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FSRI

FSRI Credit

Important Note Regarding FSRI Credit for Other LOMA Courses

When LOMA introduced the FSRI curriculum in 2013, students with existing credit for specified courses within the Fellow, Financial Service Institute (FFSI) and Associate, Annuity Products Administration (AAPA) designation programs, as well as designees of the Fellow, Life Management Institute (FLMI), FFSI, or AAPA, were granted automatic (but limited) course credits in the FSRI program.

Now that the entire FSRI program curriculum is complete and available for enrollment, LOMA will begin phasing out these automatic credit opportunities in order to ensure that today’s learners earn the Certificate in Retirement Essentials (Level 1) or the ASRI (Level 2) or FSRI designations with the most relevant and current content.

The table below describes the requirements that must be met in order to take advantage of automatic credit in the FSRI program.

Learners with existing credit forWill receive automatic credit forIf they completeBy no later than
LOMA 286 or AAPA 273SRI 111The Certificate in Retirement Essentials (Level 1)December 31, 2018
LOMA 305SRI 131The Certificate in Retirement Essentials (Level 1)December 31, 2018
Learners who have earned theWill receive automatic credit forIf they completeBy no later than
FFSI, AAPA, or FLMI designationSRI 220ASRI (Level 2 of the FSRI Program)December 31, 2018

All future automatic credits in the FSRI program will be discontinued as of December 31, 2018. At that time, automatic credits that have not been secured by meeting the above requirements will be removed from the learner’s Learning History.



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