Professional Documents
Culture Documents
Education Catalog
Education Catalog
Key Dates
January 2017 November 2017
January 2 LOMA closed for New Years Day; November 610 Paper exams administered (see page76
LOMAs Contact Center unavailable for dates and times)
January 3 Enrollment opens for May 2017 paper exams November 21 Exam question challenges
deadline for receipt at LOMA
February 2017
November 2324 LOMA closed for Thanksgiving;
February 1 Ed Reps receive certificates and diplomas for
LOMAs Contact Center unavailable
November 2016 paper exams
February 10 Deadline to submit paper enrollment forms December 2017
for May 2017 paper exams December 2 November 2017 paper grades post
February 24 Deadline to submit enrollments via December 25 LOMA closed for Christmas;
learning.loma.org, and late paper enrollment LOMAs Contact Center unavailable
forms deadline for May 2017 paper exams
January 2018
May 2017 January 1 LOMA closed for New Years Day;
May 812 Paper exams administered LOMAs Contact Center unavailable
(see page76 for dates and times) January 2 Enrollment opens for May 2018
May 23 Exam question challenges paper exams
deadline for receipt at LOMA
May 29 LOMA closed for Memorial Day;
LOMAs Contact Center unavailable About This Catalog
June 2017
LOMA is committed to a business partnership with its worldwide
June 3 May 2017 paper grades post
members in the financial services industry to improve their
July 2017 management and operations through quality employee
July 4 LOMA closed for Independence Day; development, research, information sharing, and related products
LOMAs Contact Center unavailable and services.
July 5 Enrollment opens for November 2017 The mission of LOMAs Education & Training Division is to provide
paper exams companies in the insurance and financial services industry with a
quality education to meet their human resources development needs.
August 2017
August 1 Ed Reps receive certificates and diplomas for LOMA does not discriminate on the basis of race, color, national
May 2017 paper exams origin, sex, pregnancy, religion, age, disability, citizenship,
ancestry, service in the uniformed services, sexual orientation,
August 11 Deadline to submit paper enrollment forms marital status, genetic information, or any other factors protected
for November 2017 paper exams
by federal, state and local law in education policies or eligibility
August 25 Deadline to submit enrollments via requirements for its Programs.
learning.loma.org, and late paper enrollment
forms deadline for November 2017 paper All statements in this Catalog are for informational purposes only
exams and should not be construed as the basis of a contract between a
student, Educational Representative (Ed Rep), or participating
August 31 Last day to complete course requirements organization and LOMA. While the provisions of this Catalog will
to attend the 2017 LOMA Annual Conference ordinarily be applied as stated, LOMA reserves the right to
and Conferment
change any provision without any actual notice to students. Every
September 2017 effort will be made to keep students and company Ed Reps
September 4 LOMA closed for Labor Day; advised of any changes. Ed Reps are not agents of LOMA.
LOMAs Contact Center unavailable Project Manager: Kathryn H. Brown, AIRC, ALMI, PCS
September 68 2017 LOMA Annual Conference and Graphic Designer: Amy Stailey, ACS, ALMI
Conferment, San Diego, California
Copyright 2017 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 2017 LL Global, Inc. All rights reserved.
Reproductions or transmissions for any other purpose require the prior written permission of the publisher. LOMA, FLMI, FSRI TM, ASRI TM, ALMI, ACS, AIRC,
ARA, CPFS, CPLHI, CSI, 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 SRI 111 Retirement Marketplace.....................................20
Guidelines for Use of LOMA Materials...........................................3 SRI 121 Retirement Savings and Investments..................20
Who to Contact...........................................................................3 SRI 131 Planning for a Secure Retirement.......................20
SRI 210 Successful Retirement Outcomes.......................20
Overview of Products and Services 4 SRI 220 Retirement Marketing and
Content Updates for DOL.............................................................4 Business Acquisition..........................................21
Professional Designation Programs...............................................4 SRI 230 Retirement Administration..................................21
Designation Courses....................................................................4 SRI 500 Transforming Retirement Security.......................21
Short Online Courses...................................................................4 UND386 Underwriting Life and Health Insurance..............21
Short Online Collections...............................................................4
Instructor-Led Training.................................................................5 Short Online Courses and Course Collections 22
Custom Learning & Development Paths........................................6 Featured Short Online Courses............................................... 22
Customized Solutions...................................................................6 Short Online Course Collections.............................................. 22
Choose your Path to Industry Knowledge......................................6
Course Topic Categories..............................................................7 Course Enrollment, Access and
Designation Programs..................................................................7 Study Materials 24
Languages..................................................................................7 Using your LOMA Learning Account............................................24
Course Types..............................................................................7 Enrolling for Courses..................................................................25
Course Providers.........................................................................7 Student Responsibilities.............................................................25
Professional Designation Programs 8 Accessing Online Study Materials.............................................. 26
Anticipating Curriculum Changes............................................... 26
Fellow, Life Management Institute (FLMI )................................9
Extending Access for Designation Courses................................. 26
Associate, Life Management Institute (ALMI)...........................9
Students with Special Needs......................................................27
Fellow, Secure Retirement Institute (FSRI)...........................10
Purchasing Printed Study Materials............................................27
Associate, Secure Retirement Institute (ASRI).....................10
Shipping....................................................................................27
Associate, Customer Service (ACS)......................................11
Billing Inquiries for Print-Related Study Materials.........................27
Associate, Insurance Regulatory Compliance (AIRC)..............13
Associate, Reinsurance Administration (ARA)......................14 Examinations 28
Designation Course Descriptions Highly Interactive Online Courses and Short Online Courses.........28
Course Portal Courses...............................................................28
and Course Materials 15 I*STAR Exams...........................................................................28
ACS100 Foundations of Customer Service.......................15 Prometric Exams...................................................................... 29
ACS 101 Customer Service for Insurance Professionals......15 Paper Exams............................................................................ 30
AIRC 411 The Regulatory Environment for Exam Procedures & Regulations.................................................31
Life Insurance....................................................15
AIRC 421 Regulation of Life Insurance Products, Sales, Grades, Credit, and Awards 32
& Operations.....................................................15 Short Online Courses................................................................ 32
ARA440 Reinsurance Administration................................16 Highly Interactive Online Courses............................................... 32
LOMA280 Principles of Insurance.......................................16 Course Portal Courses.............................................................. 32
LOMA281 Meeting Customer Needs Retake Policy............................................................................ 32
with Insurance and Annuities.............................16 Regrade Policy......................................................................... 32
LOMA290 Insurance Company Operations..........................17 Credit from Other Programs...................................................... 33
LOMA291 Improving the Bottom Line: Awards.................................................................................... 33
Insurance Company Operations..........................17
LOMA301 Insurance Administration....................................17 International Programs 34
LOMA 302 The Policy Lifecycle: Bahasa Indonesia Programs.............. Bahasa Indonesia.............. 35
Insurance Administration....................................17 Chinese Programs............................ ................................ 36
LOMA307 Business and Financial Concepts French Programs.............................. Franais........................... 45
for Insurance Professionals ...............................18 Korean Programs.............................. ............................ 50
LOMA 308 The Business of Insurance: Portuguese Programs....................... Portugus......................... 56
Applying Financial Concepts..............................18
Spanish Programs............................ Espaol............................ 60
LOMA311 Business Law for Financial Services
Professionals.....................................................18 Fees and Schedules 74
LOMA320 Insurance Marketing..........................................18 Enrollment Fees.......................................................................... 74
LOMA 321 Marketing in Financial Services..........................19 Prometric Fees........................................................................... 74
LOMA335 Operational Excellence in Financial English-Language 2017 Course/Exam Enrollment Fees
Services............................................................19 North America............................................................................75
LOMA 357 Institutional Investing: Principles Additional Fees...........................................................................76
and Practices....................................................19
2017 Paper Exam Schedule........................................................76
LOMA361 Accounting and Financial Reporting
English Language Exams & Study Materials by Course.................77
in Life Insurance Companies..............................19
LOMA371 Risk Management and Product Design for
Insurance Companies........................................20
Advance Your Career
learning.loma.org n education@loma.org3
Overview of Products and Services
Instructor-Led Training
LOMA offers instructor-led, activity-based programs
designed for employees who need a broad understanding of
industry fundamentals. Led by skilled facilitators, the
programs include instruction from industry subject matter
experts, participation in group activities, and interaction with
peers. LOMAs popular instructor-led training sessions are
delivered in a variety of formats:
Public Classroom Sessions are held several times
throughout the year in specified locations. These 2
day sessions are lively and fast paced, and move
learners from introduction and understanding to
application and synthesis through focused discussion
about real-world challenges and solutions. Public
classroom sessions are limited to 30 participants.
Custom On-site Classroom Sessions are delivered
on-site at your location by LOMAs trainers. Session
content can be tailored to fit your companys unique
business needs.
Custom Train-the-Trainer Classroom Sessions, in
which LOMA conducts a complete custom on-site
classroom session with your companys facilitators
attending as participants, followed by a one-day
Facilitator Certification Workshop in which your
facilitators learn how to deliver the same program for
maximum impact.
Virtual Classroom Sessions use web-conferencing to
deliver the same great training right to your desk. Virtual
sessions include the expert instruction and small group
activities of the traditional classroom model, and are
available in public sessions or custom sessions
tailored to your companys needs. Virtual classroom
sessions are limited to 30 participants.
Learn More
For more information about LOMAs instructor-led training programs, visit us at www.loma.org, or contact us:
Phone: 770-984-3776
E-mail: insuranceimmersion@loma.org
Additional instructor-led training and development opportunities are available through LIMRA. To learn how these programs
can have a positive impact on your business, contact LIMRA at 888-785-4672 or online at talentsolutions.limra.com.
learning.loma.org n education@loma.org5
Overview of Products and Services
Custom Learning & Development Paths Choose your Path to Industry Knowledge
LOMA can tailor time-tested course content to meet your LOMA has education and training solutions to fit your needs.
companys unique learning needs with custom learning and And thanks to LOMAs enhanced learning system, navigating
development paths, based on criteria you specify. By your path to industry knowledge has never been easier!
integrating or adapting our courses and designation programs
When you log in to LOMAs learning system, you can see all
into custom learning paths that appeal to a variety of learning
of your LOMA learning options in one place. Advanced online
styles, LOMA can design a development program unique to
learning catalog search features allow you to search for
each functional area within your organization. LOMAs team
LOMA courses based on
of learning and development professionals match learning
content and courses with job families and competencies Course topic category
within jobs for an all-inclusive development solution. Designation program
Customized Solutions Course Type
For companies that need more than a standard off-the-shelf Course Provider
solution, LOMA offers customized solutions to maximize your
training investment. Some of these options include: Language
Certificate programs Keyword or phrase
Blended learning tools
This powerful filtering tool helps you see at a glance all of the
Learning management system (LMS) integrations LOMA learning opportunities that meet your criteria, and how it
Customized courses all fits together to deliver the solution thats just right for you.
