Career Details

Associate, Secure Retirement Institute

Description

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

Certifying Organization

LOMA

Details

If significant education or training is needed? Yes

If significant work experience is needed? No

Is an exam required? Yes

How many years until certification must be renewed? Unknown year(s)

Certification can be renewed with Continuing Education Units? No

Certification can be renewed with re-examination? No

Certification can be renewed with Continuing Professional Development? No

Certification can be renewed in multiple ways? No

Certificates

Certificate name

Certified Pension Consultant

Certifying Organization

American Society of Pension Professionals and Actuaries

Type

A - Core

Certificate name

Qualified 401(k) Administrator

Certifying Organization

American Society of Pension Professionals and Actuaries

Type

B - Advanced

Certificate name

Tax-Exempt & Governmental Plan Consultant

Certifying Organization

National Tax-deferred Savings Association

Type

B - Advanced

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