LOMA EducationCatalog

Education & Training Catalog
2014
Key Dates
December 2013
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 2014 paper exams Ed Reps receive certificates and diplomas for November 2013 paper exams Deadline to submit paper enrollment forms for May 2014 paper exams Deadline to submit enrollments via LOMANET, and late paper enrollment forms deadline for May 2014 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 page75 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 2014 paper exams May 2014 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 2014 paper exams August 31
August 2014
August 1 August 8 August 22 Ed Reps receive certificates and diplomas for May 2014 paper exams Deadline to submit paper enrollment forms for November 2014 paper exams Deadline to submit enrollments via LOMANET, and late paper enrollment forms deadline for November 2014 paper exams Last day to complete course requirements to attend the 2014 LOMA Annual Conference and Conferment LOMA closed for Labor Day; LOMAs Contact Center unavailable 2014 LOMA Annual Conference and Conferment, San Francisco, California 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 page75 for dates and times) Exam question challenges deadline for receipt at LOMA Fee transfer request deadline for November 2014 paper exams LOMA closed for Thanksgiving; LOMAs Contact Center unavailable November 2014 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 2015 paper exams
January 2014
January 1 January 2
February 2014
February 1 February 21
September 2014
September 1 September 79 September 30
March 2014
March 7
March 31
November 2014
November 37 November 17 November 26 November 2728
May 2014
May 1216 May 26 May 27 May 30
December 2014
December 6 December 25 December 31
June 2014
June 7 June 30
July 2014
July 4 July 7
January 2015
January 1 January 2
Copyright 2014 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 2014 LL Global, Inc. All rights reserved. Reproductions or transmissions for any other purpose require the prior written permission of the publisher. LOMA, FFSI, FLMI, FSRI TM, ASRI TM, PCS, ALMI, AFSI, ACS, 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
Advance Your Career.............................. 2
How to Use This Catalog.......................................................... 2 Guidelines for Use of LOMA Materials....................................... 3 LOMA361 Accounting and Financial Reporting in Life Insurance Companies........................... 27 LOMA371 Risk Management and Product Design for Insurance Companies..................................... 27 LOMA380 Financial Services and Products for Organizations. ........................................... 27 SRI 111 Retirement Marketplace................................. 27 SRI 121 Retirement Savings and Investments............... 28 SRI 131 Planning for a Secure Retirement.................... 28 SRI 210 Successful Retirement Outcomes: Decumulation and Income Security................. 28 UND386 Underwriting Life and Health Insurance........... 28
Online Learning...................................... 4 Instructor-Led Training . . ........................ 7 Course Access. . ...................................... 9 Professional Designation Programs. . ...... 10
Fellow, Life Management Institute (FLMI).......................... 11 Associate, Life Management Institute (ALMI)..................... 11 Fellow, Secure Retirement Institute (FSRI)........................... 13 Associate, Secure Retirement Institute (ASRI). ..................... 13 Fellow, Financial Services Institute (FFSI).......................... 15 Associate, Financial Services Institute (AFSI)..................... 15 Associate, Customer Service (ACS)................................... 17 Associate, Annuity Products and Administration (AAPA)... 19 Associate, Insurance Regulatory Compliance (AIRC).......... 20 Associate, Reinsurance Administration (ARA).................. 21
Areas of Study .. ..................................... 29

Annuities............................................................................... 29 Customer Service.................................................................. 29 Finance and Accounting......................................................... 29 Financial Services and Financial Planning. ............................... 29 Legal, Compliance, and Ethics................................................ 29 Life Insurance........................................................................ 30 Management and Leadership................................................. 30 Operations and Administration................................................ 30 Product Development............................................................. 30 Reinsurance.......................................................................... 30 Retirement............................................................................ 30 Functional Mapping............................................................... 30
Course Descriptions and Assigned Study Materials. . .............. 22

AAPA273 Annuity Principles and Products. ..................... 22 AAPA283 Marketing, Distribution, .................................... 22 and Uses of Annuities. AAPA303 Annuity Systems and Administration............... 22 AAPA313 Financial Aspects of Annuities........................ 22 AAPA323 Regulation and Taxation of Annuities............... 23 ACS100 Foundations of Customer Service. ................... 23 ACS 101 Customer Service for Insurance Professionals... 23 AIRC 411 The Regulatory Environment for Life Insurance.. 23 AIRC 421 Regulation of Life Insurance Products, Sales, & Operations................................................. 23 ARA440 Reinsurance Administration............................ 23 LOMA280 Principles of Insurance................................... 24 LOMA281 Meeting Customer Needs with Insurance and Annuities.......................... 24 LOMA286 Principles of Financial Services and Products................................................. 24 LOMA290 Insurance Company Operations...................... 24 LOMA291 Improving the Bottom Line: Insurance Company Operations...................... 25 LOMA301 Insurance Administration................................ 25 LOMA305 Personal Financial Planning............................ 25 LOMA307 Business and Financial Concepts for Insurance Professionals . .......................... 25 LOMA311 Business Law for Financial Services Professionals................................................. 25 LOMA320 Insurance Marketing...................................... 26 LOMA 321 Marketing in Financial Services. ...................... 26 LOMA326 Financial Services Marketing.......................... 26 LOMA335 Operational Excellence in Financial Services........................................................ 26 LOMA 357 Institutional Investing: Principles and Practices. ................................................ 26
International Programs. . ........................ 31

Arabic Programs............................. ........................ 31 ............ 32 Bahasa Indonesia Programs............ Bahasa Indonesia. Chinese Programs.......................... . ............................. 35 French Programs............................ Franais.......................... 43 Korean Programs............................ .............................. 48 Portuguese Programs..................... Portugus........................ 52 Spanish Programs. .......................... Espaol........................... 56
Enrollments and Examinations............... 65

Enrolling for Courses and Exams. ............................................ 65 LOMANET............................................................................. 65 I*STAR Exams....................................................................... 66 Prometric Exams................................................................... 66 Paper Exams......................................................................... 68 Fee Transfers........................................................................ 68 Exam Procedures & Regulations............................................. 69 Exam Grades......................................................................... 69 Awards. ................................................................................. 70 Exam Fees............................................................................ 72 2014 Paper Exam Schedule................................................... 75
Study Materials..................................... 76
Determining the Study Materials You Need.............................. 76 Online Study Materials........................................................... 76 Ordering Study Materials........................................................ 76 ................................................. 77 Study Materials by Language. Instructors Kits..................................................................... 77 English-Language Exams and Study Materials by Course......... 78
Advance Your Career
Welcome to LOMAs career development opportunities!

Your Formula for Success
Start with the trusted source for industry knowledge, include job-relevant content, add enhanced delivery options, and you have a formula for success that industry professionals around the world rely on to advance their careers. In recent years, LOMA has made exciting changes to its education and training programs, and in 2014 the innovation continues. All of the courses in LOMAs FLMI designation program are now available online in a Course Portal. See page 9 for more about Course Portals.
Two courses in the Associate, Insurance Regulatory LOMAs newest professional designation program, the
Fellow, Secure Retirement Institute (FSRI) offers a comprehensive program to educate employees who develop, administer and support retirement plans and products in companies serving this market. This exciting new program features several courses in an online interactive format. See page 13 for more on LOMAs Fellow, Secure Retirement Institute program. And remember: Trusted Source + Job-Relevant Content + Enhanced Delivery = Your Formula for Success
Compliance (AIRC) designation program AIRC 411 and AIRC 421 are now available in our online interactive format with examinations integrated within the course materials. See page 9 for more about our online interactive courses. See page 20 for more about the AIRC designation.
How to Use This Catalog

LOMAs educational solutions come in many forms. Use this Catalog to find a course or designation program by
Delivery Method online learning courses,
instructor-led training, or Course Portals and other self-study courses Professional Designation Programs Course Descriptions Areas of Study Language (International Programs)
LOMA offers content in the following areas to help you reach your career goals:
Annuities Business Analysis Business Insurance Communication Company Operations Financial Services Life and Health Reinsurance Retirement Planning Sales Support Sales Training Securities and
and Administration
Customer Service Finance and
Accounting
and Financial Planning Human Resources Insurance Fraud Insurance Onboarding Legal, Compliance, and Ethics
Insurance Management and Leadership Product Development Project Management Property/Casualty Insurance
Suitability
2 1-800-ASK-LOMA (Option 1)
Advance your career
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 1-800-ASK-LOMA (275-5662) (Option 1) Tel: 770-984-3761 770-984-6415 Fax: E-mail: education@loma.org
Guidelines for Use of LOMA Materials

It is unlawful to make unauthorized copies of LOMA texts, study aids, exams, software, this Catalog, or any other materials. When companies or students make unauthorized copies of LOMA materials, they engage in illegal activity, thereby depriving LOMA of revenues used for association 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.
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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.
Short Online Courses and Course Collections!

LOMA offers a number of online courses that can be completed in an hour, as well as collections on life insurance, annuities, customer service, and sales support. These collections contain four to six short online courses on related topics. They provide an excellent way to get new employees up to speed quickly, educate employees new to an area, and refresh the knowledge of seasoned employees.
LOMALearnTM 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.
LOMA Custom Delivery Solutions

For companies that need more than a standard off-the-shelf solution, LOMA offers a suite of customized solutions to maximize your training investment. Some of these options include:
Learning paths and certificate programs Custom learning portals Blended learning tools Learning management system (LMS) integration Customized courses
Online Designation Learning

Several of LOMAs designation courses are available online. The Need 2 Know Courses LOMA 281 and LOMA 291 teach insurance fundamentals through an engaging, multi-media approach. Other online interactive courses that use multi-media features to engage learners include ACS 101, AIRC 411 and AIRC 421, several courses in the Fellow, Secure Retirement InstituteTM Education Program (SRI 111, SRI 121*, and SRI 131*), and LOMA 321*. Other designation courses are available through LOMAs Course Portals, which blend traditional text-based content with interactive online features. See page 9 for more information about accessing LOMA courses, and see page 22 for descriptions of each LOMA course, including details about course access. * These courses will be introduced during 2014.
For more information on LOMAs Custom Delivery Solutions, visit www.lomalearn.org or call 770-984-3751.
Soft Skill Courses

LOMA offers soft skill courses in the following categories: management and leadership, sales training, customer service, finance and accounting, human resources, project management, communication, desktop skills, IT, and business analysis. Some of the courses are offered in other languages. For more information, visit www.lomalearn.org.
Online Course Catalog

With over 350 online courses, LOMA offers training covering a wide variety of topics such as financial/insurance products, customer service, insurance functions, management, and interpersonal skills. LOMA gives you access to a multitude of interactive, engaging courses to meet your specific learning needs. The following is a list of featured courses in several topic areas. For a full list of course topics and titles, please visit www.lomalearn.org.
Online Learning
Annuities
Featured Courses: Annuity Basics and Participants Annuity Products Annuities: Why People Buy Them Annuities: Overview of Taxation
Human Resources
Featured Courses: HR as Business Partner: From Cost Center to Strategic Partner Understanding Workplace Diversity Attracting and Retaining Talent
Communication
Featured Courses: Interpersonal Communication: Communicating with Confidence Business Writing: How to Write Clearly and Concisely Effective Listening
Insurance Fraud
Featured Courses: Anti-Money Laundering Best Practices for the Life Insurance Industry 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 Intro to Underwriting Reinsurance Basics
Legal, Compliance & Ethics

Featured Courses: FMLA Leave and More: An Overview of Legally Protected Leave Ethical Conduct in the Insurance Industry Ethical Practices
Customer Service
Featured Courses: Exceptional Customer Service Managing Time and Stress Working with Upset Customers
Finance & Accounting

Featured Courses: Basic Investment Concepts Overview of Life Insurance Accounting Overview of Insurance Company Financial Management
Financial Planning
Featured Courses: 401(k) Plans Overview of Retirement Plans Asset Allocation Analyzing Financial Statement for Non-Financial Professionals
Health Insurance
Featured Courses How Group Health Insurance Works Overview of Disability Income Insurance Overview of Medical Expense Insurance
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Online Learning
Life Insurance
Featured Courses: Life Insurance Basics Life Insurance Products Individual Life Insurance Policy Provisions and Supplemental Benefits Replacements of Life Policies and Annuities
Retirement
Featured Courses: Overview of Retirement Plans Annuity Products Retirement Income Strategies
Sales Support
Featured Courses: Agency Support Functions (Home Office Staff) Distributing Insurance Through Agents (Agency Staff) Ethical Conduct Exceptional Customer Service (Agency Staff) Interacting Effectively with Agents (Home Office Staff) Life Insurance Products Life of an Insurance Policy The Insurance Sales Process
Management & Leadership

Featured Courses: Developing the Capacity to Think Strategically Adopting the Appropriate Management Style Creating a High-Retention Organizational Culture
Onboarding
Featured Courses: 15-Minute Insurance Industry Overview Life of an Insurance Policy The Insurance Sales Process
Property-Casualty Insurance
Featured Courses: Property-Casualty Principles Umbrella Liability Coverage Personal Lines Endorsement
Sales Training
Featured Courses: Distributing Insurance Through Agents Introduction to Needs Selling Sales Training for Insurance Producers
Instructor-Led Training
Insurance Immersion
LOMAs Insurance Immersion, designed for employees who need a broad understanding of insurance fundamentals, 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.
address your companys unique business issues. We offer two-day, one-day, and 1/2-day sessions based on the content from the public sessions. LOMA also offers a Train-the-Trainer Insurance Immersion option. First we conduct the complete on-site Immersion Program with your companys facilitators attending as participants, followed by a one-day Facilitator Certification Workshop.
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 two-hour sessions. Virtual Insurance Immersion programs incorporate the highly interactive, activity-based format of our traditional classroom Insurance 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 or in sessions tailored to your companys needs, and typically covers the following topics: Virtual Insurance Immersion: Life and Annuity Products
The financial services industry Life insurance products and supplemental benefits Product distribution, pricing, and profitability The annuity product and participants How annuities work Annuity types Annuity sales in the U.S. Needs met by annuities
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 Life insurance and annuity products, distribution,
pricing, and profitability Life insurance and annuity operations, including 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.
Virtual Insurance Immersion: Life Insurance Operations

The life cycle of an insurance policy Key operational areas in insurance companies New business and underwriting Customer service Claims Market conduct compliance Operational risk and operational efficiencies
In the Classroom at Your Company

On-Site and Train-the-Trainer Insurance Immersion LOMA can provide its unique Insurance Immersion experience on-site at your location and tailor the content to
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Other Instructor-Led Training

LOMA and LIMRA provide you with a unified resource of development solutions for your entire organization. Additional instructor-led opportunities are available through LIMRA for training and developing
Home office executives Field sales leaders and sales representatives Managers of virtual teams or employees Virtual/remote team members Customer service professionals
Learn More
For more information about the public sessions of Insurance Immersion, on-site delivery, Train-the-Trainer, or Virtual Insurance Immersion programs, contact us or visit the Professional Development section of www.loma.org. Classroom and On-Site Insurance Immersion Phone: 770-951-1770, ext. 776 E-mail: insuranceimmersion@loma.org Virtual Insurance Immersion Phone: 770-951-1770, ext. 776 E-mail: virtuallearning@loma.org
To learn how these programs can have a positive impact on your business, contact LIMRA at 888-785-4672 or www.talentsolutions.limra.com.
Professional Designation Programs
Course Access
LOMA is pleased to offer a variety of delivery methods for our designation courses. For information about enrolling for and accessing the content for all LOMA professional designation programs, see page 65. For information about pricing, see page 72.
LOMA 291 Improving the Bottom Line: Insurance
Course Portals
Many of LOMAs courses, including all of the courses in the FLMI program, are offered via Course Portal, an online course website from which learners access everything they need to study and prepare for the course examination. Course Portals appeal to a variety of learning styles by blending the more traditional textbook-based study experience (in PDF format) with electronic practice questions, sample exam, and other study and review tools. Many of these courses also include a Top 10 Tough Topics tutorial to help learners get extra help with some challenging topics. Course Portals also offer a simplified purchase process. Learners or Ed Reps pay one fee to enroll in the course and receive access to all study materials PLUS an I*STAR or paper exam enrollment. Although Course Portals include a PDF version of all text materials, learners also have the option to purchase a bound version of the textbooka great reference tool that will last long after the learner has passed the exam!
Company Operations AIRC 411 The Regulatory Environment for Life Insurance AIRC 421 Regulation of Life Insurance Products, Sales, & Operations During 2014, LOMA will introduce more online interactive courses, including: SRI 121 Retirement Savings and Investments SRI 131 Planning for a Secure Retirement LOMA 321 Marketing in Financial Services
Traditional Course Access

A time-tested approach to self-paced learning, LOMAs traditional course access to designation courses teach industry topics using printed study materials and proctored examinations. Study materials include print textbooks and Test Preparation Guides (TPG) with printed and electronic versions of the courses Practice Questions and Sample Exam. Enrollment for an I*STAR, Prometric, or Paper exam is purchased separately through LOMANET.
Online Interactive Courses

