CFTEA’s IRA Fundamentals course has been updated for 2026, and yes, that means the rules, limits, and details people actually ask about. When you register, you also get access to any future updates at no charge, because the IRS likes to keep us on our toes.
If you work in a retail branch, IRAs may not be an everyday conversation, but early in the year they definitely have their moment. Contributions arrive, forms appear, and customers want clear answers. While branch staff are not financial planners, knowing the basic rules goes a long way toward confidence, accuracy, and smoother conversations.
Check out the details on our website. https://cftea.org/product/ira-fundamentals/
Or become the IRA expert with the Ascensus IRA University
https://cftea.org/product/certified-ira-specialist-i-exam-fee-included-ira-university-3/