2010 Education and Training Catalog - Who-sells-it.com
2010 Education and Training Catalog - Who-sells-it.com
2010 Education and Training Catalog - Who-sells-it.com
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<strong>2010</strong><br />
<strong>Education</strong><br />
& <strong>Training</strong><br />
<strong>Catalog</strong><br />
Ign<strong>it</strong>e Your Potential<br />
w<strong>it</strong>h LOMA
Key Dates<br />
December 2009<br />
December 31<br />
January <strong>2010</strong><br />
January 1<br />
January 4<br />
February <strong>2010</strong><br />
February 5<br />
Last day to take I*STAR <strong>and</strong> Prometric exams<br />
for the current testing period; deadline for fee<br />
transfer requests for I*STAR <strong>and</strong> Prometric<br />
enrollments<br />
LOMA closed for New Year’s Day;<br />
LOMA’s Contact Center unavailable<br />
LOMANET enrollment opens<br />
for May <strong>2010</strong> paper exams<br />
Deadline to subm<strong>it</strong> paper enrollment forms<br />
for May <strong>2010</strong> paper exams<br />
February 15 Certificates <strong>and</strong> diplomas for November 2009<br />
paper exams received by Ed Reps<br />
February 19 Deadline to subm<strong>it</strong> enrollments via LOMANET,<br />
<strong>and</strong> late paper enrollment forms deadline for<br />
May <strong>2010</strong> paper exams<br />
March <strong>2010</strong><br />
March 31 Last day to take I*STAR <strong>and</strong> Prometric exams<br />
for the current testing period; deadline for fee<br />
transfer requests for I*STAR <strong>and</strong> Prometric<br />
enrollments<br />
May <strong>2010</strong><br />
May 10–14 Paper exams administered<br />
(see page 61 for dates <strong>and</strong> times)<br />
May 24 Exam question challenges—<br />
deadline for receipt at LOMA<br />
May 28 Fee transfer request deadline<br />
for May <strong>2010</strong> paper exams<br />
May 31 LOMA closed for Memorial Day;<br />
LOMA’s Contact Center unavailable<br />
June <strong>2010</strong><br />
June 5<br />
May <strong>2010</strong> paper grades post to LOMANET<br />
June 30 Last day to take I*STAR <strong>and</strong> Prometric exams<br />
for the current testing period; deadline for fee<br />
transfer requests for I*STAR <strong>and</strong> Prometric<br />
enrollments<br />
July <strong>2010</strong><br />
July 5<br />
LOMA closed for Independence Day;<br />
LOMA’s Contact Center unavailable<br />
July 6<br />
LOMANET enrollment opens<br />
for November <strong>2010</strong> paper exams<br />
August <strong>2010</strong><br />
August 6 Deadline to subm<strong>it</strong> paper enrollment forms<br />
for November <strong>2010</strong> paper exams<br />
August 13 Certificates <strong>and</strong> diplomas for May <strong>2010</strong><br />
paper exams received by Ed Reps<br />
August 20 Deadline to subm<strong>it</strong> enrollments via LOMANET,<br />
<strong>and</strong> late paper enrollment forms deadline for<br />
November <strong>2010</strong> paper exams<br />
August 31 Last day to <strong>com</strong>plete course requirements<br />
to attend the <strong>2010</strong> LOMA Annual Conference<br />
<strong>and</strong> Conferment<br />
September <strong>2010</strong><br />
September 6 LOMA closed for Labor Day;<br />
LOMA’s Contact Center unavailable<br />
September 12–14 <strong>2010</strong> LOMA Annual Conference <strong>and</strong><br />
Conferment, Las Vegas, Nevada<br />
September 30 Last day to take I*STAR <strong>and</strong> Prometric exams<br />
for the current testing period; deadline for fee<br />
transfer requests for I*STAR <strong>and</strong> Prometric<br />
enrollments<br />
November <strong>2010</strong><br />
November 1–5 November <strong>2010</strong> paper exams administered<br />
(see page 61 for dates <strong>and</strong> times)<br />
November 15 Exam question challenges—<br />
deadline for receipt at LOMA<br />
November 24 Fee transfer request deadline<br />
for November <strong>2010</strong> paper exams<br />
November 25–26 LOMA closed for Thanksgiving;<br />
LOMA’s Contact Center unavailable<br />
December <strong>2010</strong><br />
December 4 November <strong>2010</strong> paper grades post to<br />
LOMANET<br />
December 24 LOMA closed for Christmas;<br />
LOMA’s Contact Center unavailable<br />
December 31 Last day to take I*STAR <strong>and</strong> Prometric exams<br />
for the current testing period; deadline for fee<br />
transfer requests for I*STAR <strong>and</strong> Prometric<br />
enrollments<br />
December 31 LOMA closed for New Year’s Day;<br />
LOMA’s Contact Center unavailable<br />
January 2011<br />
January 3 LOMANET enrollment opens<br />
for May 2011 paper exams<br />
Copyright © <strong>2010</strong> LOMA (Life Office Management Association, Inc.) All rights reserved.<br />
This <strong>Catalog</strong>, or any part thereof, may be reproduced or transm<strong>it</strong>ted for the purpose of informing current or potential LOMA students of available education<br />
opportun<strong>it</strong>ies, on the cond<strong>it</strong>ion that the reproduction or transmission includes the following notice: “© <strong>2010</strong> LOMA (Life Office Management Association, Inc.). All rights<br />
reserved.” Reproductions or transmissions for any other purpose require the prior wr<strong>it</strong>ten permission of the publisher. LOMA ® , FFSI ® , FLMI ® , PCS ® , ALMI ® , AFSI ® ,<br />
ACS ® , AIAA, AIRC, AAPA, ARA, CPFS, CPLHI, CSI ® , DLHI, LCIC, LOMANET ® , LOMALearn, PFLP ® , PFSL, <strong>and</strong> I*STAR ® are service marks of<br />
LOMA, <strong>and</strong> use for purposes not authorized by LOMA is prohib<strong>it</strong>ed.
Table of Contents<br />
Get Started w<strong>it</strong>h LOMA!............................2<br />
How to Use This <strong>Catalog</strong>........................................................2<br />
Guidelines for Use of LOMA-Copyrighted Materials..................3<br />
Online Learning........................................4<br />
Instructor-Led <strong>Training</strong>:<br />
Insurance Immersion................................6<br />
Professional Designation Programs..........7<br />
Fellow, Life Management Inst<strong>it</strong>ute (FLMI ® )..........................8<br />
Associate, Life Management Inst<strong>it</strong>ute (ALMI ® ).....................8<br />
Fellow, Financial Services Inst<strong>it</strong>ute (FFSI ® )........................ 11<br />
Associate, Financial Services Inst<strong>it</strong>ute (AFSI ® )................... 11<br />
Associate, Customer Service (ACS ® )................................. 12<br />
Professional, Customer Service ® (PCS ® )............................... 14<br />
Associate, Annu<strong>it</strong>y Products <strong>and</strong> Administration<br />
(AAPA) .......................................................................... 14<br />
Associate, Insurance Agency Administration ® (AIAA).......... 15<br />
Associate, Insurance Accounting & Finance (AIAF)........ 15<br />
Associate, Insurance Regulatory Compliance ® (AIRC)........ 16<br />
Associate, Reinsurance Administration (ARA)................. 16<br />
Course Descriptions<br />
<strong>and</strong> Assigned Study Materials................ 17<br />
AAPA 273 — Annu<strong>it</strong>y Principles <strong>and</strong> Products..................... 17<br />
AAPA 283 — Marketing, Distribution,<br />
<strong>and</strong> Uses of Annu<strong>it</strong>ies.................................... 17<br />
AAPA 303 — Annu<strong>it</strong>y Systems <strong>and</strong> Administration............... 17<br />
AAPA 313 — Financial Aspects of Annu<strong>it</strong>ies........................ 17<br />
AAPA 323 — Regulation <strong>and</strong> Taxation of Annu<strong>it</strong>ies.............. 17<br />
ACS 100 — Foundations of Customer Service................... 18<br />
AIAA 200 — Agency Administration................................... 18<br />
AIAF 400 — Statutory Accounting<br />
for Life <strong>and</strong> Health Insurers............................ 18<br />
AIRC 410 — Regulatory Compliance: Companies,<br />
Producers, <strong>and</strong> Operations............................ 18<br />
AIRC 420 — Regulatory Compliance: Insurance<br />
<strong>and</strong> Annu<strong>it</strong>y Products.................................... 19<br />
ARA 440 — Reinsurance Administration........................... 19<br />
BIC — Bank Insurance Compliance: Fundamentals.... 19<br />