LOMAs popular online interactive courses teach important industry concepts through an engaging, highly interactive, multi-media approach that often includes integrated video, audio and scenario-based learning. Online interactive courses are designation courses with integrated examsthe modularized examinations are built right into the course as part of the learning experience. No separate exam enrollment required! The following courses are available in online interactive format: ACS 101 Customer Service for Insurance Professionals SRI 111 Retirement Marketplace LOMA 281 Meeting Customer Needs with Insurance and Annuities
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Check Designation Progress
To confirm the courses you need for any LOMA designation, go to LOMANET (www.lomanet.org) and click the Check Designation Progress button. For each LOMA designation, you will see the courses you have completed and the courses you have left to take. You can also confirm the date any designation was earned. For more information on LOMANET, please see page 65.
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 Administration1 ACS Associate, Customer Service AFSI Associate, Financial Services Institute1 AIRC Associate, Insurance Regulatory Compliance ALMI Associate, Life Management Institute ARA Associate, Reinsurance Administration ASRI Associate, Secure Retirement Institute CPLHI Certified Professional, Life and Health Insurance (Indonesia) DLHI Diplomate, Life Health Institute (Arabic) FFSI Fellow, Financial Services Institute1 FLMI Fellow, Life Management Institute FSRI Fellow, Secure Retirement Institute LCIC LOMA Certified Insurance Consultant (Spanish) PFLP Programa de Formaao LOMA em Portugus (Portuguese) PFSL Programa de Formacin en Seguros de LOMA (Spanish) Individuals may choose to take individual courses within any of LOMAs programs without pursuing a professional designation. LOMA offers an examination for each professional designation course to assess a participants successful completion of the course curriculum. For information about enrolling for LOMA courses and examinations, see page 65. LOMA develops study materials for you to use in preparing for each courses examination. For some LOMA courses, the assigned materials include both textbooks and study aids. The course materials for a number of LOMA courses are offered via a Course Portal, an online resource for accessing
assigned course content and study aids and other special features (see page 9). Other LOMA courses are available in an online, highly interactive format (see page 9).
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 Taking paper examinations according to the date and time specified in the official exam schedule and/or following your companys and/or Prometrics guidelines for I*STAR examinations Knowing the number of questions in and the duration of the exam you are taking Awareness of enrollment and exam deadlines, exam cancellation rules, and access to study materials Reporting any cheating or violations of LOMA examination procedures to LOMA immediately
NOTE: The AAPA, AFSI, and FFSI designations will be offered only through the end of 2015.
FLMI and ALMI Designations

The Fellow, Life Management Institute (FLMI) program is a 10-course professional development program that provides an industry-specific business education in the context of the insurance and financial services industry. Established in 1932, the FLMI program is the worlds largest university-level education program in insurance and financial services. Level I: Provides need-to-know information about insurance products and operations so employees quickly gain confidence, serve the customer effectively, and contribute to company success ALMI: Provides job-relevant knowledge about the core insurance functions and strengthens business and financial acumen FLMI: Teaches advanced insurance and financial concepts to build a deeper understanding of the insurance business
Credit for Courses Previously Passed but Which Are No Longer Offered by LOMA
In some cases, learners 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, learners 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 65.
Associate, Life Management Institute (ALMI)

The five-course ALMI program consists of: LOMA 280 or LOMA 281 LOMA 290 or LOMA 291 LOMA 301 LOMA 307 LOMA 320 or LOMA 3211
Fellow, Life Management Institute (FLMI)

The five FLMI-level courses cover big picture business topics important to insurance professionals and managers. In general, these courses also cover quantitative and financial concepts in greater depth. LOMA recommends a course progression that begins with Level I followed by the ALMI level before enrolling in courses in the FLMI level.
1
LOMA 321 will be introduced in 2014.
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Associate, Life Management Institute (ALMI)

Required courses Level I Insurance Principles LOMA280 or LOMA281 Insurance Operations LOMA290 or LOMA291 Insurance Administration LOMA301 ALMI Business & Financial Concepts LOMA307 Marketing
LOMA320 or LOMA 321
Level I: LOMA awards a personalized certificate to learners upon successful completion of LOMA280/281 and LOMA290/291. Learners must complete all required courses to earn the ALMI designation.
Fellow, Life Management Institute (FLMI)

Required courses Level I Insurance Principles Insurance Operations Insurance Administration ALMI Business & Financial Concepts* LOMA307 Marketing Law* Management* FLMI Investments* Accounting Risk Management & Product Design LOMA371
LOMA280 or LOMA281
LOMA290 or LOMA291
LOMA301
LOMA320 or LOMA 321
LOMA311
LOMA335
LOMA357
LOMA361
Level I: LOMA awards a personalized certificate to learners upon successful completion of LOMA280/281 and LOMA290/291. 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, 315, or 316 LOMA 330 LOMA 340 or 356 Course Category Business & Financial Concepts Law Management Investments
Learners may be eligible for credit for other discontinued courses. Check your designation progess at www.lomanet.org.
FSRI and ASRI Designations

The Fellow, Secure Retirement Institute (FSRI) is a self-study designation program for industry professionals working in the retirement industry. Designed specifically for employees in insurance companies, asset management firms, distribution organizations, and recordkeeping companies, this comprehensive professional development curriculum covers the entire retirement planning and income marketplace. The FSRI will help companies ensure that their employees have the knowledge and skills to support retirement plans and products, deliver effective service and solutions to clients and advisors, and address the challenges and opportunities presented by the evolving retirement marketplace. Level 1 (Certificate Level) provides an overview of the retirement marketplace and a strong foundation in retirement principles, products, and planning. A Certificate in Retirement Essentials is awarded upon completion of these three courses, which are delivered in an online interactive format with integrated exams (described on page 9). Level 2 (ASRI) teaches advanced concepts in generating successful retirement outcomes and the application of retirement industry knowledge to marketing, business acquisition, administration/operations, service, and other functions that support the business. Level 2 consists of three text-based, blended learning courses delivered online via Course Portals (described on page 9). Learners who complete Level 1 and Level 2 will earn the Associate, Secure Retirement Institute (ASRI) designation.
Level 3 (FSRI) delivers knowledge of broad challenges facing society and the retirement industry, as well as strategic approaches for meeting these challenges, to equip employees for problem solving, innovation, and advancement in their careers. Learners who complete Levels 1, 2, and 3 will achieve the Fellow, Secure Retirement Institute (FSRI) designation.
FSRI Credit for other LOMA Courses

If you have earned credit for LOMA 286 or AAPA 273, you will automatically receive credit for SRI 111 LOMA 305, you will automatically receive credit for SRI 131 Learners who have completed the FFSI, AAPA, or FLMI designation will receive credit for SRI 220 when that course is available. Note that LOMA 286, LOMA 305, and AAPA 273 will only be offered until the end of 2014, and the FFSI and AAPA designations will only be awarded until the end of 2015. Learners should check their LOMANET record for the most up-to-date information regarding program requirements. Visit www.lomanet.org for more information. Our Contact Center representatives are available to help. Call us at 1-800-ASK-LOMA (option 1).
Associate, Secure Retirement Institute (ASRI) and Fellow, Secure Retirement Institute (FSRI)
Required courses Level 1 Certificate in Retirement Essentials SRI 1111 Retirement Marketplace SRI 121 Retirement Savings and Investments SRI 1312 Planning for a Secure Retirement SRI 210 Successful Retirement Outcomes: Decumulation and Income Security (working title) Projected for 2014 Level 2 ASRI SRI 2203 Retirement Marketing and Business Acquisition SRI 230 Retirement Administration and the Customer Experience Level 3 FSRI SRI 500 Transforming Retirement Security (working title)
Available in 2013
Available in 2014
Available in 2014
Projected for 2015
Projected for 2015
Projected for 2016
1 2 3
Learners who have credit for LOMA 286 or AAPA 273 automatically receive credit for SRI 111. Learners who have credit for LOMA 305 automatically receive credit for SRI 131. Learners who have completed the FFSI, AAPA, or FLMI designation will receive credit for SRI 220 when that course is available.
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Cultivate Your Knowledge

FFSI and AFSI Designations

LOMAs Fellow, Financial Services Institute (FFSI) 10-credit designation program provides broad contextual information through seven core courses and customized, job-specific learning through the FFSIs unique Professional Achievement Credits (PACs). The FFSIs seven core courses and three PACs provide a comprehensive study of the legal, economic, and business environment of financial services organizations and marketing of financial products to individuals and organizations. The requirement of three PACs provides the opportunity to customize the FFSI program for learners needs. PACs are credits granted by LOMA for demonstrated professional achievement in such financial services product areas as annuities, mutual funds/brokerages, retirement plans, and banking. Learners earn PACs by passing courses, obtaining licenses, or earning designations offered by LOMA and other organizations around the world. LOMAs Associate, Financial Services Institute (AFSI) five-course designation provides recognition for a learners achievement in mastering the knowledge to reach the halfway point of the FFSI program requirements. Learners can take courses toward FFSI and AFSI designations in any order they choose, but LOMA recommends a course progression that begins with Level I.
Important Note about Discontinuing FFSI/AFSI

LOMA is currently developing an exciting new programthe Fellow, Secure Retirement Institute (FSRI) that reflects an increased focus within the industry on meeting customer needs for retirement planning and income. (See page 13 for more information.) The FSRI and the Associate, Secure Retirement Institute (ASRI) programs will eventually replace the FFSI and AFSI programs. Individual courses within the FFSI and AFSI programs will be phased out in 2014 and 2015, and the last opportunity for participants to earn the FFSI and AFSI designations will be December 31, 2015. However, LOMA will maintain recognition of the FFSI and AFSI designation programs on the LOMA website and in other publications and FFSI/AFSI designation holders will be encouraged to continue to use these designations indefinitely without restriction. We also encourage FFSI and AFSI designation holders to enhance their industry knowledge through participation in LOMAs new retirement program, the Fellow, Secure Retirement Institute (FSRI). Three required courses in the FFSI program LOMA 311, LOMA 335, and LOMA 357 are also required in other LOMA programs, and will continue to be available. However, a learner who does not complete all courses required in the FFSI curriculum before December 31, 2015 will not qualify to earn the FFSI designation. In other words, a learner who completes the discontinued courses before the end of 2015 but still lacks one or more of the courses that are being continued (including PACs) will not be able to earn the FFSI designation. Some courses from the AFSI and FFSI programs can be used for credit in the new FSRI program. If you are just beginning your studies, consider whether courses in the new program would better meet your needs. If you have already completed some of the requirements for the AFSI or FFSI, take careful note of the course and program discontinuation dates and cross-credit opportunities before deciding which program to pursue. Our Contact Center representatives are available to help explain your options. Call us at 1-800-ASK-LOMA (option 1).
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Associate, Financial Services Institute (AFSI)

Required courses Level I Principles LOMA2861 Financial Planning LOMA3051 Investments3 LOMA357 Law LOMA311 Elective courses select two Level II Marketing LOMA3262 Management 4 LOMA335 Employee Benefits LOMA3802
Level I: LOMA awards a personalized certificate to learners upon successful completion of LOMA286 and LOMA305. Learners must complete THREE required courses and TWO electives to earn the AFSI designation. NOTE: The AFSI designation will be offered only through the end of 2015.
Fellow, Financial Services Institute (FFSI)

Required courses Level I Principles Financial Planning Investments
3
Level II Law Marketing Management4 Employee Benefits Professional Achievement Credits
LOMA2861
LOMA3051
LOMA357
LOMA311
LOMA3262
LOMA335
LOMA3802
Level I: LOMA awards a personalized certificate to learners upon successful completion of LOMA286 and LOMA305. NOTE: The FFSI designation will be offered only through the end of 2015.
1 2 3 4
Three Professional Achievement Credits (PACs). For more information on PACs, visit www.loma.org.
Learners must complete ONE course from each column shown and earn THREE PACs to earn the FFSI designation. LOMA 286 and LOMA 305 will be offered only through the end of 2014. LOMA 326 and LOMA 380 will be offered only through the end of 2015. Learners who earned credit for LOMA 356 automatically receive credit for the AFSI or FFSI Investments course. Learners who earned credit for LOMA 351 automatically receive credit for the AFSI or FFSI Management course.
Associate, Customer Service (ACS)

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 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
ACS Life Insurance

Required courses Customer Service ACS100 or ACS 101 Insurance Principles LOMA280 or LOMA281 Insurance Operations/ Reinsurance Administration LOMA290 or LOMA291 or ARA 440 Elective courses select two
Insurance Administration Business & Financial Concepts Marketing
LOMA 301
LOMA 307
LOMA320 or LOMA 321
Learners must complete three required courses and two electives to earn the ACS designation.
ACS Annuities
Required courses Customer Service ACS100 or ACS 101 Annuity Principles and Products AAPA2734 Annuity Systems and Administration AAPA3035 Marketing Annuities AAPA2835 Elective courses select two Management1 LOMA 335 Investments2 LOMA 357 Compliance/ Law3 AIRC 411 or LOMA311
Learners must complete THREE required courses and TWO electives to earn the ACS designation. NOTE: The ACS - Annuities track will be offered only until the end of 2015.
1 2 3 4 5
Learners who have credit for LOMA 330 automatically receive ACS credit for this elective. Learners who have credit for LOMA 340 or LOMA 356 automatically receive ACS credit for this elective. Learners who have credit for LOMA 310, LOMA 315, or AIRC 410 automatically receive ACS credit for this elective. AAPA 273 will be offered only through the end of 2014. AAPA 283 and AAPA 303 will be offered only through the end of 2015.
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ACS Property & Casualty (U.S.)

Required courses Customer Service ACS100 or ACS 101 Property/ Liability Principles AINS 21 Personal/ Commercial Insurance AINS 22 or AINS 23 Personal/ Commercial Insurance AINS 22 or AINS 23 (whichever was not taken as a required course) Elective courses select two Insurance Regulation IR 201 Information Technology AIT 131 Claims Insurance Services AIS 25 Reinsurance1
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.
ACS Property & Casualty (U.S.)

Jointly sponsored by LOMA and The Institutes, the U.S. Property & Casualty track of the ACS program will provide you with a solid understanding of customer service and how it affects property/liability, personal and commercial insurance, regulation, claims and more. Policies and procedures for LOMA-administered ACS courses are described in this Catalog. For information on enrolling for TheInstitutes courses, see the contact information below. To send proof of credit to LOMA, complete the form at www.loma.org. 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
ACS Property & Casualty (Canada)

Jointly sponsored by LOMA and The Insurance Institute of Canada (IIC), the Canadian Property & Casualty track of the ACS program will provide you with a solid understanding of customer service and how it affects property/liability insurance, loss adjusting, underwriting, and agent/broker activities. Policies and procedures for LOMA-administered ACS courses are described in this Catalog. For information on enrolling for IIC courses, see the contact information below. To send proof of credit to LOMA, complete the form at www.loma.org.
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
ACS Property & Casualty (Canada)

Required courses Customer Service ACS100 or ACS 101 Insurance Principles/ Practices C11 or C81 and C82 Property/ Liability Insurance C12 or C13 Property/ Liability Insurance C12 or C13 (whichever was not taken as a required course) Elective courses select two Loss Adjusting2 C110 Advanced Loss Adjusting2 C111 Underwriting Agent/ Broker3 C130 or C131
C120 or C121
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 2 3
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.
Associate, Annuity Products and Administration (AAPA)

The courses in LOMAs Associate, Annuity Products and Administration (AAPA) program will teach you annuity-related terminology and underlying concepts so you can effectively deliver solutions to internal and external customers. The AAPA program provides examples of real business scenarios that annuity professionals encounter. The AAPA will provide you with knowledge of The differences among the various annuity products and their uses
The financial aspects of annuities The role of technology in annuity administration The marketing and distribution of annuities Laws and regulations affecting annuities
Important Note about Discontinuing AAPA

LOMA is currently developing an exciting new programthe Fellow, Secure Retirement Institute (FSRI)that reflects an increased focus within the industry on meeting customer needs for retirement planning and income. (See page 13 for more information.) The FSRI and Associate, Secure Retirement Institute (ASRI) programs will eventually replace the AAPA program. Individual courses within the AAPA program will be phased out in 2014 and 2015, and the last opportunity for participants to earn the AAPA designation will be December 31, 2015. However, LOMA will maintain recognition of the AAPA designation program on the LOMA website and in other publications. AAPA designation holders are encouraged to continue to use this designation indefinitely without restriction. We also encourage AAPA designation holders to enhance their industry knowledge through participation in LOMAs new retirement program, the Fellow, Secure Retirement Institute (FSRI). Some courses from the AAPA program can be used for credit in the new FSRI program. If you are just beginning your studies, consider whether courses in the new FSRI program would better meet your needs. If you have already completed some of the requirements for the AAPA, take careful note of the course and program discontinuation dates and crosscredit opportunities before deciding which program to pursue. Our Contact Center representatives are available to help explain your options. Call us at 1-800-ASK-LOMA (option 1).
Associate, Annuity Products and Administration (AAPA)

Required courses Annuity Principles AAPA2731 Marketing, Distribution, and Uses of Annuities AAPA2832 Systems and Administration AAPA3032 Financial Aspects AAPA3132 Regulation and Taxation AAPA3232
Learners must complete all of these courses to earn the AAPA designation. NOTE: The AAPA designation will be offered only through the end of 2015.
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AAPA 273 will be offered only through the end of 2014. AAPA 283, AAPA 303, AAPA 313 and AAPA 323 will be offered only through the end of 2015.
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Associate, Insurance Regulatory Compliance (AIRC)

Compliance is one of the most critical issues facing life and health insurers today. LOMAs Associate, Insurance Regulatory Compliance (AIRC) program will provide you with a comprehensive knowledge base of the complex issues surrounding state and federal regulation of the life and health insurance industry and products. The AIRC program will help you understand
Compliance concepts, terms, processes, and regulatory
Certificate in Regulatory Compliance Essentials

LOMA recognizes that everyone in your organization not just those working towards an AIRC designation needs a solid foundation in Compliance. Thats why we offer the Certificate in Regulatory Compliance Essentials. Learners who successfully complete AIRC 411 and AIRC 421 will be awarded the Certificate.
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
Associate, Insurance Regulatory Compliance (AIRC)

