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FSRI

FSRI

Fellow, Secure Retirement Institute

Available in: English


Overview

The FSRI delivers knowledge of broad challenges facing society and the retirement industry, as well as strategic approaches for meeting these challenges, to equip employees for problem solving, innovation, and advancement in their careers. This comprehensive professional development curriculum covers the entire retirement planning and income marketplace and will help companies ensure that their employees have the knowledge and skills to:

  • Support retirement plans and products
  • Deliver effective service and solutions to clients and advisors
  • Address the challenges and opportunities presented by the evolving retirement marketplace

Program Goals

The FSRI retirement education program enables learners to develop a solid understanding of the “what, why, and how” of the industry and provides an effective foundation for company-specific training. It presents a broad range of industry concepts and includes a variety of concrete examples. The FSRI program addresses the diverse viewpoints of retail and institutional marketplaces, public- and private-sector plans, tax issues, and asset accumulation and decumulation topics.

Learners who complete Level 1 (Certificate in Retirement Essentials), Level 2 (Associate, Secure Retirement Institute), and Level 3 (SRI 500) will achieve the Fellow, Secure Retirement Institute (FSRI) designation.


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
  • Transforming Retirement Security

Courses

Learners must complete seven required courses to earn the FSRI designation.

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.

This course is currently under development, with availability projected for mid-2014.

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. 

SRI 500 — Transforming Retirement Security

This course provides an overview of the current system for delivering retirement security, as well as considerations shaping future directions for the system. Delivered in a media-rich online environment, the course also guides the candidate in exploring a variety of opportunities for improving retirement system outcomes.

This course is currently under development and will be available in 2016.

Curriculum

Level 1: CertificateLevel 2: ASRILevel 3: FSRI
Required FSRI courses
Learners must complete seven required courses to earn the FSRI designation.
SRI 111SRI 121SRI 131SRI 210SRI 220SRI 230SRI 500
Retirement MarketplaceRetirement Savings and InvestmentsPlanning for a Secure RetirementSuccessful Retirement Outcomes: Decumulation and Income Security
(working title)
Retirement Marketing and Business AcquisitionRetirement Administration and the Customer ExperienceTransforming Retirement Security
(working title)
Available nowAvailable
in 2014
Available
in 2014
Projected
for 2014
Projected
for 2015
Projected
for 2015
Projected
for 2016
Level I: LOMA awards a personalized certificate to learners upon successful completion of SRI 111, SRI 121, and SRI 131.

Course Credit Notes

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

Retirement program courseExisting course
SRI 111 — Retirement MarketplaceLOMA 286 or AAPA 273
SRI 131 — Planning for a Secure RetirementLOMA 305
  • 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.