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Self-Proctored Exams Guide

Self-Proctored Course Equivalents for LOMA Designation Courses

Exam Grades

See how to view your exam grades for online, proctored, and short courses.

Upgraded Exam Delivery System FAQs

Upgraded Exam Delivery System FAQs

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 111 — Retirement Fundamentals

A holistic view of the retirement industry as well as retirement planning and preparation information.

SRI 210 — Successful Retirement Outcomes

The increasingly significant business of retirement income and the essential steps in retirement income planning.

SRI 131 — Planning for a Secure Retirement

The retirement planning process featuring the primary components of a comprehensive retirement plan.

SRI 220 — Retirement Marketing and Business Acquisition

Stakeholders and dynamics of the business acquisition process for institutional and retail retirement markets.

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