Required courses Principles LOMA280 or LOMA281 or LOMA2861 Insurance Operations LOMA290 or LOMA291 Law2 LOMA311 Marketing LOMA320 or LOMA 321 or LOMA3263 Compliance 14 AIRC 411 Compliance 25 AIRC 421
Learners must complete one course from each subject category to earn the AIRC designation.
1 2 3 4 5
LOMA 286 will be offered only through the end of 2014. Learners who have credit for LOMA 310 or LOMA 315 automatically receive AIRC credit for the Law course. LOMA 326 will be offered only thorugh the end of 2015. Learners who have credit for AIRC 410 automatically receive credit for AIRC 411. Learners who have credit for AIRC 420 automatically receive credit for AIRC 421.
Associate, Reinsurance Administration (ARA)

Reinsurance plays a vital role in the financial services industry. LOMAs Associate, Reinsurance Administration (ARA) program will help you grasp reinsurance principles, the importance of the written reinsurance agreement, and the administration and auditing of reinsurance business. The ARA program will help you understand
Key players and the reasons for using reinsurance Laws and regulations affecting reinsurance transactions Provisions of a reinsurance agreement and how they
affect the administration of reinsurance transactions Processes involved in the administration of new business, in-force business, and terminations of reinsurance
Associate, Reinsurance Administration (ARA)

Required courses Principles LOMA280 or LOMA281 or LOMA2861 Insurance Operations LOMA290 or LOMA291 Insurance Administration LOMA301 Law/Compliance2 LOMA311 or AIRC 411 or AIRC 421 Accounting3 LOMA361 Reinsurance Administration ARA440
Learners must complete one course from each category to earn the ARA designation.
1 2 3
LOMA 286 will be offered only through the end of 2014. Learners who have credit for LOMA 310, LOMA 315, AIRC 410, or AIRC 420 automatically receive 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.
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Course Descriptions and Assigned Study Materials

AAPA303 Annuity Systems and Administration
AAPA303 describes the tasks involved in annuity administration and the various internal, regulatory, and market factors that affect these tasks. In addition, the course discusses the important role of information technology in annuity administration. Annuity Systems and Administration, Second Edition (LOMA, 2004) ISBN 1-57974-207-6 PBD Order # 303-10-04 Test Preparation Guide for AAPA303(LOMA, 2004) ISBN 1-57974-208-4 PBD Order # 303-40-04 NOTE: AAPA 303 will be offered only through the end of 2015.
How to Use This Section

This section lists all designation program courses and their assigned study materials. Courses are listed alphabetically by designation and then numerically by course number. For more information on LOMAs designation programs and detailed course descriptions, visit www.loma.org. For descriptions of LOMAs online courses, visit www.lomalearn.org.
AAPA273 Annuity Principles and Products

AAPA273 introduces the principles of annuities, the annuity contract process, and the major types of annuity products. The course includes information on individual and group annuities, the marketing of annuities, and the taxation and regulation of annuities. Annuity Principles and Products, Second Edition (LOMA, 2004) ISBN 1-57974-194-0 PBD Order # 273-10-04 Test Preparation Guide for AAPA273(LOMA, 2004) ISBN 1-57974-195-9 PBD Order # 273-40-04 NOTE: AAPA 273 will be offered only through the end of 2014.
AAPA313 Financial Aspects of Annuities

AAPA313 describes the process that financial services firms use to develop and design annuity products. This course also covers financial concepts important to annuities, such as risk and return in investments, various asset types, future and present values, techniques for testing annuity profitability, principles of annuity mortality, annuity reserves, and annuity expense charges. Financial Aspects of Annuities, Second Edition (LOMA, 2007) ISBN 1-57974-307-2 PBD Order # 313-10-07 Test Preparation Guide for AAPA313(LOMA, 2007) ISBN 1-57974-308-0 PBD Order # 313-40-07 NOTE: AAPA 313 will be offered only through the end of 2015.
AAPA283 Marketing, Distribution, and Uses of Annuities

AAPA283 examines the current market for and uses of annuities. It also describes how annuities are developed, priced, distributed, promoted, and regulated in the United States. Marketing Annuities, Second Edition(LOMA, 2008) ISBN 1-57974-310-2 PBD Order # 283-10-08 Test Preparation Guide for AAPA283(LOMA, 2008) ISBN 1-57974-311-0 PBD Order # 283-40-08 NOTE: AAPA 283 will be offered only through the end of 2015.
AAPA 323 Regulation and Taxation of Annuities

AAPA 323 describes the state and federal laws and regulations governing insurance companies, producers, and annuity products in the United States and how insurers comply with these laws and regulations. The text also describes how income, gift, and estate taxes affect annuities. Access to a printable PDF of this textbook and TPG is included with course enrollment (bundled fee) and delivered via the AAPA 323 Course Portal. For bundled fees, see page 72. 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 NOTE: AAPA 323 will be offered only through the end of 2015.
AIRC 411 The Regulatory Environment for Life Insurance
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AIRC 411 discusses the compliance function in a life insurance company and how the state and federal governments regulate life insurance companies operating in the United States. Register for this course at www.lomanet.org. Examinations are integrated within the course materials.
AIRC 421 Regulation of Life Insurance Products, Sales, & Operations
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AIRC 421 explains state and federal regulation of life insurance and annuity product design. The course also describes the regulation of life company operations, including underwriting, claims, reinsurance, market analysis and examinations. Register for this course at www.lomanet.org. Examinations are integrated within the course materials.
ARA440 Reinsurance Administration

ARA440 shows how reinsurance strengthens the insurance industry and increases the likelihood that insurance companies will have sufficient funds to pay anticipated claims. This course also discusses reinsurance principles, regulation of reinsurance, typical provisions in a reinsurance agreement, the administration of reinsurance business, and the importance of quality control for reinsurance. Access to a printable PDF of this textbook and TPG is included with course enrollment (bundled fee) and delivered via the ARA 440 Course Portal. For more information on bundled fees, see page 72. , Second Edition (LOMA, 2013) Principles of Reinsurance ISBN 978-1-57974-414-4 Test Preparation Guide for ARA440(LOMA, 2013) ISBN 978-1-57974-413-7 Optional printed textbook (not included in bundled fee). See Order Form. Principles of Reinsurance, Second Edition (LOMA, 2013) ISBN 978-1-57974-412-0 PBD Order # 440-10-13
ACS100 Foundations of Customer Service
ACS100 provides a comprehensive introduction to customer service in a financial services environment. The course explores the knowledge and skills employees need to understand and deliver exceptional customer service. Foundations of Customer Service(LOMA, 2009) ISBN 978-1-57974-323-9 PBD Order # 100-10-09 Test Preparation Guide for ACS100(LOMA, 2009) ISBN 978-1-57974-324-6 PBD Order # 100-40-09
ACS 101 Customer Service for Insurance Professionals

ACS 101 is an online course that uses a variety of media to provide a comprehensive over view 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.
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LOMA280 Principles of Insurance

LOMA280 introduces the principles of insurance, the process of becoming insured, and the policyowners contractual rights. The course includes information on the features of individual and group life insurance, health insurance, and annuity products. Access to a printable PDF of this textbook and TPG is included with course enrollment (bundled fee) and delivered via the LOMA280 Course Portal. For bundled fees, see page72. Principles of Insurance(LOMA, 2011) ISBN 978-1-57974-351-2 Test Preparation Guide for LOMA280(LOMA, 2011) ISBN 978-1-57974-352-9 Optional printed textbook (not included in bundled fee) See Order Form. Principles of Insurance(LOMA, 2011) ISBN 978-1-57974-351-2 PBD Order # 280-10-11
LOMA286 Principles of Financial Services and Products

The major categories of financial services cash management, credit, asset protection, asset accumulation and management, and asset distribution form the framework for LOMA286, which surveys banking, insurance, and investment products. Principles of Financial Services and Products (LOMA, 2004) ISBN 1-57974-205-X PBD Order # 286-10-04 Test Preparation Guide for LOMA286(LOMA, 2004) ISBN 1-57974-206-8 PBD Order # 286-40-04 NOTE: LOMA 286 will be offered only through the end of 2014.
LOMA290 Insurance Company Operations

LOMA 290 describes how life insurance companies operate in todays global environment: how they are organized, how they are managed, and the roles of functional and support units in developing, distributing, issuing, and administering life insurance and annuity products. Learners who take this course will better understand how an individual job fits into the entire scope of the company as well as the importance of each employees contribution to overall organizational success. Access to a printable PDF of this textbook and TPG is included with course enrollment (bundled fee) and delivered via the LOMA290 Course Portal. For bundled fees, see page 72. Insurance Company Operations, Third Edition (LOMA, 2012) ISBN 978-1-57974-380-2 Test Preparation Guide for LOMA290(LOMA, 2012) ISBN 978-1-57974-381-9 Optional printed textbook(not included in bundled fee) See Order Form. Insurance Company Operations, Third Edition (LOMA, 2012) ISBN 978-1-57974-380-2 PBD Order # 290-10-12
LOMA281 Meeting Customer Needs with Insurance and Annuities

Part of the Need 2 Know series, LOMA281 is an online course that uses a variety of media to teach principles of insurance, insurance products, and the policyowners contractual rights. The course describes the features of individual and group life insurance and annuity products, and emphasizes how insurance companies serve customers and meet customer needs through the products they provide. Register for this course at www.lomanet.org. Examinations are integrated within the course materials.
LOMA291 Improving the Bottom Line: Insurance Company Operations

Part of the Need 2 Know series, LOMA291 is an online course that uses a variety of media to teach operations, functions, and product development basics unique to the insurance organization. In addition, the course will teach that (1) a companys success depends on its operational efficiency and effectiveness and (2) every employee has a role in ensuring the companys financial success. Register for this course at www.lomanet.org. Examinations are integrated within the course materials.
LOMA307 Business and Financial Concepts for Insurance Professionals

LOMA307 introduces industry employees to basic financial concepts and terminology and relates these concepts to the business of insurance and company operations and profitability. Access to a printable PDF of this textbook and TPG is included with course enrollment (bundled fee) and delivered via the LOMA307 Course Portal. For bundled fees, see page 72. Business and Financial Concepts for Insurance Professionals(LOMA, 2010) ISBN 978-1-57974-349-9 Test Preparation Guide for LOMA307(LOMA, 2010) ISBN 978-1-57974-350-5 Optional printed textbook (not included in bundled fee) See Order Form. Business and Financial Concepts for Insurance Professionals(LOMA, 2010) ISBN 978-1-57974-349-9 PBD Order # 307-10-10
LOMA301 Insurance Administration

LOMA301 provides a detailed discussion of the activities of insurance administration for individual and group life coverages, focusing on underwriting, reinsurance, claims, and customer service. Access to a printable PDF of this textbook and TPG is included with course enrollment (bundled fee) and delivered via the LOMA301 Course Portal. For bundled fees, see page72. Insurance Administration, Fourth Edition(LOMA, 2011) ISBN 978-1-57974-354-3 Test Preparation Guide for LOMA301(LOMA, 2011) ISBN 978-1-57974-355-0 Optional printed textbook (not included in bundled fee) See Order Form. Insurance Administration, Fourth Edition (LOMA, 2011) ISBN 978-1-57974-354-3 PBD Order # 301-10-11
LOMA311 Business Law for Financial Services Professionals

LOMA311 presents the basic features and principles of the legal environment in which financial services companies around the world operate. Access to a printable PDF of this textbook and TPG is included with course enrollment (bundled fee) and delivered via the LOMA 311 Course Portal. For bundled fees, see page 72. Business Law for Financial Services Professionals, Second Edition (LOMA, 2012) ISBN 978-1-57974-396-3 Test Preparation Guide for LOMA 311 (LOMA, 2012) ISBN 978-1-57974-397-0 Optional printed textbook (not included in bundled fee) See Order Form. Business Law for Financial Services Professionals, Second Edition (LOMA, 2012) ISBN 978-1-57974-396-3 PBD Order # 311-10-12
LOMA305 Personal Financial Planning

LOMA305 provides an understanding of the concepts, decision-making tools, and applications involved in personal financial planning. Personal Financial Planning(LOMA, 2008) ISBN 978-1-57974-315-4 PBD Order # 305-10-08 Test Preparation Guide for LOMA305(LOMA, 2008) ISBN 978-1-57974-316-1 PBD Order # 305-40-08 NOTE: LOMA 305 will be offered only through the end of 2014.
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LOMA320 Insurance Marketing

LOMA320 covers marketing principles and the functions of marketing as an integral aspect of the life and health insurance industry. Access to a printable PDF of this textbook and TPG is included with course enrollment (bundled fee) and delivered via the LOMA320 Course Portal. For bundled fees, see page 72. Insurance Marketing(LOMA, 2010) ISBN 978-1-57974-321-5 Test Preparation Guide for LOMA320(LOMA, 2010) ISBN 978-1-57974-322-2 Optional printed textbook (not included in bundled fee) See Order Form. Insurance Marketing(LOMA, 2010) ISBN 978-1-57974-321-5 PBD Order # 320-10-10
LOMA335 Operational Excellence in Financial Services

LOMA335 presents financial services from the perspective of a companys operations management. This course focuses on practical techniques to accomplish the everyday tasks of providing financial services as efficiently as possible. Access to a printable PDF of this textbook and TPG is included with course enrollment (bundled fee) and delivered via the LOMA335 Course Portal. For bundled fees, see page 72. Operational Excellence in Financial Services (LOMA, 2011) ISBN 978-1-57974-378-9 Test Preparation Guide for LOMA335(LOMA, 2011) ISBN 978-1-57974-379-6 Optional printed textbook(not included in bundled fee) See Order Form. Operational Excellence in Financial Services (LOMA, 2011) ISBN 978-1-57974-378-9 PBD Order # 335-10-11
LOMA 321 Marketing In Financial Services
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LOMA 321 is an online interactive course that uses a variety of media to present basic marketing principles and to show how these principles are used in the financial services industry to satisfy customers financial needs and to create profitable customer relationships. The course utilizes extensive examples and interactive exercises so that learners will be able to understand and apply the marketing principles in their own work environments. Register for this course at www.lomanet.org. Examinations are integrated within the course materials. NOTE: LOMA 321 will become available in mid-2014.
LOMA 357 Institutional Investing: Principles and Practices

LOMA 357 provides an understanding of the investment regulatory environment and investing for life insurance companies and similar institutions. This course takes investments out of the black box! Youll learn about investment returns and risks, investment performance, and fund options for retirement products and other products with fund options. Youll also learn about investment types and strategies important for institutional investors, including fixedincome investments, real estate-related investments, equity investments, and derivatives. Access to a printable PDF of this textbook and TPG is included with course enrollment (bundled fee) and delivered via the LOMA 357 Course Portal. For bundled fees, see page 72. Institutional Investing: Principles and Practices (LOMA, 2013) ISBN 978-1-57974-420-5 Test Preparation Guide for LOMA 357 (LOMA, 2013) ISBN 978-1-57974-419-9 Optional printed textbook (not included in bundled fee) See Order Form. Institutional Investing: Principles and Practices (LOMA, 2013) ISBN 978-1-57974-418-2 PBD Order # 357-10-13
LOMA326 Financial Services Marketing

LOMA326 covers basic marketing principles and the functions of marketing in a financial services environment. Financial Services Marketing(LOMA, 2005) ISBN 1-57974-213-0 PBD Order # 326-10-05 Test Preparation Guide for LOMA326(LOMA, 2005) ISBN 1-57974-214-9 PBD Order # 326-40-05 NOTE: LOMA 326 is available only through the end of 2015.
LOMA361 Accounting and Financial Reporting in Life Insurance Companies

LOMA361 provides a broad exposure to financial and managerial accounting in life insurance companies, including the corporate and regulatory environment in which accounting functions occur. Access to a printable PDF of this textbook and TPG is included with course enrollment (bundled fee) and delivered via the LOMA361 Course Portal. For bundled fees, see page 72. Accounting and Financial Reporting in Life Insurance Companies(LOMA, 2010) ISBN 978-1-57974-338-3 Test Preparation Guide for LOMA361(LOMA, 2010) ISBN 978-1-57974-339-0 Optional printed textbook (not included in bundled fee) See Order Form. Accounting and Financial Reporting in Life Insurance Companies(LOMA, 2010) ISBN 978-1-57974-338-3 PBD Order # 361-10-10
LOMA380 Financial Services and Products for Organizations

LOMA380 introduces a broad array of group insurance and employee retirement plans, including health insurance, disability insurance, managed care plans, social security programs, dental insurance, prescription drug, vision and hearing benefits, group life insurance, defined benefit retirement plans and their requirements, 401(k) plans, profit-sharing plans, employee stock ownership plans, 403(b) plans, hybrid retirement plans, defined contribution plans, executive benefits, and individual retirement arrangements. Employee Benefits (The McGraw-Hill Companies, Inc., 2005) ISBN 0-256-89897-9 PBD Order # 380-10-05 Test Preparation Guide for LOMA380(LOMA, 2005) ISBN 1-57974-217-3 PBD Order # 380-40-05 NOTE: LOMA 380 will be available only through the end of 2015.
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 72. 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
SRI 111 Retirement Marketplace
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This online course provides an overview of the retirement savings and income environment, with descriptions of the income needs and available resources of consumers during their pre-retirement and retirement years. It also identifies the companies operating in the retirement marketplace and the types of retirement services and solutions they provide. Other topics address the personal and financial risks people face before and during retirement, the relationships between risks and returns, and some of the techniques individuals can use to manage risks, as well as important concepts related to retirement income and savings, such as the time value of money and portfolio management. Register for this course at www.lomanet.org. Examinations are integrated within the course materials.
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SRI 121 Retirement Savings and Investments
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This online course describes the range of individual and group products and plans that individuals use to save and/or provide an income for retirement, as well as their advantages and disadvantages and taxation. Various types of annuities, individual investments, individual retirement arrangements (IRAs), and employer-sponsored retirement plans are examined in detail. Register for this course at www.lomanet.org. Examinations are integrated within the course materials. NOTE: SRI 121 will be available early 2014.
Comin SRI 210 Soon! Successful Retirement Outcomes: Decumulation and Income Security (working title)
SRI 210 describes the major components of retirement income security, including key topics such as retirement readiness, sources of retirement income, developing and monitoring a strategy for decumulating assets in retirement, and protecting assets using health and long-term care products. Armed with an understanding of these components, learners in retirement organizations can help their companies contribute to successful retirement outcomes for their participants and clients. Access to a printable PDF of this textbook and TPG is included with course enrollment (bundled fee) and delivered via the SRI 210 Course Portal. For bundled fees, see page 72. NOTE: SRI 210 will be available late 2014. Successful Retirement Outcomes: Decumulation and Income Security (working title) (LL Global, 2015) ISBN 978-1-57974-443-4 PBD Order # 210-10-15 Test Preparation Guide for SRI 210 (LL Global, 2015) ISBN 978-1-57974-444-1
SRI 131 Planning for a Secure Retirement
N e w!
This online course describes the tools and other resources people can use to create a retirement plan that helps them reach their retirement goals, outlining steps in the planning process and behavioral factors that explain why people should, but often dont, create retirement plans. It also describes some of the important components of a comprehensive retirement plan, including decisions facing people as they near retirement and strategies they can use to accumulate assets and then turn those assets into a steady stream of retirement income. Register for this course at www.lomanet.org. Examinations are integrated within the course materials. NOTE: SRI 131 will be available mid-2014.
UND386 Underwriting Life and Health Insurance

