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.
Courses
Learners must complete seven required courses to earn the FSRI designation.
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.
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 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.
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 |
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| Learners must complete seven required courses to earn the FSRI designation.
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| SRI 111 | SRI 121 | SRI 131 | SRI 210 | SRI 220 | SRI 230 | SRI 500 |
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| Retirement Fundamentals | Retirement Savings and Investments | Planning for a Secure Retirement | Successful Retirement Outcomes | Retirement Marketing and Business Acquisition | Retirement Administration | Transforming Retirement Security
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Important Note
SRI 240—Profitability in the Retirement Business
An optional course in 2021, SRI 240 will become a requirement for earning the Associate, Secure Retirement Institute (ASRI) designation beginning on January 1, 2022. Learners who earn the ASRI by December 31, 2021 are not required to take SRI 240 in order to maintain their ASRI designation or to earn the FSRI.