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Associate, Secure Retirement Institute

The Associate, Secure Retirement Institute™ (ASRI™) teaches advanced concepts in generating successful retirement outcomes. Building on the knowledge gained in the FSRI Level 1 Certificate, the ASRI applies knowledge from the Level 1 courses to marketing, new business development, administration, and other activities and services supporting the retirement industry.

Changes are coming soon to the ASRI program! As of January 1, 2022, SRI 240 — Profitability in the Retirement Business, will become a designation requirement. 

Overview

To attain the Associate, Secure Retirement Institute™ (ASRI™), the learner must complete the three Level 1 (Certificate in Retirement Essentials) courses as well as three Level 2 courses.

The Level 2 courses:

  • Teach advanced concepts in generating successful retirement outcomes and the application of retirement industry knowledge to marketing, business acquisition, administration/operations, service, and other functions that support the business
  • Provide learners with job-relevant knowledge about retirement financial solutions and the critical activities of the retirement financial services business

Learners who complete the six required courses will earn the ASRI designation. The ASRI is the second level in the Fellow, Secure Retirement Institute (FSRI) designation program.

Check out our FSRI Brochure for more details!

Topics

  • Retirement Fundamentals
  • Retirement Savings and Investments
  • Planning for a Secure Retirement
  • Successful Retirement Outcomes
  • Retirement Marketing and Business Acquisition
  • Retirement Administration

Program Roadmap

Designation

Associate, Secure Retirement Institute

Core Course Requirements: 6 course(s)

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Important Note:

SRI 240 —Profitability in the Retirement Businessis 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.

 
Video

SRI 210

See the SRI 210 intro video!

ASRI Testimonials

The program is very informative! I understand retirement challenges better after completing the courses. I gained a better understanding of how we do things in our company and can suggest ways on how we can improve. It makes it easier for me to explain our plans and products.

This type of information is very important to understand when working in the life insurance industry. I can confidently explain to customers where our life insurance products fit into our overall retirement plan. It has piqued my curiosity to learn more about products.