LOMA 280 — Principles of Insurance:<br />
Life, Health, <strong>and</strong> Annu<strong>it</strong>ies............................. 19<br />
LOMA 281 — Meeting Customer Needs<br />
w<strong>it</strong>h Insurance <strong>and</strong> Annu<strong>it</strong>ies.........................20<br />
LOMA 286 — Principles of Financial Services<br />
<strong>and</strong> Products................................................20<br />
LOMA 290 — Insurance Company Operations......................20<br />
LOMA 291 — Improving the Bottom Line:<br />
Insurance Company Operations......................20<br />
LOMA 301 — Insurance Administration...............................20<br />
LOMA 305 — Personal Financial Planning...........................21<br />
LOMA 307 — Business <strong>and</strong> Financial Concepts for<br />
Insurance Professionals ................................21<br />
LOMA 311 — Business Law for Financial Services<br />
Professionals................................................21<br />
LOMA 316 — Business Law for Financial Services<br />
Professionals (Canada)..................................21<br />
LOMA 320 — Insurance Marketing......................................22<br />
LOMA 326 — Financial Services Marketing.........................22<br />
New!<br />
LOMA 330 — Management Principles <strong>and</strong> Practices.........22<br />
LOMA 351 — Financial Services Environment...................22<br />
LOMA 356 — Investment Principles<br />
<strong>and</strong> Inst<strong>it</strong>utional Investing...........................23<br />
LOMA 361 — Accounting <strong>and</strong> Financial Reporting<br />
in Life Insurance Companies.......................23<br />
LOMA 371 — Managing for Solvency <strong>and</strong> Prof<strong>it</strong>abil<strong>it</strong>y<br />
in Life Insurance Companies.......................23<br />
LOMA 380 — Financial Services <strong>and</strong> Products<br />
for Organizations........................................ 24<br />
PCS 391 — Customer Behavior: Consumer Behavior<br />
<strong>and</strong> Beyond............................................... 24<br />
PCS 392 — Customer Contacts:<br />
Strategies <strong>and</strong> Operations........................... 24<br />
PCS 393 — Customer Relationship Management........... 24<br />
UND 386 — Underwr<strong>it</strong>ing Life <strong>and</strong> Health Insurance....... 24<br />
Areas of Study 25<br />
Annu<strong>it</strong>ies..........................................................................25<br />
Customer Service.............................................................25<br />
Finance <strong>and</strong> Accounting....................................................25<br />
Financial Services <strong>and</strong> Financial Planning...........................25<br />
Legal, Compliance, <strong>and</strong> Ethics...........................................26<br />
Life Insurance...................................................................26<br />
Management <strong>and</strong> Leadership............................................26<br />
Operations <strong>and</strong> Administration...........................................26<br />
Product Development........................................................26<br />
Reinsurance.....................................................................26<br />
Functional Mapping...........................................................26<br />
International Programs 27<br />
Arabic Programs.......................... ....................... 27<br />
Bahasa Indonesia Programs......... Bahasa Indonesia..........28<br />
Chinese Programs....................... 中 文 ............................ 31<br />
French Programs......................... Français........................43<br />
Korean Programs......................... 한국............................46<br />
Portuguese Programs.................. Português.....................48<br />
Spanish Programs........................ Español.........................50<br />
Course Portals 53<br />
New!<br />
Examinations 54<br />
Enrolling for Exams...........................................................54<br />
LOMANET........................................................................54<br />
I*STAR Exams..................................................................55<br />
Prometric Exams..............................................................55<br />
Paper Exams....................................................................56<br />
Fee Transfers, Exam Procedures & Regulations..................57<br />
Exam Fees.......................................................................58<br />
Exam Grades....................................................................60<br />
Awards.............................................................................60<br />
<strong>2010</strong> Paper Exam Schedule.............................................. 61<br />
Exams Available on I*STAR <strong>and</strong> Paper by Language............62<br />
Study Materials 63<br />
Determining the Study Materials You Need.........................63<br />
Online Study Materials......................................................63<br />
Ordering Study Materials...................................................63<br />
Study Materials by Language.............................................64<br />
Instructor’s K<strong>it</strong>s, Teaching Guides......................................64
Get Started<br />
w<strong>it</strong>h LOMA<br />
Wel<strong>com</strong>e to LOMA’s career development opportun<strong>it</strong>ies!<br />
LOMA ® is making some exc<strong>it</strong>ing enhancements to <strong>it</strong>s<br />
designation programs <strong>and</strong> courses. From enhanced<br />
online delivery methods to more flexible <strong>and</strong> job-specific<br />
designation programs, we are planning changes that<br />
help learners make the most of the valuable education<br />
products LOMA provides. During 2009, we introduced<br />
the Need 2 Know course series (LOMA 281 <strong>and</strong><br />
LOMA 291)—a revolutionary approach to teaching LOMA's<br />
time-tested content in insurance fundamentals. Now,<br />
for <strong>2010</strong>, we are introducing a new approach to learning<br />
the rest of LOMA’s designation program content.<br />
This <strong>Catalog</strong> features details about several new products<br />
<strong>and</strong> services that LOMA is pleased to introduce in <strong>2010</strong>.<br />
These developments include<br />
•Revised Associate, Life Management Inst<strong>it</strong>ute<br />
(ALMI) <strong>and</strong> Fellow, Life Management Inst<strong>it</strong>ute (FLMI)<br />
designation programs<br />
•LOMA Course Portals—an exc<strong>it</strong>ing new method for<br />
delivering everything learners need to study <strong>and</strong> prepare<br />
for examinations<br />
•LOMA 307—Business <strong>and</strong> Financial Concepts for<br />
Insurance Professionals<br />
•Several new online courses<br />
•A <strong>com</strong>pletely revamped Web s<strong>it</strong>e, www.loma.org,<br />
featuring easy-to-navigate pages <strong>and</strong> enhanced graphic<br />
elements<br />
It is our hope that these developments will further enhance<br />
your professional development experience <strong>and</strong> that you will<br />
continue to ign<strong>it</strong>e your potential w<strong>it</strong>h LOMA! For information<br />
about the new ALMI, please see page 8; for information<br />
about Course Portals, please see page 53.<br />
Over the next few years, we will continue to update <strong>and</strong><br />
improve our designation program offerings to enhance the<br />
relevance of our curriculum content <strong>and</strong> the learning process.<br />
As you plan your course of study for <strong>2010</strong>, we encourage you<br />
to contact your Ed Rep or vis<strong>it</strong> www.loma.org before ordering<br />
study materials or enrolling for examinations.<br />
Thank you for your patience as we continue to reshape our<br />
program offerings. We’re sure you’ll be pleased to see the<br />
exc<strong>it</strong>ing new developments in LOMA education programs<br />
during <strong>2010</strong>!<br />
How to Use This <strong>Catalog</strong><br />
LOMA’s <strong>Education</strong>al Solutions <strong>com</strong>e in many forms. Use this<br />
<strong>Catalog</strong> to find a course or designation program by<br />
