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SRI 230 Overview

SRI 230 delivers knowledge about administration functions for existing retirement accounts, products, and plans. The course is particularly useful for retirement industry company employees 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.

Enrollments in SRI 230 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

Designation Course

Exam Within Course


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