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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

Important Note:

SRI 240 is part of the Associate, Secure Retirement Institute (ASRI) designation program and is an optional course in 2021. SRI 240 will become a requirement for earning the Associate, Secure Retirement Institute (ASRI) designation beginning on January 1, 2022. Learners who earn the ASRI by December 31, 2021 are not required to take SRI 240 in order to maintain their ASRI designation or to earn the FSRI.


10-16 hours to complete

Related Designations

Associate, Secure Retirement Institute, Fellow, Secure Retirement Institute

Special Features

Exam Within Course

Multimedia Features