The Insured Retirement Institute (IRI) has joined with RegEd, The American College and the Financial Industry Regulatory Authority, Inc. (FINRA) to provide the most comprehensive online virtual university to members of the insured retirement income industry.

Annuities Training Platform (ATP)

IRI has partnered with RegEd to create the Annuities Training Platform (ATP), an industry-wide solution for training requirements imposed under the 2010 NAIC Suitability in Annuity Transactions Model Regulation. The ATP can be accessed here.
In addition, through IRI’s partnership with RegEd, advisors have access to a full catalog of continuing education courses on annuities, ethics, life and health, long-term care, and laws and regulations.

Retirement Income Certified ProfessionalTM (RICPTM) Designation

The IRI endorsed Retirement Income Certified ProfessionalTM (RICPTM) designation is the first and only financial services credential to focus exclusively on retirement income planning.

Courses for this program were developed by some of the top retirement planning experts in the industry and incorporate input gathered from IRI members.

 For members, click here.
 For non-members, click here to learn about this designation.

FINRA e-Learning Courses

FINRA's e-learning courses offer an affordable solution for Firm Element, anti-money laundering (AML) and other training needs. Firms trust FINRA's e-learning library for firm-wide training on rules and regulations, and how they are practically applied. In addition, firms can supplement their existing training programs by purchasing individual courses for targeted training on specific compliance topics - deployed firm-wide or to a single employee.

IRI has partnered with FINRA to make these e-learning courses more accessible to firms that are not FINRA members.

Learn More

Contact IRI's Government Affairs Team today for more information on IRI's education initiatives with RegEd, the American College, and FINRA.
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