The IRA Institute is sponsoring the IRA Institute's Fundamental test. If you have alrady taken the IRA Institute's Advanced class, passed the test and have 2 years or more experience in the IRA industry, you can sign up to take the Fundamentals test. If you pass the Fundamentals test with a 75% or more grade, you will receive the Self-Directed Industry Professional (SDIP) certification. You can study for the test by using the IRS Publication 590.
You have 60 days from registering for this class to take the test. Let Mary Mohr know when you are ready to take the open book test and she will send it to you. You can also take the Fundamentals online course, take the test, pass with 75% grade or better and then take the in person, classroom Advanced IRA Institute class.