Overview
The first level in the Fellow, Secure Retirement Institute (FSRI) provides an overview of the U.S. retirement system and industry and a strong foundation in retirement principles, products, and planning.
The three Level 1 courses:
- Provide foundational knowledge to help employees understand the retirement system and industry, including regulations that apply, the three pillars for retirement resources, products for saving and investing, and retirement planning
- Describe tax issues related to retirement savings and how various retirement plans and products work in the accumulation and decumulation stages
A Certificate in Retirement Essentials is awarded upon completion of three required courses, which are delivered in an online interactive format with integrated exams.
Courses
Learners must complete three required courses to earn the Certificate in Retirement Essentials.
This online interactive course provides a
holistic view of the retirement system and industry as well as need-to-know
retirement planning and preparation information.
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.
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.