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THE GOLD STANDARD OF INTEGRATED IRMAA TRAINING

IRMAA CERTIFIED PLANNER partners with industry thought leaders to bring you the highest level training through IRMAA UNIVERSITY. From education to process implementation, IU gives you the building blocks for grow within a rapidly emerging market.

SEE OUR UPCOMING EVENT

THE GOLD STANDARD OF INTEGRATED IRMAA TRAINING

IRMAA CERTIFIED PLANNER partners with industry thought leaders to bring you the highest level training through IRMAA UNIVERSITY. From education to process implementation, IU gives you the building blocks for grow within a rapidly emerging market.

IRMAACP coupled with IRMAA University gives professionals the knowledge and know how to attract clients and grow their practice.

- Morgan McGovern, IRMAACP®
PUBLIC AWARENESS CAMPAIGN

IRMAACP® AND IU CHURNING OUT LEADERS

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CAREER RESOURCES

RETIREMENT PLANNING WITH IRMAA, YOUR GUIDE

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UPCOMING EVENT

MASTER CLASS WITH RETIRESMART FOR ADVANCED PLANNING

June 2 – June 4 2024

Join David Brooks and the team at RetireSmart for a two day advanced master class and get IRMAACP Certified and learn how to leverage IRMAA into business growth

CERTIFICATION AND IMPLEMENTATION

WHY IRMAA UNIVERSITY

When you take the knowledge you gain from the IRMAACP, we couple that with proven processes taught by coaches and industry leaders. You then get to see how to successfully implement and grow.

LEARN MORE

DIFFERENTIATE YOURSELF

95% of financial professionals do not leverage this information, differentiate yourself with practice building knowledge that you can apply immediately.

KNOWLEDGE FOR YOUR CAREER

Learn how to market yourself to connect with other clients.

FIND NEW OPPORTUNITIES

Learn new ways to intereact with current clients and acquire new ones.

SERVING THE MISSION

ADVANCING THE PROFESSION TO BENEFIT THE PUBLIC

CFP Board Center for Financial Planning was founded to create a more diverse and sustainable financial planning profession, so that every American has access to competent and ethical financial planning advice.

SEE OUR INITIATIVES

7m+

There were 7 million IRMAA letters sent to Social Security beneficiaries in November of 2023

$355m

Social Security and Medicare will collect over $355 million in premiums and IRMAA surcharges over the next 8 years.

320+

thought leaders convened for the 6th annual Diversity Summit

PLAN WITH CONFIDENCE

Partner with an experienced, knowledgeable CFP® professional who’s committed to CFP Board, as part of their certification, to putting your best interests first — so you can be confident you’re on the path to a secure future. Our public campaign website can help you find who you need.

FIND A CFP® PROFESSIONAL