For more information about LOMAs customized solutions, If you are working toward a Professional Designation, the
visit www.loma.org, or email membersolutions@loma.org. designation tracking features in LOMAs learning system
will help you stay on target!
The systems user interface is available in a variety of
languages English, French, Spanish, and Chinese
to make your experience better than ever before.
Operations/Administration
FSRI Fellow, Secure Retirement Institute
Property/Casualty Insurance
LCIC LOMA Certified Insurance Consultant
(Spanish)
Reinsurance
PFLP Programa de Formaao LOMA em
Retirement
Portugus (Portuguese)
Sales
PFSL Programa de Formacin en Seguros de
Social Media LOMA (Spanish)
Underwriting
learning.loma.org n education@loma.org7
Professional Designation Programs
Fellow, Life Management Institute (FLMI) All courses leading to the ALMI are available in two formats
as a Highly Interactive Online course with integrated
and Associate, Life Management Institute modularized exams, or as a Course Portal with a proctored
(ALMI) end-of-course exam. The upper level FLMI courses are only
available in the Course Portal format with a proctored
The Fellow, Life Management Institute (FLMI) program is a end-of-course exam. See Page 28 for more information.
10-course professional designation program that provides
an industry-specific business education in the context of ALMI
the life insurance and annuity industry. Established in 1932,
The five-course ALMI program consists of:
the FLMI program is the worlds largest university-level
education program in insurance and financial services. LOMA 280 or LOMA 281
LOMA 290 or LOMA 291
Level I: Provides need-to-know information about
insurance products and operations so employees quickly LOMA 301 or LOMA 302
gain confidence, serve the customer effectively, and LOMA 307 or LOMA 308
contribute to company success LOMA 320 or LOMA 321
ALMI: Provides job-relevant knowledge about the core
insurance functions and strengthens business and FLMI
financial acumen The five FLMI-level courses cover big picture business
topics important to insurance professionals and managers.
FLMI: Teaches advanced insurance and financial
In general, these courses also cover quantitative and financial
concepts to build a deeper understanding of the
concepts in greater depth. LOMA recommends a course
insurance business
progression that begins with Level I followed by the ALMI
level before enrolling in courses in the FLMI level.
Associate, Life Management Institute (ALMI) and Fellow, Life Management Institute (FLMI)
Required courses
Level I ALMI FLMI
Insurance Insurance Insurance Business & Marketing Law 1
Management 1
Investments1 Accounting Risk
Principles Operations Administration Financial Management
Concepts1 & Product
Design
LOMA280 LOMA290 LOMA301 LOMA307 LOMA320 LOMA311 LOMA335 LOMA357 LOMA361 LOMA371
or or or or or
LOMA281 LOMA291 LOMA 302 LOMA 308 LOMA 321
Level I: LOMA awards a
personalized certificate to
learners upon successful
completion of LOMA280/281 Level 1 plus the ALMI courses are required
and LOMA290/291. to earn the ALMI designation.
Learners must complete ALL required courses to earn the FLMI designation.
1 Learners who have credit for the discontinued courses shown below automatically receive FLMI credit for the applicable course category shown below.
learning.loma.org n education@loma.org9
Professional Designation Programs
Fellow, Secure Retirement Institute (FSRI) Level 3 (FSRI) delivers knowledge of broad challenges
facing society and the retirement industry, as well as
and Associate, Secure Retirement Institute strategic approaches for meeting these challenges, to
(ASRI) equip employees for problem solving, innovation, and
advancement in their careers. Learners who complete
The Fellow, Secure Retirement Institute (FSRI) is a self-study
Levels 1, 2, and 3 will achieve the Fellow, Secure
designation program for industry professionals working in the
Retirement Institute (FSRI) designation.
retirement industry. Designed specifically for employees in
insurance companies, asset management firms, distribution All courses leading to the ASRI are highly interactive online
organizations, and recordkeeping companies, this courses with integrated modularized exams. The final FSRI
comprehensive professional development curriculum covers course is offered in a course portal, with both interactive
the entire retirement planning and income marketplace. The elements and a proctored end-of-course exam.
FSRI will help companies ensure that their employees have LOMA recommends a course progression that begins with
the knowledge and skills to support retirement plans and Level I followed by the ASRI level courses before enrolling in
products, deliver effective service and solutions to clients and the FSRI course.
advisors, and address the challenges and opportunities
presented by the evolving retirement marketplace.
Level 1 (Certificate Level) consists of three courses that FSRI Credit for other
provide an overview of the retirement marketplace and a LOMA Courses
strong foundation in retirement principles, products, and
planning. A Certificate in Retirement Essentials is If you have earned credit for
awarded upon completion of these three courses. LOMA 286 or AAPA 273, you will automatically receive
Level 2 (ASRI) consists of three courses that teach credit for SRI 111
advanced concepts in generating successful retirement LOMA 305, you will automatically receive credit
outcomes and the application of retirement industry for SRI 131
knowledge to marketing, business acquisition, The FFSI, AAPA, or FLMI designation, you will
administration/operations, service, and other functions
automatically receive credit for SRI 220
that support the business. Learners who complete Level 1
This credit will be reflected in your Learning History in
and Level 2 will earn the Associate, Secure Retirement
Institute (ASRI) designation. LOMAs learning system.
Associate, Secure Retirement Institute (ASRI) and Fellow, Secure Retirement Institute (FSRI)
Required courses
Level 1 Level 2 Level 3
Certificate in Retirement Essentials ASRI FSRI
SRI 111 SRI 121 SRI 131 SRI 210 SRI 220 SRI 230 SRI 500
Retirement Retirement Planning for Successful Retirement Retirement Transforming
Marketplace Savings and a Secure Retirement Marketing Administration Retirement
Investments Retirement Outcomes and Business Security
Acquisition
Available in
2017
learning.loma.org n education@loma.org11
Professional Designation Programs
ACS Property & Casualty (U.S.) ACS Property & Casualty (Canada)
Jointly sponsored by LOMA and The Institutes, the U.S. Jointly sponsored by LOMA and The Insurance Institute
Property & Casualty track of the ACS program provides a solid of Canada (IIC), the Canadian Property & Casualty track
understanding of customer service and how it affects property/ of the ACS program provides a solid understanding of
liability, personal and commercial insurance, regulation, claims customer service and how it affects property/liability
and more. Policies and procedures for LOMA-administered insurance, loss adjusting, underwriting, and agent/broker
ACS courses are described in this Catalog. For information on activities. Policies and procedures for LOMA-administered
enrolling for TheInstitutes courses, see the contact information ACS courses are described in this Catalog. For information
below. To send proof of credit to LOMA, complete the form at on enrolling for IIC courses, see the contact information
www.loma.org. below. To send proof of credit to LOMA, complete the
form at www.loma.org.
The Institutes
Customer Service Department
720 Providence Road The Insurance Institute of Canada
Suite 100 18 King Street East, 6th Floor
Malvern, PA 19355-3433 Toronto, ON M5C 1C4
Tel: 800-644-2101 / 610-644-2100 Tel: 866-362-8585 / 416-362-8586
Fax: 610-640-9576 Fax: 416-362-1126
E-mail: customerservice@theinstitutes.org E-mail: iicmail@insuranceinstitute.ca
Web site: http://www.theinstitutes.org Web site: http://www.insuranceinstitute.ca
1 Learners who have credit for ARe 141 may receive ACS credit for the Reinsurance course.
2 Learners who have credit for C15 or C17 may receive ACS credit for the Loss Adjusting or Advanced Loss Adjusting courses.
3 Learners who have credit for C71 may receive ACS credit for the Agent/Broker course.
1 Learners who have credit for LOMA 310 or LOMA 315 automatically receive AIRC credit for the Law course.
2 Learners who have credit for LOMA 326 automatically receive AIRC credit for the Marketing course.
3 Learners who have credit for AIRC 410 automatically receive credit for AIRC 411.
4 Learners who have credit for AIRC 420 automatically receive credit for AIRC 421.
learning.loma.org n education@loma.org13
Professional Designation Programs
Learners must complete ONE course from each category to earn the ARA designation.
1 Learners who have credit for LOMA 310, LOMA 315, AIRC 410, or AIRC 420 automatically receive ARA credit for the Law/Compliance course.
All LOMA courses updated as needed to reflect the DOL fiduciary rule
ACS 101
How to Use This Section Customer Service for
Insurance Professionals
This section provides brief course descriptions for all LOMA
ACS 101 uses a variety of media to provide a comprehensive
Designation courses. Courses are listed alphabetically by
overview of the role of customer service in insurance and
designation, and then numerically by course numbers.
financial services organizations and the skills service providers
See page 24 for Course Enrollment and Access need to deliver exceptional customer service. The course
information. describes important customer service functions, processes,
See page 75 for Course Fees. and technologies and offers opportunities for students to
learn and improve their listening, speaking and writing skills
Now you can also take your search for designation
so that they can interact effectively with customers.
courses online! Detailed course descriptions and learning
outcomes are also available in LOMAs enhanced learning This course is delivered as a highly interactive online course,
system. Visit www.loma.org for more information. and non-proctored, end-of-module exams are integrated
within the course.
AIRC 411
The Regulatory Environment
ACS100 for Life Insurance
Foundations of Customer Service AIRC 411 discusses the compliance function in a life
ACS100 provides a comprehensive introduction to customer insurance company and how the state and federal
service in a financial services environment. The course governments regulate life insurance companies operating in
explores the knowledge and skills employees need to the United States.
understand and deliver exceptional customer service.
This course is delivered as a highly interactive online course,
This course includes access to the Course Portal, as well as and non-proctored, end-of-module exams are integrated
enrollment in a proctored examination. within the course.
