SRI 240 Overview
This new course provides a “big picture” orientation to the financial aspects of the retirement business (annuities, IRAs and retirement plans) by exploring
- Ways that companies make money with various types of retirement products and services
- Risks to and strategies for achieving profitability in the retirement business
- The environment in which retirement businesses operate, including emerging trends and potential opportunities
Enrollments in SRI 240 will be discontinued effective June 30, 2024. Learners will have the full 6-month course access period following enrollment to complete the course.