•Delivery method—online learning courses,<br />
instructor-led courses, or self-study courses<br />
•Professional Designation Programs<br />
•Course Descriptions<br />
•Areas of Study<br />
•Language (International Programs)<br />
LOMA offers the following content areas to help you reach your career goals:<br />
•Annu<strong>it</strong>ies<br />
•Communication<br />
•Customer Service<br />
•Desktop Skills<br />
•Finance <strong>and</strong> Accounting<br />
•Financial Services<br />
<strong>and</strong> Financial Planning<br />
•Human Resources<br />
•IT Skills<br />
•Legal, Compliance, <strong>and</strong> Ethics<br />
•Life <strong>and</strong> Health Insurance<br />
•Management <strong>and</strong> Leadership<br />
•Operations <strong>and</strong> Administration<br />
•Product Development<br />
•Project Management<br />
•Property, Casualty,<br />
<strong>and</strong> Liabil<strong>it</strong>y Insurance<br />
•Reinsurance<br />
•Retirement Planning<br />
•Sales <strong>Training</strong><br />
•Secur<strong>it</strong>ies <strong>and</strong> Su<strong>it</strong>abil<strong>it</strong>y<br />
2 1-800-ASK-LOMA (Option 1)
Get Started w<strong>it</strong>h LOMA!<br />
Guidelines for Use<br />
of LOMA-Copyrighted Materials<br />
It is unlawful to make unauthorized copies of LOMAcopyrighted<br />
texts, study aids, exams, software, this <strong>Catalog</strong>,<br />
or any other materials. When <strong>com</strong>panies or students make<br />
unauthorized copies of LOMA-copyrighted materials, they<br />
engage in illegal activ<strong>it</strong>y, thereby depriving LOMA of revenues<br />
used for association activ<strong>it</strong>ies such as new research, training,<br />
<strong>and</strong> development of cutting-edge education programs.<br />
Unless your <strong>com</strong>pany has specific wr<strong>it</strong>ten permission from<br />
LOMA in advance, any photocopying, inputting or recording<br />
via <strong>com</strong>puter or tape, copying of software, storing or<br />
accessing materials via <strong>com</strong>pany intranets or networks, or<br />
incorporation of any LOMA materials into other works may<br />
subject you <strong>and</strong> your <strong>com</strong>pany to substantial liabil<strong>it</strong>y for<br />
damages under the Copyright Act. You may reproduce or<br />
transm<strong>it</strong> this <strong>Catalog</strong> as perm<strong>it</strong>ted on the inside front cover.<br />
You may apply to LOMA for permission to use other<br />
LOMA-copyrighted materials on a case-by-case basis by<br />
contacting LOMA at askloma@loma.org.<br />
<strong>Who</strong> to Contact<br />
If you have questions about LOMA’s <strong>Education</strong><br />
Programs, contact your <strong>com</strong>pany’s LOMA <strong>Education</strong><br />
Representative (Ed Rep) first. If you require add<strong>it</strong>ional<br />
assistance or if you are an independent student, please<br />
contact<br />
LOMA’s Contact Center<br />
2300 Windy Ridge Parkway, Su<strong>it</strong>e 600<br />
Atlanta, GA 30339 USA<br />
Tel: 1 800 ASK LOMA (275-5662) (Option 1)<br />
770-984-3761<br />
Fax: 770-984-6415<br />
E-mail: education@loma.org<br />
www.loma.org 3
Online Learning<br />
Online<br />
Learning<br />
NEW in <strong>2010</strong>!<br />
Online Learning<br />
As a leading provider of learning solutions for financial services<br />
organizations around the world, LOMA can help your <strong>com</strong>pany<br />
succeed. From our industry-st<strong>and</strong>ard designation courses <strong>and</strong><br />
“off-the-shelf” online courses to custom designed programs, we<br />
offer a range of online <strong>and</strong> blended learning options to satisfy<br />
your learning <strong>and</strong> development needs.<br />
LOMALearn Online—www.lomalearn.org<br />
LOMALearn Online provides sophisticated <strong>and</strong> affordable<br />
e-learning solutions <strong>and</strong> allows users to administer, track, <strong>and</strong><br />
deliver industry-specific <strong>and</strong> other best-of-breed courses on a 24/7<br />
basis. Designed to meet the learning needs of both individuals <strong>and</strong><br />
organizations, LOMALearn Online provides the flexibil<strong>it</strong>y to deliver<br />
qual<strong>it</strong>y training to employees, individually or as a group.<br />
LOMA Custom Learning Solutions<br />
For <strong>com</strong>panies that need more than a st<strong>and</strong>ard off-the-shelf<br />
solution, LOMA offers a su<strong>it</strong>e of customized solutions to maximize<br />
your training investment. Some of these options include:<br />
•Customized Courses<br />
•Learning Portals (For more information vis<strong>it</strong><br />
www.lomalearn.org/portal)<br />
•Blended learning tools<br />
•Learning Paths <strong>and</strong> Certificate Programs<br />
•Learning Management System (LMS) Integration<br />
For more information on LOMA’s Custom Learning Solutions, vis<strong>it</strong><br />
www.lomalearn.org, or call (770) 984-3751.<br />
Online Course <strong>Catalog</strong><br />
W<strong>it</strong>h over 350 online courses, LOMA offers training covering<br />
a wide variety of topics such as financial/insurance products,<br />
customer service, insurance functions, management, <strong>and</strong><br />
interpersonal skills. LOMA gives you access to a mult<strong>it</strong>ude of<br />
interactive, engaging courses to meet your specific learning needs.<br />
For a full list of course topics <strong>and</strong> t<strong>it</strong>les, please vis<strong>it</strong><br />
www.lomalearn.org.<br />
Online courses marked w<strong>it</strong>h this symbol earn<br />
designation cred<strong>it</strong>.<br />
4 1-800-ASK-LOMA (Option 1)<br />
Annu<strong>it</strong>ies<br />
Featured Courses:<br />
•Annu<strong>it</strong>y Regulation<br />
•How Annu<strong>it</strong>ies Work<br />
•Intro to Annu<strong>it</strong>ies<br />
•Replacement of Life Policies <strong>and</strong> Annu<strong>it</strong>ies<br />
•Why People Buy Annu<strong>it</strong>ies<br />
Communication<br />
Featured Courses:<br />
•Careful Communication<br />
•Communication Etiquette<br />
•Communication Skills for Leadership<br />
•The Basics of Listening<br />
•Wr<strong>it</strong>ing w<strong>it</strong>h Intention<br />
Company Operations<br />
Featured Courses:<br />
•Individual Life Insurance Underwr<strong>it</strong>ing<br />
•Intro to Regulatory Compliance: Life Insurance <strong>and</strong><br />
Annu<strong>it</strong>ies<br />
• LOMA 281: Meeting Customer Needs w<strong>it</strong>h Insurance<br />
<strong>and</strong> Annu<strong>it</strong>ies<br />
• LOMA 280: Principles of Insurance: Life, Health,<br />
<strong>and</strong> Annu<strong>it</strong>ies<br />
• LOMA 286: Principles of Financial Services <strong>and</strong><br />
Products<br />
• LOMA 291: Improving the Bottom Line:<br />
Insurance Company Operations<br />
• LOMA 290: Insurance Company Operations<br />
•Reinsurance Overview<br />
Customer Service<br />
Featured Courses:<br />
•Call Center Communication Skills<br />
•Discovering What Your Customers Want<br />
•Exceptional Customer Service<br />
•Interacting Effectively w<strong>it</strong>h Agents<br />
•Working w<strong>it</strong>h Upset Customers<br />
•Insurance Industry<br />
Overview<br />
•Life of a Policy<br />
•How Insurance Companies<br />
Make Money—Updated
Online Learning<br />
Desktop Skills<br />
Featured Courses:<br />
•Advanced Data Management in Excel 2007<br />
•Basic Access 2007 Tables<br />
•Creating Custom Slide Shows in PowerPoint 2007<br />
•Getting Started w<strong>it</strong>h Outlook 2007<br />
•New Features for End Users in Microsoft Office 2007<br />
Financial Planning<br />
Featured Courses:<br />
•College Funding<br />
•Estate Planning Concepts<br />
•Needs Analysis<br />
•Principles of Asset Management<br />
•Section 529 Plans<br />
IT Skills<br />
Featured Courses:<br />
•Advanced HTML Design Elements<br />
•Introducing Microsoft .NET<br />
•JavaScript: Language Basics<br />
•Microsoft Office 2000—Advanced FrontPage<br />
•XML Language Basics<br />
Legal, Compliance & Ethics<br />
Featured Courses:<br />
•Anti-Money Laundering<br />
•Corporate Social Responsibil<strong>it</strong>y<br />
•Ethical Conduct in the Insurance Industry<br />
•Money Laundering <strong>and</strong> the USA Patriot Act<br />
•Preventing Workplace Harassment<br />
Life & Health Insurance<br />
Featured Courses:<br />