UND386 introduces risk assessment principles applied to underwriting individual and group life and health insurance, including specialized policies and supplemental coverages. Access to a printable PDF of this textbook and TPG is included with course enrollment (bundled fee) and delivered via the UND 386 Course Portal. For bundled fees, see page 72. Life and Health Insurance Underwriting, Third Edition (LOMA, 2013) ISBN 978-1-57974-417-5 Test Preparation Guide for UND 386 (LOMA, 2013) ISBN 978-1-57974-416-8 Optional printed textbook (not included in bundled fee). See Order Form. Life and Health Insurance Underwriting, Third Edition (LOMA, 2013) ISBN 978-1-57974-415-1 PBD Order # 386-10-13
Areas of Study
Areas of Study
How to Use This Section

This section allows you to reference LOMA professional designation course offerings and designations by subject area. Areas of study are listed alphabetically. LOMA also offers online courses in many of these subject areas. See page4 for featured online courses, or visit www.lomalearn.org for a complete online course catalog.
Finance and Accounting

Professional Designation Courses LOMA307 Business and Financial Concepts for Insurance Professionals LOMA361 Accounting and Financial Reporting in Life Insurance Companies LOMA371 Risk Management and Product Design for Insurance Companies
Financial Services and Financial Planning

Professional Designation Courses LOMA286 Principles of Financial Services and Products1 LOMA305 Personal Financial Planning1 LOMA307 Business and Financial Concepts for Insurance Professionals LOMA311 Business Law for Financial Services Professionals LOMA326 Financial Services Marketing2 LOMA 357 Institutional Investing: Principles and Practices LOMA380 Financial Services and Products for Organizations2 LOMA Professional Designations Associate, Financial Services Institute (AFSI)3 Fellow, Financial Services Institute (FFSI)3 Associate, Secure Retirement Institute (ASRI) Fellow, Secure Retirement Institute (FSRI)
Annuities
Professional Designation Courses AAPA273 Annuity Principles and Products1 AAPA283 Marketing, Distribution, and Uses of Annuities2 AAPA303 Annuity Systems and Administration2 AAPA313 Financial Aspects of Annuities2 AAPA323 Regulation and Taxation of Annuities2 LOMA Professional Designations Associate, Annuity Products and Administration (AAPA)3 Associate, Secure Retirement Institute (ASRI) Fellow, Secure Retirement Institute (FSRI)
Customer Service
Professional Designation Courses ACS100 Foundations of Customer Service ACS 101 Customer Service for Insurance Professionals LOMA Professional Designations Associate, Customer Service (ACS) ACS Life Insurance ACS Annuities4 ACS Property & Casualty
Legal, Compliance, and Ethics

Professional Designation Courses LOMA311 Business Law for Financial Services Professionals AAPA323 Regulation and Taxation of Annuities2 AIRC 411 The Regulatory Environment for Life Insurance AIRC 421 Regulation of Life Insurance Products, Sales, & Operations LOMA Professional Designation Associate, Insurance Regulatory Compliance (AIRC)
1 2 3 4
AAPA 273, LOMA 286, and LOMA 305 will be offered only through the end of 2014. AAPA 283, AAPA 303, AAPA 313, AAPA 323, LOMA 326, and LOMA 380 will be offered only though the end of 2015. The AAPA, AFSI, and FFSI designations will be offered only through the end of 2015. The ACS Annuities track will be offered only through the end of 2015.
www.loma.org 29
Areas of Study
Life Insurance
Professional Designation Courses LOMA280 Principles of Insurance LOMA281 Meeting Customer Needs with Insurance and Annuities LOMA290 Insurance Company Operations LOMA291 Improving the Bottom Line: Insurance Company Operations LOMA301 Insurance Administration LOMA307 Business and Financial Concepts for Insurance Professionals LOMA311 Business Law for Financial Services Professionals LOMA320 Insurance Marketing LOMA 321 Marketing in Financial Services LOMA335 Operational Excellence in Financial Services LOMA 357 Institutional Investing: Principles and Practices LOMA361 Accounting and Financial Reporting in Life Insurance Companies LOMA371 Risk Management and Product Design for Insurance Companies LOMA Professional Designations Associate, Life Management Institute (ALMI) Fellow, Life Management Institute (FLMI)
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.
Reinsurance
Professional Designation Course ARA440 Reinsurance Administration LOMA Professional Designation Associate, Reinsurance Administration (ARA)
Management and Leadership

Professional Designation Course LOMA335 Operational Excellence in Financial Services
Retirement
Professional Designation Courses SRI 111 Retirement Marketplace SRI 121 Retirement Savings and Investments SRI 131 Planning for a Secure Retirement SRI 210 Successful Retirement Outcomes: Decumulation and Income Security2 SRI 220 Retirement Marketing and Business Acquisition2 SRI 230 Retirement Administration and the Customer Experience2 SRI 500 Transforming Retirement Security (working title)2 LOMA Professional Designations Associate, Secure Retirement Institute (ASRI) Fellow, Secure Retirement Institute (FSRI)
Operations and Administration

Professional Designation Courses LOMA290 Insurance Company Operations LOMA301 Insurance Administration LOMA335 Operational Excellence in Financial Services AAPA303 Annuity Systems and Administration1 UND386 Underwriting Life and Health Insurance
Product Development
Professional Designation Courses AAPA313 Financial Aspects of Annuities1 LOMA371 Risk Management and Product Design for Insurance Companies
1 2
AAPA 303, AAPA 313, and AAPA 323 will only be offered through the end of 2015. Courses planned but not yet available.
International ProgramsArabic
International Programs
Arabic Programs
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LOMA 280
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LOMA : 182328 + 971 50 551 9677 : + 971 4 208 7823 : loma@royal-center.com :
LOMA 290
. . / / .
LOMA 320
. . / / .
www.loma.org 31
International ProgramsBahasa Indonesia
Bahasa Indonesia Programs

CPLHI (Certified Professional, Life & Health Insurance)
3 Program Dasar FLMI Dalam Bahasa Indonesia
CPLHI adalah Program pendidikan Professional LOMA dengan pengakuan International yang merupakan 3 program dasar FLMI (Fellow, Life Management Institute). Program CPLHI (Certified Professional, Life & Health Insurance) dapat ditempuh bagi siapa saja, khususnya para professional yang berkecimpung dalam bidang asuransi jiwa, kesehatan, anuitas, bancassurance, reasuransi, dan jasa keuangan. 3 Gelar Dasar FLMI ini juga dapat diakreditasikan dan dijadikan fundamental bagi gelar professional LOMA yang terkenal lainnya seperti: ALMI (Associate in Life Management Institute ) ACS (Associate in Customer Service) ARA (Associate, Reinsurance Administration) dan lainnya.
Untuk keterangan lebih lanjut serta pemesanan buku atau pendaftaran ujian silahkan hubungi: Zaiqun Du Member Benefit Manager Asia Region Phone: 770-984-3738 Fax: 770-984-6420 E-mail: du@loma.org
Designasi & Pengakuan CPLHI

Designasi CPLHI telah diakui secara resmi oleh Direktorat Asuransi & Jasa Keuangan, Departemen Keuangan Republik Indonesia melalui surat pengakuan no. S-086/LK.3/2003 tanggal 28 Februari 2003, demikian pula telah diakui oleh Asosiasi Asuransi Jiwa Indonesia (AAJI) sebagai Program Designasi Profesional Resmi yang diterjemahkan dalam Bahasa Indonesia guna peningkatan mutu sumber daya manusia Indonesia berskala global. Kesemua institusi tersebut diatas juga telah mengakui FLMI dan program pendidikan LOMA lainnya yang ditawarkan dalam bahasa Inggris dan berbagai bahasa asing lainnya sebagai gelar profesi resmi dibidang asuransi jiwa, kesehatan dan anuitas. Untuk keterangan lebih lanjut tentang program terbaru kami, kunjungi: www.loma.org. Untuk mendapatkan gelar CPLHI, seorang murid harus mengambil setidaknya satu pelajaran di dalam Bahasa Indonesia.
CPLHI (Certified Professional, Life & Health Insurance)

Kursus Prinsip-prinsip Asuransi LOMA280 Pengoperasian Perusahaan Asuransi LOMA290 Administrasi Asuransi LOMA301
Students must complete all of these courses to earn the CPLHI designation.
3 Kursus CPLHI
Hasil Ujian LOMA

LOMA saat ini tengah melakukan perubahan dalam cara pemberitahuan hasil ujian yang akan diterima oleh para peserta ujian. Mulai Januari 2005, salinan laporan nilai ujian dalam bentuk hard copy tidak akan lagi kami kirimkan melalui pos. Masih ada dua pilihan cara untuk mendapatkan laporan nilai ujian secara lebih cepat dan mudah, yaitu melalui e-mail atau dengan mengakses situs LOMANET. Untuk memperoleh nilai ujian melalui e-mail, peserta harus terlebih dahulu melakukan login ke LOMANET dan memilih e-mail pada layar Student Information. La juga harus memastikan bahwa alamat e-mailnya sudah benar. Peserta juga dapat mencetak nilainya sendiri dari layar Course History di LOMANET dengan mengklik Grade Report untuk setiap mata ujian. Peserta yang memerlukan Official Transcript dapat membelinya cukup dengan mengklik Transcripts di LOMANET.
LOMA280 Prinsip-prinsip Asuransi

Prinsip-prinsip dasar Asuransi Jiwa, Kesehatan dan Anuitas yang fundamental bagi segala kegiatan suatu perusahaan asuransi, reasuransi dan bancassurance termasuk penguraian berbagai produk asuransi yang paling banyak dipasarkan dan kelangsungan berbagai produk tersebut.
LOMA290 Pengoperasian Perusahaan Asuransi

Pembahasan secara meluas berbagai cakupan disiplin spesiliasi di dalam pengoperasian perusahaan asuransi Jiwa, seperti: Aktuaria, Underwriting, Administrasi Klaim, manajemen investasi menyangkut informasi dan sebagainya, dan proses pengembanganya.
LOMA301 Administrasi Asuransi

Penjelasan fungsi-fungsi administrasi, serta praktek-praktek dan prosedur yang diterapkan leh Perusahaan Asuransi dalam menjalankan Administrasi, baik Asuransi Perorangan atau Asuransi kumpulan, organisasi Departemen Underwriting, masalah-masalah hukum yang berkaitan dengan Reasuransi, Administrasi Klaim dan kegiatan Customer Service.
LOMA Regional Exam Center

Kabar gembira bagi anda yang berdomisili diluar DKI Jakarta, kini semua ujian LOMA (Paper Exam) dapat dilakukan di Bandung, Semarang, Surabaya, Medan & Denpasar melalui LOMA Regional Exam Center kami.
Ujian dan Materi Pendidikan

Anda dapat memilih 2 jenis ujian yaitu: ujian tertulis (Paper Exam) Hanya dalam Bahasa Inggris yaitu ujian serentak diseluruh penjuru dunia yang diadakan setiap bulan Mei & November setiap tahunnya. Atau melalui I*STAR (On Line Exam) yang flexibel karena dapat disesuaikan dengan jadwal Anda & kesiapan Anda dalam menempuh ujian.
www.loma.org 33
Helping You To...
International ProgramsChinese
2014LOMA
2014LOMA
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LOMA PDF LOMA 305LOMA 356 (CFEPH)20141231 LOMA 305 Item Number: LOMA 305CS-10-04 LOMA 356 Item Number: LOMA 356CS-10-05 (CFEPH) : 28 902 : 10-8819-0964 : 10-8819-0940 : zhangzheng@cfeph.cn
*
2014LOMA286LOMA305 LOMA286 LOMA305 LOMA326LOMA380 AAIA200 I*STAR
LOMA
LOMA PDF LOMALOMA 305LOMA 356 VTC/PEAK20141231 LOMA 305 Item Number: LOMA 305CT-10-04 LOMA 356 Item Number: LOMA 356CT-10-05
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
Vocational Training Council (VTC)
: 9/F VTC Tower, 27 Wood Road, Wanchai, Hong Kong : 2919-1543 or 2836-1861 : 2891-5707 : peak@vtc.edu.hk
*
PBD Worldwide Atlanta, USA LOMA International Sales

: 770-280-4178 : 770-280-4150 : lomaintl@pbd.com : www.lomabookstore.com
www.loma.org 35
(ALMI)
LOMA280 LOMA281

LOMA290 LOMA291

LOMA301

LOMA307
LOMA320
LOMA
(FLMI)
Level 1 LOMA301 Level 2 * LOMA307 * LOMA311 * LOMA335 Level 3 LOMA3561 LOMA361 LOMA371
LOMA280 LOMA281
LOMA290 LOMA291
LOMA320
LOMA
FLMI
1932FLMI 1998 LOMAFLMI FLMI
1
LOMA 357 20141231 LOMA 356
* LOMA 351, LOMA 310, LOMA 315, LOMA 316, LOMA 330, LOMA 340 LOMA 356 FLMI
FFSI
Fellow, Financial Services InstituteFFSI) FFSIFFSIFFSI FFSI Professional Achievement Credits, PACs) PACs) LOMAPACs PACs
LOMAFFSI) LOMA LOMA LOMA www.LOMA.org FFSILOMA LOMA286, LOMA305, LOMA311, LOMA335 LOMA356) LOMAFFSI
AFSI FFSI2015
(FFSI)

LOMA2863

LOMA3053

LOMA311

LOMA3264
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LOMA335

LOMA3561

LOMA3804
LOMA
(Professional Achievement Credits, PACs)
(AFSI)

LOMA2863
LOMA3053

LOMA311
2
LOMA335

LOMA3561
LOMA
:
LOMA 357 20141231 LOMA 356 LOMA 351AFSI FFSI LOMA 335 3 LOMA 286LOMA 305 2014 4 LOMA 326 LOMA 3802015
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www.loma.org 37
ACS
LOMAACS ACS
ACS
ACS100
LOMA290
LOMA280
LOMA301
LOMA307
LOMA320
ACS
LOMA280
LOMA280
LOMA290
LOMA 290
201112 ISBN: 978-1-57974-384-0 LOMA280 201112 ISBN: 978-1-57974-385-7
20128 ISBN 978-1-57974-404-5 LOMA 290 20128 ISBN 978-1-57974-405-2
201112 ISBN: 978-1-57974-382-6 LOMA280 201112 ISBN: 978-1-57974-383-3
20128 ISBN 978-1-57974-402-1 LOMA 290 20128 ISBN 978-1-57974-403-8
LOMA286
LOMA286
LOMA301
LOMA301
20047 ISBN 986-7506-19-7
200810 ISBN 978-1-57974-331-4 200810 ISBN 978-1-57974-333-8
20047 ISBN 7-5005-7364-2/F.6433 LOMA 286 2014

1
LOMA 357 20141231 LOMA 356
200810 ISBN 978-1-57974-330-7 200810 ISBN 978-1-57974-332-1
LOMA311
LOMA311
LOMA305
LOMA305
20081 ISBN 978-1-57974-327-7 20081 ISBN 978-1-57974-328-4
20047 ISBN 986-7491-89-0 LOMA305 CT-10-04
20081 ISBN 978-1-57974-325-3 20081 ISBN 978-1-57974-326-0
20047 ISBN 7-5005-8179-3/F.7151 LOMA305 CS-10-04 LOMA 305 2014
LOMA320
LOMA320,
LOMA307
LOMA307
20108 ISBN 978-1-57974-360-4 LOMA320 20108 ISBN 978-1-57974-361-1
20112 ISBN 978-1-57974-370-3 LOMA307 20112 ISBN 978-1-57974-371-0
20108 ISBN 978-1-57974-358-1 LOMA320 20108 ISBN 978-1-57974-359-8
20112 ISBN 978-1-57974-368-0 LOMA307 20112 ISBN 978-1-57974-369-7
LOMA 335
LOMA 335
(LOMA, 2014) ISBN 978-1-57974-426-7 LOMA335 (LOMA, 2014) ISBN 978-1-57974-427-4
www.loma.org 39
LOMA356
LOMA356
LOMA361
LOMA361
20051 ISBN 986-154-079-2 LOMA356 CT-10-05
200311 ISBN 1-57974-221-1 200311 ISBN 1-57974-222-X 200311 ISBN 1-57974-223-8
20051 ISBN 7-5005-8539-X LOMA356 CS-10-05
20151
200311 ISBN 1-57974-218-1 200311 ISBN 1-57974-219-X 200311 ISBN 1-57974-220-3
LOMA 357
LOMA 357
LOMA371
LOMA371
200911 ISBN 978-1-57974-343-7 LOMA371 200911 ISBN 978-1-57974-344-4

