Overview
To attain the Associate, Secure Retirement Institute™ (ASRI™), the learner must complete Level 1 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 Level 1 (Certificate in Retirement Essentials) and Level 2 will earn the Associate, Secure Retirement Institute (ASRI) designation.
Important Note: The new SRI 240 course—Profitability in the Retirement Business 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.
Topics
- Retirement Fundamentals
- Retirement Savings and Investments
- Planning for a Secure Retirement
- Successful Retirement Outcomes
- Retirement Marketing and Business Acquisition
- Retirement Administration
- Profitability in the Retirement Business
Important Note: The new SRI 240 course—Profitability in the Retirement Business 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.
Courses
Learners must complete six required courses to earn the ASRI designation.
This online interactive course provides a
holistic view of the retirement system and industry as well as need-to-know
retirement planning and preparation information.
This online interactive course is designed to familiarize students with various retail and institutional financial products used to save and invest for retirement, as well as the tax implications of those products.
This online interactive course takes learners through the retirement planning process, identifies the tools that are available to help individuals create a retirement plan, and describes the primary components of a comprehensive retirement plan.
SRI 210 describes the importance of retirement income planning in the decumulation phase of retirement. Learners will gain knowledge of the essential steps in retirement income planning, including how an individual or couple calculates the amount of income needed to satisfy retirement goals; evaluates income sources and expenses to determine whether a shortfall exists; and then develops, implements, and monitors a strategy for generating income and protecting assets.
This course introduces the companies and individuals involved in retirement marketing and takes learners through the general steps in the business acquisition process for both institutional and retail markets, with a primary focus on technical design and distribution strategies. The course will also examine strategic marketing issues such as government policies, consumer behaviors, and economic conditions.
This course delivers knowledge about administration functions for existing retirement accounts, products, and plans. This course is designed specifically for employees in asset management firms, insurance companies, distribution organizations, and record keeping companies. It is particularly useful for those who provide information or guidance directly to customers as well as those responsible for any of the administrative functions necessary to service the company's retirement business.
This new course provides a “big picture” orientation to the financial aspects of the retirement business by exploring ways that companies make money and achieve profitability.
Curriculum
| Level 1: Certificate in Retirement Essentials | Level 2: ASRI |
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| Required ASRI courses |
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| Learners must complete six required courses to earn the ASRI designation.
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| SRI 111 | SRI 121 | SRI 131 | SRI 210 | SRI 220 | SRI 230 |
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| Retirement Fundamentals | Retirement Savings and Investments | Planning for a Secure Retirement | Successful Retirement Outcomes | Retirement Marketing and Business Acquisition | Retirement Administration |
Important Note: The new SRI 240 course—Profitability in the Retirement Business 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.