Beruflich Dokumente
Kultur Dokumente
2012
Key Dates
December 2011
December 31 Last day to take I*STAR and Prometric exams for the current testing period; deadline for fee transfer requests for I*STAR and Prometric enrollments LOMA closed for New Years Day; LOMAs Contact Center unavailable LOMANET enrollment opens for May 2012 paper exams Deadline to submit paper enrollment forms for May 2012 paper exams Certificates and diplomas for November 2011 paper exams received by Ed Reps Deadline to submit enrollments via LOMANET, and late paper enrollment forms deadline for May 2012 paper exams Last day to take I*STAR and Prometric exams for the current testing period; deadline for fee transfer requests for I*STAR and Prometric enrollments Paper exams administered (see page 69 for dates and times) LOMA closed for Memorial Day; LOMAs Contact Center unavailable Exam question challenges deadline for receipt at LOMA Fee transfer request deadline for May 2012 paper exams May 2012 paper grades post to LOMANET Last day to take I*STAR and Prometric exams for the current testing period; deadline for fee transfer requests for I*STAR and Prometric enrollments LOMA closed for Independence Day; LOMAs Contact Center unavailable LOMANET enrollment opens for November 2012 paper exams August 31
August 2012
August 3 August 15 August 17 Deadline to submit paper enrollment forms for November 2012 paper exams Certificates and diplomas for May 2012 paper exams received by Ed Reps Deadline to submit enrollments via LOMANET, and late paper enrollment forms deadline for November 2012 paper exams Last day to complete course requirements to attend the 2012 LOMA Annual Conference and Conferment LOMA closed for Labor Day; LOMAs Contact Center unavailable
January 2012
January 2 January 3
February 2012
February 3 February 15 February 17
September 2012
September 3
September 1214 2012 LOMA Annual Conference and Conferment, Seattle, Washington September 30 Last day to take I*STAR and Prometric exams for the current testing period; deadline for fee transfer requests for I*STAR and Prometric enrollments Paper exams administered (see page 69 for dates and times) Exam question challenges deadline for receipt at LOMA LOMA closed for Thanksgiving; LOMAs Contact Center unavailable Fee transfer request deadline for November 2012 paper exams November 2012 paper grades post to LOMANET LOMA closed for Christmas; LOMAs Contact Center unavailable Last day to take I*STAR and Prometric exams for the current testing period; deadline for fee transfer requests for I*STAR and Prometric enrollments LOMA closed for New Years Day; LOMAs Contact Center unavailable LOMANET enrollment opens for May 2013 paper exams
March 2012
March 31
November 2012
November 59 November 19 November 2223 November 30
May 2012
May 1418 May 28 May 29 May 31
December 2012
December 1 December 25 December 31
June 2012
June 9 June 30
July 2012
July 4 July 5
January 2013
January 1 January 2
Copyright 2012 LL Global, Inc. All rights reserved. This Catalog, or any part thereof, may be reproduced or transmitted for the purpose of informing current or potential LOMA students of available education opportunities, on the condition that the reproduction or transmission includes the following notice: Copyright 2012 LL Global, Inc. All rights reserved. Reproductions or transmissions for any other purpose require the prior written permission of the publisher. LOMA, FFSI, FLMI, PCS, ALMI, AFSI, ACS, AIAA, AIRC, AAPA, ARA, CPFS, CPLHI, CSI, DLHI, LCIC, LOMANET, LOMALearn, PFLP, PFSL, and I*STAR are service marks of LOMA, and use for purposes not authorized by LOMA is prohibited.
Table of Contents
Get Started with LOMA! Online Learning Instructor-Led Training: Insurance Immersion Course Portals Professional Designation Programs
How to Use This Catalog ......................................................... 2 Guidelines for Use of LOMA Materials ...................................... 2 4 6 8 9
Fellow, Life Management Institute (FLMI ) ......................... 10 Associate, Life Management Institute (ALMI) .................... 10 Fellow, Financial Services Institute (FFSI) ......................... 12 Associate, Financial Services Institute (AFSI) .................... 12 Associate, Customer Service (ACS) .................................. 13 Professional, Customer Service (PCS) ................................ 15 Associate, Annuity Products and Administration (AAPA) .. 15 Associate, Insurance Agency Administration (AIAA) .......... 16 Associate, Insurance Accounting & Finance (AIAF) ......... 16 Associate, Insurance Regulatory Compliance (AIRC) ......... 17 Associate, Reinsurance Administration (ARA) ................. 17
LOMA 335 Operational Excellence in Financial Services ....................................................... 24 LOMA 356 Investment Principles and Institutional Investing .............................. 24 LOMA 361 Accounting and Financial Reporting in Life Insurance Companies .......................... 25 LOMA 371 Risk Management and Product Design for Insurance Companies .................................... 25 LOMA 380 Financial Services and Products for Organizations........................................... 25 PCS 391 Customer Behavior: Consumer Behavior and Beyond .................................................. 25 PCS 392 Customer Contacts: Strategies and Operations ............................. 25 PCS 393 Customer Relationship Management .............. 26 UND 386 Underwriting Life and Health Insurance .......... 26
Areas of Study
27
18
AAPA 273 Annuity Principles and Products..................... 18 AAPA 283 Marketing, Distribution, and Uses of Annuities.................................... 18 AAPA 303 Annuity Systems and Administration .............. 18 AAPA 313 Financial Aspects of Annuities ....................... 18 AAPA 323 Regulation and Taxation of Annuities .............. 18 ACS 100 Foundations of Customer Service................... 19 ACS 101 Customer Service for Insurance Professionals .. 19 AIAA 200 Agency Administration................................... 19 AIAF 400 Statutory Accounting for Life and Health Insurers............................ 19 AIRC 410 Regulatory Compliance: Companies, Producers, and Operations ............................ 20 AIRC 420 Regulatory Compliance: Insurance and Annuity Products .................................... 20 ARA 440 Reinsurance Administration ........................... 20 LOMA 280 Principles of Insurance .................................. 20 LOMA 281 Meeting Customer Needs with Insurance and Annuities ......................... 21 LOMA 286 Principles of Financial Services and Products ................................................ 21 LOMA 290 Insurance Company Operations ..................... 21 LOMA 291 Improving the Bottom Line: Insurance Company Operations ..................... 22 LOMA 301 Insurance Administration ............................... 22 LOMA 305 Personal Financial Planning ........................... 22 LOMA 307 Business and Financial Concepts for Insurance Professionals ........................... 22 LOMA 311 Business Law for Financial Services Professionals ................................................ 22 LOMA 316 Business Law for Financial Services Professionals (Canada) .................................. 23 LOMA 320 Insurance Marketing ..................................... 23 LOMA 326 Financial Services Marketing ......................... 23
Annuities .............................................................................. 27 Customer Service ................................................................. 27 Finance and Accounting ........................................................ 27 Financial Services and Financial Planning............................... 27 Legal, Compliance, and Ethics ............................................... 28 Life Insurance ....................................................................... 28 Management and Leadership ................................................ 28 Operations and Administration ............................................... 28 Product Development ............................................................ 28 Reinsurance ......................................................................... 28 Functional Mapping............................................................... 28
International Programs
29
Arabic Programs ............................ ....................... 29 Bahasa Indonesia Programs ........... Bahasa Indonesia ............ 30 Chinese Programs.......................... .............................. 33 French Programs ........................... Franais ......................... 41 Korean Programs ........................... .............................. 45 Portuguese Programs .................... Portugus ....................... 48 Spanish Programs.......................... Espaol .......................... 52
Examinations
61
Enrolling for Exams ............................................................... 61 LOMANET ............................................................................ 61 I*STAR Exams ...................................................................... 62 Prometric Exams................................................................... 62 Paper Exams ........................................................................ 63 Fee Transfers........................................................................ 64 Exam Procedures & Regulations ............................................ 65 Exam Grades ........................................................................ 65 Awards................................................................................. 66 Exam Fees ........................................................................... 67 2012 Paper Exam Schedule .................................................. 69
Study Materials
70
Determining the Study Materials You Need ............................. 70 Online Study Materials .......................................................... 70 Ordering Study Materials ....................................................... 70 Study Materials by Language................................................. 71 Instructors Kits, Teaching Guides .......................................... 71 English-Language Exams and Study Materials by Course ........ 72
Over the next few years, we will continue to update and improve our courses and program offerings to enhance the relevance of our curriculum and the learning process. As you plan your professional development for 2012, we encourage you to contact your Ed Rep or visit www.loma.org before enrolling for courses or ordering study materials. Were sure youll be pleased to see the exciting new developments in LOMA Education programs during 2012!
instructor-led training, or Course Portals and other self-study courses Professional Designation Programs Course Descriptions Areas of Study Language (International Programs)
Professionals These new LOMA offerings are designed to further improve your professional education experience and continue to ignite your potential.
LOMA offers content in the following areas to help you reach your career goals:
Annuities Business Analysis Business Insurance Communication Company Operations Finance and Skills IT Legal, Compliance, Project Management Property/Casualty
Accounting
Financial Services
and Ethics and Health Life Insurance Management and Leadership Product Development
1-800-ASK-LOMA (Option 1)
Disclaimer of Warranty
Examinations described in this Catalog are designed solely to measure whether students have successfully completed the relevant assigned curriculum. The attainment of LOMA designations indicates only that all examinations in the given curriculum have been successfully completed. In no way should a students completion of a given LOMA course or attainment of any LOMA designation be construed to mean that LOMA in any way certifies that students competence, training, or ability to perform any given task. LOMAs examinations are to be used solely for general educational purposes, and no other use of the examinations or Programs is authorized or intended by LOMA. Furthermore, it is in no way the intention of the LOMA curriculum or examinations to describe the standard of appropriate conduct in any field of the financial services industry, and LOMA expressly repudiates any attempt to so use the curriculum and examinations. Any such assessment of student competence or usual industry practices should instead be based on independent professional inquiry and the advice of competent professional counsel.
Who to Contact
If you have questions about LOMAs Education Programs, contact your companys LOMA Education Representative (Ed Rep) first. If you require additional assistance or if you are an independent student, please contact LOMAs Contact Center 2300 Windy Ridge Parkway, Suite 600 Atlanta, GA 30339 USA Tel: 1-800-ASK-LOMA (275-5662) (Option 1) 770-984-3761 Fax: 770-984-6415 E-mail: education@loma.org
activities such as new research, training, and development of education programs. Unless your company has specific written permission from LOMA in advance, any photocopying, inputting or recording via computer or other storage medium or device, copying of software, storing or accessing materials via company intranets or networks, or incorporation of any LOMA materials
into other works may subject you and your company to substantial liability for damages under the Copyright Act. You may reproduce or transmit this Catalog as permitted on the inside front cover. You may apply to LOMA for permission to use other LOMA materials on a case-by-case basis by contacting LOMA at askloma@loma.org.
www.loma.org
Online Learning
Online Learning
Online Learning
As a leading provider of learning solutions for financial services organizations around the world, LOMA offers a range of online and blended learning options to satisfy your learning and development needs.