LOMA 357 20141231 LOMA 356
200911 ISBN 978-1-57974-341-3 LOMA371 200911 ISBN 978-1-57974-342-0
ACS100
ACS100
20031 ISBN 1-57974-178-9 20031 ISBN 1-57974-180-0
20031 ISBN 1-57974-177-0 20031 ISBN 1-57974-179-7
LOMA
ISTAR PDF PDF PDF PDF PDF ~ PDF PDF PDF PDF ~ PDF PDF
ACS 100 LOMA 280 LOMA 286 LOMA 290 LOMA 301 LOMA 305 LOMA 307 LOMA 311 LOMA 320 LOMA 335* LOMA 356** LOMA 361
LOMA 371
75 60 75 60 75 75 60 75 60 60 75 75
75
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* LOMA 335 201411 LOMA 330 ** LOMA 357201511 LOMA 356 LOMA 356 2014 ~ LOMA 305 LOMA 356 35
www.loma.org 41
LOMA 2014
2014
9 1 512 LOMA 280 LOMA 286 LOMA 335 513 LOMA 290 LOMA 305 LOMA 356* LOMA 307 ACS 100 LOMA 361 LOMA 371 514 LOMA 301 515 LOMA 311 516 LOMA 320
2014
9 1 113 LOMA 280 LOMA 335 114 LOMA 290 LOMA 305 LOMA 356* LOMA 307 ACS 100 * LOMA 356 LOMA 357 2015 LOMA 356 LOMA 361 LOMA 371 115 LOMA 301 116 LOMA 311 117 LOMA 320
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15

International ProgramsFrench
Les programmes en Franais

Les programmes ALMI, FLMI et ACS sont tous offerts en franais. Les examens en franais de ces programmes sont offerts uniquement sur I*STAR. Les examens I*STAR sont disponibles toute lanne et peuvent tre passs au moment qui convient ltudiant et la compagnie. Linscription doit se faire en avance sur LOMANET et ltudiant obtient ses rsultats immdiatement. Les tudiants peuvent passer les examens I*STAR dans leur propre compagnie si le systme I*STAR a t install, ou ils peuvent aller dans un des centres I*STAR ou Prometric du Canada. (Pour savoir comment obtenir I*STAR dans votre compagnie, rendez-vous sur www.loma.org.) Tous les examens sont sous forme de questions choix multiples.
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.)
ALMI (Associate, Life Management Institute)

Cours obligatoires Principes des assurances LOMA280 ou LOMA281 (en anglais) Certificat de Niveau I Exploitation des compagnies LOMA290 ou LOMA291 (en anglais) Administration de lassurance LOMA301 Concepts commerciaux et financiers LOMA307 Marketing LOMA320 ou LOMA 321 (en anglais)
FLMI (Fellow, Life Management Institute)

Cours obligatoires Niveau 1 Principes des assurances LOMA280 ou LOMA281 (en anglais) Exploitation des compagnies LOMA290 ou LOMA291 (en anglais) Administration de lassurance LOMA301 Niveau 2 Concepts commerciaux et financiers LOMA307 Marketing Droit des affaires Gestion des organisations LOMA330* Niveau 3 Investissement Comptabilit Solvabilit/ rentabilit LOMA371
LOMA320 LOMA316
LOMA356
LOMA361
Certificat de Niveau I * Nouveau LOMA 335 sera disponible en franais partir du 1er janvier 2015.
ACS (Associate, Customer Service)

Cours obligatoires Service la clientle ACS100 ou ACS 101 (en anglais) Principes des assurances LOMA280 ou LOMA281 (en anglais) Exploitation des compagnies LOMA290 ou LOMA291 (en anglais) Options choisir 2 cours Administration Concepts commerciaux et financiers LOMA307 Marketing
LOMA301
LOMA320 ou LOMA 321 (en anglais)
www.loma.org 43
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 Worldwide 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 Worldwide. Cette liste inclut les manuels suivants (les supplments et guides pour ces cours sont disponibles en ligne voir tableau ci-aprs). a. LOMA330 Principes et pratiques de gestion, 2me dition (2003) b. LOMA356 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. 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 Tarif Rduit pour les Membres Cours Frais Frais de reprise Tarif pour les Non-membres Frais Frais de repris
Les fichiers PPDF suivants sont inclus avec les frais dinscription Lexamen I*STAR est inclus 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 Statistiques et Science dcisionnelle, Guide de prp. Guide de prparation Manuels, Guide de prparation Manuels, Guide de prparation Manuels, Guide de prparation
Examens
Nombre de Limite de questions temps 60 60 75 60 75 60 75 75 75 75 75 2h 2h 3h 2h 3h 2h 3h 3h 3h 3h 3h
LOMA280 LOMA290 LOMA301 LOMA307 LOMA316 LOMA320 LOMA330 LOMA356 LOMA361 LOMA371 ACS100
$210 $210 $185 $250 $185 $250 $185 $185 $185 $185 $240
$110 $110 $125 $150 $125 $150 $125 $125 $125 $125 $180
$400 $400 $350 $480 $350 $480 $350 $350 $350 $350 $460
$300 $300 $290 $380 $290 $380 $290 $290 $290 $290 $400
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 eux-mmes la taxe qu'ils doivent. Pour tous autres frais, rendez vous sur les pages 7273.
LOMA280 Principes des assurances

LOMA 280 introduit les principes de lassurance, le processus de devenir assur, et les droits contractuels du titulaire de la police dassurance. Le cours comprend des informations sur les caractristiques de lassurance vie individuelle et de groupe, assurance sant, et des produits de rente. Principes des assurances de personnes (LOMA, 2011) ISBN 978-1-57974-372-7 Guide de prparation lexamen LOMA280 (LOMA, 2011) ISBN 978-1-57974-373-4
LOMA301 Administration de lassurance

LOMA 301 fournit une analyse dtaille des activits de ladministration de lassurance vie pour les couvertures individuelles et en groupe, en se concentrant sur la tarification, la rassurance, les rclamations, et le service client. Administration de lassurance 3me dition (LOMA, 2009) ISBN 978-1-57974-319-2 PBD numro de stock : 301-F10-09 Guide de prparation lexamen LOMA301 (LOMA, 2009) ISBN 978-1-57974-320-8 PBD numro de stock : 301-F40-09
LOMA 290 Exploitation des compagnies dassurance

LOMA 290 dcrit comment les compagnies dassurance vie fonctionnent dans lenvironnement mondial daujourdhui: comment elles sont organises, comment elles sont gres, et les rles des units fonctionnelles et de soutien dans le dveloppement, la distribution, lmission, et ladministration de lassurance vie et des produits de rente. Les apprenants qui prennent ce cours comprendront mieux comment leur travail individuel sinscrit dans lensemble du primtre de lentreprise ainsi que limportance de la contribution de chaque employ la russite globale de lorganisation. Exploitation des compagnies dassurance, 2nde dition (LOMA, 2012) ISBN 978-1-57974-400-7 Guide de prparation lexamen LOMA 290 (LOMA, 2012) ISBN 978-1-57974-401-4
LOMA 307 Concepts commerciaux et financiers pour les professionnels de lassurance

LOMA 307 prsente aux employs de lindustrie les concepts financiers et la terminologie de base et relie ces concepts au domaine de lassurance et lexploitation et la rentabilit de lentreprise. Concepts commerciaux et financiers pour les professionnels de lassurance(LOMA, 2011) ISBN 978-1-57974-362-8 Guide de prparation lexamen LOMA 307 (LOMA, 2011) ISBN 978-1-57974-363-5
LOMA316 Le droit des affaires pour les professionnels des services financiers (Canada)
LOMA 316 prsente les caractristiques et les principes fondamentaux de lenvironnement juridique dans lequel les socits de services financiers au Canada fonctionnent. 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 LOMA316 (LOMA, 2006) ISBN 1-57974-302-1 PBD numro de stock : 316-F40-06
Les manuels en franais pour les programmes ALMI, FLMI, et ACS sont en vente uniquement chez PBD Worldwide. PBD Worldwide Web site: www.lomabookstore.com E-mail: lomaintl@pbd.com Tel: 800-887-3723 / 770-280-4178 Fax: 770-280-4150
www.loma.org 45
LOMA 320 Le marketing des assurances

LOMA 320 couvre les principes de marketing et les fonctions de marketing comme partie intgrante de lindustrie de lassurance vie et maladie. Le marketing des assurances (LOMA, 2013) ISBN 978-1-57974-430-4 Guide de preparation lexamen LOMA 320 (LOMA, 2013) ISBN 978-1-57974-431-1
LOMA 335 Lexcellence oprationnelle dans les services financiers
dition Nouvelletir de par 015 janvier 2
LOMA 335 prsente les services financiers du point de vue de la gestion oprationnelle. Ce cours se concentre sur les techniques pratiques qui permettent daccomplir les tches quotidiennes pour fournir des services financiers le plus efficacement possible. Lexcellence oprationnelle dans les services financiers (LOMA, 2015) ISBN: 978-1-57974-441-0 Guide de prparation lexamen (LOMA, 2015) ISBN: 978-1-57974-442-7
LOMA330 Gestion des organisations: Principes et pratiques

LOMA 330 prsente la thorie et la pratique de la gestion des organisations, en mettant laccent sur les fonctions essentielles de la gestion et les contextes organisationnels et environnementaux dans lesquelles ces fonctions sont excutes. Ce cours examine galement lutilisation de la science dcisionnelle et des statistiques. Principes et pratiques de gestion, 2me dition ( Houghton Mifflin Company, 2003) ISBN 1-57974-181-9 PBD numro de stock : 330-F10-03 Les statistiques et la science dcisionnelle dans la gestion de linformation(LOMA, 2005) ISBN 1-57974-233-5 PBD numro de stock : 330-F11-05 Guide de prparation lexamen LOMA330 (LOMA, 2005) ISBN 1-57974-232-7 PBD numro de stock : 330-F40-05
LOMA356 Principes dinvestissement et linvestissement institutionnel

LOMA 356 fournit une comprhension de lenvironnement dinvestissement et les principes gnraux de linvestissement dans les titres individuels et les portefeuilles de valeurs mobilires. Dans ce cours, vous apprendrez au sujet des rapports du rendement des placements, du suivi de la performance des investissements, du rendement des placements, et plus encore. Principes dinvestissement et linvestissement institutionnel(Pearson, LOMA, 2005) ISBN 2-7440-7058-0 PBD numro de stock : 356-F10-05 Guide de prparation lexamen LOMA356 (LOMA, 2005) ISBN 1-57974-237-8 PBD numro de stock : 356-F40-05
LOMA 361 Comptabilit et dclarations financires des compagnies dassurances de personnes

LOMA 361 fournit une vaste exposition la comptabilit financire et de gestion dans les compagnies dassurance vie, y compris lenvironnement de lentreprise et rglementaire dans lequel les fonctions de comptabilit se produisent. Fonction comptabilit et comptabilit de gestion dans les compagnies dassurance vie(LOMA, 2002) ISBN 1-57974-163-0 PBD numro de stock : 361-F10-02 Comptabilit gnrale et exigences de communication de linformation financire dans les compagnies dassurance vie(LOMA, 2002) ISBN 1-57974-164-9 PBD numro de stock : 361-F11-02 Ensemble des 2 manuels (F10 et F11) pour le cours LOMA361(LOMA, 2002) PBD numro de stock : 361-F12-02 Guide PREP FLMI 361(LOMA, 2002) ISBN 1-57974-165-7 PBD numro de stock : 361-F90-02
LOMA371 Gestion en fonction de la solvabilit et de la rentabilit dans les compagnies dassurances de personnes
LOMA 371 dcrit la conception de produits techniques pour lassurance vie et des rentes et dcrit ltat actuel de gestion des risques dans les compagnies dassurance. 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 LOMA371(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
ACS100 Fondements du service la clientle

ACS 100 prsente une introduction globale au service la clientle dans lenvironnement des services financiers. Le cours explore les connaissances et les comptences dont les employs ont besoin pour fournir un service la clientle exceptionnel. Le service la clientle en assurance: Principes et pratiques, 2me dition(LOMA, 2001) ISBN 1-57974-128-2 PBD numro de stock : 100-F10-01 Le service la clientle en assurance : Perfectionnement(LOMA, 2001) ISBN 1-57974-130-4 PBD numro de stock: 100-F11-01 Guide de prparation lexamen pour Fondements du service la clientle(LOMA, 2001) ISBN 1-57974-131-2
www.loma.org 47
International ProgramsKorean
FLMI
LOMA Fellow, Life Management Institute (FLMI) . 10 FLMI . FLMI .
FLMI 2 . (5 11)
LOMA311 . LOMA 281, LOMA 291, LOMA 357, LOMA 361, LOMA 371 . LOMA FLMI Associate, Life Management Institute (ALMI) . ALMI , , . , , , .
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LOMA280 LOMA290 LOMA281* LOMA291*
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LOMA330

LOMA371*
LOMA280 LOMA290 LOMA281* LOMA291*
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LOMA320
LOMA311*
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ACS100
LOMA280 LOMA281*

LOMA290 LOMA291*

LOMA301
LOMA320
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Foundations of Customer Service ACS100 . .
LOMA301:
Insurance Administration , .
LOMA307:
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Business and Financial Concepts for Insurance Professionals LOMA 307 , , .
Principles of Insurance: Life, Health, and Annuities , , . , , .
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LOMA311: *
Business Law for Financial Services Professionals .
LOMA320:
Life and Health Insurance Marketing .
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Management Principles and Practices , .
www.loma.org 49
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 : 770-984-3738 : 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

LOMA356:
Investment Principles and Institutional Investing .
PBD Worldwide
LOMA361: *
Accounting and Financial Reporting in Life Insurance Companies .
Atlanta, USA Tel:770-280-4178 Fax:770-280-4150 E-mail:lomaintl@pbd.com Web site:www.lomabookstore.com (Bundled course) LOMANET Course Portal . (PDF )
LOMA371: *
Managing for Solvency and Profitability in Life Insurance Companies .
. 78 .
ACS 100 LOMA 280 LOMA 290 LOMA 301 LOMA 307 LOMA 320 LOMA 330 LOMA 356 75 60 60 75 60 75 75 75 3 2 2 3 2 3 3 3 ISTAR
* 70% . 70% F F+(60%-69%) . DN (did-not-sit) .
2014
2014 5 9 1 5 12 LOMA 280 LOMA 330 5 13 LOMA 290 LOMA 356 5 14 LOMA 301 LOMA 307 ACS 100 5 15 5 16 LOMA 320
2014 11 9 1 11 3 LOMA 280 LOMA 330 11 4 LOMA 290 LOMA 356 11 5 LOMA 301 LOMA 307 ACS 100 11w 6 11 7 LOMA 320
www.loma.org 51
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 Intermediate Level

Etapas Obrigatrias Princpios Operaes Servios ao Cliente PFLP100 Administrao Eletivas Selecione Um Marketing Investimentos e Investimento Institucional PFLP356 Solvncia e a Lucratividade PFLP371 Subscrio Resseguro
PFLP280
PFLP290
PFLP301
PFLP320
PFLP386
PFLP440
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 PFLP100 Administrao Marketing Investimentos e Investimento Institucional PFLP356 Solvncia e a Lucratividade PFLP371 Subscrio Resseguro
PFLP280
PFLP290
PFLP301
PFLP320
PFLP386
PFLP440
Para obter o Diploma PFLP, ser necessrio completar todas as NOVE etapas do PFLP.