Foundations of Customer Service, Third Edition
(LL Global, Inc., 2015) AIRC 421
ISBN 978-1-57974-448-9 Regulation of Life Insurance
Test Preparation Guide for ACS100(LL Global, Inc., 2015) Products, Sales, & Operations
ISBN 978-1-57974-449-4 AIRC 421 explains state and federal regulation of life
insurance and annuity product design in the United States.
Optional printed textbook(not included in enrollment fee)
The course also describes the regulation of life company
See Order Form.
operations, including underwriting, claims, reinsurance,
Foundations of Customer Service, Third Edition market analysis and examinations.
(LL Global, Inc., 2015)
ISBN 978-1-57974-448-9 This course is delivered as a highly interactive online course,
PBD Order # 100-10-15 and non-proctored, end-of-module exams are integrated
within the course.
learning.loma.org n education@loma.org15
Designation Course Descriptions and Course Materials
All LOMA courses updated as needed to reflect the DOL fiduciary rule
LOMA281
Meeting Customer Needs
with Insurance and Annuities
Part of the Need 2 Know series, LOMA281 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.
This course is delivered as a highly interactive online course,
and non-proctored, end-of-module exams are integrated
within the course.
16 1-800-ASK-LOMA (Option 1) n www.loma.org
Designation Course Descriptions and Course Materials
All LOMA courses updated as needed to reflect the DOL fiduciary rule
LOMA290 LOMA301
Insurance Company Operations Insurance Administration
LOMA 290 describes how life insurance companies operate LOMA301 provides a detailed discussion of the activities of
in todays global environment: how they are organized, how insurance administration for individual and group life
they are managed, and the roles of functional and support coverages, focusing on underwriting, reinsurance, claims,
units in developing, distributing, issuing, and administering and customer service.
life insurance and annuity products. Learners who take this This course includes access to the Course Portal, as well as
course will better understand how an individual job fits into enrollment in a proctored examination.
the entire scope of the company as well as the importance of
each employees contribution to overall organizational Insurance Administration, Fourth Edition
(LL Global, Inc., 2011)
success.
ISBN 978-1-57974-354-3
This course includes access to the Course Portal, as well as
Test Preparation Guide for LOMA301
enrollment in a proctored examination.
(LL Global, Inc., 2011)
Insurance Company Operations, Third Edition ISBN 978-1-57974-355-0
(LL Global, Inc., 2012)
Optional printed textbook (not included in enrollment fee)
ISBN 978-1-57974-380-2
See Order Form.
Test Preparation Guide for LOMA290 Insurance Administration, Fourth Edition
(LL Global, Inc., 2012) (LL Global, Inc., 2011)
ISBN 978-1-57974-381-9 ISBN 978-1-57974-354-3
Optional printed textbook(not included in enrollment fee) PBD Order # 301-10-11
See Order Form.
Insurance Company Operations, Third Edition LOMA 302
(LL Global, Inc., 2012) The Policy Lifecycle:
ISBN 978-1-57974-380-2 Insurance Administration
PBD Order # 290-10-12 LOMA 302 uses a variety of media to trace the lifecycle of a
life insurance policy and explore insurance administration
LOMA291 functions through real-world examples. Learners will closely
Improving the Bottom Line: examine the underwriting processes, customer service
Insurance Company Operations practices, reinsurance protocols, and claims evaluation
Part of the Need 2 Know series, LOMA291 uses a variety procedures to gain an understanding of how insurers carry
of media to teach operations, functions, and product out a broad range of administrative activities. Case studies
development basics unique to the insurance organization. provide opportunities for learners to apply what theyve
In addition, the course will teach that (1) a companys learned to real-life scenarios.
success depends on its operational efficiency and This course is delivered as a highly interactive online course,
effectiveness, and (2) every employee has a role in and non-proctored, end-of-module exams are integrated
ensuring the companys financial success. within the course.
This course is delivered as a highly interactive online course,
and non-proctored, end-of-module exams are integrated
within the course.
learning.loma.org n education@loma.org17
Designation Course Descriptions and Course Materials
All LOMA courses updated as needed to reflect the DOL fiduciary rule
LOMA307 LOMA311
Business and Financial Concepts Business Law
for Insurance Professionals for Financial Services Professionals
LOMA307 introduces industry employees to basic financial LOMA311 presents the basic features and principles of the
concepts and terminology and relates these concepts to the legal environment in which financial services companies
business of insurance and company operations and around the world operate.
profitability. This course includes access to the Course Portal, as well as
This course includes access to the Course Portal, as well as enrollment in a proctored examination.
enrollment in a proctored examination. Business Law for Financial Services Professionals,
Business and Financial Concepts for Insurance Second Edition (LL Global, Inc., 2012)
Professionals(LL Global, Inc., 2010) ISBN 978-1-57974-396-3
ISBN 978-1-57974-349-9 Test Preparation Guide for LOMA 311 (LL Global, Inc., 2012)
Test Preparation Guide for LOMA307 ISBN 978-1-57974-397-0
(LL Global, Inc., 2010) Optional printed textbook (not included in enrollment fee)
ISBN 978-1-57974-350-5 See Order Form.
Optional printed textbook (not included in enrollment fee) Business Law for Financial Services Professionals,
See Order Form. Second Edition (LL Global, Inc., 2012)
Business and Financial Concepts for Insurance ISBN 978-1-57974-396-3
Professionals(LL Global, Inc., 2010) PBD Order # 311-10-12
ISBN 978-1-57974-349-9
PBD Order # 307-10-10
LOMA320 Updated!
Insurance Marketing
LOMA 308 LOMA320 covers marketing principles and the functions of
The Business of Insurance: marketing as an integral aspect of the life and health
Applying Financial Concepts insurance industry.
LOMA 308 uses a variety of media to present basic This course includes access to the Course Portal, as well as
economic, financial, and business concepts and practices enrollment in a proctored examination.
related to insurance company management, operations, Enrollments purchased before April 3, 2017 will be based
solvency, and profitability. The course utilizes extensive on the following text assignment:
examples and exercises that enable learners to understand
and apply important financial concepts and principles in their Insurance Marketing (LOMA, 2010)
own work environments. ISBN 978-1-57974-321-5
Test Preparation Guide for LOMA 320 (LOMA, 2010)
This course is delivered as a highly interactive online course,
and non-proctored, end-of-module exams are integrated ISBN 987-1-57974-322-2
within the course. Optional printed textbook (not included in enrollment fee).
See Order Form.
Insurance Marketing (LOMA, 2010)
ISBN 978-1-57974-321-5
PBD Order # 320-10-10
All LOMA courses updated as needed to reflect the DOL fiduciary rule
LOMA335 LOMA361
Operational Excellence in Financial Services Accounting and Financial Reporting
in Life Insurance Companies
LOMA335 presents financial services from the perspective
of a companys operations management. This course focuses LOMA361 provides a broad exposure to financial and
on practical techniques to accomplish the everyday tasks of managerial accounting in life insurance companies, including
providing financial services as efficiently as possible. the corporate and regulatory environment in which
accounting functions occur.
This course includes access to the Course Portal, as well as
enrollment in a proctored examination. This course includes access to the Course Portal, as well as
enrollment in a proctored examination.
Operational Excellence in Financial Services
(LL Global, Inc., 2011) Accounting and Financial Reporting
ISBN 978-1-57974-378-9 in Life Insurance Companies(LOMA, 2010)
ISBN 978-1-57974-338-3
Test Preparation Guide for LOMA335(LL Global, Inc., 2011)
ISBN 978-1-57974-379-6 Test Preparation Guide for LOMA361(LOMA, 2010)
ISBN 978-1-57974-339-0
Optional printed textbook(not included in enrollment fee)
See Order Form. Optional printed textbook (not included in enrollment fee)
See Order Form.
Operational Excellence in Financial Services
(LL Global, Inc., 2011) Accounting and Financial Reporting
ISBN 978-1-57974-378-9 in Life Insurance Companies(LOMA, 2010)
PBD Order # 335-10-11 ISBN 978-1-57974-338-3
PBD Order # 361-10-10
learning.loma.org n education@loma.org19
Designation Course Descriptions and Course Materials
All LOMA courses updated as needed to reflect the DOL fiduciary rule
All LOMA courses updated as needed to reflect the DOL fiduciary rule
SRI 220 This course covers the emergence of the retirement system,
Retirement Marketing and current federal and state regulation, and future regulatory
Business Acquisition reform. It examines forces for change, public policy,
megatrends that impact the retirement system, and also
SRI 220 uses a variety of media to introduce learners to the views the retirement system in a global context, describing
various parties in the marketing process and the steps retirement systems in selected countries. In addition to
involved in acquiring and growing retirement business in both examining the achievements of the current retirement
retail and institutional markets. The course focuses on the system, this course also explores the potential for driving
distinctive features and needs of the retirement market, innovation to enhance and possibly transform the retirement
including market positioning, segmentation, and system of the future.
communications, provides detailed instruction on product and
plan design across market segments, and describes various This course includes access to the Course Portal, as well as
measures of success in the retirement market. enrollment in a proctored examination (I*STAR or Prometric
only). There are no printed textbooks or test preparation
This course is delivered as a highly interactive online course, guides offered for this course. Study materials are accessible
and non-proctored, end-of-module exams are integrated via the SRI 500 Course Portal.
within the course.
Transforming Retirement Security (LL Global, Inc., 2017)
SRI 230 available in PDF format only
Retirement Administration ISBN 978-1-57974-452-6
SRI 230 uses a variety of media to deliver knowledge about Test Preparation Guide for SRI 500 (LL Global, Inc., 2017)
administration functions for existing retirement products, available in PDF and Interactive Study Aid formats only
accounts, and plans. Topics include financial and non- ISBN 978-1-57974-453-3
financial transactions, ongoing management of retirement
NOTE: This course will become available on April 3, 2017.
plans, reporting and disclosure, and customer service, as
well as the regulatory, information technology, risk UND386
management, and quality management issues associated
Underwriting Life and
with these activities. While the course focuses on the
functions performed by employees of retirement industry
Health Insurance
product and service providers, it also presents information UND386 introduces risk assessment principles applied to
from the perspectives of individuals (retail customers and underwriting individual and group life and health insurance,
plan participants), plan sponsors, and financial advisors. including specialized policies and supplemental coverages.
