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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.

Enrollments in SRI 210, SRI 220, SRI 230, and SRI 240 will be discontinued effective June 30, 2024. In order to obtain the ASRI designation, learners must enroll in any required courses by June 30, 2024. Learners will have the full 6-month course access period following enrollment to complete the courses.


To attain the Associate, Secure Retirement Institute™ (ASRI™), the learner must complete the three Level 1 (Certificate in Retirement Essentials) courses as well as four 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, financial management, and other functions that support business success
  • Provide learners with job-relevant knowledge about retirement financial solutions and the critical activities of the retirement financial services business

Learners who complete the seven 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 Distinguish Yourself in Your Career infographic for more information on how the ASRI fits into your professional development journey!


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

Program Roadmap


Associate, Secure Retirement Institute

Core Course Requirements: 7 course(s)

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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.

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