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
What Makes the FSRI Unique?
While traditional education in this space often focuses simply on regulations, processes, plan designs and product, the FSRI covers a greater variety of topics and issues. The highly-interactive online course format provides an in-depth and engaging learning experience.
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.
Conferment
Conferment for new ASRI and FSRI designees will be at The Retirement Industry Conference, where you can take your knowledge of retirement concepts to the next level. We will also recognize any ASRI/FSRI designees attending the LOMA Annual Conference as part of our conferment ceremony for all LOMA designations.
Courses
Learners must complete seven required courses to earn the FSRI designation.
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.
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.
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 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 delivers knowledge about administration functions for existing retirement accounts, products, and plans. This course is designed specifically for employees in asset management firms, insurance companies, distribution organizations, and record keeping companies. It is particularly useful for those who provide information or guidance directly to customers as well as those responsible for any of the administrative functions necessary to service the company's retirement business.
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 blended learning format that combines access to a course portal with online exercises and scenarios, the course also guides the learner through a variety of opportunities for improving retirement system outcomes.
Curriculum
| Required FSRI courses |
|---|
| Level 1: Certificate in Retirement Essentials | Level 2: ASRI | Level 3: FSRI |
|---|
| Learners must complete seven required courses to earn the FSRI designation.
|
| SRI 111 | SRI 121 | SRI 131 | SRI 210 | SRI 220 | SRI 230 | SRI 500 |
|---|
| Retirement Marketplace | Retirement Savings and Investments | Planning for a Secure Retirement | Successful Retirement Outcomes | Retirement Marketing and Business Acquisition | Retirement Administration | Transforming Retirement Security
|
Course Credit Notes
Learners who have passed other LOMA courses—LOMA 286, LOMA 305, and AAPA 273—or have earned the FFSI, AAPA, or FLMI designations may be eligible for credit in the FSRI program if they complete their Certificate in Retirement Essentials or their ASRI by December 31, 2018.