This course is delivered as a highly interactive online course, This course includes access to the Course Portal, as well as
and non-proctored, end-of-module exams are integrated enrollment in a proctored examination.
within the course. Life and Health Insurance Underwriting, Third Edition
(LL Global, Inc., 2013)
SRI 500 ISBN 978-1-57974-417-5
Transforming Retirement Coming
Soon! Test Preparation Guide for UND 386
Security (LL Global, Inc., 2013)
SRI 500 provides an overview of the current retirement ISBN 978-1-57974-416-8
system (Social Security, employer-sponsored retirement
plans, individual retirement accounts, etc.) and the Optional printed textbook (not included in enrollment fee).
See Order Form.
environment for delivering retirement security in the United
States. Life and Health Insurance Underwriting,
Third Edition (LL Global, Inc., 2013)
ISBN 978-1-57974-415-1
PBD Order # 386-10-13
learning.loma.org n education@loma.org21
Short Online Courses and Course Collections
LOMAs library of short online courses and course collections Short Online Course Collections
cover various topics relating to insurance and financial
Our short online collections combine several related short
services. Perfect for onboarding new employees or as a
online courses with one easy purchase, you get access to
refresher for more experienced staff, LOMAs short online
the entire collection. These collections provide an excellent
content will help boost productivity, performance, and
way for new employees to get up to speed quickly, or for
success within your organization.
more seasoned employees to get a refresher or learn about a
Short Most courses can be completed in less than new area.
an hour!
Interactive A variety of activities and demonstrations Exceeding Customer Expectations: Customer Service
reinforce learning, and online quizzes and tests measure Course Collection
your learning quickly and provide instant feedback to Designed for those who want a solid introduction to customer
keep you on track. service, this series of four short courses covers areas such
Flexible Learn at your own pace with 24/7 on- as how to provide exceptional customer service, personal
demand access to our courses. planning, priority lists, and handling conflicts with customers.
Convenient No matter where you are, if you have
Internet access, you can log in and learn! Know Your Business: Annuities Course Collection
Providing a brief overview of annuities, this collection of five
Featured Short Online Courses short courses focuses on the fundamental concepts of
Managing the Customer Experience (CX) is important
annuities and annuity operations.
to you and your company. How can you integrate the
voice of the customer (VOC) into operations? How can Know Your Business: Life Insurance Course Collection
understanding the touchpoints along the customer
This series of four short courses provides a solid introduction
journey help you see everything from the customers
to the life insurance industrys principles and products. It
NEW! point of view? LOMAs new highly interactive CX game covers areas such as characteristics of insurable risks, risk
can help every employee at your organization from
customer service and claims to marketing and IT classification, types of life insurance, how different policies
become a customer experience advocate and improve work, policy provisions, and policyowner rights.
your customers experience.
DOL Fiduciary Basics for Employees presents an
The Sales Support Collection: For Home Office
unbiased, simple explanation of what the DOL fiduciary Employees
Now Home Office employees who support the sales function are
Available rule means to your company and your employees. This
course provides foundational knowledge about the rule, critical to ensuring that the sales process runs efficiently
establishes a common language and understanding from beginning to end. They need to understand the big
within the organization, and helps employees understand picture of the life insurance industry, as well as how they,
the operational changes the company is making to their company, and its sales force work together to serve the
comply with the new rule. customer. The seven courses in this collection focus on
Through our partnership with LOGiQ3, we offer a various life insurance products and the many functions that
comprehensive online training program for life the Field and Home Office touch.
underwriters. This series of short online courses
covers 200+ topics (medical, non-medical, and financial
risks) in all areas of underwriting, and has been carefully
designed to complement LOMA courses as well as the
FALU designation, offered by the Academy of Life
Underwriting (ALU).
learning.loma.org n education@loma.org23
Course Enrollment, Access, and Study Materials
Student Responsibilities
If you choose to participate as a student in LOMA education, you are responsible for:
Knowing course and program requirements and keeping up with changes as described in LOMAs Education & Training
Catalog and in LOMAs learning system
Enrolling for the correct course(s) you wish to take to achieve your professional development goals
Studying from the correct editions of all assigned study materials for each course in which you enroll
Adhering to LOMAs rules and standards to guarantee the integrity of LOMA courses, programs, and designations
Taking proctored examinations according to LOMAs official paper exam schedule and/or following the specific
computerized examination guidelines set by your company and/or Prometric
Adhering to all deadlines, Terms of Use, License Agreements, Honesty Statements, procedures, and regulations
Reporting any cheating or violations of Terms of Use, License Agreements, Honesty Statements, procedures, or
regulations to LOMA immediately
All LOMA course enrollments are considered individual enrollments, and are for your own personal educational purposes only. Use
of any part of a LOMA course or course materials for any other purpose requires a separate license agreement from LOMA. Each
course contains specific Terms of Use to which users are bound as participants in LOMAs education programs. Contact us at
education@loma.org to inquire about separate license agreements or to report violation of LOMAs Terms of Use.
learning.loma.org n education@loma.org25
Course Enrollment, Access, and Study Materials
The cost for re-enrolling varies, depending upon when you Access to all assigned study materials is available via Course
re-enroll. Portal for English and most non-English proctored
If you re-enroll within one month of the end of your designation courses. It is the students responsibility to
original course access period (or for the next paper study from the correct printed study materials.
exam cycle, if you were enrolled for a paper exam You may wish to purchase printed study materials to use as a
administration), you qualify for a discounted course desk reference. Printed study materials for most English
extension price of $50. The discounted price will language courses are sold at:
automatically be reflected in your Shopping Cart when
you re-enroll via LOMAs learning system. PBD Worldwide
Web site: www.lomabookstore.com
After the expiration of the discount period, you may
Email: LNH@pbd.com
re-enroll at the courses full price. This full price will Tel: 800-887-3723 / 770-280-4178
automatically be reflected in your Shopping Cart when Fax: 770-280-4150
you re-enroll via LOMAs learning system.
When ordering print-related study materials, please include
Students with Special Needs your LOMA Organization ID to receive member company
LOMA makes every effort to accommodate the needs of pricing.
students with special needs by granting permission for
Shipping
special arrangements on a case-by-case basis. Contact
LOMAs Office of the Registrar for more details. Delivery of all in-stock items can be expected within three to
ten business days from receipt of your order. All orders must
Purchasing Printed Study Materials be prepaid in U.S. dollars unless other arrangements are
Each courses detailed course description in the Learning made directly with PBD Worldwide.
Catalog in LOMAs learning system specifies the materials Due to the differing costs and regulations of the customs
that are assigned for each LOMA course, and how to access offices of each country, PBD Worldwide and LOMA cannot be
those materials. Enrollment in most LOMA courses includes responsible for additional customs charges incurred with
access to all assigned study materials, either within the orders. These costs are not included in the shipping or
online course itself, or via an online Course Portal. 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
Tel: 800-887-3723 / 770-280-4178
Fax: 770-280-4150
E-mail: LNH@pbd.com
learning.loma.org n education@loma.org27
Examinations
All LOMA courses include an examination component, and Computerized exams delivered at a Prometric Testing
successful completion of examination components is required Center (U.S. & Canada only)
in order to receive credit for the course. Paper exams administered on specified examination
This section provides information about examination formats. dates, typically twice a year (see page 76 for the paper
For a complete list of English-language courses, study exam administration schedule)
materials, examination length, and other course-specific Exams vary in length from two to three hours and in the
details, see page 77. number of questions, depending on language. For specific
information about non-English courses, see the relevant
Highly Interactive Online Courses and language section in this Catalog.
Short Online Courses
LOMAs highly interactive online format professional I*STAR Exams
designation courses and short online format courses include I*STAR (Individually Scheduled Test and Results) is LOMAs
several short, non-proctored, end-of-module examinations, Internet-based system for providing computerized exams.
which are integrated into the course content as part of the I*STAR testing is available to students at companies that
learning experience. No separate exam enrollment is have installed the I*STAR testing system.
required. While these exam components are delivered in a
Advantages of I*STAR include the convenience and flexibility
non-proctored environment, system controls prevent learners
of year-round testing, as well as immediate online grade
from accessing the course materials while taking the exam
reporting.
components.
Before taking an I*STAR exam, you must be enrolled for the
In order to receive credit for these courses, you must I*STAR version of the course through LOMAs learning
successfully complete all examination components built into system.
the course during the course access period. (See page 32 for
information on grades.)
Important Information about I*STAR Enrollments, Fees, At least 48 hours after purchasing your enrollment, log
Cancellations, and Testing: on to www.Prometric.com/LOMA or call 1-800-998-
I*STAR enrollments cannot be canceled.1 5662 to schedule an exam appointment at a Prometric
If you do not sit for your exam before the end of your
Testing Center. Prometric appointments are scheduled
course access period (six months from date of on a first-come, first-served basis, and seating is
enrollment), your course access will expire and all fees subject to availability. Appointments can fill up quickly,
will be forfeited unless you purchase a course extension so schedule as early as possible to make sure that you
within one month of the end of your original course can complete your exam before your course access
access period. To purchase a course extension, simply period expires.
re-enroll in the course through LOMAs learning system. Arrive at the Prometric Testing Center 30 minutes before
If you qualify for a discounted course extension, your your scheduled appointment. Bring the enrollment
fees will be adjusted automatically in your Shopping confirmation that was emailed to you at the time of
Cart. (See page 26 for more information about course enrollment, plus 2 forms of ID bearing your name and
extensions.) LOMA will not refund enrollment fees if signature (one of which MUST include a recent photo2).
you do not sit for your examination. Examples of valid forms of photo ID include: passport,
Fees are nontransferable between paper and I*STAR drivers license with photo and signature, a state ID
exams unless you purchase a course extension, and card, and a military ID. Acceptable forms of secondary
may be subject to enrollment deadlines. ID include a credit card, an ATM card, or a citizenship
Your LOMA Test ID and password will be required at the
card. Your name on the ID must exactly match the name
time of your I*STAR exam. on the enrollment confirmation email.
A designation proctor must monitor I*STAR testing.
If the ID does not match, you will not be allowed to
Specific I*STAR procedures and room conditions are take your exam and there will be no refund of your
outlined for proctors in the I*STAR Certification form enrollment fees. Name discrepancies must be
available on www.loma.org resolved at least 7 days prior to your appointment.
