Return to Homepage

SRI 500 — Transforming Retirement Security

Under development for 2017

Course Type: Course Portal, Designation
Topics: Financial Services & Financial Planning, Management & Leadership, Marketing & Business Acquisition, Operations & Administration, Retirement & Annuities
Designations: FSRI
Language: English



Overview

This course provides an overview of the current retirement system in the U.S. and examines forces for change, public policy, and megatrends that impact the retirement system. Also explores the potential for driving innovation to enhance and possibly transform the retirement system of the future.

After completing this course, learners should be able to:

  • Explain the achievements of the retirement system in terms of providing secure retirement outcomes; explain the importance of secure retirement outcomes to the economy and society
  • Describe the positive and negative environmental forces that are shaping future retirement outcomes
  • Apply critical thinking, strategic analysis, and decision analysis to understanding the retirement system, its role in society, and potential future improvements in retirement system outcomes
  • Identify and discuss changes and innovation now under way in the retirement system, and strategies for broadly improving the retirement system for the future

As the final course in the FSRI program, SRI 500 requires a proctored end-of-course examination; study materials are available via an online course portal.

NOTE: Learners who have completed the FFSI, AAPA, or FLMI designation automatically receive credit for SRI 220.

This course is currently under development and will be available in 2017.


Topics

As a result of completing the course, learners will be able to

  • Explain the achievements of the retirement system in terms of providing secure retirement outcomes; explain the importance of secure retirement outcomes to the economy and society
  • Describe the positive and negative environmental forces that are shaping future retirement outcomes
  • Apply critical thinking, strategic analysis, and decision analysis to understanding the retirement system, its role in our society, and future improvements in retirement system outcomes
  • Identify and discuss incremental improvements now under way and prospects for broadly improving retirement outcomes

Module 1—Retirement System Achievements. Overview of retirement system structure, objectives, and achievements.

Module 2—Improving Retirement Outcomes. Exploration of approaches stakeholders are using for delivering improved retirement system outcomes.

Module 3—Transforming Retirement Security. Exploration of innovations with potential to support broad, dramatic improvements in retirement security.


About the Program
SRI promo screen

Try the interactive demo
for SRI 111!

    Retirement Events