IRA - Staff Training

Employees who are properly trained can help your institution comply with policies and procedures and help provide a smooth transition when there are regulatory changes that need to be implemented. Equally important, properly trained employees are better able to provide a high level of customer service and support by quickly answering your customers’ questions and providing them with the appropriate deposit solutions to meet their needs.

Compliance Trends Telephone/Internet Training

Our telephone/Internet training combines the timeliness and interactivity of a live seminar with the convenience and affordability of on-site training. A variety of training topics allow you to select the sessions that best meet the needs of your staff and your institution.

Compliance University™ On-Line Learning

Compliance University™ On-Line Learning is the compliance-based and soft-skill training you've been waiting for. SCORM-compliant content, advanced tracking and customization capabilities, and first-to-market compliance updates are just a few of the features and functionality we've implemented to fulfill more of your training needs.

ComplianceHeadquarters™

ComplianceHeadquarters™ offers regulatory compliance information in a convenient online format. Through compliance point news bites and in-depth articles, ComplianceHeadquarters is your one-stop shop for up-to-date compliance information.

IRA Consulting

The IRA Consulting Help Line provides reliable information and answers to your questions regarding retirement plan legislative and regulatory changes.

IRA Library

The IRA Library is written and maintained by people who work with IRA rules and regulations every day and provides a quick, up-to-date reference to help ease the process of retirement plan administration.

Live IRA Seminars

Our IRA seminars offer basic and in-depth levels of knowledge and experience on all types of retirement plans.

Software Training and Professional Services

Our Professional Services - Product Training Department offers a variety of training events, held at our Training Centers in St. Cloud, MN, and Minneapolis, MN regional locations, or at your own financial institution.