If you do not sit for your exam before the end of your
Prometric Exams course access period (six months from date of
You may also take computerized exams at Prometric Testing enrollment), your course access will expire and all fees
Centers throughout the United States and Canada. Prometric will be forfeited unless you purchase a course extension
offers students the flexibility of taking exams after regular within one month of the end of your original course
business hours and on Saturdays. access period. To purchase a course extension, simply
re-enroll in the course through LOMAs learning system.
NOTE: Prometric charges an administration fee of $95,
If you qualify for a discounted course extension, your
which is in addition to the course enrollment fee. See pages
fees will be adjusted automatically in your Shopping
7576 for information about Fees.
Cart. (See page 26 for more information about course
Important Information about Prometric Enrollments, extensions. Also see page 30 for more details about
Fees, Cancellations, and Testing: rescheduling Prometric exams.) LOMA will not refund
You must be enrolled for the Prometric version of the enrollment fees if you do not sit for your
course through LOMAs learning system at least 48 examination.
hours before scheduling your exam appointment at a Fees are nontransferable between paper and Prometric
Prometric Testing Center. exams unless you purchase a course extension, and
When you enroll for the course, through LOMAs learning may be subject to enrollment deadlines.
system, you will receive an enrollment confirmation
email. You must print this confirmation and present
it to the Prometric Testing Center when you arrive
to take your exam. If you lose this confirmation e-mail,
you can access a copy in the My Messages section in
your LOMA learning account.
1 If, during the enrollment process, you enroll for the wrong course or type of exam by mistake, you must contact LOMA within 72 hours of your
enrollment to have the error corrected at no charge.
2 If you do not have a photo ID for religious purposes, you may present an ID with a physical description.
learning.loma.org n education@loma.org29
Examinations
3 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) arrives at the Prometric Testing Center more than fifteen (15) minutes after the scheduled start time for taking the test and is
refused admission.
Paper Exams
Paper exams are typically offered in May and/or November. Important Information about Paper Enrollments, Fees,
The Paper Exam Schedule on page 76 indicates the exam Cancellations, and Testing:
dates and times for each course. All paper exams, Enrollments made by authorized member company
regardless of language or location of testing, must be students, independent students, and Ed Reps must
administered according to this schedule. meet LOMAs official enrollment deadlines in the list of
Before taking a paper exam, you must be enrolled for the Key Dates shown on the inside front cover of this
paper version of the course through LOMAs learning system. Catalog to avoid additional fees. Please note, your
When enrolling, keep in mind that you cannot enroll companys enrollment deadlines may be earlier than
LOMAs official enrollment deadlines.
For an exam scheduled on a day your company will be
Enrollments may not be canceled for any reason after
closed, e.g., a national or company holiday
the official enrollment deadline.
For more than one exam scheduled on the same day at
Enrollments are nontransferable between paper and
the same time.
I*STAR or Prometric exams unless you purchase a
LOMA does not limit the number of exams you may take in course extension (see page 26).
each testing period. You are the best person to determine the Enrollments are nontransferable between students or
number of exams you can prepare for in one cycle. between courses. Switching courses without paying for
the new course enrollment is prohibited. Credits and/or
refunds will not be given for the course for which you
initially enrolled.
If you do not sit for your paper exam on the published Exam Question Challenges
exam administration date, your course access will expire If you believe a question on a paper, I*STAR, or Prometric
and all fees will be forfeited unless you purchase a exam was misleading, unfair, or contained errors, you may
course extension for the next paper exam administration submit an exam question challenge. All challenges are
cycle, or unless you purchase a course extension for an researched by LOMA staff.
I*STAR or Prometric administration within one month of
Challenges to paper examinations must be submitted
your originally scheduled paper exam administration
within one week of the exam administration date.
date. To purchase a course extension, simply re-enroll in
Deadlines for submitting challenges for paper
the course through LOMAs learning system. If you
examinations are found in the Key Dates list on the
qualify for a discounted course extension, your fees will
inside front cover of this Catalog.
be adjusted automatically in your Shopping Cart. (See
page 26 for more information about course extensions.) Challenges to computerized (I*STAR or Prometric)
LOMA will not refund enrollment fees if you do not examinations must be submitted within ten business
sit for your examination. days of your exam administration.
Guidelines for submitting exam question challenges are
Exam Procedures & Regulations included in LOMAs official Exam Proctor instructions.
Proctored Exams I*STAR, Prometric, and Paper Proctors or Ed Reps can fax exam questions challenge to
You may be required to furnish photo ID when taking a 770-984-3742, or e-mail education@loma.org.
proctored exam.
End-of-Module Exams Highly Interactive Online
All I*STAR and Prometric exams must be taken
Courses
according to the scheduling guidelines determined by You must accept and abide by the Honesty Statement
your company and/or by Prometric.
included in each end-of-module examination for highly
All paper exams must be taken according to LOMAs interactive online designation courses.
Paper Exam Schedule. (See page 76.)
You may not consult, discuss, review, or in any way use
Plan to arrive at the exam site 30 minutes before your anyone elses answers or accept unauthorized
exam begins. If you arrive after the scheduled starting assistance during any examination.
time for your paper exam, the exam may not be
During end-of-module exams, students must not refer to
accepted by LOMA for grading.
any outside materials, nor try to circumvent LOMAs
Official Exam/Proctor Instructions, mailed along with
system controls designed to prevent access to course
examinations to all paper exam proctors, must be materials while answering end-of-module exam
followed. questions.
Students may not consult, discuss, review, or in any way
Any end-of-module exam questions that require the use
use anyone elses answers or accept unauthorized
of a calculator will include links to an online calculator
assistance during any examination. Please note that
approved for use.
LOMA uses specially designed software to detect
Additional procedures, regulations, and information are
possible cheating on LOMA exams.
posted at www.loma.org.
During the exam, students may not have in their
possession any outside materials including, but not limited Violations of Exam Administration Procedures
to, notes; textbooks; tables; charts; graphs; cell phones; To protect the integrity of LOMA designations while ensuring the
pagers; Personal Digital Assistants (PDAs), e.g. Palm credibility and rights of organizations and individuals participating
Pilots or BlackBerrys; or digital media players, e.g. iPods. in LOMA Programs, a due process procedure is used when
Only calculators bearing the official LOMA logo are violations of standards governing exam administration are
permitted in the exam room. The official LOMA suspected. The due process procedure involves:
calculator is sold through PBD Worldwide [PBD Order #
CALC-01]. 1. Determining the existence of a possible violation
Paper exam booklets must be returned to the proctors 2. Investigating the suspected violation
after the exam. The booklets will not be returned to 3. Communicating the findings and sanctions imposed,
students. if any, to the affected parties
Additional procedures, regulations, and information are
The complete due process policy can be found on LOMAs
posted at www.loma.org. Web site at www.loma.org.
learning.loma.org n education@loma.org31
Grades, Credit, and Awards
Grades for any LOMA course that includes a scored Important Note about Grades for Prometric Exams
examination are recorded on the Learning History page in Prometric will provide you with an unofficial grade report
your LOMA Learning record. This section highlights unique when you complete your exam. Your official grade will be
features of scoring by the type of course. Note that an Ed e-mailed to you within two business days. You may also log
Rep in your organization can access your Learning History to into your LOMA learning account and view your official score
view course progress and to assist you; however, for your on the Learning History tab.
privacy, Ed Reps are unable to view any numeric scores on
your Learning History record. Retake Policy
Students who receive a grade of F or F+ on a proctored
Short Online Courses examination (I*STAR, Prometric, or paper exam) may retake
Many short online courses include a scored test integrated the exam at a discounted cost. Retake fees vary by location
within the course. In most cases, a minimum passing score the cost of a retake will be automatically reflected in your
of 70 percent is required to successfully complete the shopping cart when you re-enroll. In order to receive the
course. You can take the exam for an online course as many retake discount, the student must re-enroll for the course
times as desired during the course access period. The grade within six months after sitting for the original exam.
reflected on the Learning History page in your LOMA learning
record will reflect the highest score of all exam attempts NOTE: This differs from a $50 discounted Course Extension
during the course access period. in that Course Extensions are only available if the student has
not yet taken the proctored examination for the course, and if
Highly Interactive Online Courses re-enrollment takes place within the period specified for
LOMAs highly interactive online designation courses include the type of enrollment (I*STAR, Prometric, or paper).
a series of short, end-of-module tests which are integrated (See page 26 for details about course extensions.)
within the course. While these exam components are Regrade Policy
delivered in a non-proctored environment, system controls
prevent learners from accessing the course materials while You may request a regrade of your paper exam by submitting
answering exam questions. a request in writing within three months of the exam date. A
fee of $50 (U.S.) is required to manually regrade your exam.
Successful completion of a highly interactive online course Fees will be refunded if LOMA discovers any errors were
requires a minimum passing score of 70 percent on each made during the initial grading process.
end-of-module exam. When you successfully complete all
end-of-module exams for your course, the course status in
your Learning History in LOMAs learning system will show
as COMPLETED.
Individual Student Performance Analysis!
Course Portal Courses Students who complete a proctored exam I*STAR,
The minimum passing score on proctored examinations Prometric, or paper will receive an e-mail containing
(I*STAR, Prometric, or paper) for Course Portal courses is 70 their official grade on the exam, as well as an individual
percent. Scores below 70 are listed only as F+ (within 10 Performance Analysis Report showing their
points of passing) or F. performance on each chapter of the assigned study
materials. Note that this Performance Analysis Report is
sent to students, but not to Ed Reps.
Credit from Other Programs For short online course collections, a Certificate of
Completion is also available upon completion of all courses
LOMA grants course credit for some other insurance-related
within the collection. This printable Certificate is accessible
designation programs. To see the complete list of approved
from the Learning History page in your LOMA learning
credit and the request form, visit www.loma.org. Students
record.
may apply to receive credit for up to three LOMA courses
by virtue of having completed other related designation Printed Awards
programs. The fee to apply for this credit is $70 per LOMA provides printed, personalized awards upon
course credit. completion of certain levels of LOMA Education Programs:
Using LOMA Courses Toward Bachelors A Certificate for successful completion of:
and Masters Degrees ALMI/FLMI Level 1
Many prestigious colleges and universities grant credit for Certificate in Retirement Essentials
LOMA courses, thus helping insurance and financial services Certificate in Regulatory Compliance Essentials
professionals earn a college degree more quickly and easily
than ever before. A Diploma for successful completion of:
any Associate designation
The National College Credit Recommendation Service
any Professional designation
(National CCRS) evaluates LOMA courses and recommends
semester credit hours for each course. To see what courses any Fellow designation
have been evaluated by National CCRS and download a Names appear on awards as they are listed on LOMA student
Transcript Request Form, visit www.loma.org. records and do not include other designations or titles.
