s courses—one must be in person, two can be live webinars. You can find our event schedule here.
Why should you attend Advanta IRA University?
- To learn what self-directed IRAs are and the different plans that can be self-directed.
- To gain knowledge of alternative investments that are permissible in these accounts.
- To use this knowledge that will benefit current clients and attract new clients who are investors.
- To be listed on Advanta IRA’s professional resources web page with a link to your website and/or business contact information (*Certain restrictions apply).
Become a self-directed IRA expert at Advanta U and become an asset to your current and future clientele.