LOMALearn www.lomalearn.org
LOMALearn provides sophisticated and affordable just-intime e-learning solutions designed to meet the needs of individuals and organizations. LOMALearn allows corporate users to administer, track, and deliver industry-specific and other best-of-breed courses on a 24/7 basis and provides quality training to employees.
For more information on LOMAs Custom Learning Solutions, visit www.lomalearn.org or call 770-984-3751.
Annuities
Featured Courses: Annuity Basics and Participants Annuity Products Annuities: How They Work
1-800-ASK-LOMA (Option 1)
Online Learning
Communication
Featured Courses: Communicating Across Cultures Dynamic Business Presentations Effective Business Writing
Insurance Fraud
Featured Courses: Fraud in Life and Disability Insurance Health Care Fraud Introduction to Insurance Fraud for Agents
Company Operations
Featured Courses: Claim Administration for Life Insurance How Insurance Companies Make Money with Life Insurance and Annuities Interacting Effectively with Agents Intro to Underwriting Reinsurance Basics
Life Insurance
Customer Service
Featured Courses: Exceptional Customer Service Managing Time and Stress Processing Customer Service Requests for Life Insurance Working with Upset Customers
n! Featured Courses: Collectio Insurance Basics Life Insurance Products Life Policy Provisions and Supplemental Benefits for Individual Life Insurance Policyowner Rights for Individual Life Insurance
N ew C o u
r se
Onboarding
Featured Courses: 15-Minute Insurance Industry Overview of an Insurance Policy Life
Financial Planning
Featured Courses: 401(k) Plans Asset Allocation Section 529 Plans
Property-Casualty Insurance
Featured Courses:
r se New Couon! ollecti C
Homeowner 2000 Coveraage Personal Auto Coverage Property-Casualty Concepts Umbrella Liability Coverage
Health Insurance
Featured Courses
How Group Health Insurance Works How Individual Medical Expense Insurance Works Overview of Disability Income Insurance Overview of Medical Expense Insurance
Sales Training
Featured Courses:
Distributing Insurance Through Agents Introduction to Needs Selling Sales Training for Insurance Producers Insurance Sales Process The
Human Resources
Featured Courses:
Hiring Outstanding Teams
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www.loma.org
Instructor-Led Training
Instructor-Led Training
Insurance Immersion
LOMAs Insurance Immersion is an interactive learning experience that accelerates the delivery of industry-specific knowledge essential to success in the life insurance and annuity products environment. Led by a skilled facilitator, the program includes instruction by subject matter experts from the insurance industry, participation in structured group activities, and interaction with peers. The program is a blended learning experience that includes individual pre-class preparation, intensive instruction and class work, and follow-up online learning. Insurance Immersion is designed for employees who need a broad understanding of industry fundamentals.
Delivery Formats
In the Classroom
Public Sessions Public sessions of Insurance Immersion last 2 days and include the following content:
Industry overview, regulation, and compliance insurance and annuity products, distribution, Life
suitability review, underwriting, customer service, claims, operational efficiencies, and operational risk Finance and risk management In lively, fast-paced sessions, participants live and breathe insurance, moving from introduction to understanding to application and synthesis. We cover not only the technical aspects of insurance, but also practical, real-world situations, challenges and solutions through hands-on activities, questions and answers with experienced industry experts, and networking with fellow participants. Insurance Immersion is offered as a public session throughout the year in the U.S. and Canada. Each session is limited to a maximum of 30 participants.
1-800-ASK-LOMA (Option 1)
Instructor-Led Training
Look for more instructor-led opportunities in 2012! Visit our website, www.loma.org.
Learn More
For more information about the public sessions of Insurance Immersion, onsite-delivery, Train-the-Trainer, or Virtual programs, contact us or visit the Learning & Development/Learners section of www.loma.org. Classroom and On-Site Immersion Phone: 770-951-1770, ext. 662 E-mail: insuranceimmersion@loma.org Virtual Immersion Phone: 770-951-1770, ext. 776 E-mail: virtuallearning@loma.org
At Your Desk
Virtual Insurance Immersion Programs LOMAs Insurance Immersion classroom training is also available at your computer! We use web-conferencing to deliver essential industry knowledge in eight 2-hour sessions. Virtual Insurance Immersion programs incorporate the highly interactive, activity-based format of our traditional classroom Immersion program, including expert instructors, communication tools, and small group activities. Class size is limited to 20 participants. Virtual Insurance Immersion is available in public sessions and as a company-specific program and covers the following topics: Virtual Insurance Immersion: Life and Annuity Products
financial services industry The insurance products and supplemental benefits Life Product distribution, pricing, and profitability annuity product and participants The How annuities work Annuity types Annuity sales in the U.S. Needs met by annuities
To learn how these programs can have a positive impact on your business, call LIMRA at 800-235-4672.
www.loma.org
Course Portals
be printed or read online Test Preparation Guide containing the same great A Practice Questions and Sample Exam in an interactive format and in a printable format Review tools, including a Top 10 Tough Topics review Study assignments that help learners set goals and manage their learning experience Access to Help Desk and Ask an Expert LOMA Course Portals offer numerous benefits, such as
Flexibility and choice for learners. You can study the
course content both online and in a printed format. And for those learners with limited computer access, the course can be completed successfully using only the printed resources. Improved learning and exam performance. By structuring the assignments and providing features to enhance and enliven the study experience, LOMA helps learners stay motivated. Simplified purchase process. Learners or Ed Reps pay one fee to enroll in the course and receive all study materials PLUS an I*STAR or paper exam enrollment. The all-inclusive price is less than purchasing traditional printed textbooks and study aids and exam enrollment separately. And there are no shipping fees! Course Portals also ensure that study materials are the most current materials needed to do well on the exam and that they are available when needed to begin study.
Presently, all Course Portal courses are offered only in English. Courses delivered via the Course Portal approach for 2012 include LOMA 280 Principles of Insurance LOMA 290 Insurance Company Operations LOMA 301 Insurance Administration LOMA 307 Business and Financial Concepts for Insurance Professionals LOMA 311 Business Law for Financial Services Professionals (available June of 2012 for exams beginning July 1, 2012) LOMA 320 Insurance Marketing LOMA 335 Operational Excellence in Financial Services LOMA 361 Accounting and Financial Reporting in Life Insurance Companies LOMA 371 Risk Management and Product Design for Insurance Companies AAPA 323 Regulation and Taxation of Annuities (available in a modified Course Portal format that includes only the text and TPG) For information about enrolling for and accessing the content for courses offered via Course Portals, see page 61. For information about pricing, see page 67.
1-800-ASK-LOMA (Option 1)
LOMA, one of the most recognized and respected professional education institutions in the world, is perhaps best known for programs of study that lead to the internationally recognized professional designations listed below: AAPA Associate, Annuity Products and Administration ACS Associate, Customer Service AFSI Associate, Financial Services Institute AIAA Associate, Insurance Agency Administration AIAF Associate, Insurance Accounting & Finance 1 AIRC Associate, Insurance Regulatory Compliance ALMI Associate, Life Management Institute ARA Associate, Reinsurance Administration CPFS Certified Professional in Financial Services (Indonesia) CPLHI Certified Professional, Life and Health Insurance (Indonesia) DLHI Diplomate, Life Health Institute (Arabic) FFSI Fellow, Financial Services Institute FLMI Fellow, Life Management Institute LCIC LOMA Certified Insurance Consultant (Spanish) PCS Professional, Customer Service 2 PFLP Programa de Formaao LOMA em Portugus (Portuguese) PFSL Programa de Formacin en Seguros de LOMA (Spanish)
Student Responsibilities
If you choose to participate as a student in LOMAs professional designation programs, your responsibilities include: Knowing designation program requirements and keeping up with program changes as described in LOMAs Education & Training Catalog Enrolling for the correct exam(s) for the course(s) you wish to take Noting text updates and changes and obtaining the correct editions of all assigned study materials for each course Studying all materials assigned Individuals may choose to take individual courses within any Taking paper examinations according to the date and of LOMAs programs without pursuing a professional time specified in the official exam schedule and/or designation. LOMA offers an examination for each following your companys and/or Prometrics guidelines professional designation course to assess a participants for I*STAR examinations successful completion of the course curriculum. For Knowing the number of questions in and the duration of information about enrolling for LOMA courses and the exam you are taking examinations, see page 61. Being aware of enrollment deadlines, rules on canceling LOMA develops study materials for you to use in preparing exams, and deadlines to take an exam or have access to for each courses examination. For most LOMA courses, the study materials assigned materials include both textbooks and study aids. Reporting any cheating or violations of LOMA The course materials for a number of LOMA courses are examination procedures to LOMA immediately 1 The AIAF designation will be offered only through December 31, 2012. Requesting agent CE credit from LOMA (Credit is not 2 The last opportunity to complete the PCS under current requirements is reported automatically.)
December 31, 2012.
www.loma.org
Credit for Courses Previously Passed but Which Are No Longer Offered by LOMA
In some cases, students may receive credit for courses that are no longer offered by LOMA. Most of these situations are explained in notes to the tables in this section. However, students should check their LOMANET record for the most up-to-date information regarding program requirements. Visit www.lomanet.org for more information. For more information on LOMANET, see page 61.
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1-800-ASK-LOMA (Option 1)
LOMA 320
Level I: LOMA awards a personalized certificate to learners upon successful completion of LOMA 280/281 and LOMA 290/291. Learners must complete ALL required courses to earn the ALMI designation.
LOMA 301
LOMA 356
LOMA 361
Level I: LOMA awards a personalized certificate to learners upon successful completion of LOMA 280/281 and LOMA 290/291. Learners must complete ALL required courses to earn the FLMI designation.
* Learners who have credit for the discontinued courses shown below automatically receive FLMI credit for the applicable course category shown below.
Discontinued Course LOMA 351 LOMA 310 and LOMA 315 LOMA 3161 LOMA 330 LOMA 340 Course Category Business & Financial Concepts Law Law Management Investments
Learners may be eligible for credit for other discontinued courses. Check your designation progess at www.lomanet.org.
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www.loma.org
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LOMA awards a personalized certificate to learners upon successful completion of LOMA 286 and LOMA 305.
Students must complete THREE required courses and TWO electives to earn the AFSI designation.
Level II Investments Employee Benefits LOMA 380 Professional Achievement Credits Three Professional Achievement Credits (PACs). For more information on PACs, visit www.loma.org.
