SRI 500 — Transforming Retirement Security

• Retirement System Overview
• Structure of the Retirement System Regulation
• The History of Retirement Regulation
• Retirement System Economics, Policy, and Demographics
• Understanding Retirement System Outcomes for Individual and Workplace Plans
• Transforming Retirement System Outcomes Through GDP Growth and Innovation in Financial Services

• Describe the three pillars of a retirement system
• Describe the regulatory structure supporting the United States retirement system and recognize significant United States retirement laws and regulations
• Describe the components of gross domestic product (GDP) and explain how changes in GDP and a population's demographics and standard of living affect economic growth and, ultimately, retirement outcomes
• Compare the United States retirement system to the retirement systems in Japan, Chile, Canada, the Netherlands, and Australia
• Explain how Social Security, financial products, and financial advice impact retirement security in general, and more specifically, women and minority populations
• Explain measures of successful DC and DB retirement plan outcomes and describe the effects that the regulatory environment, working longer, and the economy can have on retirement plan outcomes
• Describe the beneficial effects of GDP growth for stakeholders in the economy—including individuals and households, business organizations, and government—and the retirement system, as well as strategies for GDP growth through innovation

Course Format

SRI 500 uses blended learning to present the materials. Enrollment in this course includes:

• Step 1: An interactive online module with integrated knowledge check
• Step 2: Study materials, including a PDF text, interactive learning aids, practice questions, and a sample exam to prepare learners for the self-proctored examination component
• Step 3: Application assignments that allow learners to apply course concepts to innovative thought leadership
• Recommended study plans to help learners set goals and manage their study schedule
• A variety of additional media-oriented features designed to enhance the study and review process

You must complete Step 1 to unlock access to Steps 2 and 3. LOMA strongly recommends that you complete Step 2 before moving on to Step 3.

Exam Format

The comprehensive self-proctored exam contains 40 multiple-choice questions, and you will have 80 minutes to complete the exam. When you are ready to take the exam, you will access it directly through the Course Portal.

To pass the self-proctored exam, you must achieve a 70%+ score within two attempts. If you do not successfully complete the exam in two attempts, you will be required to re-enroll for the course. However, you will retain credit for any progress already made on Step 1 and Step 3.

Study Materials

All study materials are available through the SRI 500 course portal.

Step 1

Online lessons only.

Step 2

Transforming Retirement Security (LL Global, Inc., 2017)
ISBN 978-1-57974-452-6
Available in PDF format only, can be downloaded.

SRI 500 Practice Questions and Sample Examination (LL Global, Inc., 2017)
Available in Interactive Study Aid format on course portal.

Step 3

SRI 500 Assignments (LL Global, Inc., 2017)
Available for download or online access.

Pricing

See North American course pricing.

Enrolling in Courses With Proctored Exams

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