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ASRI

ASRI

Associate, Secure Retirement Institute

Available in: English



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.


Topics

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

Courses

Learners must complete six required courses to earn the ASRI designation.

SRI 111 — Retirement Fundamentals

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.

SRI 121 — Retirement Savings and Investments

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.

SRI 131 — Planning for a Secure Retirement

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 — Successful Retirement Outcomes

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.

SRI 220 — Retirement Marketing and Business Acquisition

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.

SRI 230 — Retirement Administration

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.

Curriculum

Level 1: Certificate in Retirement EssentialsLevel 2: ASRI
Required ASRI courses
Learners must complete six required courses to earn the ASRI designation.
SRI 111SRI 121SRI 131SRI 210SRI 220SRI 230
Retirement FundamentalsRetirement Savings and InvestmentsPlanning for a Secure RetirementSuccessful Retirement OutcomesRetirement Marketing and Business AcquisitionRetirement Administration

    See the SRI 210 Intro Video
    SRI 210 Intro screen

    Try the interactive demo
    for SRI 210!

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