Awards earned each month are printed and mailed to
CE Credit company Ed Reps or directly to Independent Students.
(Awards for the November paper examinations are sent in
Some states and provinces grant Life and Health February and in August for the May paper exams.) LOMA
agent continuing education (CE) credit for LOMA cannot be responsible for lost awards in the event a student
education courses however, LOMA is unable to has moved and not updated the mailing address in LOMAs
facilitate the CE application or submission process for learning system.
learners. Each state and province has its own set of
requirements for granting CE credit, and CE credit is Awards will arrive approximately ten weeks after the last
not granted automatically; the learner must submit course is posted in your Learning History. Designation
proof of course credit directly to the state or province credentials may be used immediately upon successfully
upon completion of a LOMA course. Courses may not completing program requirements.
be approved for all categories of licenses, and all Replacement awards can be ordered for $35 (U.S.). To download a
states and provinces reserve the right to deny CE replacement award form, see www.loma.org.
credit at any time. Please check with your state or
province to determine the requirements for CE credit Awards With Honors/With Distinction
application that apply to your individual situation. LOMA developed its line of highly interactive online course
offerings in response to requests from member companies.
These courses offer an alternative to the traditional LOMA
designation courses, and they have been widely adopted
Awards throughout the industry. With the increased number of these
Printable Awards course options, however, LOMA is unable to calculate a
learners true average score across all courses in a
A Notice of Completion is available for any course you
designation path. As a result, LOMA discontinued
successfully complete. This printable Notice is accessible
awarding designations with honors or with
from the Learning History page in your LOMA learning
distinction in 2013.
record.
learning.loma.org n education@loma.org33
International Programs
Bahasa Indonesia Programs pendidikan LOMA lainnya yang ditawarkan dalam bahasa
Inggris dan berbagai bahasa asing lainnya sebagai gelar
CPLHI (Certified Professional, profesi resmi dibidang asuransi jiwa, kesehatan dan anuitas.
Untuk keterangan lebih lanjut tentang program terbaru kami,
Life & Health Insurance) kunjungi: www.loma.org.
3 Program Dasar FLMI Dalam Bahasa Indonesia Untuk mendapatkan gelar CPLHI, seorang murid harus
CPLHI adalah Program pendidikan Professional LOMA mengambil setidaknya satu pelajaran di dalam Bahasa
dengan pengakuan International yang merupakan 3 program Indonesia.
dasar FLMI (Fellow, Life Management Institute). Program
CPLHI (Certified Professional, Life & Health Insurance) dapat 3 Kursus CPLHI
ditempuh bagi siapa saja, khususnya para professional yang LOMA280, Prinsip-prinsip Asuransi
berkecimpung dalam bidang asuransi jiwa, kesehatan, Prinsip-prinsip dasar Asuransi Jiwa, Kesehatan dan Anuitas
anuitas, bancassurance, reasuransi, dan jasa keuangan. yang fundamental bagi segala kegiatan suatu perusahaan
3 Gelar Dasar FLMI ini juga dapat diakreditasikan dan asuransi, reasuransi dan bancassurance termasuk
dijadikan fundamental bagi gelar professional LOMA yang penguraian berbagai produk asuransi yang paling banyak
terkenal lainnya seperti: dipasarkan dan kelangsungan berbagai produk tersebut.
ALMI (Associate in Life Management Institute ) LOMA290, Pengoperasian Perusahaan Asuransi
ACS (Associate in Customer Service) Pembahasan secara meluas berbagai cakupan disiplin
ARA (Associate, Reinsurance Administration) dan lainnya. spesiliasi di dalam pengoperasian perusahaan asuransi Jiwa,
seperti: Aktuaria, Underwriting, Administrasi Klaim,
IUntuk keterangan lebih lanjut serta pemesanan manajemen investasi menyangkut informasi dan sebagainya,
buku atau pendaftaran ujian silahkan hubungi: dan proses pengembanganya.
Zaiqun Du
Member Benefit Manager LOMA301, Administrasi Asuransi
Asia Region Penjelasan fungsi-fungsi administrasi, serta praktek-praktek
Phone: 770-984-3738 dan prosedur yang diterapkan leh Perusahaan Asuransi dalam
Fax: 770-984-6420 menjalankan Administrasi, baik Asuransi Perorangan atau
E-mail: du@loma.org Asuransi kumpulan, organisasi Departemen Underwriting,
masalah-masalah hukum yang berkaitan dengan Reasuransi,
Administrasi Klaim dan kegiatan Customer Service.
Designasi & Pengakuan CPLHI
Designasi CPLHI telah diakui secara resmi oleh Direktorat Ujian dan Materi Pendidikan
Asuransi & Jasa Keuangan, Departemen Keuangan Republik Anda dapat memilih 2 jenis ujian yaitu: ujian tertulis (Paper
Indonesia melalui surat pengakuan no. S-086/LK.3/2003 Exam) Hanya dalam Bahasa Inggris yaitu ujian serentak
tanggal 28 Februari 2003, demikian pula telah diakui oleh diseluruh penjuru dunia yang diadakan setiap bulan Mei &
Asosiasi Asuransi Jiwa Indonesia (AAJI) sebagai Program November setiap tahunnya.
Designasi Profesional Resmi yang diterjemahkan dalam Atau melalui I*STAR (On Line Exam) yang flexibel karena
Bahasa Indonesia guna peningkatan mutu sumber daya dapat disesuaikan dengan jadwal Anda & kesiapan Anda
manusia Indonesia berskala global. Kesemua institusi dalam menempuh ujian.
tersebut diatas juga telah mengakui FLMI dan program
learning.loma.org n education@loma.org35
International ProgramsChinese
2017LOMA
2017LOMA LOMA
QQ FLMI ........................................................ 37 LOMA
6190 Powers Ferry Road, Suite 600
QQ ALMI .................................................... 37 Atlanta, GA 30339, USA
QQ ACS ......................................................... 38 Phone: 770-984-3738
Fax: 770-984-6420
QQ ............................................... 39
E-mail: intl@loma.org
QQ LOMA................................................... 42
www.loma.org
PBD Worldwide
Atlanta, USA
LOMA International Sales
: 770-280-4178
: 770-280-4150
: lomaintl@pbd.com
: www.lomabookstore.com
3636
1-800-ASK-LOMA
1-800-ASK-LOMA
(Option
(Option
1) 1)n www.loma.org
International ProgramsChinese
FLMI
1932FLMI
1998
LOMAFLMI
FLMI
* LOMA LOMA 351, LOMA 310, LOMA 315, LOMA 316, LOMA 330, LOMA 340 LOMA 356
FLMI
(ALMI)
(FLMI)
Level 1 Level 2 Level 3
* *
*
LOMA280 LOMA290 LOMA301 LOMA307 LOMA320 LOMA311 LOMA335 LOMA357 LOMA361 LOMA371
LOMA281 *LOMA291 *LOMA302 *LOMA308 *LOMA 321
LOMA
learning.loma.org n education@loma.org37
International ProgramsChinese
ACS
LOMAACS
ACS
ACS
ACS
LOMA280 LOMA290
LOMA280 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 281 LOMA 290
20128 ISBN 978-1-57974-403-8
LOMA301 LOMA320
LOMA301 LOMA320,
20108 ISBN 978-1-57974-360-4
200810 ISBN 978-1-57974-331-4
LOMA320
20108 ISBN 978-1-57974-361-1
200810 ISBN 978-1-57974-333-8
200810 ISBN 978-1-57974-330-7 20108 ISBN 978-1-57974-358-1
LOMA320
200810 ISBN 978-1-57974-332-1 20108 ISBN 978-1-57974-359-8
(LOMA, 2014) ISBN 978-1-57974-428-1
20112 ISBN 978-1-57974-368-0
LOMA335
LOMA307 (LOMA, 2014) ISBN 978-1-57974-429-8
20112 ISBN 978-1-57974-369-7
LOMA311
LOMA311
learning.loma.org n education@loma.org39
International ProgramsChinese
LOMA361
20031 ISBN 1-57974-178-9
20031 ISBN 1-57974-180-0
200311 ISBN 1-57974-221-1 20031 ISBN 1-57974-177-0
200311 ISBN 1-57974-222-X 20031 ISBN 1-57974-179-7
200311 ISBN 1-57974-223-8
200311 ISBN 1-57974-218-1
200311 ISBN 1-57974-219-X
200311 ISBN 1-57974-220-3
LOMA 2017
2017
58 59 510 511 512
9 LOMA 280 LOMA 290 LOMA 301 LOMA 311 LOMA 320
LOMA 307
1 LOMA 335 LOMA 357 ACS 100 LOMA 361 LOMA 371
2017
116 117 118 119 1110
9 LOMA 280 LOMA 290 LOMA 301 LOMA 311 LOMA 320
LOMA 307
1 LOMA 335 LOMA 357 ACS 100 LOMA 361 LOMA 371
LOMA
QQ Roth
QQ
QQ 401(k)403(b)457
QQ SEPsSIMPLE IRAs401kKeogh
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learning.loma.org n education@loma.org41
International ProgramsChinese
LOMALearn
Learning Catalog LOMALearnLOMA
LOMALearn
Learning Catalog
www.loma.orgloginlearn
LOMALearnID
Upcoming
LOMA Learning
LOMA Upcoming
LOMA Learning
LOMA
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loma.org 6
LOMA 6
LOMALOMA 6
LOMA 6
LOMALOMA
LOMALOMA I * STAR
6
LOMA
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PDF
PDF
LOMA LOMA
Learning Catalog
LOMA
learning.loma.org n education@loma.org43
International ProgramsChinese
6 61
50LOMA
6
1
6
LOMA
LOMA
* I*STAR * I*STAR
ACS 100 $160 $183 $320 $366 75 3
LOMA 280 $105 $123 $210 $246 60 2
LOMA 281 $106 $212
LOMA 290 $105 $123 $210 $246 60 2
LOMA 301 $105 $123 $210 $246 75 3
LOMA 307 $105 $123 $210 $246 60 2
LOMA 311 $105 $123 $210 $246 75 3
LOMA 320 $105 $123 $210 $246 60 2
LOMA 335 $105 $123 $210 $246 60 2
LOMA 357 $105 $123 $210 $246 60 2
LOMA 361 $105 $123 $210 $246 75 3
LOMA 371 $105 $123 $210 $246 75 3
LOMA
* PDF
Les programmes en Franais Les cours interactifs utilisent une approche intressante,
multimdia, qui comprend souvent audio, vido, et une
Les programmes ALMI, FLMI et ACS sont tous offerts en mthode dapprentissage fonde sur des mises en situation.
franais. Les examens en franais de ces programmes sont Les cours interactifs comprennent plusieurs examens non
offerts sur I*STAR. Les examens I*STAR sont disponibles surveills en fin de module, intgrs dans le contenu du
toute lanne et peuvent tre passs au moment qui convient cours pour crer une exprience dapprentissage unique.
ltudiant et la compagnie. Linscription doit se faire en Linscription spare lexamen nest pas ncessaire.
avance sur le systme dapprentissage de LOMA, learning.
