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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 Educational Requirements
Prerequisites

None

Education 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)
Examination 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
Check Designation Status Online

None

Investor Complaint Process

None

Published List of Disciplined Designees

None