LOMA 286
LOMA awards a personalized certificate to learners upon successful completion of LOMA 286 and LOMA 305.
LOMA 326
LOMA 335
LOMA 356
Learners must complete ONE course from each column shown and earn THREE PACs to earn the FFSI designation.
1 2
As of July 1, 2012, LOMA 316 will be offered only in French. Learners who earned credit for LOMA 351 automatically receive credit for the AFSI or FFSI Management course.
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1-800-ASK-LOMA (Option 1)
The Associate, Customer Service (ACS) Program provides a course on the foundations of customer service, and the programs elective tracks allow you to focus your studies within a particular product area. Those pursuing the ACS may choose one of the following tracks to complete the designation:
ACS Life Insurance ACS Reinsurance ACS Annuities ACS Property & Casualty (P&C)
Employees at all levels can benefit from the ACS Program. It is appropriate for anyone who interacts with internal or external customers on a regular basis. The ACS Program is designed to help you
Increase your knowledge of product lines Successfully manage customer relationships Exceed customers expectations Improve your companys bottom line
NOTE: The Reinsurance and Annuities tracks, as shown below, will be offered only through the end of 2012.
Elective courses select two
Insurance Administration Business & Financial Concepts Marketing
LOMA 301
LOMA 307
LOMA 320
Learners must complete THREE required courses and TWO electives to earn the ACS designation.
NOTE: The following courses from the original Life Insurance track may be used as electives through December 31, 2012: LOMA 3351, LOMA 3562, and one Compliance/Law course3 (AIRC 410 or LOMA 311 or LOMA 3164).
ACS Reinsurance
Required courses Customer Service ACS 100 or ACS 101 Insurance/Financial Services Principles LOMA 280 or LOMA 281 or LOMA 286 Reinsurance Administration ARA 440 Marketing LOMA 320 or LOMA 326 Elective courses select two Management1 LOMA 335 Investments2 LOMA 356 Compliance/ Law3 AIRC 410 or LOMA 311 or LOMA 3164
Learners must complete THREE required courses and TWO electives to earn the ACS designation.
ACS Annuities
Required courses Customer Service ACS 100 or ACS 101 Annuity Principles and Products AAPA 273 Annuity Systems and Administration AAPA 303 Marketing Annuities AAPA 283 Elective courses select two Management1 LOMA 335 Investments2 LOMA 356 Compliance/ Law3 AIRC 410 or LOMA 311 or LOMA 3164
Learners who have credit for LOMA 330 automatically receive ACS credit for this elective.
Learners who have credit for LOMA 340 automatically receive ACS credit for this elective.
Learners who have credit for LOMA 310 or LOMA 315 automatically receive ACS credit for this elective.
www.loma.org
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AIC 30
ARe 144
For details on the required and elective courses offered by The Institutes, visit www.theinstitutes.org. Learners must complete THREE required courses and TWO electives to earn the ACS designation.
The Insurance Institute of Canada 18 King Street East, 6th Floor Toronto, ON M5C 1C4 Tel: 866-362-8585 / 416-362-8586 Fax: 416-362-4239 E-mail: iicmail@insuranceinstitute.ca Web site: www.insuranceinstitute.ca
C120 or C121
C130 or C131
For details on the required and elective courses offered by the IIC, visit www.insuranceinstitute.ca. Learners must complete THREE required courses and TWO electives to earn the ACS designation.
1
Learners who have credit for ARe 141 automatically receive ACS credit for the Reinsurance course.
Learners who have credit for C15 or C17 automatically receive ACS credit for Loss Adjusting or Advanced Loss Adjusting.
Learners who have credit for C71 automatically receive ACS credit for the Agent/Broker course.
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1-800-ASK-LOMA (Option 1)
Learners who complete the three PCS courses will receive a personalized certificate from LOMA.
Learners must earn the ACS designation and complete ALL three advanced courses to earn the PCS designation.
exams for PCS 391 and PCS 393 will be administered in May 2012, and the last paper exam for PCS 392 will be administered in November 2012. Learners may take I*STAR exams for these courses through December 31, 2012.
* NOTE: The three courses in the PCS curriculum will be offered only through the end of 2012. LOMA is working on new course offerings to meet the needs of todays customer service professionals. The last opportunity for participants to complete the PCS under the current requirements is December 31, 2012. The last paper
and their uses financial aspects of annuities The role of technology in annuity administration The marketing and distribution of annuities The Laws and regulations affecting annuities
Learners must complete ALL of these courses to earn the AAPA designation.
www.loma.org
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Learners must complete ONE course from each subject category shown to earn the AIAA designation.
field offices and the home office Compliance and ethical issues that affect agencies Efficient use of office resources Leadership and problem-solving skills Employee supervision and teamwork
tax-basis accounting insurance accountants role in planning, budgeting, and The management reporting Cost allocation, treasury management, and asset/liability matching operations within insurance companies Policies and procedures for LOMAadministered AIAF courses are described in this Catalog. For information on enrolling for AIAF 112 and for providing LOMA credit to The Institutes, see below. The Institutes Customer Service Department 720 Providence Road, Suite 100 Malvern, PA 19355-3433 Tel: 800-644-2101 Fax: 610-640-9576 E-mail: customerservice@theinstitutes.org Web site: www.theinstitutes.org
AIAF 112 Course is administered though The Institutes. For details, visit www.theinstitutes.org.
LOMA 356
AIAF 400
Learners must complete ONE course from each category to earn the AIAF designation.
1 2 3 4
As of July 1, 2012, LOMA 316 will be offered only in French. The AIAF designation will be offered only through December 31, 2012. Learners with credit for AIAF 113 will automatically receive AIAF credit for the Investments course. AIAF 400 will be offered only through December 31, 2012.
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1-800-ASK-LOMA (Option 1)
Learners must complete ONE course from each subject category to earn the AIRC designation.
requirements How states and the federal government regulate insurance companies What to expect during financial examinations and market conduct examinations What kinds of filings states need on life insurance products, health insurance products, and annuities When, how, and why federal securities laws apply to the sale of financial products What specific regulations govern insurance, including life, health, pensions, annuities, credit insurance, and group products
transactions
Provisions of a reinsurance agreement and how they
Learners must complete ONE course from each category to earn the ARA designation.
1
Learners who have credit for LOMA 310 or LOMA 315 automatically receive AIRC and ARA credit for the Law/Compliance course.
Learners who received credit for FLMI 360 in 1987 or later automatically receive ARA credit for the Accounting course.
www.loma.org
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A new edition of AAPA 323 is delivered through a Course Portal (see page 8).
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1-800-ASK-LOMA (Option 1)
Regulation and Taxation of Annuities, Third Edition (LOMA, 2012) ISBN 978-1-57974-394-9 Test Preparation Guide for AAPA 323 (LOMA, 2012) ISBN 978-1-57974-395-6 Optional printed textbook (not included in bundled fee) See Order Form. Regulation and Taxation of Annuities, Third Edition (LOMA, 2012) ISBN 978-1-57974-394-9 PBD Order # 323-10-12
Supervision: Concepts and Skill Building, Fourth Edition (The McGraw-Hill Companies, Inc. 2005) ISBN 0-07-307950-2 PBD Order # 200-11-05 Agency Administration (LOMA, 2005) ISBN 1-57974-203-3 PBD Order # 200-12-05 AIAA 200 Textbook Set LOMA recommends that you purchase the above study materials for this course as a two-book set. PBD Order # 200-10-05 Test Preparation Guide for AIAA 200 (LOMA, 2005) ISBN 1-57974-204-1 PBD Order # 200-40-05 Note: AIAF 400 will be offered only through December 31, 2012.
ACS 101 is an online course that uses a variety of media to provide a comprehensive overview of the role of customer service in insurance and financial services organizations and the skills service providers need to deliver exceptional customer service. The course describes important customer service functions, processes, and technologies and offers opportunities for students to learn and improve their listening, speaking and writing skills so that they can interact effectively with customers. Register for this course at www.lomanet.org. Examinations are integrated within the course materials and do not require a separate exam enrollment.
www.loma.org
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1-800-ASK-LOMA (Option 1)
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A new edition of LOMA 290 is delivered through a Course Portal (see page 8).
www.loma.org
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1-800-ASK-LOMA (Option 1)
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A new edition of LOMA 371 is delivered through a Course Portal (see page 8).
Note: PCS 391 will be offered only through December 31, 2012.
LOMA 371 Risk Management and Product Design for Insurance Companies
LOMA 371 describes technical product design for life insurance and annuities and the current state of risk management in insurance companies. Access to a printable PDF of this textbook and TPG is included with course enrollment (bundled fee) and delivered via the LOMA 371 Course Portal. For bundled fees, see page 67. Risk Management and Product Design for Insurance Companies, Second Edition (LOMA, 2012) ISBN 978-1-57974-392-5 Test Preparation Guide for LOMA 371 (LOMA, 2012) ISBN 978-1-57974-393-2 Optional printed textbook (not included in bundled fee) See Order Form. Risk Management and Product Design for Insurance Companies, Second Edition (LOMA, 2012) ISBN 978-1-57974-392-5 PBD Order # 371-10-12
www.loma.org
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Note: PCS 393 will be offered only through December 31, 2012.
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1-800-ASK-LOMA (Option 1)
Areas of Study
Areas of Study
Annuities
Professional Designation Courses AAPA 273 Annuity Principles and Products AAPA 283 Marketing, Distribution, and Uses of Annuities AAPA 303 Annuity Systems and Administration AAPA 313 Financial Aspects of Annuities AAPA 323 Regulation and Taxation of Annuities LOMA Professional Designation Associate, Annuity Products and Administration (AAPA)
Customer Service
Professional Designation Courses ACS 100 Foundations of Customer Service ACS 101 Customer Service for Insurance Professionals PCS 391 Customer Behavior: Consumer Behavior and Beyond1 PCS 392 Customer Contacts: Strategies and Operations1 PCS 393 Customer Relationship Management1 LOMA Professional Designations Associate, Customer Service (ACS) ACS Life Insurance ACS Reinsurance ACS Annuities ACS Property & Casualty Professional, Customer Service (PCS)2
PCS 391, PCS 392, PCS 393, and AIAF 400 will be offered only through December 31, 2012. The PCS and AIAF designations will be offered only through December 31, 2012. As of July 1, 2012, LOMA 316 will be offered only in French.
www.loma.org
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Areas of Study
Functional Mapping
Functional Mapping is LOMAs approach for customizing our time-tested course content to meet your companys unique learning needs. By integrating various learning formats, such as textbook, online, Course Portal, instructor-led and company-specific programs into custom learning paths, LOMA can design a development program unique to each functional area within your organization. LOMAs consultants also have the ability to map learning content and courses to job families and competencies within jobs for an all-inclusive Human Resources development solution. Whether you work with LOMAs team of consultants for a day, a week, or several months, you will benefit from our expertise in matching your training needs with our best-of-breed learning and development solutions. Paths are available for a variety of functional areas. For more information about Functional Mapping, please e-mail membersolutions@loma.org.
