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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

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.


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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