LOMA.org et ltudiant obtient ses rsultats immdiatement. Lorsque les examens sont passs en franais, les diplmes
et certificats sont en franais doffice; pour les recevoir en
Les tudiants peuvent passer les examens I*STAR dans leur anglais, il faut faire une demande cet effet au pralable.
propre compagnie si le systme I*STAR a t install, ou ils
peuvent aller dans un des centres I*STAR du Canada. (Pour Pour avoir de plus amples renseignements au sujet des
savoir comment obtenir I*STAR dans votre compagnie, programmes de LOMA en franais ou pour obtenir de laide,
rendez-vous sur www.loma.org.) veuillez prendre contact avec le reprsentant LOMA de votre
compagnie. (Les tudiants indpendants peuvent se rendre
Tous les examens sont sous forme de questions choix sur notre site Internet pour savoir comment sinscrire
multiples. un examen.) Vous pouvez galement communiquer
Disponible en 2017 Un cours interactif en franais ! directement avec LOMA en tlphonant au 770-984-3741,
Pour la premire fois, LOMA offre lun de ses cours ou par tlcopie au 770-984-6415, ou par courriel
interactifs trs populaires le LOMA 281 en franais. frenchsupport@loma.org.
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.
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. LOMA356 Principes dinvestissement et linvestissement institutionnel (2005)
3. Le matriel dtude et les examens intgrs de fin de module pour les cours de dsignation interactifs sont disponibles en
ligne. La priode daccs un cours de dsignation interactif est de six mois compter de la date dinscription. Afin de
recevoir un crdit pour un cours de dsignation interactif, vous devez terminer avec succs tous les examens intgrs
dans le cours durant la priode daccs au cours.
4. Les frais de reprise ci-dessous sont valables si un tudiant se rinscrit pour passer le mme examen dans les 30 jours
aprs lchec de lexamen.
5. Pour savoir comment obtenir accs au matriel dtude en ligne, veuillez contacter LOMA au
770-984-3741 ou par email frenchsupport@loma.org.
LOMA280 LOMA301
Principes des assurances Administration de lassurance
LOMA 280 introduit les principes de lassurance, le LOMA 301 fournit une analyse dtaille des activits de
processus de devenir assur, et les droits contractuels du ladministration de lassurance vie pour les couvertures
titulaire de la police dassurance. Le cours comprend des individuelles et en groupe, en se concentrant sur la
informations sur les caractristiques de lassurance vie tarification, la rassurance, les rclamations, et le service
individuelle et de groupe, assurance sant, et des produits de client.
rente. Administration de lassurance 3me dition
Principes des assurances de personnes (LOMA, 2011) (LOMA, 2009)
ISBN 978-1-57974-372-7 ISBN 978-1-57974-319-2
Guide de prparation lexamen LOMA280 Guide de prparation lexamen LOMA301
(LOMA, 2011) (LOMA, 2009)
ISBN 978-1-57974-373-4 ISBN 978-1-57974-320-8
learning.loma.org n education@loma.org47
International ProgramsFrench
LOMA 335
Lexcellence oprationnelle dans LOMA 361
les services financiers Comptabilit et dclarations financires des
LOMA 335 prsente les services financiers du point de vue compagnies dassurances
de la gestion oprationnelle. Ce cours se concentre sur les de personnes
techniques pratiques qui permettent daccomplir les tches
LOMA 361 fournit une vaste exposition la comptabilit
quotidiennes pour fournir des services financiers le plus
financire et de gestion dans les compagnies dassurance
efficacement possible.
vie, y compris lenvironnement de lentreprise et
Lexcellence oprationnelle dans les services financiers rglementaire dans lequel les fonctions de comptabilit se
(LOMA, 2015) produisent.
ISBN: 978-1-57974-441-0
Fonction comptabilit et comptabilit de gestion
Guide de prparation lexamen (LOMA, 2015) dans les compagnies dassurance vie(LOMA, 2002)
ISBN: 978-1-57974-442-7 ISBN 1-57974-163-0
Comptabilit gnrale et exigences de communication
LOMA356 de linformation financire dans les compagnies
Principes dinvestissement dassurance vie(LOMA, 2002)
et linvestissement institutionnel ISBN 1-57974-164-9
LOMA 356 fournit une comprhension de lenvironnement Guide PREP FLMI 361(LOMA, 2002)
dinvestissement et les principes gnraux de ISBN 1-57974-165-7
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
LOMA371 ACS100
Gestion en fonction de la solvabilit Fondements du
et de la rentabilit dans les compagnies service la clientle
dassurances de personnes ACS 100 prsente une introduction globale au service la
LOMA 371 dcrit la conception de produits techniques pour clientle dans lenvironnement des services financiers. Le
lassurance vie et des rentes et dcrit ltat actuel de gestion cours explore les connaissances et les comptences dont les
des risques dans les compagnies dassurance. employs ont besoin pour fournir un service la clientle
exceptionnel.
Conceptions de produits : Assurance vie et rentes
(LOMA, 2002) Fondements du service la clientle(LOMA, 2016)
ISBN 1-57974-132-0 ISBN 978-1-57974-450-2
Gestion de capital pour les compagnies dassurance Guide de prparation lexamenACS 100
(LOMA, 2002) (LOMA, 2016)
ISBN 1-57974-133-9 ISBN 978-1-57974-451-9
Guide PREP FLMI 371(LOMA, 2002)
ISBN 1-57974-134-7
learning.loma.org n education@loma.org49
International ProgramsKorean
FLMI
FLMI, ALMI ACS , ,
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Foundations of Customer Service Life and Health Insurance Marketing
ACS100
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Principles of Insurance: Life, Health, and
Annuities Management Principles and Practices
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Insurance Company Operations
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Business and Financial Concepts for Insurance LOMA371 *
Professionals Managing for Solvency and Profitability
LOMA 307 in Life Insurance Companies
, ,
. .
LOMA311 *
Business Law for Financial Services
Professionals
*
.
learning.loma.org n education@loma.org51
International ProgramsKorean
LOMA
LOMA : LOMA :
www.loma.org LOMA LEARNING SYSTEM LOMANET
Login . . Forgot your password?
, LOMA
, Create Account ,
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LOMA
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Atlanta, GA 30339, U.S.A
: +1 770 984 3738
. : +1 770 984 6420
. : intl@loma.org
6 ,
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learning.loma.org n education@loma.org53
International ProgramsKorean
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ACS 100 $181 $214 $362 $428 75 3 . .
LOMA 280 $112 $146 $224 $292 60 2 . .
LOMA 290 $112 $146 $224 $292 60 2 . .
LOMA 301 $112 $146 $224 $292 75 3 . .
LOMA 307 $112 $146 $224 $292 60 2 . .
LOMA 320 $112 $224 75 3 . .
LOMA 330 $112 $224 75 3 . .
LOMA 356 $112 $224 75 3 . .
* LOMA . .
* 70% . 70% F F+(60%-69%) .
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9 LOMA 280 LOMA 290 LOMA 301 LOMA 311* LOMA 320
LOMA 307
1 LOMA 335* LOMA 357* ACS 100 LOMA 361* LOMA 371*
learning.loma.org n education@loma.org55
International ProgramsPortuguese
Programas em Portugus
Descrio do Programa PFLP
O Programa de Formao LOMA em Portugus (PFLP) Os estudantes podem obter a certificao intermediaria,
composto por nove cursos que abordam as atividades e as completando duas etapas obrigatrias, e mais uma dentre as
operaes das seguradoras atuais. Todos os cursos eletivas. Para obter o Diploma PFLP, ser necessrio
permitem o estudo individualizado. Exames por computador completar todas as nove etapas do PFLP.
so oferecidos durante todo o ano.
PFLP Level 1
Etapas Obrigatrias
Princpios Operaes
PFLP280 PFLP290
PFLP
Etapas Obrigatrias
Princpios Operaes Servios ao Administrao Marketing Investimentos Solvncia e a Subscrio Resseguro
Cliente e Investimento Lucratividade
Institucional
PFLP280 PFLP290 PFLP100 PFLP301 PFLP320 PFLP356 PFLP371 PFLP386 PFLP440
Para obter o Diploma PFLP, ser necessrio completar todas as NOVE etapas do PFLP.
learning.loma.org n education@loma.org57
International ProgramsPortuguese
PFLP320 PFLP371
Marketing Gerenciamento de Riscos
O PFLP320 aborda os princpios e as funes do marketing e Desenho de Produtos para
como aspecto integral da indstria dos seguros de vida e Companhias de Seguros
sade. O PFLP371 explica questes de gerenciamento que
Marketing do Seguro de Vida e Sade, Terceira Edio envolvem o gerenciamento de riscos empresariais, capital,
(LOMA, 2007) desenvolvimento de produto e desenho de produto para
Caderno de Exerccios para o PFLP320(LOMA, 2007) seguro de vida e anuidades.