•How Group Health Insurance Works<br />
• LOMA 281: Meeting Customer Needs<br />
w<strong>it</strong>h Insurance <strong>and</strong> Annu<strong>it</strong>ies<br />
• LOMA 280: Principles of Insurance:<br />
Life, Health, <strong>and</strong> Annu<strong>it</strong>ies<br />
• LOMA 291: Improving the Bottom Line:<br />
Insurance Company Operations<br />
• LOMA 290: Insurance Company Operations<br />
•Overview of Life Insurance Products<br />
•Overview of Medical Expense Insurance<br />
•Insurance Industry Overview<br />
•Life of a Policy<br />
New!• How Insurance Companies Make Money—Updated<br />
Management & Leadership<br />
Featured Courses:<br />
•A New Manager’s Role in the Company’s Future<br />
•Competencies for Tomorrow’s Managers<br />
•Dynamics of Leadership<br />
•Leading Change from the Front Line<br />
•The Mark of a Leader<br />
Onboarding<br />
Featured Courses:<br />
New!<br />
New!<br />
• Insurance Industry Overview<br />
• Life of a Policy<br />
Project Management<br />
Featured Courses:<br />
•An Introduction to Project Management<br />
•Executing, Mon<strong>it</strong>oring <strong>and</strong> Controlling, <strong>and</strong> Closing a Project<br />
•Introduction to Project Process Groups <strong>and</strong> In<strong>it</strong>iating a Project<br />
•Project Lifecycles <strong>and</strong> Stakeholders<br />
•Project Planning<br />
Property/Casualty Insurance<br />
Featured Courses:<br />
•Medical Tests <strong>and</strong> Signs<br />
•Personal Auto Coverage<br />
•Property-Casualty Principles<br />
•Umbrella Liabil<strong>it</strong>y Coverage<br />
•Workers Compensation Coverage<br />
Sales <strong>Training</strong><br />
Featured Courses:<br />
•Building a Winning Sales Team<br />
•Introduction to Needs Selling<br />
•Presenting Your Propos<strong>it</strong>ion<br />
•Sales <strong>Training</strong> for Insurance Producers<br />
•The Insurance Sales Process<br />
Online Course Collections<br />
•Collection 201: Cr<strong>it</strong>ical Legal Requirements<br />
Every Employee Should Know<br />
•Collection 202: Improving Your Interpersonal<br />
Communication Skills<br />
•Collection 203: Providing Exceptional Customer Service<br />
•Collection 204: Improving Frontline Call Center Skills<br />
•Collection 205: Life Insurance Fundamentals<br />
•Collection 206: Health Insurance Fundamentals<br />
•Collection 207: Annu<strong>it</strong>y Fundamentals<br />
www.loma.org 5
Instructor-Led <strong>Training</strong><br />
Instructor-Led<br />
<strong>Training</strong><br />
Insurance Immersion<br />
LOMA’s Insurance Immersion Program is an interactive,<br />
2-1/2 day learning experience that delivers industry-specific<br />
knowledge essential to success in the life insurance <strong>and</strong><br />
annu<strong>it</strong>y environment. The program, led by a skilled facil<strong>it</strong>ator,<br />
has a maximum of 25 participants <strong>and</strong> includes instruction<br />
by industry experts, participation in structured group<br />
activ<strong>it</strong>ies, <strong>and</strong> interaction w<strong>it</strong>h peers.<br />
NOTE: This program does not teach<br />
general leadership/management skills.<br />
Insurance Immersion is designed for:<br />
•Recently assigned mid-level managers who have<br />
responsibil<strong>it</strong>y for a major un<strong>it</strong> in a life or annu<strong>it</strong>y<br />
<strong>com</strong>pany but have lim<strong>it</strong>ed or no industry experience<br />
•Experienced/credentialed technical professionals<br />
previously employed in another industry or industry<br />
sector who will benef<strong>it</strong> from a broad underst<strong>and</strong>ing of<br />
the life <strong>and</strong> annu<strong>it</strong>y industry<br />
Attendees are pre-qualified through an application process<br />
requiring re<strong>com</strong>mendation by a management sponsor.<br />
Program content includes:<br />
•Industry overview<br />
LOMA can also offer<br />
Insurance Immersion<br />
at your location!<br />
•Life insurance <strong>and</strong> annu<strong>it</strong>y products, product<br />
prof<strong>it</strong>abil<strong>it</strong>y, <strong>and</strong> distribution<br />
•Life insurance <strong>and</strong> annu<strong>it</strong>y operations, including<br />
underwr<strong>it</strong>ing, customer service <strong>and</strong> claims<br />
•Finance <strong>and</strong> risk management<br />
•Regulation <strong>and</strong> <strong>com</strong>pliance<br />
Program Details:<br />
Insurance Immersion is offered in the spring at LOMA’s<br />
headquarters in Atlanta, Georgia, <strong>and</strong> in the fall at LIMRA<br />
headquarters near Hartford, Connecticut.<br />
Tu<strong>it</strong>ion is $1995 per participant. Fees do not include travel<br />
expenses.<br />
For more information about the next Insurance<br />
Immersion Program session or an on-s<strong>it</strong>e session:<br />
Vis<strong>it</strong>: www.loma.org<br />
E-mail: insuranceimmersion@loma.org<br />
Call: 770-951-1770 ext. 662 or 632<br />
Coming in <strong>2010</strong>, Insurance Immersion<br />
in a virtual classroom!<br />
6 1-800-ASK-LOMA (Option 1)
Professional Professional<br />
Designation Programs<br />
Designation<br />
Programs<br />
LOMA, one of the most recognized <strong>and</strong> respected<br />
professional education inst<strong>it</strong>utions in the world, is perhaps<br />
best known for programs of study that lead to the<br />
internationally recognized professional designations listed<br />
below:<br />
AAPA Associate, Annu<strong>it</strong>y Products <strong>and</strong> Administration<br />
ACS ® Associate, Customer Service<br />
AFSI ® Associate, Financial Services Inst<strong>it</strong>ute<br />
AIAA Associate, Insurance Agency Administration ®<br />
AIAF Associate, Insurance Accounting & Finance<br />
AIRC Associate, Insurance Regulatory Compliance ®<br />
ALMI ® Associate, Life Management Inst<strong>it</strong>ute<br />
ARA Associate, Reinsurance Administration<br />
CPFS Certified Professional in Financial Services<br />
(Indonesia)<br />
CPLHI Certified Professional, Life <strong>and</strong> Health Insurance<br />
(Indonesia)<br />
DLHI Diplomate, Life Health Inst<strong>it</strong>ute (Arabic)<br />
FFSI ® Fellow, Financial Services Inst<strong>it</strong>ute<br />
FLMI ® Fellow, Life Management Inst<strong>it</strong>ute<br />
LCIC LOMA Certified Insurance Consultant (Spanish)<br />
PCS ® Professional, Customer Service ®<br />
PFLP ® Programa de Formaçao LOMA em Português<br />
(Portuguese)<br />
PFSL Programa de Formación en Seguros de LOMA<br />
(Spanish)<br />
Individuals may choose to take individual courses w<strong>it</strong>hin<br />
any of LOMA’s programs w<strong>it</strong>hout pursuing a professional<br />
designation. LOMA offers an examination for each<br />
professional designation course to assess a participant’s<br />
successful <strong>com</strong>pletion of the course curriculum. For<br />
information about enrolling for LOMA courses <strong>and</strong><br />
examinations, see page 54.<br />
LOMA develops a <strong>com</strong>prehensive set of study materials<br />
for you to use in preparing for each course’s examination.<br />
For most LOMA courses, the assigned materials include<br />
both textbooks <strong>and</strong> study aids. Some LOMA professional<br />
designation courses—LOMA 280, LOMA 286, <strong>and</strong><br />
LOMA 290—have <strong>com</strong>plete study materials available in<br />
your choice of online or text-based materials. LOMA 281 <strong>and</strong><br />
Cred<strong>it</strong> for Courses Previously<br />
Passed but Which Are No Longer<br />
Offered by LOMA<br />
In some cases, students may receive cred<strong>it</strong> for<br />
courses that are no longer offered by LOMA.<br />
Most of these s<strong>it</strong>uations are explained in footnotes to<br />
the tables in this section. However, students should<br />
check their LOMANET record for the most up-to-date<br />
information regarding program requirements. Vis<strong>it</strong><br />
www.lomanet.org for more information. For more<br />
information on LOMANET, see page 54.<br />
LOMA 291 are online only. Beginning in <strong>2010</strong>, some LOMA<br />
course materials will be offered via a Course Portal, an online<br />
resource for accessing assigned course content <strong>and</strong> study<br />
aids <strong>and</strong> other special features.<br />
Student Responsibil<strong>it</strong>ies<br />
