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 eight 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 Distinguish Yourself in Your Career infographic for information on how the FSRI fits into your professional development journey!
Topics
- Retirement Industry
- Plan Application
- Investments
- Annuities
- Regulation
- Planning
- Retirement Income
- Marketing/Sales
- Operations
- Technology
- Behavioral Economics
- Product Development
- Customer Experience Management
- Business Economics
- Profitability