Life Insurance
Professional Designation Courses LOMA 280 Principles of Insurance LOMA 281 Meeting Customer Needs with Insurance and Annuities LOMA 290 Insurance Company Operations LOMA 291 Improving the Bottom Line: Insurance Company Operations LOMA 301 Insurance Administration LOMA 307 Business and Financial Concepts for Insurance Professionals LOMA 311 Business Law for Financial Services Professionals LOMA 316 Business Law for Financial Services Professionals (Canada)1 LOMA 320 Insurance Marketing LOMA 335 Operational Excellence in Financial Services LOMA 356 Investment Principles and Institutional Investing LOMA 361 Accounting and Financial Reporting in Life Insurance Companies LOMA 371 Risk Management and Product Design for Insurance Companies LOMA Professional Designations Associate, Life Management Institute (ALMI) Fellow, Life Management Institute (FLMI)
Product Development
Professional Designation Courses AAPA 313 Financial Aspects of Annuities LOMA 371 Risk Management and Product Design for Insurance Companies
Reinsurance
Professional Designation Courses ARA 440 Reinsurance Administration
1
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1-800-ASK-LOMA (Option 1)
International ProgramsArabic
International Programs
Arabic Programs
LOMA )/ / ( 37. : LOMA , : : loma@royal-center.com : www.royal-center.com LOMA : intl@loma.org : www.loma.org LOMA ) ( DLHI LOMA . .
082 LOMA
. . . / / .
092 LOMA
. . / / .
023 LOMA
. . / / .
www.loma.org
92
Untuk keterangan lebih lanjut serta pemesanan buku atau pendaftaran ujian silahkan hubungi: Khor Han Heng Assistant Vice President, Asia 2 E-mail: hhkhor@limra.com Web site: www.loma.org
Students must complete ALL of these courses to earn the CPLHI designation.
Students who successfully complete the four required CPFS courses will be awarded a certificate and may use the designation CPFS within Indonesia as required by the Department of Finance and designated associations. The Department of Finance officially awards the CPFS designation. Students must complete ALL of the REQuIRED courses to earn the CPFS designation.
30
1-800-ASK-LOMA (Option 1)
3 Kursus CPLHI
www.loma.org
31
LOMA and Tandika Learning Institute for Financial Services, in association with Indonesia Institute for Management Development (IPMI) offer CPFS courses at IPMIs prestigious Campus in Rawajati-Kalibata, Jakarta 12750.
32
1-800-ASK-LOMA (Option 1)
International ProgramsChinese
2012LOMA
2012LOMA
Q FLMI ....................................................... 34 Q ALMI ................................................... 34 Q FFSI ............................................... 35 Q AFSI ........................................... 35 Q ACS ........................................................ 36 Q .............................................. 36 Q LOMA .................................................. 40
LOMA
LOMA 2300 Windy Ridge Parkway, Suite 600 Atlanta, GA 30339, USA Phone: 770-984-3738 Fax: 770-984-6420 E-mail: intl@loma.org
www.loma.org LOMA
PDF
Q LOMA 280 Q LOMA 286 Q LOMA 290 Q LOMA 301 Q LOMA 307 Q LOMA 311 Q LOMA 320 Q LOMA 330 * Q LOMA 361 Q LOMA 371 Q ACS 100
LOMA330PDF
www.loma.org
33
International ProgramsChinese
(FLMI)
LOMA 307
LOMA 311
LOMA 371
LOMA 280
LOMA 281
LOMA 290
LOMA 301
LOMA 320
LOMA 330
LOMA 291
LOMA
(ALMI)
LOMA 280
LOMA 290
LOMA 301
LOMA 307
LOMA 320
LOMA 281
LOMA 291
LOMA
LOMA356(ALMI) (FLMI)
FLMI
LOMA Fellow, Life Management Institute FLMI) LOMA 280 LOMA 290 LOMA 301 LOMA307* LOMA 311 LOMA 320 LOMA 330 LOMA 356 LOMA 361 LOMA 371
ALMI
LOMAALMI2012 ALMILOMA280281LOMA290291 LOMA301LOMA307LOMA320 LOMA307FLMIALMILOMA351
34
1-800-ASK-LOMA (Option 1)
International ProgramsChinese
FFSI
Fellow, Financial Services InstituteFFSI) FFSIFFSIFFSI FFSI Professional Achievement Credits, PACs) FFSI
(Professional Achievement Credits, PACs)
LOMA 286 LOMA 305 LOMA 311 LOMA 326 LOMA 335 LOMA 356 LOMA 380
www.LOMA.org FFSILOMA LOMA286, LOMA305, LOMA311,LOMA356) LOMAFFSI AFSI) ALMI FFSI AFSI
(FFSI)
LOMA 286
LOMA 305
LOMA 311
LOMA 326
LOMA 335
LOMA 356
LOMA 380
LOMA
(AFSI)
LOMA 286
LOMA 305
LOMA 311
LOMA 335
LOMA 356
LOMA
: www.loma.org
35
International ProgramsChinese
ACS
ACS 100
LOMA 290
LOMA 280
LOMA 320
LOMA 356 LOMA 301
ACS
ACS
LOMAACS ACS
LOMA 280
LOMA 280
Chinese
LOMA 280 LOMA 286 LOMA 290 LOMA 301 LOMA 305 LOMA 307 LOMA 311 LOMA 320 LOMA 330 LOMA 356 LOMA 361 LOMA 371 ACS 100 Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes
LOMA 286
LOMA 286
36
1-800-ASK-LOMA (Option 1)
International ProgramsChinese
LOMA 290
LOMA 290
LOMA 305
LOMA 305
20027 ISBN 1-57974-160-6 LOMA 290 CT-10-02 20027 ISBN 1-57974-162-2 LOMA 290 CT-90-02
20027 ISBN 7-5005-7215-8/F.6311 LOMA 290 CS-10-02 20027 ISBN 1-57974-161-4 LOMA 290 CS-90-02
LOMA 307
LOMA 307
LOMA 301
LOMA 301
www.loma.org
37
International ProgramsChinese
LOMA 311
LOMA 311
LOMA 330
LOMA330
20037 ISBN 1-57974-255-6 LOMA 330 CT-10-03 20037 ISBN 1-57974-104-5 LOMA 340 CT-11-01-DS LOMA330 20037 ISBN 1-57974-268-8 LOMA 330 CT-40-05
LOMA 320
LOMA 320,
20037 ISBN 1-57974-257-2 LOMA 330 CS-10-03 20037 ISBN 1-57974-105-3 LOMA 340 CS-11-01-DS LOMA330 20037 ISBN 7-5005-8489-X/F.7389 LOMA 330 CS-40-05
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1-800-ASK-LOMA (Option 1)
International ProgramsChinese
LOMA 356
LOMA 356
LOMA 371
LOMA 371
LOMA 361
LOMA 361
ACS100
ACS100
20041 ISBN 1-57974-221-1 LOMA 361 CT-11-04 20041 ISBN 1-57974-222-X LOMA 361 CT-12-04 20041 ISBN 1-57974-223-8 LOMA 361 CT-90-04
20031 ISBN 1-57974-178-9 ACS 100 CT-10-03 20031 ISBN 1-57974-180-0 ACS 100 CT-90-03
20031 ISBN 1-57974-177-0 ACS 100 CS-10-03 20031 ISBN 1-57974-179-7 ACS 100 CS-90-03
20041 ISBN 1-57974-218-1 LOMA 361 CS-11-04 20041 ISBN 1-57974-219-X LOMA 361 CS-12-04 20041 ISBN 1-57974-220-3 LOMA 361 CS-90-04
www.loma.org
39
International ProgramsChinese
LOMA
Q Roth Q Q 401(k)403(b)457 Q SEPsSIMPLE IRAs401kKeogh
15
40
1-800-ASK-LOMA (Option 1)
International ProgramsFrench
Lorsque les examens sont passs en franais, les diplmes et certificats sont en franais doffice; pour les recevoir en anglais, il faut faire une demande cet effet au pralable. Pour avoir de plus amples renseignements au sujet des programmes de LOMA en franais ou pour obtenir de laide, veuillez prendre contact avec le reprsentant LOMA de votre compagnie. (Les tudiants indpendants peuvent se rendre sur notre site Internet pour savoir comment sinscrire un examen.) Vous pouvez galement communiquer directement avec LOMA en tlphonant au 770-984-3741, ou par tlcopie au 770-984-6415, ou par courriel frenchsupport@loma.org. Aussi, veuillez noter que les agents et les planificateurs financiers peuvent obtenir des UFC en passant les examens des programmes de LOMA. (Renseignez-vous sur www.loma.org pour obtenir plus dinformation.)
LOMA 356
LOMA 361
Certificat de Niveau I
LOMA 301
LOMA 320
noter que les cours suivants peuvent tre utiliss comme options pour obtenir la dsignation ACS jusquau 31 dcembre 2012: LOMA 330 et/ou LOMA 356 et/ou LOMA 311/316.
www.loma.org
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International ProgramsFrench
Le matriel dtude
1. Depuis janvier 2010, le matriel dtude pour les cours des programmes de formation LOMA en franais est disponible en ligne sous forme de fichiers PDF. Ltudiant a accs aux fichiers PDF du matriel dtude du cours voulu une fois inscrit un examen. Les manuels et guides imprims sont toujours vendus par lintermdiaire de PBD jusqu ce quil ny ait plus dinventaire. 2. Le matriel dtude qui na pas t publi par LOMA nest pas disponible en ligne et doit toujours tre achet chez PBD. Cette liste inclut les manuels suivants (les supplments et guides pour ces cours sont disponibles en ligne voir tableau ci-aprs). a. LOMA 320 Le marketing des assurances de personnes (1991) b. LOMA 330 Principes et pratiques de gestion, 2me dition (2003) c. LOMA 356 Principes dinvestissement et linvestissement institutionnel (2005) 3. Les frais de reprise ci-dessous valables si un tudiant se rinscrit pour passer le mme examen dans les 7 mois aprs lchec lexamen. 4. Tous les examens comprennent 75 questions sauf les examens pour les cours LOMA 307, LOMA 280, le nouveau LOMA 290 qui sortira fin 2012 qui nen contiennent que 60. 5. Pour savoir comment obtenir accs aux fichiers PDF en ligne, veuillez contacter LOMA au 770-984-3741 ou par email frenchsupport@loma.org.