If you choose to participate as a student in LOMA’s<br />
professional designation programs, your responsibil<strong>it</strong>ies<br />
include:<br />
•Knowing designation program requirements <strong>and</strong> keeping<br />
up w<strong>it</strong>h program changes as described in LOMA’s<br />
<strong>Education</strong> <strong>and</strong> <strong>Training</strong> <strong>Catalog</strong><br />
•Enrolling for the correct exam(s) for the course(s) you<br />
wish to take<br />
•Noting text updates <strong>and</strong> changes <strong>and</strong> obtaining the<br />
correct ed<strong>it</strong>ions of all assigned study materials for each<br />
course<br />
•Studying all materials assigned<br />
•Taking paper examinations according to the date <strong>and</strong><br />
time specified in the official exam schedule <strong>and</strong>/or<br />
following your <strong>com</strong>pany’s <strong>and</strong>/or Prometric’s guidelines<br />
for I*STAR examinations<br />
•Being aware of enrollment deadlines, rules on canceling<br />
exams, <strong>and</strong> deadlines to take an exam or have access to<br />
study materials<br />
•Reporting any cheating or violations of LOMA<br />
examination procedures to LOMA immediately<br />
•Requesting agent CE cred<strong>it</strong> from LOMA (Cred<strong>it</strong> is not<br />
reported automatically)<br />
www.loma.org 7
Professional Designation Programs<br />
FLMI <strong>and</strong> ALMI Designations<br />
The Fellow, Life Management Inst<strong>it</strong>ute (FLMI) Program is a<br />
10-course professional development program that provides<br />
a <strong>com</strong>prehensive business education in the context of the<br />
insurance <strong>and</strong> financial services industry. Established in<br />
1932, the FLMI Program is the world’s largest univers<strong>it</strong>ylevel<br />
education program in insurance <strong>and</strong> financial services.<br />
The five-course ALMI Program (Level I courses + three<br />
ALMI-level courses) will focus on the core operations that<br />
make working in our industry so unique, as well as on a more<br />
in-depth representation of financial concepts relevant to our<br />
industry.<br />
Changes to ALMI <strong>and</strong> FLMI Requirements<br />
Exc<strong>it</strong>ing course changes planned for the FLMI Program will<br />
enhance the program’s relevance <strong>and</strong> reflect the changing<br />
products, operations, <strong>and</strong> economic environment of the<br />
industry. The revised program establishes a meaningful <strong>and</strong><br />
focused curriculum at each of the three levels of the FLMI<br />
Program:<br />
Certificate/Level I: Provides need-to-know information<br />
about insurance products <strong>and</strong> operations so employees<br />
quickly gain confidence, serve the customer effectively,<br />
<strong>and</strong> contribute to <strong>com</strong>pany success<br />
ALMI: Strengthens employees’ financial acumen;<br />
examines the core operational areas <strong>and</strong> marketing/sales<br />
functions that make the insurance business unique<br />
FLMI: Teaches insurance-specific business management<br />
topics to build strategic perspective<br />
W<strong>it</strong>h these changes in the FLMI curriculum <strong>com</strong>e new<br />
requirements for earning the ALMI. The new ALMI<br />
requirements specify the three ALMI-level courses needed to<br />
earn to receive the ALMI designation.<br />
Trans<strong>it</strong>ion Plan for C<strong>and</strong>idates<br />
Pursuing the ALMI<br />
The ALMI trans<strong>it</strong>ion plan will help learners know which<br />
track to use to earn the ALMI, <strong>and</strong> which course(s) to take<br />
next. Until the end of 2011, learners can use e<strong>it</strong>her the<br />
ALMI Trans<strong>it</strong>ion track or the ALMI Permanent track to earn<br />
an ALMI.<br />
The ALMI Trans<strong>it</strong>ion track will help learners who will have<br />
satisfied some, but not all, of the requirements for an ALMI<br />
as of June 30, <strong>2010</strong>. “Gr<strong>and</strong>fathering” will allow learners<br />
using this track to retain ALMI cred<strong>it</strong> for <strong>com</strong>pletion of<br />
courses that are not part of the ALMI Permanent track.<br />
Anyone using the Trans<strong>it</strong>ion track must <strong>com</strong>plete all<br />
requirements for an ALMI by December 31, 2011, at which<br />
time they risk losing these gr<strong>and</strong>fathered ALMI cred<strong>it</strong>s.<br />
However, these cred<strong>it</strong>s will still apply to the FLMI<br />
designation.<br />
Under the ALMI Trans<strong>it</strong>ion track, LOMA 307—<br />
Business <strong>and</strong> Financial Concepts for Insurance<br />
Professionals can be used to fulfill the requirement<br />
of LOMA 356—Investments. If possible, learners should<br />
enroll for the new LOMA 307 course at the ALMI level, <strong>and</strong><br />
then enroll for the LOMA 356 course at the FLMI level. (See<br />
course descriptions for LOMA 307<br />
<strong>and</strong> LOMA 356 on pages 21 <strong>and</strong> 23.)<br />
The ALMI Permanent track will include the five courses<br />
on page 9.<br />
Note: Most learners will benef<strong>it</strong> from taking LOMA 307,<br />
a course on financial concepts, before LOMA 356, a<br />
more in-depth financial course. Learners who do not<br />
have cred<strong>it</strong> for or have not begun work on LOMA 356<br />
should take LOMA 307 to satisfy the 307/356<br />
requirement under the ALMI Trans<strong>it</strong>ion track.<br />
8 1-800-ASK-LOMA (Option 1)
Professional Designation Programs<br />
Current ALMI Track (through June 30, <strong>2010</strong>)<br />
Insurance<br />
Principles<br />
LOMA 280<br />
or<br />
LOMA 281<br />
Required courses<br />
Insurance<br />
Operations<br />
LOMA 290<br />
or<br />
LOMA 291<br />
Level I: LOMA awards a<br />
personalized certificate to<br />
students upon successful<br />
<strong>com</strong>pletion of LOMA 280/281<br />
<strong>and</strong> LOMA 290/291.<br />
Investments<br />
Insurance<br />
Administration<br />
LOMA 356 LOMA 301 LOMA 311<br />
or<br />
LOMA 316<br />
Elective courses—select two<br />
Law 1 Marketing Management Financial<br />
Services<br />
Environment<br />
Accounting<br />
Solvency/<br />
Prof<strong>it</strong>abil<strong>it</strong>y<br />
LOMA 320 LOMA 330 LOMA 351 LOMA 361 LOMA 371<br />
Under this track, students must <strong>com</strong>plete three required courses <strong>and</strong> two electives to earn the ALMI designation.<br />
ALMI Trans<strong>it</strong>ion Track (available through December 31, 2011)<br />
Insurance<br />
Principles<br />
LOMA 280<br />
or<br />
LOMA 281<br />
Required courses<br />
Insurance<br />
Operations<br />
LOMA 290<br />
or<br />
LOMA 291<br />
Level I: LOMA awards a<br />
personalized certificate to<br />
students upon successful<br />
<strong>com</strong>pletion of LOMA 280/281<br />
<strong>and</strong> LOMA 290/291.<br />
Business &<br />
Financial<br />
Concepts/<br />
Investments<br />
Insurance<br />
Administration<br />
LOMA 307 LOMA 301 LOMA 311<br />
LOMA 356 2 LOMA 316<br />
or<br />
or<br />
Elective courses—select two<br />
Law 1 Marketing Management Financial<br />
Services<br />
Environment<br />
Accounting<br />
Solvency/<br />
Prof<strong>it</strong>abil<strong>it</strong>y<br />
LOMA 320 LOMA 330 LOMA 351 LOMA 361 LOMA 371<br />
Under this track, students must <strong>com</strong>plete three required courses <strong>and</strong> two electives to earn the ALMI designation.<br />
Determining the Right ALMI Track to Use<br />
Here are guidelines to use when selecting the best track,<br />
depending on the course(s) the individual learner has<br />
<strong>com</strong>pleted as of July 1, <strong>2010</strong>:<br />
Guideline 1: Anyone who has no progress toward an ALMI<br />
beyond Level 1 should use the ALMI Permanent track.<br />
Guideline 2: Anyone who has <strong>com</strong>pleted LOMA 301<br />
<strong>and</strong>/or LOMA 320, but no other courses beyond Level 1,<br />
should use the ALMI Permanent track.<br />
Guideline 3: Anyone who has cred<strong>it</strong> for any ALMI courses<br />
that are not included in the ALMI Permanent track, <strong>and</strong> will<br />
<strong>com</strong>plete the ALMI by December 31, 2011, should follow<br />
the ALMI Trans<strong>it</strong>ion track. These learners will have e<strong>it</strong>her<br />
