Suggested Results
SRI 131 — Planning for a Secure Retirement
The retirement planning process featuring the primary components of a comprehensive retirement plan.
Associate, Secure Retirement Institute
Advanced concepts in generating successful retirement outcomes and the activities and services supporting the retirement industry.
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 220 — Retirement Marketing and Business Acquisition
Stakeholders and dynamics of the business acquisition process for institutional and retail retirement markets.
SRI 210 — Successful Retirement Outcomes
The increasingly significant business of retirement income and the essential steps in retirement income planning.
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.