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SRI 500 — Transforming Retirement Security

Coming in April 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 system for delivering retirement security, as well as considerations shaping future directions for the system. It covers the emergence of the retirement system, current federal and state regulation, and future regulatory reform. It examines forces for change, public policy, and megatrends that impact the retirement system, and it views the retirement system in a global context, describing retirement systems in selected countries. In addition to examining the achievements of the current retirement system, this course also explores the potential for driving innovation to enhance and possibly transform the retirement system of the future.

To earn course credit for SRI 500, you must successfully complete three required sections:

Section 1: An online course component

Section 2: A PDF text with a proctored I*STAR examination

Section 3: A graded application assignment


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
  • Describe the components of gross domestic product (GDP) and explain how changes in GDP affect economic growth and ultimately retirement outcomes.
  • Discuss how a population’s standard of living impacts a retirement system and ways in which the standard of living is measured.
  • Compare the United States retirement system to the retirement systems in Japan, Chile, Canada, the Netherlands, and Australia.
  • Explain how Social Security, financial products, and financial advice impact retirement security.
  • Identify and describe pre- and post-retirement risks for women and certain U.S. minority populations and explain the importance of Social Security for both.
  • Describe the formula for calculating a participation rate for retirement plans and identify characteristics of employers, workers, and other factors that affect retirement plan participation levels.
  • Explain measures of successful DC and DB retirement plan outcomes.
  • Identify how the regulatory environment, working longer, and the economy can improve retirement plan outcomes.
  • Describe the beneficial effects of GDP growth for stakeholders in the economy—including individuals and households, business organizations, and government—and the retirement system, as well as strategies for GDP growth through innovation.
  • Explain the importance of moving beyond incremental innovation to radical (breakthrough) innovation, and approaches financial services companies are taking to achieve radical innovation initiatives.

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