one or two fewer courses remaining for an ALMI under the<br />
Trans<strong>it</strong>ion track <strong>com</strong>pared to the ALMI Permanent track.<br />
Permanent ALMI Track (as of July 1, <strong>2010</strong>)<br />
Insurance<br />
Principles<br />
LOMA 280<br />
or<br />
LOMA 281<br />
Insurance<br />
Operations<br />
LOMA 290<br />
or<br />
LOMA 291<br />
Level I: LOMA awards a<br />
personalized certificate to<br />
students upon successful<br />
<strong>com</strong>pletion of LOMA 280/281<br />
<strong>and</strong> LOMA 290/291.<br />
Required courses<br />
Insurance<br />
Administration<br />
Business &<br />
Financial<br />
Concepts<br />
Marketing<br />
LOMA 301 LOMA 307 LOMA 320<br />
Note that LOMA 356 will no longer be a<br />
required ALMI course; LOMA 356 be<strong>com</strong>es<br />
an FLMI-level course.<br />
Students must <strong>com</strong>plete all required courses to earn the ALMI designation.<br />
1<br />
Students who already have cred<strong>it</strong> for LOMA 310<br />
or LOMA 315, which are no longer offered,<br />
automatically receive ALMI/FLMI cred<strong>it</strong> for the<br />
Law course.<br />
2<br />
Students who already have cred<strong>it</strong> for<br />
LOMA 340, which is no longer offered,<br />
automatically receive FLMI cred<strong>it</strong> for the<br />
LOMA 356 Investments course.<br />
www.loma.org 9
Professional Designation Programs<br />
Fellow, Life Management Inst<strong>it</strong>ute (FLMI)<br />
Specifying the courses required for the ALMI also will make<br />
the five courses in the FLMI level the same for all learners.<br />
The five FLMI-level courses cover strategic, “big picture”<br />
business topics important to insurance professionals <strong>and</strong><br />
managers. In general, these courses also cover quant<strong>it</strong>ative<br />
<strong>and</strong> financial concepts in greater depth.<br />
Check Designation Progress<br />
To confirm the courses you need for any LOMA<br />
designation, go to LOMANET (www.lomanet.org)<br />
<strong>and</strong> click the Check Designation Progress button.<br />
For each LOMA designation, you will see the courses<br />
you have <strong>com</strong>pleted <strong>and</strong> the courses you have left.<br />
You can also confirm the date any designation was<br />
earned. For more information on LOMANET,<br />
please see page 54.<br />
FLMI Requirements (through June 30, <strong>2010</strong>)<br />
Insurance<br />
Principles<br />
LOMA 280<br />
or<br />
LOMA 281<br />
Level I<br />
Insurance<br />
Operations<br />
LOMA 290<br />
or<br />
LOMA 291<br />
Level I: LOMA awards a<br />
personalized certificate to<br />
students upon successful<br />
<strong>com</strong>pletion of LOMA 280/281<br />
<strong>and</strong> LOMA 290/291.<br />
Insurance<br />
Administration<br />
LOMA 301 LOMA 311<br />
or<br />
LOMA 316<br />
FLMI Requirements (as of July 1, <strong>2010</strong>)<br />
Insurance<br />
Principles<br />
LOMA 280<br />
or<br />
LOMA 281<br />
Required courses<br />
Level II<br />
Law 1 Marketing Management Financial<br />
Services<br />
Environment<br />
Investments Accounting Solvency/<br />
Prof<strong>it</strong>abil<strong>it</strong>y<br />
LOMA 320 LOMA 330 LOMA 351 LOMA 356 LOMA 361 LOMA 371<br />
Students must <strong>com</strong>plete all required courses to earn the FLMI designation.<br />
Required courses<br />
Level I Level II Level III<br />
Insurance<br />
Operations<br />
LOMA 290<br />
or<br />
LOMA 291<br />
Level I: LOMA awards a<br />
personalized certificate to<br />
students upon successful<br />
<strong>com</strong>pletion of LOMA 280/281<br />
<strong>and</strong> LOMA 290/291.<br />
Insurance<br />
Administration<br />
Business &<br />
Financial<br />
Concepts<br />
LOMA 301 LOMA 307<br />
or<br />
LOMA 351*<br />
Marketing Law 1 Management Investments Accounting Solvency/<br />
Prof<strong>it</strong>abil<strong>it</strong>y<br />
LOMA 320 LOMA 311<br />
or<br />
LOMA 316<br />
LOMA 330 LOMA 356 LOMA 361 LOMA 371<br />
* Note that LOMA 307 replaces LOMA 351 in the ALMI/FLMI Program,<br />
<strong>and</strong> only ONE of these two courses can fulfill one of the requirements toward an FLMI.<br />
Students must <strong>com</strong>plete ALL required courses to earn the FLMI designation.<br />
1<br />
Students who already have cred<strong>it</strong> for LOMA 310<br />
or LOMA 315, which are no longer offered,<br />
automatically receive ALMI/FLMI cred<strong>it</strong> for the<br />
Law course.<br />
2<br />
Students who already have cred<strong>it</strong> for<br />
LOMA 340, which is no longer offered,<br />
automatically receive FLMI cred<strong>it</strong> for the<br />
Investments course.<br />
10 1-800-ASK-LOMA (Option 1)
Professional Designation Programs<br />
FFSI <strong>and</strong> AFSI Designations<br />
LOMA’s Fellow, Financial Services Inst<strong>it</strong>ute (FFSI) is a<br />
10-cred<strong>it</strong> designation program that provides broad contextual<br />
information through seven core courses <strong>and</strong> customized,<br />
job-specific learning through the FFSI’s unique Professional<br />
Achievement Cred<strong>it</strong>s (PACs).<br />
The FFSI’s seven “core” courses <strong>and</strong> three PACs provide a<br />
<strong>com</strong>prehensive study of the<br />
•Legal, economic, <strong>and</strong> business environment of financial<br />
services organizations<br />
•Marketing of financial products to individuals <strong>and</strong><br />
organizations<br />
The requirement of three PACs provides the opportun<strong>it</strong>y<br />
to customize the FFSI Program for students’ needs. PACs<br />
are cred<strong>it</strong>s granted by LOMA for demonstrated professional<br />
achievement in such financial services product areas as<br />
annu<strong>it</strong>ies, mutual funds/brokerages, retirement plans, <strong>and</strong><br />
banking. Students earn PACs by passing courses, obtaining<br />
licenses, or earning designations offered by LOMA <strong>and</strong> other<br />
organizations around the world.<br />
Gr<strong>and</strong>fathering<br />
Certain LOMA courses are gr<strong>and</strong>fathered toward<br />
the FFSI designation. Students who earned the AFSI<br />
designation by December 31, 2007, <strong>and</strong> who earned<br />
cred<strong>it</strong> for LOMA 280, LOMA 310/315, or LOMA 320 by<br />
December 31, 2004, may use these cred<strong>it</strong>s toward the<br />
FFSI courses as shown below.<br />
LOMA 280 cred<strong>it</strong> for LOMA 286<br />
LOMA 310 or LOMA 315 cred<strong>it</strong> for LOMA 311<br />
LOMA 315 cred<strong>it</strong> for LOMA 326<br />
LOMA’s Associate, Financial Services Inst<strong>it</strong>ute (AFSI)<br />
five-course designation provides recogn<strong>it</strong>ion for a student’s<br />
achievement in mastering the knowledge to reach the halfway<br />
point of the FFSI program requirements. Although students<br />
can take courses toward AFSI <strong>and</strong> FFSI designations in any<br />
order they choose, LOMA re<strong>com</strong>mends a course progression<br />
that begins w<strong>it</strong>h Level I, which is designed to give students a<br />
solid introduction to<br />
•Financial services <strong>and</strong> products<br />
•Concepts <strong>and</strong> tools involved in personal financial planning<br />
Associate, Financial Services Inst<strong>it</strong>ute (AFSI)<br />
Principles<br />
Required courses<br />
Financial<br />
Planning<br />
LOMA 286 LOMA 305 LOMA 356 LOMA 311<br />
or<br />
LOMA awards a personalized<br />
LOMA 316<br />
certificate to students upon<br />
successful <strong>com</strong>pletion<br />
of LOMA 286 <strong>and</strong> LOMA 305.<br />
Elective courses—select two<br />
Investments Law Marketing Financial Services<br />
Environment<br />
Employee Benef<strong>it</strong>s<br />
LOMA 326 LOMA 351 LOMA 380<br />
Students must <strong>com</strong>plete THREE required courses <strong>and</strong> TWO electives to earn the AFSI designation.<br />
Fellow, Financial Services Inst<strong>it</strong>ute (FFSI)<br />
Principles 1<br />
Level I<br />
Financial<br />
Planning<br />
LOMA 286 LOMA 305 LOMA 311<br />
or<br />
LOMA awards a personalized LOMA 316<br />
certificate to students upon<br />
successful <strong>com</strong>pletion<br />
of LOMA 286 <strong>and</strong> LOMA 305.<br />
Required courses<br />
Law 2 Marketing 3 Financial<br />