Etapas Obrigatrias Princpios PFLP280 Operaes PFLP290 Administrao PFLP301 Conceitos Financeiros LOMA 307 Marketing PFLP320

Etapas Obrigatrias Servios ao Cliente PFLP100 Princpios PFLP280 Operaes PFLP290 Eletivas Selecione dois Administrao PFLP 301 Conceitos Financeiros PFLP 307 Marketing PFLP320
Cursos do Programa PFLP PFLP280 Princpios dos Seguros de Vida, Sade, e de Rendas Vitalcias
O PFLP280 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 PFLP280 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 PFLP280 (LOMA, 2010) ISBN 978-1-57974-346-8
PFLP100 Fundamentos do Servio de Atendimento ao Cliente

O PFLP100 prov uma introduo abrangente do atendimento ao cliente no ambiente de servios financeiros. O curso explora o conhecimento e as habilidades das quais um empregado precisa para compreender e prestar um excepcional atendimento ao cliente. Fundamentos do Servio de Atendimento ao Cliente (LOMA, 2007) ISBN 1-57974-245-9 Caderno de Exerccios para o Curso PFLP100 (LOMA, 2007) ISBN 1-57974-246-7
PFLP301 Administrao de Seguros

O PFLP301 prov uma discusso detalhada sobre as atividades da administrao de seguros para coberturas de vida e sade individuais e em grupo, focando a subscrio, o resseguro, sinistros e o atendimento ao cliente. Administrao de Seguros, 2 edio(LOMA, 2005) ISBN 1-57974-201-7 Caderno de Exerccios para o curso PFLP301 (LOMA, 2005) ISBN 1-57974-202-5
PFLP 290 As Operaes de uma Seguradora

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 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, 2013) ISBN 978-1-57974-406-9 Caderno de Exerccios para o curso PFLP 290 (LOMA, 2013) ISBN 978-1-57974-407-6
PFLP 307 Conceitos de Negcios e Finanas para Profissionais de Seguros

PFLP 307 apresenta aos profissionais da indstria de seguros os conceitos bsicos e a terminologia de finanas, relacionando esses conceitos aos negcios, s operaes e lucratividade de uma companhia de seguros. Conceitos de Negcios e Finanas para Profissionais de Seguros (LOMA, 2013) ISBN 978 -1-57974-424-3 Exerccios para o curso PFLP 307 (LOMA, 2013) ISBN 978-1-57974-425-0
www.loma.org 53
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 de Oliveira Martins Gerente de Planejamento, Desenvolvimento e Parcerias Escola Nacional de Seguros Rua Senador Dantas, 74 3 andar Centro Rio de Janeiro RJ CEP: 20031-205 Brasil Tel.: 55 21 3380-1081 e-mail: mluizamartins@esns.org.br parcerias@esns.org.br
Ronny Martins Gerente Acadmico Administrativo Escola Superior Nacional de Seguros de So Paulo Av. Paulista, 2421 1 andar Consolao So Paulo SP CEP: 01311-300 Brasil Tel.: 55 11 3062-2025 e-mail: ronnymartins@esns.org.br
PFLP320 Marketing
O PFLP320 aborda os princpios e as funes do marketing como aspecto integral da indstria dos seguros de vida e sade. Marketing do Seguro de Vida e Sade, Terceira Edio (LOMA, 2007) Caderno de Exerccios para o PFLP320(LOMA, 2007)
PFLP371 Gerenciamento de Riscos e Desenho de Produtos para Companhias de Seguros

O PFLP371 explica questes de gerenciamento que envolvem o gerenciamento de riscos empresariais, capital, desenvolvimento de produto e desenho de produto para seguro de vida e anuidades. Gerenciamento de Riscos e Desenho de Produtos para Companhias de Seguros(LOMA, 2010) ISBN 978-1-57974-376-5 Caderno de Exerccios Preparatrios para o Curso PFLP371 Gerenciamento de Riscos e Desenho de Produtos para Companhias de Seguros(LOMA, 2010) ISBN 978-1-57974-377-2
PFLP356 Princpios de Investimentos e Investimento Institucional

O PFLP356 prov a compreenso do ambiente de investimentos e os princpios gerais de investimento em ttulos individuais e carteiras de ttulos. Neste curso, voc aprender sobre os relatrios de desempenho de investimentos, monitoramento de desempenho de investimentos, desempenho de investimentos, e mais. Princpios de Investimentos(LOMA, 2005) ISBN 85-88639-15-7 Investimento Institucional CD-ROM(LOMA, 2005) ISBN 85-88639-20-3 Caderno de Exerccios para o curso PFLP356 (LOMA, 2005) ISBN 1-57974-239-4
PFLP386 Subscrio Seguros de Vida e Sade

O PFLP386 apresenta os princpios de avaliao de riscos aplicados subscrio no seguro de vida e sade individual e em grupo, incluindo aplices especializadas e coberturas suplementares. Subscrio de Seguros de Vida e Sade(LOMA, 2008) Caderno de Exerccios para o curso PFLP386 (LOMA, 2008)
PFLP440 Administraao de Resseguro

O PFLP440 mostra como o resseguro refora a indstria do seguro e aumenta a capacidade das seguradoras de pagar sinistros antecipados. Este curso tambm discute princpios de resseguro, regulao de resseguro, clusulas tpicas em um acordo de resseguro, a administrao do negcio do resseguro, e a importncia do controle de qualidade no resseguro. Fundamentos de Resseguro(LOMA, 2008) Caderno de Exerccios para o curso PFLP440 (LOMA, 2008)
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
Excepcional atendimento ao cliente

Descrio: O atendimento excepcional ao cliente se concentra no atendimento ao cliente no setor de servios financeiros: o que , como ele fornecido e porque importante. O curso analisa:
A natureza do atendimento excepcional ao cliente Os tipos de clientes de servios financeiros A oferta do atendimento ao cliente nos nveis individuais
e organizacionais
Os desafios do atendimento ao cliente Reteno e fidelizao dos clientes
No importa se voc um novo representante do atendimento ao cliente lidando com clientes pela primeira vez ou um profissional experiente procura de aperfeioamento, este curso pode ajud-lo a reforar a sua compreenso do atendimento ao cliente. Fornecedor: LOMA Nmero de Aulas: 1 Tempo estimado de concluso do curso: 1 hora Preo para Associado LOMA: US$38.00 Preo para No-associado LOMA: US$76.00
www.loma.org 55
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

El programa Associate, Customer Service (ACS) ofrece una excelente forma de aprender acerca de los fundamentos del servicio al cliente para los profesionales de seguros. Los empleados pueden obtener beneficios del Programa ACS en todos los niveles, y est diseado para cualquier persona que interacta con clientes internos o externos. El programa ACS tiene como fin que los estudiantes puedan realizar lo siguiente:
Aumentar su conocimiento sobre servicios financieros Comprender los tipos de clientes, sus comportamientos
y sus expectativas Organizar un equipo efectivo de servicio al cliente

Cinco cursos. Para conseguir la designacin ALMI de LOMA necesita solo eso! El programa ALMI se centra en las operaciones de servicios financieros y de seguros ms importantes y brinda una representacin profunda de los conceptos financieros que son relevantes para quien trabaja en la industria: usted! Mientras cursan el ALMI, los estudiantes consolidarn su visin financiera y aprendern sobre los aspectos operacionales y sobre las funciones de ventas o mercadeo que hacen nico al sector financiero y de seguros. Una vez que completen los primeros dos cursos de la designacin ALMI, los estudiantes obtienen un certificado de Nivel 1 y cuando completen los tres cursos restantes, los estudiantes reciben el certificado de la designacin ALMI.
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 estn disponibles en formato de archivos protegidos PDF para ser descargados por los estudiantes cuando sean inscritos. Copias fisicas de los textos pueden ser adquiridas hasta que se agote el inventario. 2. El texto PFSL 356 es un libro comercial y no es de propiedad de LOMA, (Texto Base de Estudio) por lo tanto no estar disponible en formato PDF; por lo tanto debera ser adquirido a travs de nuestro distribudor tradicional en Estados Unidos PBD Worldwide. 3. Para mayor informacin o si tiene preguntas escribanos a: intl@loma.org.
PFSL (Programa de Formacin en Seguros de LOMA)

Cursos Obligatorios Principios del Seguro de Vida PFSL280 Operaciones PFSL290 Administracin de Seguros PFSL301 Mercadeo PFSL320 Finanzas/Inversin PFSL307 o PFSL 356 Servicio al Cliente PFSL100
Nivel 1: Estudiantes recibirn un certificado personalizado al trmino de los cursos PFSL280 y 290

Cursos Obligatorios Principios del Seguro de Vida PFSL280 Operaciones PFSL290 Administracin de Seguros PFSL301 Finanzas PFSL307 Mercadeo PFSL320
Nivel 1: Estudiantes recibirn un certificado personalizado al trmino de los cursos PFSL280 y 290

Cursos Obligatorios Servicio al Cliente PFSL100 Principios del Seguro de Vida PFSL280 Operaciones PFSL290 Administracin PFSL301 Cursos Electivos Elijan 2 Finanzas PFSL307 Mercadeo PFSL320
PFSL280 Principios del Seguro de Vida, Salud y Rentas Vitalicias

Introduce los principios fundamentales de las operaciones de las compaas de seguros, los derechos del suscriptor y los procesos para comprar un seguro. El curso incluye informacin sobre las caractersticas principales del seguro de vida y salud en plizas individuales o de grupo y la de otros productos como rentas y pensiones. Principios del Seguro de Vida, Salud y Rentas Vitalicias, Tercera Edicin(LOMA, 2009) ISBN 978-1-57974-336-9 Gua de Preparacin Principios del Seguro de Vida, Salud y Rentas Vitalicias, Tercera Edicin(LOMA, 2009) ISBN 978-1-57974-337-6
PFSL 290 Operaciones de las Compaas de Seguros

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, Segunda edicin (LOMA, 2013) ISBN 978-1-57974-408-3 Gua de Preparacin Operaciones de las Compaas de Seguros (LOMA, 2013) ISBN 978-1-57974-409-0
www.loma.org 57
PFSL100 Fundamentos del Servicio al Cliente

Est diseado para ofrecerle conocimientos bsicos acerca de conceptos y estrategias de servicio al cliente, la creacin y mantenimiento de una cultura de servicio, el desarrollo de una estrategia de servicio de calidad, conocimiento del cliente y entendimiento real de los estudios de servicio, establecimiento y medicin de los sistemas de servicio al cliente y desarrollo de empleados dedicados a ofrecer servicio de calidad. Fundamentos del Servicio al Cliente(LOMA, 2004) ISBN 1-57974-265-3 Cdigo de PBD: PFSL100-S10-04 Gua de Preparacin Fundamentos del Servicio al Cliente(LOMA, 2004) ISBN 1-57974-266-1 Cdigo de PBD: PFSL100-S90-04
PFSL307 Conceptos de Negocios y Finanzas para Profesionales de Seguros

PFSL307 presenta a los empleados de la industria una introduccin bsica de conceptos y terminologa financiera y relaciona estos conceptos al negocio y la rentabilidad de las operaciones de las compaas de seguros. Conceptos de Negocios y Finanzas para Profesionales de Seguros(LOMA, 2011) ISBN 978-1-57974-364-2 Gua de Preparacin- Conceptos de Negocios y Finanzas para Profesionales de Seguros(LOMA, 2011) ISBN 978-1-57974-365-9
PFSL320 Mercadeo en la Industria del Seguro de Vida y Salud

Analiza los principios de mercadotecnia y las funciones de mercadeo como parte integral de la industria del seguro de vida y salud. Mercadeo en la Industria del Seguro de Vida y Salud, Tercera Edicin(LOMA, 2003) ISBN 1-57974-183-5 Cdigo de PBD: PFSL320-S10-03 Gua de Preparacin Mercadeo en la Industria del Seguro de Vida y Salud (LOMA, 2003) ISBN 1-57974-184-3
PFSL301 Administracin de Seguros

Analiza y describe las actividades administrativas involucradas en rentas vitalicias y seguros de vida y salud en plizas individuales y colectivas, haciendo nfasis en la seleccin de riesgos, el reaseguro, reclamos y servicio al cliente. Administracin de Seguros, Segunda Edicin (LOMA, 2002) ISBN 1-57974-143-X Cdigo de PBD: PFSL301-S10-02 Gua de Preparacin Administracin de Seguros (LOMA, 2002) ISBN 1-57974-144-4 Cdigo de PBD: PFSL301-S90-02
PFSL356 Fundamentos de Inversin y la Inversin Institucional

PFSL356 proporciona conocimientos sobre y los principios generales de las inversiones en valores individuales y de carteras. El curso discute el establecimiento y la puesta en marcha de objetivos de inversin en vista del equilibrio entre riesgo y retorno. Fundamentos de Inversin(LOMA, 2005) ISBN 1-57974-242-4 Introduccin a la Inversin Institucional(LOMA, 2005) ISBN 1-57974-244-0 Importante: El texto de estudio base debera ser adquirido a travs de nuestro distribuidor PBD Worldwide en USA. Solamente la guia de ejercicio y el examen sern distribuidos en formato de archivos PDF.
UND386 Seleccin de Riesgos en el Seguro de Vida y Salud

UND386 proporciona una visin general de los factores mdicos y no mdicos, financieros y personales que se consideran durante la seleccin de riesgos, segn se practica en las compaas de seguro de vida y salud. Seleccin de riesgos en el seguro de vida y salud (LOMA, 2006) ISBN 1-57974-295-5 Cdigo de PBD: UND386-S10-06 Gua de preparacin para UND386(LOMA, 2006) ISBN 1-57974-296-3 Cdigo de PBD: UND386-S40-06 Nota: Usted puede entender el material presentado en el curso UND386 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 PFSL280, PFSL290 y PFSL301 antes de tomar este curso.
PFSL356 LIBRO y CD Fundamentos de Inversin y la Introduccin a la Inversin Institucional estn disponibles como un conjunto compuesto de un libro y un CD. Cdigo de PBD: PFSL356-S10-05 En caso de prdida o dao del CD-ROM, Introduccin a la Inversin Institucional, se puede reemplazar efectuando un pedido a PBD Worldwide. Gua de Preparacin para el PFSL356(LOMA, 2005) ISBN 1-57974-243-2 Cdigo de PBD: PFSL356-S40-05
Glosario de Trminos de Seguros Espaol/Ingls en Lnea

Hoy en da es vital que sus empleados tanto los que trabajan en la parte operativa y an ms los que trabajan en la parte comercial cuenten con los conocimientos y el vocabulario tcnicos a fin de poder no solo prestar un mejor servicio sino tambien desempear sus labores de manera eficiente. LOMA pone a disposicin un Diccionario de Trminos de Seguros en lnea a fin de que las empresas lo puedan integrar en su Intranet o en su plataforma de educacin en lnea; no solo como una fuente de consulta sino tambien como una fuente de aprendizaje continuo con el fin de brindar el apoyo necesario a sus empleados en sus tareas diarias. Este glosario ayuda a explicar el significado de trminos utilizados por profesionales en la industria de los seguros de vida, salud y finanzas. Est dirigido tanto a estudiantes como agentes, personal operativo y expertos profesionales dentro de la industria. Para ms informacin, precios u ordenar un Glosario de Trminos para su compaa, por favor contactar el Departamento Internacional de LOMA a intl@loma.org o 770-984-3730.
El material de estudio del curso PFSL 356 solo est disponible a travs de PBD Worldwide. PBD Worldwide Web site: www.lomabookstore.com E-mail: lomaintl@pbd.com Tel: 800-887-3723 / 770-280-4178
Cursos Adicionales en Lnea

Se ha preguntado como capacitar a su personal en temas complejos tales como liderazgo, toma de decisiones, manejo de proyectos, riesgo, calidad, manejo y entendimiento de cualidades que se necesitan para el servicio y para la venta? No se pregunte ms. LOMA pone a disposicin de sus miembros un catalogo completo de cursos en espaol destinados a formar y capacitar a los participantes en estos temas. Para ms informacin, visite www.lomalearn.org. www.loma.org 59
LOMA Certified Insurance Consultant (LCIC)

Asesor de Seguros Certificado de LOMA
Especialmente diseado para agentes y corredores (brokers) el programa LOMA Certified Insurance Consultant (LCIC), ha sido creado a fin de satisfacer las necesidades de capacitacin y conocimiento que hoy en da requieren los agentes y corredores que prestan servicio a una gran cantidad de clientes. El LCIC es un programa que se enfoca en la entrega de un conocimiento estratgico acerca de productos, ventas y temas que hoy en da representan una ventaja competitiva, y que los agentes y correderores necesitan para sobresalir en un ambiente competitivo y demandante.
Seleccin de riesgos del seguro de vida individual

Este curso analiza los principios y los prcticas fundamentales de la seleccin de riesgo del seguro de vida individual. Tiempo estimado de estudio: 2 horas
Perspectiva general del reaseguro

Este curso ofrece una introduccin sobre los fundamentos del reaseguro incluyendo el proceso de transferir el riesgo entre aseguradores directos o cedentes, reaseguradores y retrocesionarios. Tiempo estimado de estudio: 1 hora
Distribucin de seguros a travs de los agentes

La mayora de los seguros de vida son distribuidos a travs de los agentes de seguro, conocidos tambin como productores. En este curso aprender sobre varios aspectos de la distribucin del seguro basada en los agentes. Tiempo estimado de estudio: 1 hora
LCIC
Cursos Obligatorios Principios del Seguro de Vida PFSL280 Mercadeo Servicio al Cliente PFSL100 10 cursos en lnea (40 horas)
El proceso de la venta de seguros

Este curso describe la importancia de la venta personal para las compaas de seguros y los pasos incluidos en el proceso de venta del seguro. Tiempo estimado de estudio: 1 hora
PFSL320
En qu consiste el LCIC?
El programa LCIC, 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).
Capacitacin en ventas para los productores de seguros

Este curso est diseado para ayudar a los agentes de ventas con o sin experiencia y al personal de apoyo, a entender la importancia del proceso de ventas para generar negocios y crear relaciones a largo plazo con los clientes. Tiempo estimado de estudio: 5 horas
Los 10 Cursos En Lnea Comprenden:

Aproximadamente 18 horas de estudio que le otorgaran el certificado: Fundamentos de LCIC
Perspectiva general de los productos de seguros de vida

Este curso define los trminos del seguro de vida y describe las caractersticas del seguro temporal, de valor en efectivo y dotal. Tiempo estimado de estudio: 2 horas
Conducta tica en la industria de seguros

Este curso se concentra en la responsabilidad de las compaas de seguros y sus productores o agentes, de actuar ticamente y tomar decisiones ticas apropiadas al llevar a cabo los negocios de seguros. Tiempo estimado de estudio: 1 hora
Perspectiva general de los productos de anualidades

Este curso ofrece una visin general bsica de las caractersticas de los productos de rentas vitalicias variable y fija. Tiempo estimado de estudio: 1 hora
Introduccin a las ventas bsicas de acuerdo a las necesidades

Este curso explica la importancia de las ventas de acuerdo a las necesidades, cual es el proceso que un productor sigue para disear una cartera de seguros que satisfaga las necesidades de los clientes, de sus familiares y dependientes. Tiempo estimado de estudio: 3 horas
Reemplazo de las plizas de vida y anualidades

Este curso proporciona una revisin rigurosa sobre los reemplazos de las plizas de seguro de vida y anualidades. Tiempo estimado de estudio: 1 hora
Precios
Todos los cursos en lnea para el programa de LCIC son $40 para miembros de LOMA y $80 para no-miembros, por curso.
Textos de Auto Estudio:

