FSRI Credit
Important Note Regarding FSRI Credit for Other LOMA Courses
When LOMA introduced the FSRI curriculum in 2013, students with existing credit for specified courses within the Fellow, Financial Service Institute (FFSI) and Associate, Annuity Products Administration (AAPA) designation programs, as well as designees of the Fellow, Life Management Institute (FLMI), FFSI, or AAPA, were granted automatic (but limited) course credits in the FSRI program.
Now that the entire FSRI program curriculum is complete and available for enrollment, LOMA will begin phasing out these automatic credit opportunities in order to ensure that today’s learners earn the Certificate in Retirement Essentials (Level 1) or the ASRI (Level 2) or FSRI designations with the most relevant and current content.
The table below describes the requirements that must be met in order to take advantage of automatic credit in the FSRI program.
| Learners with existing credit for | Will receive automatic credit for | If they complete | By no later than |
|---|
| LOMA 286 or AAPA 273 | SRI 111 | The Certificate in Retirement Essentials (Level 1) | December 31, 2018 |
| LOMA 305 | SRI 131 | The Certificate in Retirement Essentials (Level 1) | December 31, 2018 |
| Learners who have earned the | Will receive automatic credit for | If they complete | By no later than |
|---|
| FFSI, AAPA, or FLMI designation | SRI 220 | ASRI (Level 2 of the FSRI Program) | December 31, 2018 |
All future automatic credits in the FSRI program will be discontinued as of December 31, 2018. At that time, automatic credits that have not been secured by meeting the above requirements will be removed from the learner’s Learning History.