Services<br />
Environment<br />
Level II<br />
Investments<br />
Employee<br />
Benef<strong>it</strong>s<br />
Professional<br />
Achievement Cred<strong>it</strong>s<br />
LOMA 326 LOMA 351 LOMA 356 LOMA 380 Three Professional<br />
Achievement Cred<strong>it</strong>s (PACs).<br />
For more information<br />
on PACs, vis<strong>it</strong> www.loma.org.<br />
Students must <strong>com</strong>plete ONE course from each column shown <strong>and</strong> earn THREE PACs to earn the FFSI designation.<br />
1<br />
Students who earned cred<strong>it</strong> for LOMA 280<br />
before Dec. 31, 2004, <strong>and</strong> earned the AFSI<br />
designation by Dec. 31, 2007, automatically<br />
receive FFSI cred<strong>it</strong> for LOMA 286.<br />
2<br />
Students who earned cred<strong>it</strong> for<br />
LOMA 310/315 before Dec. 31, 2004,<br />
<strong>and</strong> earned the AFSI designation by<br />
Dec. 31, 2007, automatically receive<br />
FFSI cred<strong>it</strong> for LOMA 311/316.<br />
3<br />
Students who earned cred<strong>it</strong> for LOMA 320<br />
before Dec. 31, 2004, <strong>and</strong> earned the AFSI<br />
designation by Dec. 31, 2007, automatically<br />
receive FFSI cred<strong>it</strong> for LOMA 326.<br />
www.loma.org 11
Professional Designation Programs<br />
Associate, Customer Service (ACS)<br />
The Associate, Customer Service (ACS) Program provides<br />
a course on the foundations of customer service, <strong>and</strong> the<br />
program’s elective tracks allow you to focus your studies w<strong>it</strong>hin<br />
a particular product area, depending on your pos<strong>it</strong>ion w<strong>it</strong>hin the<br />
financial services industry. You can customize the ACS Program<br />
to f<strong>it</strong> individual career objectives <strong>and</strong>/or <strong>com</strong>pany-specified<br />
<strong>com</strong>petencies.<br />
Those pursuing the ACS may choose from the following tracks:<br />
•ACS—Life Insurance<br />
•ACS—Reinsurance<br />
•ACS—Annu<strong>it</strong>ies<br />
•ACS—Property & Casualty (P&C)<br />
Employees at all levels can benef<strong>it</strong> from the ACS Program.<br />
It is appropriate for anyone who interacts w<strong>it</strong>h internal or<br />
external customers on a regular basis.<br />
The ACS Program is designed to help you<br />
•Increase your knowledge of product lines<br />
•Successfully manage customer relationships<br />
•Exceed customers’ expectations<br />
•Improve your <strong>com</strong>pany’s bottom line<br />
ACS—Life Insurance<br />
Customer<br />
Service<br />
Required courses<br />
Insurance<br />
Principles<br />
ACS 100 LOMA 280<br />
or<br />
LOMA 281<br />
ACS—Reinsurance<br />
Customer<br />
Service<br />
ACS 100 LOMA 280<br />
or<br />
LOMA 281<br />
or<br />
LOMA 286<br />
ACS—Annu<strong>it</strong>ies<br />
Customer<br />
Service<br />
Insurance Operations/<br />
Administration<br />
LOMA 290/291 3<br />
or<br />
LOMA 301<br />
Elective courses—select two<br />
Marketing Management Investments 1 Compliance/<br />
Law 2<br />
LOMA 320 LOMA 330 LOMA 356 AIRC 410<br />
or<br />
LOMA 311<br />
or<br />
LOMA 316<br />
Students must <strong>com</strong>plete three required courses <strong>and</strong> two electives to earn the ACS designation.<br />
Required courses<br />
Insurance/Financial<br />
Services Principles<br />
Reinsurance<br />
Administration<br />
ARA 440 LOMA 320<br />
or<br />
LOMA 326<br />
Elective courses—select two<br />
Insurance Operations/<br />
Administration<br />
LOMA 290/291 3<br />
or<br />
LOMA 301<br />
(whichever was not taken<br />
as a required course)<br />
Marketing Management Investments 1 Compliance/Law 2<br />
LOMA 330 LOMA 356 AIRC 410<br />
or<br />
LOMA 311<br />
or<br />
LOMA 316<br />
Students must <strong>com</strong>plete three required courses <strong>and</strong> two electives to earn the ACS designation.<br />
Required courses<br />
Annu<strong>it</strong>y Principles<br />
<strong>and</strong> Products<br />
Annu<strong>it</strong>y Systems<br />
<strong>and</strong> Administration<br />
Marketing<br />
Annu<strong>it</strong>ies<br />
Elective courses—select two<br />
Management Investments 1 Compliance/Law 2<br />
ACS 100 AAPA 273 AAPA 303 AAPA 283 LOMA 330 LOMA 356 AIRC 410<br />
or<br />
LOMA 311<br />
or<br />
LOMA 316<br />
Students must <strong>com</strong>plete three required courses <strong>and</strong> two electives to earn the ACS designation.<br />
1<br />
Students who already have cred<strong>it</strong><br />
for LOMA 340, which is no longer<br />
offered, automatically receive ACS<br />
cred<strong>it</strong> for the Investments course.<br />
2<br />
Students who already have cred<strong>it</strong> for<br />
LOMA 310 or LOMA 315, which are no<br />
longer offered, automatically receive ACS<br />
cred<strong>it</strong> for the Compliance/Law course.<br />
3<br />
LOMA 290 <strong>and</strong> LOMA 291 are considered<br />
equivalent courses. Students cannot earn multiple<br />
course cred<strong>it</strong>s towards the ACS designation by<br />
taking both LOMA 290 <strong>and</strong> LOMA 291.<br />
12 1-800-ASK-LOMA (Option 1)
ACS—Property & Casualty (U.S.)<br />
Customer<br />
Service<br />
Required courses<br />
Property/<br />
Liabil<strong>it</strong>y<br />
Principles<br />
ACS 100 INS 21 INS 22<br />
or<br />
INS 23<br />
Personal/<br />
Commercial<br />
Insurance<br />
Personal/<br />
Commercial<br />
Insurance<br />
INS 22<br />
or<br />
INS 23<br />
(whichever was not taken<br />
as a required course)<br />
Insurance<br />
Regulation<br />
Professional Designation Programs<br />
Elective courses—select two<br />
Information<br />
Technology<br />
Claims<br />
Insurance<br />
Services<br />
Reinsurance 1<br />
IR 201 AIT 131 AIC 33 AIS 25 ARe 144<br />
For details on the required <strong>and</strong> elective courses offered by the AICPCU/IIA, vis<strong>it</strong> www.aicpcu.org.<br />
Students must <strong>com</strong>plete three required courses <strong>and</strong> two electives to earn the ACS designation.<br />
ACS—Property & Casualty (U.S.)<br />
Jointly sponsored by LOMA <strong>and</strong> the American Inst<strong>it</strong>ute<br />
for CPCU/Insurance Inst<strong>it</strong>ute of America (AICPCU/IIA),<br />
the U.S. Property & Casualty track of the ACS Program<br />
will provide you w<strong>it</strong>h a solid underst<strong>and</strong>ing of customer<br />
service <strong>and</strong> how <strong>it</strong> affects property/liabil<strong>it</strong>y, personal <strong>and</strong><br />
<strong>com</strong>mercial insurance, regulation, claims <strong>and</strong> more. Policies<br />
<strong>and</strong> procedures for LOMA-administered ACS courses are<br />
described in this <strong>Catalog</strong>. For information on enrolling for<br />
AICPCU/IIA courses, see the contact information below.<br />
To send proof of cred<strong>it</strong> to LOMA, <strong>com</strong>plete the form at<br />
www.loma.org.<br />
ACS—Property & Casualty (Canada)<br />
Jointly sponsored by LOMA <strong>and</strong> The Insurance Inst<strong>it</strong>ute<br />
of Canada (IIC), the Canadian Property & Casualty track<br />
of the ACS Program will provide you w<strong>it</strong>h a solid<br />
underst<strong>and</strong>ing of customer service <strong>and</strong> how <strong>it</strong> affects<br />
property/liabil<strong>it</strong>y insurance, loss adjusting, underwr<strong>it</strong>ing,<br />
<strong>and</strong> agent/broker activ<strong>it</strong>ies. Policies <strong>and</strong> procedures for<br />
LOMA-administered ACS courses are described in this<br />
<strong>Catalog</strong>. For information on enrolling for IIC courses, see<br />
the contact information below. To send proof of cred<strong>it</strong> to<br />
LOMA, <strong>com</strong>plete the ACS—Property <strong>and</strong> Casualty form<br />
at www.loma.org.<br />
AICPCU/IIA<br />
Customer Service Department<br />
720 Providence Road<br />
P.O. Box 3016<br />
Malvern, PA 19355-0716<br />
Tel: 800-644-2101<br />
Fax: 610-640-9576<br />
E-mail: cserv@cpcuiia.org<br />
Web s<strong>it</strong>e: www.aicpcu.org<br />
The Insurance Inst<strong>it</strong>ute of Canada<br />
18 King Street East, 6th Floor<br />
Toronto, ON M5C 1C4<br />
Tel: 866-362-8585/416-362-8586<br />
Fax: 416-362-4239<br />
E-mail: iicmail@insuranceinst<strong>it</strong>ute.ca<br />
Web s<strong>it</strong>e: www.iic-iac.org<br />