Frais pour les cours LOMA en franais Cours Frais Membre Frais de reprise Frais Non-membre Frais de reprise
Les fichiers PPDF suivants sont inclus avec les frais dinscription Lexamen I*STAR est inclu avec chaque inscription Manuel, Guide de prparation Manuel, Guide de prparation Manuel, Guide de prparation Manuel, Guide de prparation Manuel, Guide de prparation Manuel, Guide de prparation Supplment, Guide de prparation2 Statistiques et Science decisionnelle, Guide de prp.2 Guide de prparation2 Manuels, Guide de prparation Manuels, Guide de prparation Manuels, Guide de prparation
LOMA 2801 LOMA 290 LOMA 290 LOMA 301 LOMA 307 LOMA 316 LOMA 320 LOMA 330 LOMA 356 LOMA 361 LOMA 371 ACS 100
2
$205 $175 $205 $175 $240 $175 $175 $175 $175 $175 $175 $230
$105 $115 $105 $115 $140 $115 $115 $115 $115 $115 $115 $170
$390 $330 $390 $330 $460 $330 $330 $330 $330 $330 $330 $440
$290 $270 $290 $270 $360 $270 $270 $270 $270 $270 $270 $380
La surcharge Canadienne de $20 est inclue dans ces tarifs. La taxe GST doit tre paye sur tout examen pass au Canada. LOMA n'encaisse pas la taxe GST. Les compagnies Canadiennes et les tudiants indpendants doivent valuer elles-mmes la taxe qu'elles doivent. Pour tous autres frais, rendez vous sur la page 67.
1 2
42
1-800-ASK-LOMA (Option 1)
International ProgramsFrench
Nouvelle dition
ISBN 978-1-57974-363-5
Principes des assurances de personnes (LOMA, 2011) ISBN 978-1-57974-372-7 Guide de prparation lexamen LOMA 280 (LOMA, 2011) ISBN 978-1-57974-373-4
LOMA 316 Le droit des affaires pour les professionnels des services financiers (Canada)
Le droit des affaires pour les professionnels des services financiers Canada (LOMA, 2006) ISBN 1-57974-301-3 PBD numro de stock : 316-F10-06 Guide de prparation lexamen LOMA 316 (LOMA, 2006) ISBN 1-57974-302-1 PBD numro de stock : 316-F40-06
Exploitation des compagnies dassurance, 3me dition (LOMA, 2012) ISBN 978-1-57974-400-7 Guide de prparation lexamen LOMA 290 (LOMA, 2012) ISBN 978-1-57974-401-4
www.loma.org
43
International ProgramsFrench
Les manuels en franais pour les programmes ALMI, FLMI, et ACS sont en vente uniquement chez PBD Worldwide Fulfillment Services. PBD Worldwide Fulfillment Services Web site: www.lomabookstore.com E-mail: lomaintl@pbd.com Tel: 800-887-3723 / 770-280-4178 Fax: 770-280-4150
LOMA 371 Gestion en fonction de la solvabilit et de la rentabilit dans les compagnies dassurances de personnes
Conceptions de produits : Assurance vie et rentes (LOMA, 2002) ISBN 1-57974-132-0 PBD numro de stock : 371-F10-02 Gestion de capital pour les compagnies dassurance (LOMA, 2002) ISBN 1-57974-133-9 PBD numro de stock : 371-F11-02 Ensemble des 2 manuels (F10 et F11) pour le cours LOMA 371 (LOMA, 2002) PBD numro de stock : 371-F12-02 Guide PREP FLMI 371 (LOMA, 2002) ISBN 1-57974-134-7 PBD numro de stock : 371-F90-02
44
1-800-ASK-LOMA (Option 1)
International ProgramsKorean
FLMI
LOMA Fellow, Life Management Institute (FLMI) . 10 FLMI . FLMI .
FLMI 2 . (5 11)
FLMI
, , . , , , . FLMI 10 FLMI . , .
ALMI
LOMA FLMI Associate, Life Management Institute (ALMI) . ALMI , , . , , , .
ALMI
LOMA 301
LOMA 307
LOMA 320
LOMA ALMI .
FLMI
1
LOMA 301 ALMI FLMI
LOMA 330
LOMA 371
LOMA 307
LOMA 320
LOMA 311
LOMA 356
LOMA 361
LOMA FLMI .
www.loma.org
45
International ProgramsKorean
LOMA 290 LOMA 291
LOMA 301
LOMA 320
ACS .
ACS 100:
Foundations of Customer Service ACS 100 . .
LOMA 307:
LOMA 311:
LOMA 280:
LOMA 320:
Life and Health Insurance Marketing .
LOMA 290:
Insurance Company Operations , , , .
LOMA 330:
Management Principles and Practices , .
LOMA 301:
Insurance Administration , .
46
1-800-ASK-LOMA (Option 1)
International ProgramsKorean
I*STAR . ACS 100 LOMA 307 I*STAR . 2012 I*STAR . I*STAR LOMA , I*STAR LOMA . I*STAR , . . I*STAR : http://www.loma.org/content/ public/documents/ISTAR5CertificationForm.pdf) , intl@loma.org .
: : :
LOMA 2300 Windy Ridge Parkway, Suite 600 Atlanta, GA 30339, U.S.A
770-984-3795 770-984-6420 intl@loma.org
: : : :
Alpaco Co.,Ltd.
82-2-2163-5700 82-2-2635-9439 www.alpaco.co.kr alpha@alpaco.co.kr
LOMA 356:
Atlanta, USA Tel: 770-280-4178 Fax: 770-280-4150 E-mail: lomaintl@pbd.com Web site: www.lomabookstore.com
LOMA 361:
LOMA 371:
www.loma.org
47
International ProgramsPortuguese
Programas em Portugus
Descrio do Programa PFLP
O Programa de Formao LOMA em Portugus (PFLP) composto por nove cursos que abordam as atividades e as operaes das seguradoras atuais. Todos os cursos permitem o estudo individualizado. Exames por computador so oferecidos durante todo o ano. Os estudantes podem obter a certificao intermediaria, completando duas etapas obrigatrias, e mais uma dentre as eletivas. Para obter o Diploma PFLP, ser necessrio completar todas as nove etapas do PFLP.
PFLP 280
PFLP 290
PFLP 301
PFLP 320
PFLP 386
PFLP 440
Os estudantes podem obter a certificao intermediaria, completando DUAS etapas obrigatrias e mais UMA dentre as eletivas.
PFLP
Etapas Obrigatrias Princpios Operaes Servios ao Cliente PFLP 100 Administrao Marketing Investimentos e Investimento Institucional PFLP 356 Solvncia e a Lucratividade PFLP 371 Subscrio Resseguro
PFLP 280
PFLP 290
PFLP 301
PFLP 320
PFLP 386
PFLP 440
Para obter o Diploma PFLP, ser necessrio completar todas as NOVE etapas do PFLP.
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1-800-ASK-LOMA (Option 1)
International ProgramsPortuguese
Cursos do Programa PFLP PFLP 280 Princpios dos Seguros de Vida, Sade, e de Rendas Vitalcias
O PFLP 280 apresenta os princpios do seguro, o processo de se tornar um segurado, e os direitos contratuais de um segurado. O curso inclui informaes sobre as caractersticas do seguro de vida individual e em grupo, seguro sade e anuidades. Todos os materiais de estudo para o curso PFLP 280 esto agora disponveis em um formato PDF Protegido para ser baixado. Os estudantes matriculados para esse curso podem imprimir o material de estudo. Para se matricular nesse curso, acesse www.lomanet.org. O link para acessar o arquivo PDF contendo o material de estudo ser enviado diretamente para o email de cadastro do estudante. Princpios dos Seguros de Vida, Sade, e Rendas Vitalcias (LOMA, 2010) ISBN 978-1-57974-345-1 Caderno de Exerccios para o curso PFLP 280 (LOMA, 2010) ISBN 978-1-57974-346-8
curso passaro a compreender melhor como um trabalho individual se contextualiza no escopo total da companhia, assim como a importncia da contribuio de cada funcionrio para o sucesso empresarial como um todo. As Operaes de uma Seguradora (LOMA, 2012) ISBN 978-1-57974-406-9 Caderno de Exerccios para o curso PFLP 290 (LOMA, 2012) ISBN 978-1-57974-407-6
Este curso descreve como as seguradoras de vida operam no ambiente globalizado dos dias de hoje: como esto organizadas, como so gerenciadas, e os papis das unidades funcionais e de suporte no desenvolvimento, distribuio, emisso e administrao dos produtos de seguros de vida e anuidades. Os estudantes que fizerem este
www.loma.org
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International ProgramsPortuguese
Se voc tem dvidas sobre os Programas Educacionais da LOMA oferecidos em portugus, ou mesmo para solicitar a compra de livros, por favor entre em contato com:
Maria-Luiza Martins Fundao Escola Nacional de Seguros (FUNENSEG) Rua Senador Dantas, 74, 3 andar Centro 20031-201 Rio de Janeiro Brasil Tel: 55 21-3132-1016 Fax: 55 21-3132-1081 E-mail: mluizamartins@esns.org.br
Joo Leopoldo Braco Gerente-Ncleo Regional So Paulo Fundao Escola Nacional De Seguros Rua So Vicente, 181 01314-010 So Paulo-SP Brasil Tel: 55 11-9560-2206 Fax: 55 11-3106-5175 E-mail: gerenciasp@sp.funenseg.org.br Fabiana Dias DaCunha Representante LIMRA/LOMA no Brasil Tel: 55 11 3711 3148 E-mail: fdacunha@limra.com
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1-800-ASK-LOMA (Option 1)
International ProgramsPortuguese
Cursos Online
O Processo de Venda de Seguros
Descrio: Esse curso descreve a importncia da venda pessoal para companhias de seguro e as etapas inclusas no processo de venda de seguros. O curso tambm descreve os comportamentos que os clientes exibem ao tomarem decises de compra e as etapas do processo de deciso pela compra. Outros tpicos importantes relatados nesse curso incluem mtodos de identificar, contatar e classificar clientes em potencial com nfase nas maneiras pelas quais corretores de seguros colhem informaes, analisam as necessidades de clientes e preparam propostas que atendam tais necessidades. Fornecedor: LOMA Nmero de Aulas: 1 Tempo estimado de concluso do curso: 1 hora Preo para Associado LOMA: US$37,00 Preo para No-associado LOMA: US$74,00
www.loma.org
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International ProgramsSpanish
Programas en Espaol
PFSL (Programa de Formacin en Seguros de LOMA)
Diseado especialmente para estudiantes de habla hispana, la designacin PFSL consta de seis cursos de LOMA que proporcionan el conocimiento, las aptitudes profesionales y la confianza en s mismos que necesitan para triunfar en el entorno competitivo de hoy en da. Los cursos proporcionan informacin sobre los principios bsicos del seguro, las operaciones de las compaas aseguradoras, la administracin de seguros, el mercadeo de los seguros de vida y de salud, los fundamentos del servicio al cliente y adems finanzas o principios de la inversin y la inversin institucional. A travs del plan de estudio del PFSL, los estudiantes podrn realizar lo siguiente:
Descubrir capacidades que se aplican directamente a
su trabajo en la industria de servicios financieros y de seguros Centrarse en conceptos importantes usando las ayudas de auto-estudio incluidas en el material Estudiar segn su propio ritmo Realizar las pruebas en la oficina: sin necesidad de viajar Obtener reconocimiento mediante su progreso educativo Los cursos son de auto estudio con exmenes por Internet durante todo el ao a travs del sistema I*STAR. El reconocimiento de los logros y el estimulo a los estudiantes son fundamentales en nuestra misin educativa. Razn por la cual, una vez completen los primeros dos cursos de la designacin PFSL, los estudiantes obtienen un certificado de Nivel 1, y al finalizar el curso completo reciben el certificado de la designacin PFSL.
