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Fellow, Secure Retirement Institute

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.


Our primary 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. Details will be sent to all ASRI and FSRI designees.

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