Al completar los 3 cursos de auto estudio tcnico podr obtener el Diploma LCIC. PFSL280: Principios del Seguro de Vida, Salud y Rentas Vitalicias PFSL100: Fundamentos de Servicio al Cliente PFSL320: Mercadeo en la Industria del Seguro de Vida y Salud Adicionalmente tiene la posibilidad de adquirir un conocimiento tcnico con los cursos de auto estudio antes mencionados y continuar el proceso de educacin continua hacia la obtencin del Diplomado de Seguros de LOMA (PFSL).
Informacin General Importante

Matriculas para exmenes y cursos Bundled
LOMA ofrece un examen para cada curso que haga parte de una designacin profesional para evaluar el dominio de cada estudiante en el contenido del curso. Estos exmenes estn disponibles en formatos electrnicos y son administrados en las organizaciones miembros o no miembros de LOMA que esten registradas y autorizadas para la toma de examenes, y en algunas localidades aprobadas para administrar exmenes a estudiantes independientes. La duracin de los exmenes de LOMA vara entre 2 o 3 horas. Consulte en su gua de preparacin (TPG) o con su representante educativo para obtener la informacin especfica acerca de la duracin de su examen. Algunos cursos de LOMA han sido actualizados y el nmero de preguntas para los exmenes puede variar. Los exmenes anteriormente constaban de 75 preguntas con un lmite de tiempo de 3 horas y en la actualidad constan de 60 preguntas y tienen un tiempo lmite de 2 horas. Si se inscribe para un examen, Usted es responsable por estudiar el material especficamente asignado para ese curso. El material de estudio asignado para cada curso puede ser verificado comenzando en la pgina 57, en donde tenemos la descripcin de cada curso. Si Usted se inscribe para un curso BUNDLED, el valor de los materiales de estudio asignados se incluyen en el valor de su inscripcin y son accesibles ingresando a la siguiente direccin electrnica: https://ppdf.loma.org/Download/ Para la inscripcin de exmenes LOMA ofrece: Matriculas en lnea a travs de LOMANET, nuestro sistema de administracin de educacin a travs de Internet. Si la empresa desea inscribir ms de 20 estudiantes en un periodo, ya sea para uno o diferentes exmenes, el Ed Rep debe contactarnos para recibir las indicaciones necesarias, ya que podremos ahorrarle mucho tiempo al hacerlo a travs de nuestro departamento de sistemas.
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LOMANET
LOMANET permite a los alumnos:
Inscribirse a nuestros cursos Revisar las calificaciones obtenidas Ver un anlisis del rendimiento de su examen Ver la historia de los cursos rendidos y el progreso hacia
Si olvido su contrasea, y su direccin de correo electrnico actual ha sido ingresada en LOMANET, Usted puede ir a www.lomanet.org, y a travs de la opcin de Password Request solicitar que su contrasea le sea enviada por correo electrnico. Tambin la puede solicitar 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 Para mantener la confidencialidad, su nmero de identificacin de estudiante y su contrasea son requeridos para tener acceso a su registro de estudiante en LOMANET. 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.
Registrarse en LOMANET es fcil y gratuito!

1. En su navegador ingrese a www.lomanet.org. 2. Seleccione Register. 3. Complete y enve el formulario de registro en lnea: Asegrese de proporcionar una direccin de correo electrnico vlida, ya que las confirmaciones de matriculas y el material de estudio de algunos cursos son enviados a travs de correo electrnico. 4. Una vez hecho esto, recibir un nmero de identificacin de estudiante y una contrasea para tener acceso a LOMANET, la cual podr cambiar en el momento que desee. Para recibir los beneficios de la membresa de su compaa, necesitar su nmero de empresa y el apellido de su Ed Rep al momento de registrarse.
Para ms Informacin:
2014 Cursos Bundled / Valor Matricula Exmenes Amrica Latina (Espaol)

Cursos LOMA Compaas Miembros Compaas no Miembros / Estudiantes Independientes I*STAR
Departamento Internacional de LOMA Telfono: 770-984-3730 Fax: 770-984-6420 Correo electrnico: intl@loma.org
Representantes Locales para:

Mxico, Belize, Costa Rica, El Salvador, Guatemala, Honduras, Nicaragua y Panama: Hector De la Lanza Telfono: +52 55 5689 9113 E-mail: hlanza@limra.com Colombia, Ecuador, Peru, Puerto Rico, Venezuela: Gina Castaeda Telfono: +57 (1) 800-4370 E-mail: gcastaneda@limra.com Chile: Luis Higuera Telfono: +56 2245 3840 E-mail: lhiguera@limra.com
I*STAR
Exmenes Supervisados Espaol
PFSL100 PFSL280 PFSL290 PFSL301 PFSL307 PFSL320 PFSL3561 UND386

1
$152 $136 $136 $136 $136 $136 $105 $315
$304 $272 $272 $272 $272 $272 $210 $450
PFSL356 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.
Estudiantes con necesidades especiales

LOMA se esfuerza al mximo para dar solucin a los requerimientos de estudiantes con necesidades especiales mediante la concesin de permisos para hacer acuerdos especificos dependiendo de cada caso. Contacte las Oficinas de LOMA directamente para obtener ms informacin.
Su nmero de identificacin de estudiante en LOMANET y su contrasea sern necesarios en el momento de tomar su examen y para ingresar a su material de estudio protegido. 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:
La comodidad y la flexibilidad de poder presentar
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. 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 curso y adems el valor que pago por la transferencia.
Matriculndose para exmenes en I*STAR

Antes de tomar un examen en I*STAR, Usted tiene que estar matriculado en el curso a travs de LOMANET. Cuando Usted se inscribe en un curso Bundled o en curso con libro fsico para tomar el examen en I*STAR, siempre debe seleccionar el perodo durante el cual Usted desea tomar su examen. Los perodos de pruebas son: Enero-Marzo, Abril-Junio, Julio-Septiembre y OctubreDiciembre. Informacin importante sobre exmenes en I*STAR matriculas, precios y cancelaciones:
Las matriculas en I*STAR no pueden ser canceladas
despues de 72 horas. Si por alguna razn Usted no toma el examen dentro del periodo escogido, su matrcula ya no ser vlida a menos que se compre una transferencia de examen. Las matriculas no son transferibles entre estudiantes o 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.
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Violaciones de los procedimientos para la administracin de exmenes

Para proteger las designaciones de LOMA y al mismo tiempo asegurar la credibilidad y los derechos de las organizaciones e individuos participantes en los programas de LOMA, hemos establecido un procedimiento especfico que se utiliza cuando encontramos que las normas que rigen el examen han sido violadas o se sospecha de falencias en la administracin del examen. Dicho procedimiento implica: 1. Determinar la existencia de una posible violacin 2. Investigar la sospecha de violacin 3. Comunicar a las partes afectadas, las conclusiones de la investigacin y las sanciones que han de ser impuestas en caso de haber alguna. Si necesita ms informacin a este respecto, el proceso completo puede ser encontrado en nuestra pgina Web: www.loma.org. Las tarifas de los exmenes se basa en el estatus de una compaa al ser o no miembros de LOMA, al igual que el tipo de examen (I*STAR), y el lugar donde se administra el examen. El valor cubre el costo del examen, revisin y crdito para las designaciones. 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. La mayora de los cursos 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.
Puede recibir sus grados a travs de correo electrnico si selecciona esa opcin de entrega en su perfil de LOMANET. Tambin puede ver sus calificaciones bajo course history en su registro de LOMANET.
Desafos con preguntas en el examen

Si usted cree que una pregunta en su examen de I-STAR fue dudosa, injusta, o contiene errores, puede pedir una revisin de dicha pregunta en su examen. Estas peticiones deben presentarse dentro de los 10 das hbiles del examen. Puede enviar un fax al 770-984-3742 o un correo electrnico a Education@Loma.org.
Certificados y/o Diplomas

Usted recibir un certificado de terminacin de la designacin FLMI nivel 1 al completar los cursos PFSL 280 y PFSL 290. Usted recibir un diploma al completar cualquier designacin de las que se mencionan dentro de este catalogo. Cabe anotar que LOMA no entrega certificaciones por cada curso individualmente. Los diplomas mencionados anteriormente llegarn aproximadamente 10 semanas despus de que el ltimo curso que lo hizo acreedor de la designacin fue aprobado. La funcin Check Designation Progress en LOMANET le permite ver los cursos que ha completado como tambin llevar un seguimiento de su progreso hacia una designacin. Algunas designaciones pueden ser obtenidas Con honores o con Distincin al obtener un promedio de 85% o ms, sin fallas en ciertos cursos. En caso de extraviar su diploma, este puede ser reemplazado por un costo de $35 dlares. Para obtener un formulario de reemplazo, consulte www.loma.org, en la seccion de aprendizaje y desarrollo, bajo la opcion de representates educativos.
Calificacin de exmenes
La calificacin para aprobar los exmenes de LOMA es de 70 puntos para todos los cursos. LOMA provee a los estudiantes sus calificaciones numricas para los grados de 70 puntos en adelante. Los puntajes inferiores a 70 aparecen slo como F + (significa que el estudiante estuvo a menos de 10 puntos de pasar el examen), F si la calificacin obtenida fue de menos de 60 puntos. Si usted no toma su examen antes de que se termine el perodo para el que est inscrito, su puntuacin ser DN (significa no se presento a la prueba).
Enrollments and Examinations

Many of LOMAs courses are offered via Course Portals, an online resource from which learners access everything they need to study and prepare for the proctored examination. LOMAs traditional designation courses teach industry topics using printed study materials and a proctored examination. A growing number of courses are now available in an online interactive format with modularized examinations built into the course.
materials for each course are listed in the Course Descriptions section, beginning on page22. If you enroll for a bundled course delivered through a LOMA Course Portal, the assigned study materials are included in your enrollment 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 page10. 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 page75) 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.
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 page66. 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 page66 for full instructions on selecting an exam date and the process for purchasing fee transfers.
LOMANET
LOMANET allows learners to: Enroll online for exams, bundled courses, and online interactive 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.
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Enrolling For Exams and Bundled Courses

LOMA requires proctored examinations for many of its professional designation courses. Exams are administered in LOMA member organizations and in independent testing locations. This section provides information about exam formats, enrollment procedures for both exams and bundled courses, and exam fees. LOMA exams vary in length from twothree hours. Consult your Test Preparation Guide (TPG) or see page 78 for specific information about the length of your exam. As new or revised LOMA courses are released, the number of examination questions for some course examinations may change. If you enroll for an examination, you are responsible for studying the correct assigned materials. The assigned study
Student Use of LOMANET

To maintain confidentiality, your student ID number and a LOMANET password are required to access your student record. If your current e-mail address has been entered into LOMANET, you can go to www.lomanet.org and request that your password be e-mailed to you by using Password Request. You can also request your password by sending an e-mail to education@loma.org.
Important Information About I*STAR Enrollments, Fees, Cancellations, and Testing:

I*STAR enrollments cannot be canceled. If you do not sit for your exam before the end of the
Registering on LOMANET is Easy and Free!

1. Point your Web browser to www.lomanet.org. 2. Select Register. 3. Fill out and submit the online registration form make sure to provide a valid e-mail address. Enrollment confirmations are sent via e-mail. 4. You will then receive a login ID and password to access LOMANET. To receive your companys membership benefits of lower fees, you will need your company number and Ed Reps last name upon registration.
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.
Students with Special Needs

LOMA makes every effort to accommodate the needs of students with special needs by granting permission for special arrangements on a case-by-case basis. Contact LOMAs Office of the Registrar directly for more information.
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.
Enrolling for Prometric Exams

Follow these steps when enrolling for and scheduling an exam appointment at Prometric. 1. Register and enroll via LOMANET, www.lomanet.org, at least 48 hours before scheduling your exam appointment at Prometric. If you cannot access LOMANET, contact the Office of the Registrar at 1-800-ASK-LOMA (Option 1), or 770-984-3761, or via e-mail, education@loma.org. 2. Select the testing period in which you would like to take your exam (JanuaryMarch, AprilJune, July September, or OctoberDecember). If more than one testing period is open for enrollment, you should select the testing period that allows you adequate time to study and prepare for your exam. 3. Submit payment for the Prometric examination fee (see page72) 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.
Enrolling for I*STAR Exams

Before taking an I*STAR exam, you must be enrolled for the exam or the bundled course through LOMANET. When you enroll for either a bundled course that includes an I*STAR exam or an I*STAR exam for a non-bundled course, you must select the testing period during which you will sit for your exam. Testing periods are: JanuaryMarch, AprilJune, JulySeptember, and OctoberDecember.
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.
Rescheduling, Fee Transfers, and Cancellation Policies for Prometric Exams

Enrollments in LOMANET for exams delivered through Prometric may not be canceled for any reason. 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. 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 two 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 two29 day period before your currently scheduled test date. In the event that you reschedule your exam less than two days prior to the test or fail to appear, your exam fee will be forfeited. See below. Please note that Monday through Saturday are considered business days. Failure to reschedule more than two 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, seven days a week.
Grades for Prometric Exams

Prometric will provide you with an unofficial grade report. Your official grade will be e-mailed to you within a day or two if you have selected the e-mail delivery option in LOMANET. You may also log onto LOMANET and view your official score under Course History. In Course History, you can also generate a chapter-by-chapter Performance Report indicating how well you did on each chapter of the assigned reading materials for the course.
Prometric Exam Rescheduling Requirements

For each student who reschedules, arrives late or does not appear for a scheduled Test at a Prometric testing center, Prometric will charge the fees set forth in the table. Note that LOMA may also charge fees for these actions.
Category 1 Reschedule Period 30 or more days before test date. As long as a student reschedules his exam appointment 30 or more days before his test date, there is no Prometric rescheduling fee. Two-29 days before scheduled test date. If a student reschedules his exam appointment in the period two29 days before his currently scheduled test date, he will be charged a $35 rescheduling fee. The fee will be charged each time the exam appointment is rescheduled. The fee may be paid by Visa, MasterCard or American Express. Prometric Rescheduling Fee None
$35 (Collected by Prometric when the exam appointment is rescheduled.)
The full Exam/Testing fee for the rescheduled test will be charged if the student a) reschedules less than two days before test date, or b) fails to appear for a scheduled test, or c) presents himself more than fifteen (15) minutes after the scheduled start time for taking the test and is refused admission.
www.loma.org 67
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.
Important Information about Paper Enrollments, Fees, and Cancellations

Enrollments may not be canceled for any reason after
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.
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 pagein 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.
Paper Exams
Paper exams are typically offered in May and/or November. The Paper Exam Schedule on page75 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.
Enrolling for Paper Exams

To enroll for a paper exam, or a bundled course that includes both the study materials and a paper exam enrollment, you enroll via LOMANET. Independent students may use the form available at www.loma.org. When enrolling, keep in mind that you cannot enroll
for an exam scheduled on a day your company will be
Paper Exam Fee Transfers

To apply a fee transfer to another exam or course enrollment period, you must re-enroll for the next paper exam testing period. Re-enrollment is not automatic. If you do not enroll for the next exam testing period, you forfeit the exam or course fees and the transfer fee.
closed, e.g., a national or company holiday for more than one exam scheduled on the same day at 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.
Paper Exam Enrollment Deadlines

Enrollments made by authorized member company students, independent students, and Ed Reps must meet the official LOMA deadlines listed on the inside front cover to avoid additional fees.
Exam Procedures & Regulations

Except where noted, the following procedures apply to the administration of paper, I*STAR, and Prometric examinations:
All paper exams must be taken according to LOMAs
Individual Student Performance Analysis is now available for paper exams!

Students taking paper exams can now view an analysis of their performance on each chapter of the assigned study materials. The Performance Analysis report is available in the Course History section of their LOMANET records following the posting of exam grades. Simply click on the LOMA course number of the exam taken, and then click on Performance Report.
Paper Exam Schedule. (See page75.) 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 Worldwide [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 Online Interactive Courses

LOMAs online interactive courses include a series of short non-proctored exams, which are integrated with the course materials and do not require a separate exam enrollment. Courses delivered in the online interactive format include: ACS 101 SRI 131 LOMA 321 SRI 111 LOMA 281 AIRC 411 SRI 121 LOMA 291 AIRC 421 Successful completion of these courses requires a 70 percent score on all course tests; however, course credit for online interactive courses is recorded in LOMANET as a P (pass). If you do not successfully complete all course exams during your six month course access period, your score will be recorded as a DN (did-not-sit). You may review your grades for these courses under Course History in your LOMANET record.
Exam Grades All Other Courses

Numerical grades are available for courses that are not delivered in the online interactive format. The passing grade for all exams is 70 percent. 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.
Violations of Exam Administration Procedures

To protect the LOMA designations while ensuring the credibility and rights of organizations and individuals participating in LOMA Programs, a due process procedure is used when violations of standards governing exam administration are suspected. The due process procedure involves: 1. Determining the existence of a possible violation 2. Investigating the suspected violation 3. Communicating the findings and sanctions imposed, if any, to the affected parties The complete due process policy can be found on LOMAs Web site at www.loma.org.
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.
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Exam Question Challenges

If you believe a question on a paper or I*STAR exam was misleading, unfair, or contained errors, you may submit an exam question challenge. Deadlines for submitting challenges for paper examinations are found on the inside front cover. Computerized exam challenges must be submitted within ten business days of the exam. Fax your challenge to 7709843742 or e-mail education@loma.org.
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. NOTE: LOMA monitors the frequency of customer requests for CE credit for its programs, and balances this demand against the administrative expense associated with complying with individual states requirements for their respective CE programs. As a result of declining demand and increasing administrative expense, LOMA has determined that it will not offer CE credit for its courses and programs after December 31, 2014. Students can continue to apply for and obtain CE credit for LOMA courses that are completed by December 31, 2014; however, because CE credit for select courses in some states may expire in the months leading up to the discontinuation date, please check the State Approval Chart, which is consistently updated, to ensure availability. For additional information, please contact education@loma.org.
Credit from Other Programs

LOMA grants course credit for some other insurance-related designation programs. To see the complete list of approved credit and the request form, visit www.loma.org. Students may receive credit for up to three LOMA courses at $70 per course credit.
Awards
You will receive a Certificate for successful completion of the FLMI and FFSI Level I courses (see pages 12 and 16). You will receive a diploma for completing any Associate, Professional, or Fellow designation. These awards will arrive approximately ten 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 Please note: With Honors and With Distinction were discontinued as of December 31, 2013. Replacement awards can be ordered for $35 (U.S.). To download a replacement award form, see www.loma.org.
LOMA Courses Toward Bachelors and Masters Degrees

Many prestigious colleges and universities grant credit for LOMA courses, thus helping insurance and financial services professionals earn a degree more quickly and easily than ever before. For more information, visit www.loma.org. The National College Credit Recommendation Service (National CCRS) evaluates LOMA courses and recommends semester credit hours for each course. To see what courses have been evaluated by National CCRS and download a Transcript Request Form, visit www.loma.org.
Connect with LOMA!