Importante:
1. Todos los materiales de estudio en Espaol desde ahora estaran disponibles en formato de archives protegidos PDF para ser descargados por los estudiantes cuando sean inscritos. Copias fisicas de los textos pueden ser adquiriedas hasta que se agote el inventario. 2. El texto comerical no propios de LOMA (PFSL 356 Texto Base de Estudio) no estara disponible en formato PDF sino que debera ser adquirido a nuestro distribudor tradicional en Estados Unidos PBD. 3. Para mayor informacion o si tiene preguntas escribanos a intl@loma.org.
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1-800-ASK-LOMA (Option 1)
International ProgramsSpanish
Nivel 1: Estudiantes recibirn un certificado personalizado al trmino de los cursos PFSL 280 y 290
Nivel 1: Estudiantes recibirn un certificado personalizado al trmino de los cursos PFSL 280 y 290
www.loma.org
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International ProgramsSpanish
PFSL 290 describe como las compaas de seguros operan en el ambiente global de hoy en da: como estn organizadas, como se manejan, y el rol de las unidades funcionales y de apoyo en el desarrollo, distribucin, emisin y administracin del seguro de vida y rentas vitalicias. Aprendices quienes toman este curso entendern mejor como su trabajo se acomoda dentro del esquema total de la empresa as como tambien la importancia de la contribucin de cada uno de ellos al xito total de la organizacin. Operaciones de las Compaas de Seguros, Tercera edicin (LOMA, 2012) ISBN 978-1-57974-408-3 Gua de Preparacin Operaciones de las Compaas de Seguros (LOMA, 2012) ISBN 978-1-57974-409-0
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1-800-ASK-LOMA (Option 1)
International ProgramsSpanish
Nota: Usted puede entender el material presentado en el curso UND 386 ms fcilmente si tiene un conocimiento bsico de los principios del seguro y los productos, de las operaciones de las compaas de seguro y la administracin del seguro. LOMA recomienda que usted complete los cursos PFSL 280, PFSL 290 y PFSL 301 antes de tomar este curso.
www.loma.org
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International ProgramsSpanish
LCIC
Cursos Obligatorios Principios del Seguro de Vida PFSL 280 Mercadeo Servicio al Cliente PFSL 100 10 cursos en lnea (40 horas)
PFSL 320
En qu consiste el LCIC?
El nuevo programa LCIC, el cual se encuentra totalmente en espaol, est compuesto de 10 cursos en lnea y 3 cursos de auto estudio, los cuales cuentan con exmenes en lnea. Al completar los trece cursos el estudiante recibir el diploma que lo acredita con la designacin de LOMA Certified Insurance Consultant (LCIC).
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1-800-ASK-LOMA (Option 1)
International ProgramsSpanish
Precios
Todos los cursos en lnea para el programa de LCIC son $38 para miembros de LOMA y $76 para no-miembros, por curso.
www.loma.org
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International ProgramsSpanish
LOMANET
LOMANET permite a los alumnos:
Inscribirse en lnea para los exmenes y cursos
Bundled
Revisar las calificaciones obtenidas un anlisis del rendimiento de su examen Ver la historia de los cursos rendidos y el progreso hacia Ver
Si su direccin de correo electrnico actual ha sido ingresada en LOMANET, Usted puede ir a www.lomanet.org y solicitar que su contrasea le sea enviada por correo electrnico en caso de haberla olvidado, a travs de la opcin de Password Request. Tambin puede solicitar su contrasea mediante el envo de un correo electrnico a education@loma.org.
la obtencin de designaciones Actualizar informacin personal Compra de transferencias de exmenes Accesar el material de estudio de algunos cursos en lnea El acceso a la informacin en el sistema de LOMANET requiere un ID (numero de estudiante) y una contrasea. Pngase en contacto con la Oficina de Asistencia de LOMANET llamando al: 1-800-ASK-LOMA (opcin 1), 770-984-3782 o escribanos a: lomanet@loma.org, para solicitar esta informacin en caso de requerirla.
Para ms Informacin:
Departamento Internacional de LOMA Telfono: 770-984-3730 Fax: 770-984-6420 Correo electrnico: intl@loma.org
PFSL 100 PFSL 280 PFSL 290 PFSL 301 PFSL 307 PFSL 320 PFSL 3561 UND 386
1
PFSL 356 incluye el valor del examen y el acceso a la gua de preparacin (TPG) en PDF. El libro de texto se debe comprar por separado.
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1-800-ASK-LOMA (Option 1)
International ProgramsSpanish
Su nmero de identificacin de estudiante en LOMANET y su contrasea sern necesarios en el momento de tomar su examen. Los procedimientos y las condiciones del lugar en donde se toman los exmenes de I*STAR son especficas y bastante estrictas, y deben ser aplicadas por la persona encargada de vigilar el examen y estn explicadas en el formulario de certificacin de I*STAR disponible en la pgina Web de LOMA. Si durante el proceso de inscripcin Usted matriculo el curso o el periodo equivocado, debe comunicarse con LOMA dentro de las 72 horas siguientes de su inscripcin para que el error pueda ser corregido sin ningn cargo.
Exmenes en I*STAR
I*STAR (Individually Scheduled Test and Results) es el sistema de LOMA para tomar exmenes a travs de Internet. Los exmenes a travs de I*STAR estn disponibles para los estudiantes en las empresas que han instalado este sistema. Las ventajas de I*STAR incluyen:
comodidad y la flexibilidad de poder presentar La
exmenes durante todo el ao Obtener la calificacin del examen de inmediato una vez terminado el examen Anlisis de rendimiento del estudiante despus del examen
Transferencias de Exmenes
Si por algn motivo no le es posible tomar su examen dentro del periodo escogido, o si desea cambiar de periodo, puede adquirir una transferencia de examen. Las transferencias pueden adquirirse a travs de LOMANET ingresando a la opcin: Check enrollment status. Si el periodo en el que deba tomar su examen ya termino y en su calificacin aparece DN, entonces Usted debe adquirir la transferencia ingresando a travs de la opcin: Course History. En caso de que no pueda ingresar a la pgina de LOMANET, Usted puede solicitar un formulario de LOMA a la Oficina de Registro, o descargar uno de nuestra pgina: www.loma.org. Las transferencias de exmenes deben adquirirse dentro de los siete meses siguientes a partir de la fecha original del primer examen. La matricula del examen en un nuevo periodo no es automtica. Si Usted no se inscribe para el prximo perodo de pruebas de examen, Usted pierde el valor pagado por el examen o curso y adems el valor que pago por la transferencia.
periodo escogido, su matrcula ya no ser vlida a menos que se compre una transferencia de examen. matriculas no son transferibles entre estudiantes o Las entre cursos. Cambiar de curso sin pagar por el nuevo curso no es permitido. Devoluciones o crditos no sern realizados por el curso para el que inicialmente se matriculo.
www.loma.org
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International ProgramsSpanish
Los alumnos independientes debern pagar las tarifas en el momento de la inscripcin. Las empresas miembros y no miembros sern facturadas por el valor de los exmenes. Todas las tarifas estn expresadas en dlares americanos y se deben pagar en dlares americanos con tarjeta de crdito VISA, MasterCard, American Express, cheque, giro postal o transferencia bancaria. Las inscripciones no son transferibles entre los alumnos y cursos. Algunos de los precios de inscripcin no incluyen el costo de los libros de texto, ayudas de estudio o certificaciones por horas de educacin continua. Las excepciones son los cursos que estn marcados Bundled en el siguiente cuadro. Los cursos Bundled incluyen todos los materiales de estudio en lnea y el derecho al examen; no es necesaria la compra de un texto por separado o una Gua de preparacin. Algunos cursos Bundled tienen el libro disponible para impresin a un costo adicional. La mayora de los cursos Bundled son elegibles para un descuento de $30 cuando un estudiante pierde el examen y se vuelve a inscribir para el mismo curso dentro un plazo de siete meses despus de haber tomado el examen original. El plazo para cancelar cualquier matricula es de 72 horas contando desde el momento en que se realizo la transaccin. Transcurrido este plazo, LOMA no podr hacer ningn cambio en su matrcula.
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Examinations
Enrolling for and Accessing Course Materials for Courses Delivered through Course Portals
Enrolling for courses delivered through Course Portals is easy. If you are not already registered in LOMANET, follow the instructions on page 62. Once registered, use your login ID and password to access LOMANET. Select the course and your exam type (I*STAR, Prometric, or paper) and desired exam period, and complete any additional steps concerning payment, etc. Once your enrollment is completed, click on My Learning in the selection menu. My Learning displays the course for which youve enrolled if your course provides access to online resources and study materials. Click on the course title, which launches your Course Portal in a new window. You will have access to the Course Portal through the exam period selected during the enrollment process. If you do not sit for your exam by the end of the exam period, you will need to purchase a fee transfer to change your exam period to a future period. If you are taking your exam at a Prometric Center, please see page 62 for full instructions on selecting an exam date and the process for purchasing fee transfers.
and are accessible via the Course Portal. For a more complete description of your responsibilities as a student in LOMAs professional designation programs, please refer to the Professional Designation Programs section on page 9. Your enrollment process will depend on the type of examination you choose to take:
Paper exams typically administered twice yearly on
specified examination dates (see page 69) Computerized/I*STAR exams at your company Computerized/I*STAR exams at Prometric Testing Centers (available in the United States and Canada only) LOMA offers two options for exam enrollment:
Online enrollment via LOMANET, our Internet-based
education administration system Enrollment forms for paper exams, for use by independent students only, are available for download at www.loma.org If your company will enroll over 20 students at a time, your Ed Rep should contact LOMAs Office of the Registrar to learn about a time-saving enrollment feature.
