LOMA Secure Retirement Institute™ Introduces Third Course in FSRI™ Designation
Course Provides Gateway to Certificate in
– July 23, 2014 – The LOMA Secure Retirement Institute™ today
announced the recent launch of the third course of the Fellow, Secure
Retirement Institute™ (FSRI™) designation program, Planning for a Secure
Retirement (SRI 131).
“Planning for a Secure Retirement introduces
the retirement planning process, describes the primary components of a
comprehensive retirement plan, and identifies tools that help individuals
create a retirement plan,” said Katherine C. Milligan, FLMI, ACS, senior vice
president of LOMA’s Education and Training Division.
addition of this new course, the first level of the FSRI Program is now
complete; candidates who earn credit for all three courses will be awarded the
LOMA Secure Retirement Institute™ Certificate in Retirement
Like the first two courses in
the FSRI program, Planning for a Secure Retirement is delivered in a
self-paced online format featuring video scenarios and a variety of highly
interactive learning features. Participants can complete each contemporary,
on-demand course in 7 to 10 hours, a convenient benefit that adds flexibility
for the learner.
The program, which is specifically
designed for employees who support retirement plans and products in companies
serving the retirement marketplace, is already being used by more than 125
organizations across the retirement marketplace.
“We continue to receive excellent feedback on
both the broad-based content and the innovative delivery of the FSRI program
curriculum,” noted Milligan. “With
the launch of Planning for a Secure Retirement, companies now can
use the full certificate level curriculum as a first step in developing
professionals who are engaged and empowered to deliver effective service and
solutions to customers.”
Theroux, 860-285-7787, firstname.lastname@example.org
Paul Wilson, (770)
About LOMA FSRI
The LOMA FSRI program provides a comprehensive curriculum for
employees in asset management firms, insurance companies, distribution
organizations, and recordkeeping companies.
It helps employees understand the plans and products they support, the
role of those plans and products within a retirement plan, and the complex
retirement planning decisions their customers are facing. Employees who undertake the FSRI’s
three-level program will also understand the role of their jobs within the
broader context of their company and the retirement industry as a whole. To learn more about the LOMA FSRI program,
please visit: www.FSRIdesignation.org.
LOMA Secure Retirement Institute
The LIMRA LOMA Secure Retirement Institute provides comprehensive,
unbiased research and education about all aspects
within the retirement industry to improve retirement readiness and promote
retirement security. For
information on the LIMRA LOMA Secure Retirement Institute™, visit: www.limra.com/sri.