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SRI 500 — Transforming Retirement Security

Course Type: Course Portal
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 2016.


    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.


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