LOMANET
LOMANET allows students to:
Enroll online for exams and bundled courses View exam grades View an analysis of performance on Paper, I*STAR or
Prometric exams Access course history and progress toward earning designations Update personal information Purchase fee transfers Access online study materials for select designation courses Accessing information on the LOMANET system requires a login ID and password. Contact the LOMANET HelpDesk at 1-800-ASK-LOMA (Option 1), 770-984-3782 or lomanet@loma.org to request this information.
www.loma.org
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Examinations
selected testing period, your enrollment expires and all exam fees are forfeited unless you purchase a fee transfer. Fees are nontransferable between paper and I*STAR exams unless you purchase a fee transfer. Your LOMANET ID and password will be required at the time of your I*STAR exam. Specific I*STAR procedures and room conditions are outlined for proctors in the I*STAR Certification Form available on LOMAs Web site. If during the enrollment process you enroll for the wrong bundled course or exam or type of exam by mistake, you must contact LOMA within 72 hours of your enrollment to have the error corrected at no charge.
Prometric Exams
You may also take computerized exams at Prometric Testing Centers throughout the United States and Canada. Prometric offers students the flexibility of taking exams after regular business hours and on Saturdays. If you are planning to take your exam at a Prometric Center, read the following section carefully.
I*STAR Exams
I*STAR (Individually Scheduled Test and Results) is LOMAs Internet-based system for providing computerized exams. I*STAR testing is available to students at companies that have installed this testing system. Advantages of I*STAR include the convenience and flexibility of year-round testing, as well as immediate online grade reporting.
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3. Submit payment for the Prometric examination fee (see page 67) to establish eligibility for one period of testing. You must sit for your exam during the testing period for which you are enrolled or purchase a fee transfer to transfer your enrollment to the next testing period. LOMA will not refund enrollment fees if you do not sit for your examination. 4. Choose to receive an enrollment confirmation via e-mail, or print the Enrollment Confirmation screen that appears after submitting your enrollment. 5. After 48 hours, log on to www.2test.com or call 1-800-998-5662 to schedule an exam appointment at a Prometric Testing Center. Prometric appointments are scheduled on a first-come, first-served basis, and seating is subject to availability. Appointments for the end of each quarter fill up quickly, so schedule as early as possible. 6. Arrive at the Prometric Testing Center 30 minutes before the scheduled appointment. In addition to your enrollment confirmation, bring 2 forms of ID bearing your name and signature, one of which MUST include a recent photo. Examples of valid forms of photo ID include: a passport, a drivers license with photo and signature, a state ID card, and a military ID. In states where a photo is not included on the drivers license, you may present an ID with a physical description. Acceptable forms of secondary ID include a credit card, an ATM card, or a citizenship card. Your name on the ID must exactly match the Enrollment Confirmation.
Prometric appointments may be rescheduled without penalty if you reschedule your appointment 30 or more business days in advance of your scheduled test date within the testing quarter you have selected. If you reschedule your appointment 2 to 29 days before the scheduled test date there will be a $35 rescheduling fee payable to Prometric at the time you reschedule. The fee is payable by credit card only (Visa, MasterCard, or American Express) and you will be required to select your future appointment date at the time you reschedule. A rescheduling fee will be assessed each time you make any changes to your appointment within the 229 day period before your currently scheduled test date. In the event that you reschedule your exam less than 2 days prior to the test or fail to appear, your exam fee will be forfeited. See chart on page 64. Please note that Monday through Saturday are considered business days. Failure to reschedule more than 2 business days prior to your scheduled test date will result in a forfeiture of the $95 (U.S.) Prometric fee, and you will be required to pay this fee again to take your exam. To reschedule your appointment go to www.prometric.com/loma or call 1-800-998-5662. Prometrics Automated Voice Response System is available 24 hours a day, 7 days a week. If your rescheduled appointment is near the end of one of LOMAs testing periods, you must also make sure your LOMANET enrollment is still valid for the rescheduled date. For example, if you enroll for one testing period on LOMANET, and want to reschedule your Prometric testing appointment to the next period, you must first log into LOMANET, purchase a fee transfer, and re-enroll for the exam in the next testing period. Note: Rescheduling your appointment with Prometric does NOT change your enrollment in LOMANET. Your enrollment will remain valid until the end of your current testing period. If you do not sit for your exam before the end of the testing period for which you enrolled, your enrollment expires and all exam fees are forfeited unless you purchase a fee transfer and enroll for the next exam period.
Paper Exams
Paper exams are typically offered in May and/or November. The Paper Exam Schedule on page 69 indicates the exam dates and times. See Key Dates on the inside front cover for LOMAs official enrollment deadlines for paper exams. Please note, your companys enrollment deadlines may be earlier than LOMAs official enrollment deadlines.
www.loma.org
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Examinations
Fee Transfers
If you are unable to take a paper, I*STAR, or Prometric examination during the testing period in which you enrolled, or you wish to switch from paper to I*STAR or I*STAR to paper, you can purchase a fee transfer. Fee transfers may be purchased via LOMANET through the Check Enrollment Status function. If your exam period has expired and your score is a DN (did-not-sit), you may purchase a fee transfer from the Course History page in LOMANET. If you are unable to access LOMANET, you may request a form from LOMAs Office of the Registrar, or download a form from www.loma.org. For paper exams, fee transfers must be purchased within seven months from the date the exam was scheduled to be taken. For I*STAR exams, fee transfers must be purchased within seven months from the end of the quarter for which the learner was enrolled.
closed, e.g., a national or company holiday more than one exam scheduled on the same day at for the same time LOMA does not limit the number of exams you may take in each testing period. You are the best person to determine the number of exams you can prepare for in one cycle.
the official enrollment deadline. Fees are nontransferable between students or between courses. Switching courses without paying for the new course is prohibited. Credits and/or refunds will not be given for the course for which you initially enrolled.
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Paper Exam Schedule. (See page 69.) Plan to arrive at the exam site 30 minutes before your exam begins. You may be required to furnish photo ID when taking an exam. If you arrive after the scheduled starting time for your paper exam, the exam may not be accepted by LOMA for grading. Official Exam/Proctor Instructions, mailed along with examinations to all paper exam proctors, must be followed. Students may not consult, discuss, review, or in any way use anyone elses answers or accept unauthorized assistance during the examination. Please note that LOMA uses specially designed software to detect possible cheating on LOMA exams. During the exam, students may not have in their possession any outside materials including, but not limited to, notes; textbooks; tables; charts; graphs; cell phones; pagers; Personal Digital Assistants (PDAs), e.g. Palm Pilots or BlackBerrys; or digital media players, e.g. iPods. Only calculators bearing the official LOMA logo are permitted in the exam room. The official LOMA calculator is sold through PBD [PBD Order # CALC-01]. Additional procedures, regulations, and information are posted in both the Student Services and Ed Rep Resources sections of LOMAs Web site at www.loma.org. Paper exam booklets must be returned to the proctors after the exam. The booklets will not be returned to students.
Exam Grades
The passing grade for all exams is 70 percent. For all courses except LOMA 281, LOMA 291, and ACS 101, LOMA provides students with numerical scores for grades of 70 and above. Scores below 70 are listed only as F+ (within 10 points of passing) or F. If you do not take an exam by the end of the exam period for which you are enrolled, your score will be DN (did-not-sit). You can receive your grade via e-mail if you select that delivery option in your student record in LOMANET. You may also view your grades under Course History in your LOMANET record. LOMA 281, LOMA 291, and ACS 101 courses include a series of short exams, which are integrated within the course materials and do not require a separate exam enrollment. Successful completion of these courses requires a 70 percent score on all course tests; however, course credit in LOMANET is recorded as a P (pass). Students who enroll in LOMA 281, LOMA 291, or ACS 101 are given access to the course materials for six months. If you do not successfully complete all course exams during that period, your score will be a DN (did-not-sit). You may review your grades for these courses under Course History in your LOMANET record.
Regrade Policy
You may request a regrade of your paper exam by submitting a request in writing within three months of the exam date. A fee of $50 (U.S.) is required to manually regrade your exam. Fees will be refunded if LOMA discovers any errors were made during the initial grading process.
65
Examinations
Online Resources
Quick Links
Our websites http://www.loma.org http://www.lomanet.org http://www.lomalearn.org
Awards
You will receive a Certificate for successful completion of the FLMI and FFSI Level I courses (see pages 10 and 12). You will receive a diploma for completing any Associate, Professional, or Fellow designation. These awards will arrive approximately 10 weeks after the last course is posted in LOMANET. Designations may be used immediately upon completing program requirements. The Check Designation Progress feature in LOMANET allows you to see which programs you have completed as well as track your progress toward a designation. Some designations may be earned With Honors or with Distinction by having an average of 85% or higher, with no failures, on certain courses. Replacement awards can be ordered for $35 (U.S.). To download a replacement award form, see www.loma.org.
Contact Information
General contacts and information about visiting LOMA http://www.loma.org/aboutus/contactus.aspx International contacts http://www.loma.org/aboutus/intlcontacts.aspx
Student Resources
For more "how-to" information about our courses, enrollments, taking exams, course credit, and other topics http://www.loma.org/learn/learners/how/default. aspx For a complete library of downloadable student forms, instructions, FAQs, policies, procedures, and tips http://www.loma.org/learn/edreps/tools/forms/ students.aspx For a list of our designation programs and links to more information about them http://www.loma.org/learn/learners/designations/ default.aspx
CE Credit
Life and health agent continuing education (CE) programs accept LOMA education courses as continuing education credit in most states and some provinces. CE credit is not submitted automatically; it must be requested upon completion of a LOMA course. To see a list of states and provinces that accept LOMA courses and to download a form to request CE credit, visit www.loma.org. Students may also submit requests for CE credit on LOMANET. A $35 (U.S.) fee per course is required.