As youre working towards your Designation, we'd love for you to keep in touch with us: Like us on Facebook (LOMA) Connect with us on Linkedin (Official LOMA Updates) Follow us on Twitter (@LOMA_Updates)
www.loma.org 71
English-Language 2014 Course/Exam Enrollment Fees North America

Courses
Courses LOMA 280 (Bundled) LOMA 281 LOMA 286 LOMA 290 (Bundled)2 LOMA 291 LOMA 301 (Bundled) LOMA 305 LOMA 307 (Bundled)2 LOMA 311 (Bundled) LOMA 321
3 2 2 2 2
Discounted Member Price Exam Delivery Format

Integrated 1 N/A $190 N/A N/A $190 N/A N/A N/A N/A N/A $250 N/A
2
Non-Member Price Exam Delivery Format

Paper $220 N/A $155 $220 N/A $255 $155 $255 $295 $255 N/A N/A $295 $295 $295 $295 N/A N/A N/A N/A N/A $215 N/A N/A N/A N/A N/A N/A N/A N/A $350 $350 Integrated 1 N/A $380 N/A N/A $380 N/A N/A N/A N/A N/A $500 N/A N/A N/A N/A N/A N/A $330 $330 $330 N/A N/A $500 N/A N/A N/A N/A N/A $600 $600 N/A N/A I*STAR $380 N/A $260 $380 N/A $460 $260 $460 $540 $460 N/A $260 $540 $540 $540 $540 $260 N/A N/A N/A $375 $380 N/A $380 $380 $380 $380 $610 N/A N/A $640 $640 Prometric $475 N/A $335 $475 N/A $555 $355 $555 $630 $555 N/A $355 $635 $635 $635 $635 $355 N/A N/A N/A $470 $475 N/A $475 $475 $475 $475 $705 N/A N/A $735 $735 Paper $440 N/A $310 $440 N/A $510 $310 $510 $590 $510 N/A N/A $590 $590 $590 $590 N/A N/A N/A N/A N/A $430 N/A N/A N/A N/A N/A N/A N/A N/A $700 $700
I*STAR $190 N/A $130 $190 N/A $230 $130 $230 $270 $230 N/A $130 $270 $270 $270 $270 $130 N/A N/A N/A $250 $190 N/A $190 $190 $190 $190 $305 N/A N/A $320 $320
Prometric $285 N/A $225 $285 N/A $325 $225 $325 $365 $325 N/A $225 $365 $365 $365 $365 $225 N/A N/A N/A $345 $285 N/A $285 $285 $285 $285 $400 N/A N/A $415 $415
LOMA 320 (Bundled) LOMA 326
LOMA 335 (Bundled) LOMA 357 (Bundled) LOMA 361 (Bundled) LOMA 380 SRI 111
4 4
N/A N/A N/A N/A N/A $220 $220 $220 N/A N/A $250 N/A N/A N/A N/A
LOMA 371 (Bundled)2
SRI 121 SRI 131
SRI 210
ACS 100 ACS 101 AAPA 273 AAPA 283 AAPA 303 AAPA 313 AAPA 323 (Bundled) AIRC 411 AIRC 421 ARA 440 (Bundled)2 UND 386 (Bundled)2
1 2
2
N/A $300 $300 N/A N/A
3 4
Integrated. This is the total course fee. Examinations are integrated within the course materials and do not require separate payment. Bundled. 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, $90 is the LOMA 280 I*STAR retake fee for member company students who qualify for the retake discount. Some bundled courses also have a printed textbook available for an additional fee. LOMA 321 - Marketing in Financial Services is a new online, interactive course with an integrated exam that may be taken in place of LOMA 320. SRI 111, SRI 121, SRI 131, and SRI 210 are the first four courses in LOMAs new Fellow, Secure Retirement Institute (FSRI) Program.
Note: Prices are subject to change without notice.
Additional Fees
Member Price
Additional Course/Exam Fees I*STAR Canadian surcharge Fee transfer Late enrollment fee2 Missed deadline fee
2 1
Non-Member Price
Paper $20 $50 $50 $125 I*STAR $20 $50 N/A N/A Prometric $20 $50 N/A N/A $200 $35 $35 $70 Paper $20 $50 $50 $125
Prometric $20 $50 N/A N/A Other Fees $100 $35 $35 $70
$20 $50 N/A N/A
PAC fee (one-time fee) Replacement awards LOMA transcript Transfer credit
1
3
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 FLMI exams and the exams for ACS 100 and ACS 101. 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 after 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.
Note: Prices are subject to change without notice.
www.loma.org 73
Course Enrollment Fees

Course enrollment fees are based on a companys LOMA membership status, the type of exam delivery format, and the location where the exam will be administered. Participation in LOMA Education Programs or activities does not constitute LOMA membership, nor does it qualify an organization for member company rates. Fee exceptions for independent students are available online at www.loma.org. The chart on page 72 shows the LOMA member and non-member course enrollment fees for each course and exam delivery format option for 2014. LOMA member and non-member companies will be invoiced for course enrollment fees. Independent students must pay fees at the time of enrollment. All fees are shown in U.S. dollars and must be paid in U.S. dollars by VISA, MasterCard, American Express, check, money order, or bank transfer. Fees are nontransferable between students and courses. After LOMAs official enrollment deadline, paper enrollments may not be canceled. Fees are subject to change without notice.
Course Portals
The fee for courses offered via a Course Portal includes online access to study materials (textbook PDF and Test Preparation Guide) and enrollment in a proctored exam. See page 73 for additional fees that may apply.
Online Interactive Courses

The fee for courses offered in the online interactive format includes access to all online study materials. Non-proctored exams are integrated within these courses, and are included in the course enrollment fees.
2014 Paper Exam Schedule

Important reminders:
Arabic, English, and Korean exams must be
Non-English Exam Information, by Language

For exam availability and information in Arabic........................... . ............see page31 Bahasa Indonesia. .....................................see page 32 Chinese......................... ...................see page35 French.......................... Franais...............see page43 Korean.......................... . .................see page 48 Portuguese.................... Portugus............see page 52 Spanish......................... Espaol................see page56
administered according to this schedule. Students must not enroll for two exams given on the same day at the same time. Ed Reps must not enroll students for an exam scheduled for a day on which their company will be closed, e.g., a national or company holiday. LOMA exams vary in length from twothree 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.
May 2014 Time 9 a.m. 1 p.m. Monday May 12 LOMA 280 LOMA 286 LOMA 335 Tuesday May 13 LOMA 290 LOMA 357 Wednesday May 14 LOMA 301 UND 386 LOMA 307 ACS 100 November 2014 Time 9 a.m. 1 p.m. Monday November 3 LOMA 280 LOMA 335 Tuesday November 4 LOMA 290 LOMA 305 LOMA 357 Wednesday November 5 LOMA 301 UND 386 LOMA 307 ACS 100 Thursday November 6 LOMA 311 LOMA 361 Friday November 7 LOMA 320 ARA 440 LOMA 371 Thursday May 15 LOMA 311 LOMA 361 Friday May 16 LOMA 320 LOMA 371
www.loma.org 75
Study Materials
Study Materials
Determining the Study Materials You Need

All exams, I*STAR/Prometric and paper, are based on current, assigned study material. As a student, you are responsible for studying the correct materials assigned for the exam cycle during which you will take your exam. LOMA currently delivers study materials via published books, downloadable PDF files, in multimedia format using Course Portals, or online. New and revised course materials for many of the LOMA designation program courses will be published as downloadable PDF files via Course Portals. The PDFs typically are introduced in May or November. When a new edition of assigned study materials for a course is noted in this Catalog, you can expect the first computerized and paper exams to be available as follows
For Texts Introduced I*STAR/ Prometric Paper Exams
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 page22. Note the title, edition, and/or copyright date of all assigned study materials. 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 Worldwide.
Online Study Materials

Study materials for some LOMA designation courses are available in an online format. SRI 111, SRI 121, SRI 131, LOMA 281, LOMA 291, LOMA 321, ACS 101, AIRC 411, and AIRC 421 include access to all online course materials and exams within the course content (no I*STAR, Prometric, or paper exam required). You will be given access to the online study materials for six months. These courses can be purchased through LOMANET. For courses that have study materials in PDF, enrollment through LOMANET is required to gain access to the materials. For an additional fee, LOMA offers the text in a traditional printed format.
November 2013
January 1, 2014
May 2014 November 2014 May 2015
May or June 2014 July 1, 2014 November 2014 January 1, 2015
Ordering Study Materials

Printed study materials listed in this Catalog (except those noted) should be ordered online, by phone, or by fax from PBD Worldwide Web site: www.lomabookstore.com E-mail: LNH@pbd.com Tel: 800-887-3723 / 770-280-4178 Fax: 770-280-4150 When ordering print-related study materials, please include your LOMA company number to receive Member pricing.
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. There are no planned curriculum changes for 2014. However, text materials for the following courses will be discontinued at the end of 2014: LOMA 286 LOMA 305 AAPA 273
Study Materials
Study Materials and Billing Inquiries by Language

For information on how to order books in Arabic........................... . ............see page31 Bahasa Indonesia. .....................................see page32 Chinese......................... ...................see page35 French.......................... Franais...............see page43 Korean.......................... ...................see page48 Portuguese.................... Portugus. ...........see page52 Spanish......................... Espaol................see page56
Instructors Kits
A LOMA-published Instructors Kit for LOMA 286 may be purchased from PBD Worldwide to facilitate classroom teaching. Commercially-published instructors kits are made available only to course instructors for LOMA380. To order, contact LOMA directly.
About This Catalog

LOMA Education and Training LOMA is committed to a business partnership with its worldwide members in the financial services industry to improve their management and operations through quality employee development, research, information sharing, and related products and services.
The mission of LOMAs Education & Training Division is to provide companies in the insurance and financial services industry with a quality education to meet their human resources development needs. LOMA does not discriminate on the basis of race, color, national origin, sex, pregnancy, religion, age, disability, citizenship, ancestry, service in the uniformed services, sexual orientation, marital status, genetic information, or any other factors protected by federal, state and local law in educational policies or eligibility requirements for its Programs. All statements in this Catalog are for informational purposes only and should not be construed as the basis of a contract between a student, Educational Representative (Ed Rep), or participating organization and LOMA. While the provisions of this Catalog will ordinarily be applied as stated, LOMA reserves the right to change any provision without actual notice to students. Every effort will be made to keep students and company Ed Reps advised of any changes. Ed Reps are not agents of LOMA.
Project Manager: Kathryn H. Brown, ALMI, PCS Graphic Designer: Allison Ayers-Molette
Shipping
Delivery of all in-stock items can be expected within three to ten business days from receipt of your order. All orders must be prepaid in U.S. dollars unless other arrangements are made directly with PBD Worldwide. Due to the differing costs and regulations of the customs offices of each country, PBD Worldwide 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 that want customized service arrangements should contact PBD Worldwide before placing orders for study materials. LOMA assumes no responsibility for any special arrangements made with PBD Worldwide concerning order handling.
Billing Inquiries for Print-Related Study Materials

If you have questions about a study materials invoice or billing-related matter, contact: PBD Worldwide P.O. Box 930108 Atlanta, Georgia 31193-0108 800-887-3723 / 770-280-4178 Tel: Fax: 770-280-4150 E-mail: LNH@pbd.com
www.loma.org 77
Study Materials
English-Language Exams and Study Materials by Course

The table below shows whether English-language exams are available on paper and in which period May or November. (I*STAR exams are available for all courses with a proctored exam.) All paper exams must be administered according to
Exam Details Course number Number of questions Time limit Paper exam available
LOMAs official schedule (see page75). 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
SRI 111 SRI 121 SRI 131 SRI 210 LOMA280 LOMA281 LOMA2861 LOMA290 LOMA291 LOMA301 LOMA3051 LOMA307 LOMA 311 LOMA320 LOMA 321 LOMA3262 LOMA335 LOMA357 LOMA361 LOMA371 LOMA3802 ACS100 ACS101 AIRC411 AIRC421 AAPA2731 AAPA2832 AAPA3032 AAPA3132 AAPA3232 ARA440 UND386
1 2
60 questions 60 questions 75 questions 60 questions 60 questions 75 questions 60 questions 60 questions 60 questions 75 questions 60 questions 60 questions 60 questions 60 questions 75 questions 75 questions
50 questions 50 questions 50 questions 50 questions 50 questions 50 questions 50 questions
No proctored exam No proctored exam No proctored exam 2 hours No 2 hours Yes No proctored exam 3 hours May only 2 hours Yes No proctored exam 2 hours Yes 3 hours Nov. only 2 hours Yes 2 hours Yes 2 hours Yes No proctored exam 3 hours No 2 hours Yes 2 hours Yes 2 hours Yes 2 hours Yes 3 hours No 3 hours Yes No proctored exam No proctored exam No proctored exam 2 hours No 2 hours No 2 hours No 2 hours No 2 hours No 2 hours Nov. only 2 hours Yes
All study materials in online format All study materials in online format All study materials in online format Course Portal, PDF of text and TPG 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 Course Portal, PDF of text and TPG Course Portal, PDF of text and TPG All study materials in online format Exam only Course Portal, PDF of text and TPG Course Portal, PDF of text and TPG Course Portal, PDF of text and TPG Course Portal, PDF of text and TPG Exam only Exam only All study materials in online format All study materials in online format All study materials in online format Exam only Exam only Exam only Exam only Course Portal, PDF of text and TPG Course Portal, PDF of text and TPG Course Portal, PDF of text and TPG
No No No Yes Yes No Yes Yes No Yes Yes Yes Yes Yes No Yes Yes Yes Yes Yes Yes Yes No No No Yes Yes Yes Yes Yes Yes Yes
LOMA 286, LOMA 305, and AAPA 273 will be offered only through the end of 2014. LOMA 326, LOMA 380, AAPA 283, AAPA 303, AAPA 313, and AAPA 323 will be offered only through the end of 2015.
EngagingInteractiveOnline!
With Customer Service for
Insurance Professionals
(ACS 101), youll enjoy a dynamic, interactive learning experience which provides a comprehensive view of the customer service role, along with skills-based training, thats focused on our industry.
This new course:

Blends extensive use of multi-media with learning activities Provides learners with job relevant opportunities to practice customer service skills Counts as credit toward the popular Associate, Customer Service (ACS) designation
So dont wait!
Take learning and your career to the next level with LOMA!

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Education & Training Catalog

Areas of Study .. ..................................... 29

Course Descriptions and Assigned Study Materials. . .............. 22

International Programs. . ........................ 31

Enrollments and Examinations............... 65

Advance Your Career

Welcome to LOMAs career development opportunities!

How to Use This Catalog

Advance your career

Guidelines for Use of LOMA Materials

Short Online Courses and Course Collections!

LOMA Custom Delivery Solutions

Online Designation Learning

Soft Skill Courses

Online Course Catalog

Legal, Compliance & Ethics

Finance & Accounting

Management & Leadership

Virtual Insurance Immersion: Life Insurance Operations

In the Classroom at Your Company

Other Instructor-Led Training

Professional Designation Programs

LOMA 291 Improving the Bottom Line: Insurance

Traditional Course Access

Online Interactive Courses

Professional Designation Programs

Professional Designation Programs

Professional Designation Programs

FLMI and ALMI Designations

Associate, Life Management Institute (ALMI)

Fellow, Life Management Institute (FLMI)

LOMA 321 will be introduced in 2014.

Professional Designation Programs

Associate, Life Management Institute (ALMI)

LOMA320 or LOMA 321

Fellow, Life Management Institute (FLMI)

LOMA320 or LOMA 321

Professional Designation Programs

FSRI and ASRI Designations

FSRI Credit for other LOMA Courses

Projected for 2015

Projected for 2015

Projected for 2016

Cultivate Your Knowledge

Professional Designation Programs

FFSI and AFSI Designations

Important Note about Discontinuing FFSI/AFSI

Professional Designation Programs

Associate, Financial Services Institute (AFSI)

Fellow, Financial Services Institute (FFSI)

Level II Law Marketing Management4 Employee Benefits Professional Achievement Credits

Professional Designation Programs

Associate, Customer Service (ACS)

ACS Life Insurance

LOMA320 or LOMA 321

Professional Designation Programs

ACS Property & Casualty (U.S.)

ACS Property & Casualty (U.S.)

ACS Property & Casualty (Canada)

ACS Property & Casualty (Canada)

Professional Designation Programs

Associate, Annuity Products and Administration (AAPA)

Important Note about Discontinuing AAPA

Associate, Annuity Products and Administration (AAPA)