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Fellow, Secure Retirement Institute (FSRI)

Designation Essentials
Status Currently offered and recognized by the issuing organization.
Issuing Organization LOMA
Qualification and Training Requirements
Prerequisites

None
Designation Training Requirements

Completion of three learning levels (seven courses):

  • Level 1 (Certificate in Retirement Essentials)
  • Level 2 (Associate, Secure Retirement Institute), and,
  • Level 3 (SRI 500)
Designation Exam Type

Varies by course (Level 1, Level 2). Final course exam for Level 3 course SRI 500: online, proctored.
Continuing Education Requirements

None
Verification and Complaints
Online Designation Resource

None
Investor Complaint Process

None
Published List of Disciplined Designees

None