Events
For other LOMA conferences, meetings, courses, and instructor-led online training http://www.loma.org/events/eventsbydate.aspx
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$180 $180 $250 Designation Courses with Proctored Exam Prometric $280 $210 $280 $315 $210 $315 $210 $355 $210 $315 $210 $355 $210 $355 $355 $210 $275 $275 $275 $395 $275 $385 $425 $385 $305 $410 Paper $205 $135 $205 $240 $135 $240 $135 $280 N/A $240 N/A $280 $135 $280 $280 N/A $200 $200 N/A N/A N/A N/A $355 $315 $235 $340 I*STAR $370 $230 $370 $440 $230 $440 $230 $520 $230 $440 $230 $520 $230 $520 $520 $230 $360 $360 $360 $600 $360 $580 $660 $580 $420 $630
LOMA 291
Prometric $465 $325 $465 $535 $325 $535 $325 $615 $325 $535 $325 $615 $325 $615 $615 $325 $455 $455 $455 $695 $455 $675 $755 $675 $515 $725
Paper $410 $270 $410 $480 $270 $480 $270 $560 N/A $480 N/A $560 $270 $560 $560 N/A $400 $400 N/A N/A N/A N/A $710 $630 $470 $680
$185 $115 $185 $220 $115 $220 $115 $260 $115 $220 $115 $260 $115 $260 $260 $115 $180 $180 $180
LOMA 335 (bundled course) 2 LOMA 356 LOMA 361 (bundled course) LOMA 371 (bundled course) LOMA 380 ACS 100 PCS 391393 AAPA 273313 AAPA 323 (bundled course) AIAA 200 AIAF 400 AIRC 410 (bundled course) AIRC 420 ARA 440
5 2 2 2 2
This is the total course fee. Examinations are integrated within the course materials and do not require separate payment. The fee for a bundled course includes all online study materials and an exam enrollment; no separate purchase of study materials is required. Bundled courses are eligible for a $100 retake fee discount when a student re-enrolls within seven months after sitting for the original examination. For example, $85 is the LOMA 280 I*STAR retake for member company students who qualify for the retake discount. Some bundled courses also have a printed textbook available for an additional fee. LOMA 311 will be revised and become a bundled course for exams taken on or after July 1, 2012. As of July 1, 2012, LOMA 316 will only be offered in French. This fee includes the online Test Preparation Guide and exam enrollment; the text must be purchased separately.
3 4 5
www.loma.org
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Examinations
Additional Fees
LOMA Member Companies
Additional Fees I*STAR Canadian surcharge1 Fee transfer Late enrollment fee
2 2
Prometric $20 $50 N/A N/A Other Fees $100 $35 $35 $60
PAC fee (one-time fee) Replacement awards LOMA transcript Transfer credit
3
Most exam fees do not include the cost of textbooks, study aids, or CE credit. Exceptions are
course fee for LOMA 280, LOMA 290, LOMA 301, The
LOMA 307, LOMA 320, LOMA 335, LOMA 361, LOMA 371, AAPA 323, and LOMA 311 (when available), includes the online Course Portal, with access to online study materials, and an exam enrollment. course fees for LOMA 281, LOMA 291, and The ACS 101 include access to all study materials. Exams are integrated within these courses. exam fee for ARA 440 includes online access to a The PDF of the study aid (TPG), but not the textbook. exam fee for UND 386 and AIRC 410 includes The online access to PDFs of the textbook and the study aid (TPG). After LOMAs official enrollment deadline, paper enrollments may not be canceled. Fees are subject to change without notice.
Certain exams administered in Canada, including those for independent students, are subject to a $20 (U.S.) per exam surcharge. This fee is in addition to the base exam fee and other applicable fees. The Canadian surcharge applies only to Fellowship-level exams and the ACS exam. All exams administered in Canada are subject to the Canadian Goods and Services Tax (GST). The GST applies to the course/exam fee, the Canadian student surcharge, and any applicable Prometric Fees. LOMA does not collect the GST; Canadian companies and independent students must self-assess any liability they incur. Enrollments received past paper enrollment deadlines require additional administrative processing; therefore, a late fee per student, per exam is charged. Late enrollment and missed deadline fees apply to paper exams only. Transfer credit fees are fees for transferring pre-approved course credit from other industry educational programs to applicable LOMA designation program courses. The fee is a per-course fee charged at the time of application. For a transfer credit application, visit www.loma.org.
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administered according to this schedule. Students must not enroll for two exams given on the same day at the same time. Reps must not enroll students for an exam scheduled Ed for a day on which their company will be closed, e.g., a national or company holiday. LOMA exams vary in length from 23 hours and in the number of questions depending on language. For specific information about non-English exams, see the relevant language section in this catalog. Some paper exams may be offered only in May or only in November.
Note: The LOMA 330 exam in Simplified Chinese, Traditional Chinese, and Korean will be given on Monday, May 7, 2012 at 1 p.m. (75 questions, 3 hours).
May 2012 Time 9 a.m. Monday May 14 LOMA 280 LOMA 286 LOMA 335 AIRC 410 Tuesday May 15 LOMA 290 Wednesday May 16 LOMA 301 UND 386 PCS 391 LOMA 307 ACS 100 November 2012 Time 9 a.m. 1 p.m. Monday November 5 LOMA 280 LOMA 335 PCS 392 Tuesday November 6 LOMA 290 LOMA 305 LOMA 356 AIRC 420 Wednesday November 7 LOMA 301 UND 386 LOMA 307 ACS 100 Thursday November 8 LOMA 311 LOMA 361 Friday November 9 LOMA 320 ARA 440 LOMA 371 Thursday May 17 LOMA 311 Friday May 18 LOMA 320
1 p.m.
LOMA 361
LOMA 371
www.loma.org
69
Study Materials
Study Materials
To determine the study materials you will need for each course for which you are enrolled, consult the information provided in the Course Descriptions section of this Catalog, beginning on page 18. Note the title, edition, and/or copyright date of all assigned study materials. Courses that include study materials with enrollment are listed on page 8 of this Catalog. Please confirm your companys policies regarding obtaining LOMA study materials before ordering. Past exams are not recommended as study aids and are not available from LOMA or PBD.
Students who take I*STAR/Prometric exams affected by curriculum changes or those who want outgoing editions of textbooks should order early. I*STAR/Prometric students have only two months (MayJune or NovemberDecember) following the new or revised editions publication dates to sit for exams based on previously assigned study materials. English courses affected by curriculum changes in 2012 include:
AAPA 323 ACS 101 AIAF 400 (Discontinued as of December 31, 2012) LOMA 290 LOMA 311 LOMA 316 (As of July 1, 2012, will be offered only in
French) LOMA 371 PCS 391 (Discontinued as of December 31, 2012) PCS 392 (Discontinued as of December 31, 2012) PCS 393 (Discontinued as of December 31, 2012)
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Teaching Guides
Teaching guides for LOMA 311 and LOMA 326 must be ordered directly from LOMA by contacting LOMAs Contact Center. (Note that the LOMA 311 teaching guide will no longer be available as of July 1, 2012.) These teaching guides include an outline that ties together the text with the Practice Questions and Sample Exam from the Test Preparation Guide. The teaching guides will be made available to customers as a stapled print-out for no cost other than a shipping and handling fee. The amount of the shipping and handling fee will be the same as for commercially published instructors kits. The customer does not have to provide evidence of classroom activity in order to receive LOMA-developed teaching guides.
Shipping
Delivery of all in-stock items can be expected within 3 to 10 business days from receipt of your order. All orders must be prepaid in U.S. dollars unless other arrangements are made directly with PBD. Due to the differing costs and regulations of the customs offices of each country, PBD and LOMA cannot be responsible for additional customs charges incurred with orders. These costs are not included in the shipping or handling fees. Please take note of your countrys customs regulations when placing an order. Companies who want customized service arrangements should contact PBD before placing orders for study materials. LOMA assumes no responsibility for any special arrangements made with PBD concerning order handling.
Instructors Kits
A LOMA-published Instructors Kit for LOMA 286 may be purchased from PBD to facilitate classroom teaching. Commercially-published instructors kits are made available only to course instructors for LOMA 380, PCS 391, and AIAA 200. To order, contact LOMA directly.
www.loma.org
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Study Materials
(see page 69). U.S. and Canadian students whose companies do not offer exams via I*STAR may sit for exams in a Prometric Testing Center. Students should contact their Ed Rep for details.
Study Materials Enrollment includes Textbook available for purchase
LOMA 280 LOMA 281 LOMA 286 LOMA 290 LOMA 291 LOMA 301 LOMA 305 LOMA 307 LOMA 311 LOMA 3111 LOMA 3162 LOMA 320 LOMA 326 LOMA 335 LOMA 356 LOMA 361 LOMA 371 LOMA 380 ACS 100 ACS 101 AIAA 200 AIAF 4003 AIRC 410 AIRC 420 AAPA 273 AAPA 283 AAPA 303 AAPA 313 AAPA 323 ARA 440 PCS 3914 PCS 3924 PCS 3934 UND 386
1
60 questions 75 questions 60 questions 60 questions 75 questions 60 questions 75 questions 60 questions 75 questions 60 questions 75 questions 60 questions 75 questions 60 questions 60 questions 75 questions 75 questions 50 questions 75 questions 50 questions 50 questions 50 questions 50 questions 50 questions 50 questions 50 questions 50 questions 75 questions 75 questions 75 questions 50 questions
2
2 hours No proctored exam 3 hours 2 hours No proctored exam 2 hours 3 hours 2 hours 3 hours 2 hours 3 hours 2 hours 3 hours 2 hours 3 hours 2 hours 2 hours 3 hours 3 hours No proctored exam 2 hours 3 hours 2 hours 2 hours 2 hours 2 hours 2 hours 2 hours 2 hours 2 hours 3 hours 3 hours 3 hours 2 hours
3
Yes May only Yes Yes Nov. only Yes Yes Yes No Yes No Yes Yes Yes Yes No Yes No No May only Nov. only No No No No No Nov. only May only Nov. only May only Yes
4
Course Portal, PDF of text and TPG All study materials in online format Exam only Course Portal, PDF of text and TPG All study materials in online format Course Portal, PDF of text and TPG Exam only Course Portal, PDF of text and TPG Exam only Course Portal, PDF of text and TPG Exam only Course Portal, PDF of text and TPG Exam only Course Portal, PDF of text and TPG Exam only Course Portal, PDF of text and TPG Course Portal, PDF of text and TPG Exam only Exam only All study materials in online format Exam only PDF of Learning Guide PDF of text and TPG Exam only Exam only Exam only Exam only Exam only Course Portal, PDF of text and TPG PDF of TPG Exam only Exam only Exam only PDF of text and TPG
Yes No Yes Yes No Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes No Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes
AIAF 400 and the AIAF designation are being discontinued as of December 31, 2012.
The three courses in the PCS curriculum will be offered only through the end of 2012. The last opportunity for learners to complete the PCS under the current requirements is December 31, 2012. The May 2012 exams are the last ones for PCS 391 and PCS 393. The November 2012 exam is the last one for PCS 392.
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2011-04-119
www.loma.org
Our Need 2 Know courses offer an innovative approach to providing important information that will help you be more productive. Need 2 Know courses provide:
n Insight into insurance and financial products, vocabulary and concepts n Short, online lessons with engaging, multi-media delivery n Job-applicable and industry-specific training
We cant teach you how to leap tall buildings, but we can help you become super.
www.loma.org
EDCT2012