Gerenciamento de Riscos e Desenho de Produtos para
PFLP356 Companhias de Seguros(LOMA, 2010)
Princpios de Investimentos ISBN 978-1-57974-376-5
e Investimento Institucional Caderno de Exerccios Preparatrios para o Curso
O PFLP356 prov a compreenso do ambiente de PFLP371 Gerenciamento de Riscos e Desenho de
Produtos para Companhias de Seguros(LOMA, 2010)
investimentos e os princpios gerais de investimento em
ttulos individuais e carteiras de ttulos. Neste curso, voc ISBN 978-1-57974-377-2
aprender sobre os relatrios de desempenho de
investimentos, monitoramento de desempenho de
PFLP386
investimentos, desempenho de investimentos, e mais. Subscrio Seguros de Vida e Sade
Princpios de Investimentos(LOMA, 2005) O PFLP386 apresenta os princpios de avaliao de riscos
ISBN 85-88639-15-7 aplicados subscrio no seguro de vida e sade individual
e em grupo, incluindo aplices especializadas e coberturas
Investimento Institucional CD-ROM(LOMA, 2005)
suplementares.
ISBN 85-88639-20-3
Subscrio de Seguros de Vida e Sade(LOMA, 2008)
Caderno de Exerccios para o curso PFLP356
(LOMA, 2005) Caderno de Exerccios para o curso PFLP386
(LOMA, 2008)
ISBN 1-57974-239-4
learning.loma.org n education@loma.org59
International ProgramsSpanish
En mis 30 aos en el mundo del seguro, he En gran medida la titulacin acadmica PFSL de
podido constatar que la responsabilidad que LOMA ha contribuido a mis logros en el trabajo ya
adquirimos al asesorar a nuestros clientes, en que el contenido y los conocimientos que obtuve
reas tan delicadas, como el seguro de vida con la titulacin se ajustaron perfectamente a mis
y el seguro mdico, requieren de nosotros necesidades profesionales, adems de que esto se
un alto nivel de tica y preparacin. Participar dio en el momento oportuno para obtener un p uesto
en el estudio de los programas de LOMA, de mayor responsabilidad. Concluir la titulacin
me han permitido reforzar mis conocimientos acadmica PFSL signific un gran logro profesional y
actualizarlos. Son sin duda, los programas
personal ya que no soy especialista en el campo
de formacin de seguro ms completos y y esto me abri oportunidades profesionales
profesionales a nuestro alcance. en funcin de las competencias adquiridas.
Johnny Sordo, PFSL, ACS, LCIC Rubi M. Viruegas Benitez, PFSL, ACS
Vicepresidente Ejecutivo Asistente General
learning.loma.org n education@loma.org61
International ProgramsSpanish
Titulaciones Acadmicas en
Espaol
PFSL (Programa de Formacin en
Seguros de LOMA)
Diseado especialmente para estudiantes de habla hispana, Descubrir capacidades que se aplican directamente a
el ttulo PFSL consta de seis cursos de LOMA que su trabajo en la industria de servicios financieros y de
proporcionan el conocimiento, las aptitudes profesionales y la seguros
confianza en s mismos que necesitan para triunfar en el Centrarse en conceptos importantes usando las ayudas
entorno competitivo de hoy. Los cursos proporcionan de auto-estudio incluidas en el material
informacin sobre los principios bsicos del seguro, las
Estudiar segn su propio ritmo
operaciones de las compaas aseguradoras, la
administracin de seguros, el mercadeo de los seguros de Realizar las pruebas en la oficina: sin necesidad de
vida y de salud, los fundamentos del servicio al cliente y Desplazarse
adems finanzas o principios de la inversin y la inversin Obtener reconocimiento mediante su progreso educativo
institucional. A travs del plan de estudio del PFSL, los
estudiantes podrn realizar lo siguiente:
learning.loma.org n education@loma.org63
International ProgramsSpanish
learning.loma.org n education@loma.org65
International ProgramsSpanish
PFSL307 PFSL356
Conceptos de Negocios y Finanzas para LIBRO Fsico y Un CD (conjunto)
Profesionales de Seguros Fundamentos de Inversin (LOMA, 2005),
PFSL307 presenta a los empleados de la industria una ISBN 1-57974-242-4
introduccin bsica de conceptos y terminologa financiera y
Introduccin a la Inversin Institucional(LOMA, 2005),
relaciona estos conceptos al negocio y la rentabilidad de las
operaciones de las compaas de seguros. ISBN 1-57974-244-0
Conceptos de Negocios y Finanzas para Profesionales Gua de Preparacin para el PFSL356(LOMA, 2005),
de Seguros(LOMA, 2011), ISBN 978-1-57974-364-2 ISBN 1-57974-243-2PFSL*
Gua de Preparacin- Conceptos de Negocios y
Finanzas para Profesionales de Seguros(LOMA, 2011), PBD Worldwide
ISBN 978-1-57974-365-9 Web site: www.lomabookstore.com
E-mail: lomaintl@pbd.com
PFSL320
Mercadeo en la Industria del Seguro Tel: 800-887-3723 / 770-280-4178
de Vida y Salud Cdigo para el pedido del libro fsico a PBD:
Analiza los principios de mercadotecnia y las funciones de PFSL 356-S10-05
mercadeo como parte integral de la industria del seguro de En caso de prdida o dao del CD, se puede
vida y salud. reemplazar con PBD.
Mercadeo en la Industria del Seguro de Vida y Salud,
Tercera Edicin(LOMA, 2003), ISBN 1-57974-183-5
Gua de Preparacin Mercadeo en la Industria del UND386
Seguro de Vida y Salud (LOMA, 2003), Seleccin de Riesgos
ISBN 1-57974-184-3 en el Seguro de Vida y Salud
UND386 proporciona una visin general de los factores
PFSL356 mdicos y no mdicos, financieros y personales que se
Fundamentos de Inversin consideran durante la seleccin de riesgos, segn se
y la Inversin Institucional practica en las compaas de seguro de vida y salud.
PFSL356 proporciona conocimientos sobre y los principios Seleccin de riesgos en el seguro de vida y salud
generales de las inversiones en valores individuales y de (LOMA, 2006)
carteras. El curso discute el establecimiento y la puesta en ISBN 1-57974-295-5
marcha de objetivos de inversin en vista del equilibrio entre Gua de preparacin para UND386(LOMA, 2006)
riesgo y retorno.
ISBN 1-57974-296-3
Nota: Usted puede entender el material presentado en el
curso UND386 ms fcilmente si tiene un conocimiento
Importante*: PFSL 356 incluye el valor del examen y
bsico de los principios del seguro y los productos de las
el acceso a la gua de preparacin en formato de PDF.
operaciones de las compaas de seguro y la administracin
El libro fsico de estudio se deber adquirir a un
del seguro. LOMA recomienda que usted complete los cursos
costo adicional a travs del distribuidor PBD a
PFSL280, PFSL290 y PFSL301 antes de tomar este curso.
continuacin:
Cursos Adicionales en Lnea
Se ha preguntado cmo 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
http://learning.loma.org/Catalog/TrainingCatalog.aspx
66 1-800-ASK-LOMA (Option 1) n www.loma.org
International ProgramsSpanish
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International ProgramsSpanish
Responsabilidades de Estudiantes
Si usted elije participar como estudiante en la capacitacin de LOMA, usted es responsable de:
Conocer el curso y los requisitos del programa y mantenerse al tanto de los cambios como estn escritos en el
Catalogo de Cursos y Entrenamiento LOMA; y en el sistema de aprendizaje de LOMA.
Inscribirse en el (los) curso(s) correspondientes que desea realizar para alcanzar sus objetivos de capacitacin
profesional.
Estudiar las ediciones correctas y correspondientes de todos los materiales asignados de estudio para cada curso
que est inscrito.
Adherirse a las reglas y normas de LOMA para garantizar la integridad de los cursos, programas y titulaciones
acadmicas.
Tomar exmenes supervisados segn el calendario oficial de LOMA para el examen en papel y/o adherir a las
directrices del examen computarizado I*STAR establecidas por su compaa.
Adherir a todos los plazos de fecha lmite, Trminos de Uso, Los Acuerdos de Licencia, La declaracin de
Honestidad, procedimientos y reglamentos.
Denunciar cualquier acto deshonesto en los exmenes o violaciones de Trminos de Uso, acuerdos de licencia, la
declaracin de Honestidad, procedimientos o reglamentos a LOMA inmediatamente
learning.loma.org n education@loma.org69
International ProgramsSpanish
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International ProgramsSpanish
learning.loma.org n education@loma.org73
Fees and Schedules
Enrollment Fees
Enrollment fees vary by course and are based on a The chart on page 75 shows the LOMA discounted member
companys LOMA membership status, the type of course and non-member course enrollment fees for courses
delivery format selected, and the location where the course delivered in North America. Log in to your LOMA learning
will be administered. Participation in LOMA Education record for pricing specific to your membership status, course
Programs or activities does not constitute LOMA delivery format, and geographic location.
membership, nor does it qualify an organization for member Fee exceptions for independent students are available online
company rates. To receive your companys membership at www.loma.org.
benefits of lower course enrollment fees, be sure that your
companys Organization/Company ID is entered in your Prometric Fees
Learning Account profile in LOMAs learning system. Contact Prometric charges several fees in addition to the course
your companys Ed Rep to request this information. enrollment fees. Be sure to consult the table of Prometric
fees on page 7576 for more information.
ASRI/FSRI Programs
SRI 111, 121, 131 $235 $353
SRI 210, 220, 230 $275 $413
SRI 500 $315 $410 $473 $568
learning.loma.org n education@loma.org75
Fees and Schedules
Additional Fees
Additional Course/Exam Fees
I*STAR Prometric Paper
Canadian surcharge1 $20 $20 $20
Late enrollment fee 2
$50
Missed deadline fee 2
$125
Discounted course extension 3
$50 $50 $50
1 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.
2 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.
3 If you re-enroll in I*STAR or Prometric courses within one month of the end of your course access period, or for the next paper exam
administration cycle for paper exams, you qualify for the discounted course extension fee. Otherwise, you may re-enroll at the full course price.
Note: Prices are subject to change without notice.
November 2017
Time Monday Tuesday Wednesday Thursday Friday
November 6 November 7 November 8 November 9 November 10
9 a.m. LOMA 280 LOMA 290 LOMA 301 LOMA 311 LOMA 320
UND 386 ARA 440
1 p.m. LOMA 335 LOMA 357 LOMA 307 LOMA 361 LOMA 371
ACS 100
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The DOL Fiduciary Rule:
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Developed by the LIMRA LOMA Secure Retirement InstituteTM, this course offers an
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