SRI 131 — Planning for a Secure Retirement

• Creating the Financial Foundation
• Retirement Planning
• Accumulation
• Investments
• Pre-Retirement Phase
• Entering Retirement

• Describe the effect of financial literacy and financial wellness on retirement planning.
• Explain how insurance helps manage retirement risks such as health risks, mortality/longevity risks, and property/liability risks by transferring some or all of the financial losses associated with those risks to another party.
• Understand the financial goal setting process and develop an investment plan based on personal characteristics such as risk tolerance and investment concepts such as asset allocation and diversification.
• Explain how inflation and longevity influence a person's retirement income needs, and the methods people use to determine income needs at retirement.
• Understand important decisions people face as they near retirement―including when to retire, where to retire, and how to ensure a successful retirement―and the strategies they can use to optimize the outcomes of those decisions.
• Describe how Social Security benefits are affected by the timing of claiming benefits.
• Understand important decisions people face in retirement such as managing cash inflows and outflows, and strategies for generating income in retirement.

Course Format

LOMA's popular online interactive courses teach important industry concepts through an engaging, highly interactive, multi-media approach that often includes integrated video, audio, and scenario-based learning. 

• Technical Requirements for LOMA Online Courses

Exam Format

Integrated Exams

Online interactive courses are designation courses with integrated, self-proctored exams—the modularized examinations are built right into the course as part of the learning experience. No separate exam enrollment is required.

Pricing

See North American course pricing.

Enrolling in Courses With Proctored Exams

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