Overview
To attain the Associate, Secure Retirement Institute™ (ASRI™), the learner must complete Level 1 as well as three Level 2 courses.
The Level 2 courses:
- Teach advanced concepts in generating successful retirement outcomes and the application of retirement industry knowledge to marketing, business acquisition, administration/operations, service, and other functions that support the business
- Provide learners with job-relevant knowledge about retirement financial solutions and the critical activities of the retirement financial services business
Learners who complete Level 1 (Certificate in Retirement Essentials) and Level 2 will earn the Associate, Secure Retirement Institute (ASRI) designation.
Congratulations to the ASRI Inaugural Class! This prestigious group of individuals were the first to earn the ASRI designation, before December 31, 2016.
Conferment
The FSRI Inaugural Class will be officially conferred at the 2018 Retirement Industry Conference in Chicago, Illinois, April 11–13, 2018!
Our primary conferment for new ASRI and FSRI designees will be at The Retirement Industry Conference, where you can take your knowledge of retirement concepts to the next level. More info coming soon! Details
will be sent to all ASRI and FSRI designees! We will also recognize and confer any ASRI/FSRI designees attending the LOMA Annual Conference as part of our conferment ceremony for all LOMA designations.
Courses
Learners must complete six required courses to earn the ASRI designation.
This online interactive course provides an overview of the needs of people preparing for retirement, the key providers and products that offer solutions to those needs, and the critical concepts that affect retirement planning.
This online interactive course is designed to familiarize students with various retail and institutional financial products used to save and invest for retirement, as well as the tax implications of those products.
This online interactive course takes learners through the retirement planning process, identifies the tools that are available to help individuals create a retirement plan, and describes the primary components of a comprehensive retirement plan.
SRI 210 describes the importance of retirement income planning in the decumulation phase of retirement. Learners will gain knowledge of the essential steps in retirement income planning, including how an individual or couple calculates the amount of income needed to satisfy retirement goals; evaluates income sources and expenses to determine whether a shortfall exists; and then develops, implements, and monitors a strategy for generating income and protecting assets.
This course introduces the companies and individuals involved in retirement marketing and takes learners through the general steps in the business acquisition process for both institutional and retail markets, with a primary focus on technical design and distribution strategies. The course will also examine strategic marketing issues such as government policies, consumer behaviors, and economic conditions.
This course delivers knowledge about administration functions for existing retirement accounts, products, and plans. This course is designed specifically for employees in asset management firms, insurance companies, distribution organizations, and record keeping companies. It is particularly useful for those who provide information or guidance directly to customers as well as those responsible for any of the administrative functions necessary to service the company's retirement business.
Curriculum
| Level 1: Certificate in Retirement Essentials | Level 2: ASRI |
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| Required ASRI courses |
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| Learners must complete six required courses to earn the ASRI designation.
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| SRI 111 | SRI 121 | SRI 131 | SRI 210 | SRI 220 | SRI 230 |
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| Retirement Marketplace | Retirement Savings and Investments | Planning for a Secure Retirement | Successful Retirement Outcomes | Retirement Marketing and Business Acquisition | Retirement Administration |
Course Credit Notes
Learners who have passed other LOMA courses—LOMA 286, LOMA 305, and AAPA 273—or have earned the FFSI, AAPA, or FLMI designations may be eligible for credit in the FSRI program if they complete their Certificate in Retirement Essentials or their ASRI by December 31, 2018.