Suggested Results
SRI 230 — Retirement Administration
Administration functions for existing retirement accounts, products, and plans.
SRI 111 — Retirement Fundamentals
A holistic view of the retirement industry as well as retirement planning and preparation information.
SRI 121 — Retirement Plans, Accounts, and Annuities
Retail and institutional financial products used to save and invest for retirement, as well as their tax implications.
SRI 131 — Planning for a Secure Retirement
The retirement planning process featuring the primary components of a comprehensive retirement plan.
SRI 210 — Successful Retirement Outcomes
The increasingly significant business of retirement income and the essential steps in retirement income planning.
SRI 220 — Retirement Marketing and Business Acquisition
Stakeholders and dynamics of the business acquisition process for institutional and retail retirement markets.
SRI 240 — Profitability in the Retirement Business
This new course provides a “big picture” orientation to the financial aspects of the retirement business by exploring ways that companies make money and achieve profitability.
Associate, Secure Retirement Institute
Advanced concepts in generating successful retirement outcomes and the activities and services supporting the retirement industry.