ASRI

Topics

• Retirement Marketplace
• Retirement Savings and Investments
• Planning for a Secure Retirement
• Successful Retirement Outcomes: Decumulation and Income Security
• Retirement Marketing and Business Acquisition
• Retirement Administration and the Customer Experience

Courses

Learners must complete six required courses to earn the ASRI designation.

• See the Education & Training Catalog for details

SRI 111 — Retirement Marketplace

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.

SRI 121 — Retirement Savings and Investments

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.

SRI 131 — Planning for a Secure Retirement

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 — Successful Retirement Outcomes

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 is currently under development, with availability projected for 2015.

SRI 220 — Retirement Marketing and Business Acquisition

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 is currently under development, with availability projected for 2015. 

SRI 230 — Retirement Administration and the Customer Experience

SRI 230 delivers knowledge about administration functions for existing retirement accounts, products, and plans and incorporates a theme of enhancing the customer experience.

This course is currently under development, with availability projected for 2015. 

Curriculum

Course Credit Notes

Learners who have credit for the other LOMA courses below automatically receive credit for the applicable retirement-program course shown.

• Learners who have completed the FFSI, AAPA, or FLMI designation will receive credit for SRI 220 when that course is available.
• LOMA 286, LOMA 305, and AAPA 273 will be offered only until the end of 2014.
• The FFSI and AAPA designations will be awarded only until the end of 2015.