Skip to content

SRI 220 Overview

Retirement Marketing and Business Acquisition educates learners about the stakeholders and dynamics of the business acquisition process for both institutional and retail retirement markets, with a primary focus on market segmentation, product development, distribution, and customer engagement. The course will also examine the impact of government policies, consumer behavior, and economic conditions on marketing and distribution strategies.

Enrollments in SRI 220 will be discontinued effective June 30, 2024. Learners will have the full 6-month course access period following enrollment to complete the course.


10-16 hours to complete

Related Designations

Associate, Secure Retirement Institute, Fellow, Secure Retirement Institute

Special Features

Exam Within Course

Multimedia Features