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Fellow, Secure Retirement Institute

The Fellow, Secure Retirement Institute (FSRI) designation teaches the challenges facing society and the retirement industry, as well as strategic approaches for overcoming these challenges.

With the FSRI, you're more thoroughly equipped for successful  problem solving, innovation, and career advancement.

Overview

The FSRI's comprehensive professional development curriculum covers the entire retirement planning and income marketplace and will help companies ensure that their employees have the knowledge and skills to:

  • Support retirement plans and products
  • Deliver effective service and solutions to clients and advisors
  • Address the challenges and opportunities presented by the evolving retirement marketplace

Learners must complete seven required courses to earn the FSRI designation.

What Makes the FSRI Unique?

While traditional education in this space often focuses simply on regulations, processes, plan designs, and products, the FSRI covers a greater variety of topics and issues. The highly interactive online course format provides an in-depth and engaging learning experience.

Program Goals

The FSRI retirement education program enables learners to develop a solid understanding of the “what, why, and how” of the industry and provides an effective foundation for company-specific training. It presents a broad range of industry concepts and includes a variety of concrete examples. The FSRI program addresses the diverse viewpoints of retail and institutional marketplaces, public- and private-sector plans, tax issues, and asset accumulation and decumulation topics.

Check out our FSRI Brochure for more details!

 

Topics

  • Retirement Industry
  • Plan Application
  • Investments
  • Annuities
  • Regulation
  • Planning
  • Retirement Income
  • Marketing/Sales
  • Operations
  • Technology
  • Behavioral Economics
  • Product Development
  • Customer Experience Management
  • Business Economics

Program Roadmap

Designation

Fellow, Secure Retirement Institute

Core Course Requirements: 7 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!

FSRI 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.