Web s<strong>it</strong>e: www.aicpcu.org<br />
ACS—Property & Casualty (Canada)<br />
Customer<br />
Service<br />
ACS 100<br />
Required courses<br />
Insurance<br />
Principles/<br />
Practices<br />
C11<br />
or<br />
C81 <strong>and</strong> C82<br />
C12<br />
or<br />
C13<br />
Property/<br />
Liabil<strong>it</strong>y<br />
Insurance<br />
Property/<br />
Liabil<strong>it</strong>y<br />
Insurance<br />
C12<br />
or<br />
C13<br />
(whichever was not taken<br />
as a required course)<br />
Elective courses—select two<br />
Loss<br />
Adjusting 2<br />
Advanced Loss Underwr<strong>it</strong>ing Agent/Broker 3<br />
Adjusting 2<br />
C110 C111 C120<br />
or<br />
C121<br />
For details on the required <strong>and</strong> elective courses offered by the IIC, vis<strong>it</strong> www.iic-iac.org.<br />
Students must <strong>com</strong>plete three required courses <strong>and</strong> two electives to earn the ACS designation.<br />
C130<br />
or<br />
C131<br />
1<br />
Students who already have cred<strong>it</strong> for ARe 141,<br />
which is no longer offered, automatically receive<br />
ACS cred<strong>it</strong> for the Reinsurance course.<br />
2<br />
Students who already have cred<strong>it</strong> for<br />
C15 or C17, which are no longer offered,<br />
automatically receive ACS cred<strong>it</strong> for Loss<br />
Adjusting or Advanced Loss Adjusting.<br />
3<br />
Students who already have cred<strong>it</strong> for C71, which<br />
is no longer offered, automatically receive ACS<br />
cred<strong>it</strong> for the Agent/Broker course.<br />
www.loma.org 13
Professional Designation Programs<br />
Professional, Customer Service (PCS)<br />
Required courses<br />
Associate coursework<br />
Professional level coursework<br />
Customer Service Customer Behavior Customer Contacts Customer Relationship<br />
Management<br />
ACS Designation<br />
Completion of the ACS Program is not a requirement for<br />
enrollment in any PCS course. However, LOMA strongly<br />
advises that students <strong>com</strong>plete ACS 100—Foundations<br />
of Customer Service before taking PCS courses.<br />
PCS 391 PCS 392 PCS 393<br />
Students who <strong>com</strong>plete the three PCS courses<br />
will receive a personalized certificate from LOMA.<br />
Students must earn the ACS designation <strong>and</strong> <strong>com</strong>plete ALL three advanced courses to earn the PCS designation.<br />
Professional, Customer Service (PCS)<br />
The PCS Program builds on the fundamentals in LOMA’s<br />
Associate, Customer Service (ACS) Program, <strong>and</strong> includes<br />
three advanced-level, in-depth courses focused exclusively<br />
on customer service w<strong>it</strong>hin the financial services industry.<br />
Students must earn the ACS designation <strong>and</strong> <strong>com</strong>plete all<br />
three PCS courses to earn the PCS designation. Courses<br />
in the PCS program address the pos<strong>it</strong>ive impact <strong>and</strong> value<br />
of underst<strong>and</strong>ing <strong>and</strong> successfully managing customer<br />
relationships. Designed especially for individuals in customer<br />
contact pos<strong>it</strong>ions in the financial services industry, PCS is the<br />
right choice for your professional development if you want to<br />
•Exceed customers’ expectations<br />
•Make a pos<strong>it</strong>ive impact on your <strong>com</strong>pany’s bottom line<br />
•Demonstrate a <strong>com</strong>m<strong>it</strong>ment to professionalism<br />
•Improve your professional skills<br />
Associate, Annu<strong>it</strong>y Products<br />
<strong>and</strong> Administration (AAPA)<br />
The courses in LOMA’s Associate, Annu<strong>it</strong>y Products <strong>and</strong><br />
Administration (AAPA) Program will teach you annu<strong>it</strong>y-related<br />
terminology <strong>and</strong> underlying concepts so you can effectively<br />
deliver solutions to internal <strong>and</strong> external customers. The<br />
AAPA Program is the only professional designation program<br />
focused exclusively on annu<strong>it</strong>ies <strong>and</strong> provides examples of<br />
real business scenarios that annu<strong>it</strong>y professionals encounter.<br />
AAPA will provide you w<strong>it</strong>h knowledge of<br />
•The differences among the various annu<strong>it</strong>y products<br />
<strong>and</strong> their uses<br />
•The role of technology in annu<strong>it</strong>y administration<br />
•The marketing <strong>and</strong> distribution of annu<strong>it</strong>ies<br />
•Laws <strong>and</strong> regulations affecting annu<strong>it</strong>ies<br />
The courses may be taken in any order, <strong>and</strong> <strong>com</strong>pletion of<br />
the ACS Program is not a requirement for enrollment in any<br />
PCS course. However, LOMA strongly advises that students<br />
<strong>com</strong>plete ACS 100—Foundations of Customer Service<br />
before taking PCS courses.<br />
Associate, Annu<strong>it</strong>y Products <strong>and</strong> Administration (AAPA)<br />
Required courses<br />
Annu<strong>it</strong>y<br />
Principles<br />
Marketing, Distribution,<br />
<strong>and</strong> Uses of Annu<strong>it</strong>ies<br />
Systems<br />
<strong>and</strong> Administration<br />
Financial<br />
Aspects<br />
Regulation<br />
<strong>and</strong> Taxation<br />
AAPA 273 AAPA 283 AAPA 303 AAPA 313 AAPA 323<br />
Students must <strong>com</strong>plete all of these courses to earn the AAPA designation.<br />
14 1-800-ASK-LOMA (Option 1)
Professional Designation Programs<br />
Associate, Insurance Agency Administration (AIAA)<br />
Principles<br />
LOMA 280<br />
or<br />
LOMA 281<br />
or<br />
LOMA 286<br />
Insurance<br />
Operations<br />
LOMA 290<br />
or<br />
LOMA 291<br />
Customer<br />
Service<br />
Required courses<br />
Agency<br />
Administration<br />
Marketing/<br />
Administration<br />
ACS 100 AIAA 200 LOMA 320<br />
or<br />
LOMA 326<br />
or<br />
LOMA 301<br />
Compliance/<br />
Law 1<br />
AIRC 410<br />
or<br />
AIRC 420<br />
or<br />
LOMA 316<br />
Only Canadian students may subst<strong>it</strong>ute<br />
LOMA 316 for AIRC 410 or AIRC 420<br />
Students must <strong>com</strong>plete one course from each subject category shown to earn the AIAA designation.<br />
Associate, Insurance Agency<br />
Administration (AIAA)<br />
LOMA’s Associate, Insurance Agency Administration<br />
(AIAA) Program will help you gain the knowledge you<br />
need to serve your clients effectively <strong>and</strong> run your<br />
office smoothly, efficiently, <strong>and</strong> economically. Designed<br />
especially for employees in a branch office, field office,<br />
or brokerage <strong>and</strong> for home office employees who interact<br />
w<strong>it</strong>h agents or agency staff, the AIAA Program teaches<br />
you about<br />
•Providing excellent customer service for internal <strong>and</strong><br />
external customers<br />
•Using technology to enhance <strong>com</strong>munications<br />
between field offices <strong>and</strong> the home office<br />
•Identifying <strong>com</strong>pliance <strong>and</strong> ethical issues that affect<br />
agencies<br />
•Making efficient use of your office’s financial <strong>and</strong><br />
human resources<br />
•Developing leadership <strong>and</strong> problem-solving skills<br />
•Supervising employees <strong>and</strong> encouraging teamwork<br />
Associate, Insurance Accounting<br />
& Finance (AIAF)<br />
Jointly sponsored by LOMA <strong>and</strong> the American Inst<strong>it</strong>ute for CPCU/<br />
Insurance Inst<strong>it</strong>ute of America (AICPCU/IIA), the life <strong>and</strong> health<br />
track of the Associate, Insurance Accounting <strong>and</strong> Finance (AIAF)<br />
Program will provide you w<strong>it</strong>h a broad view of the accounting <strong>and</strong><br />
financial operations of life <strong>and</strong> health insurers. AIAF is ideal for you<br />
if you work in accounting or financial areas or Information Services<br />
(IS) <strong>and</strong> work w<strong>it</strong>h financial data for internal or external customers.<br />
When you <strong>com</strong>plete the five AIAF life <strong>and</strong> health track courses,<br />
you will<br />
•Be familiar w<strong>it</strong>h accounting procedures used in the life <strong>and</strong><br />
health insurance industry<br />
•Know the statutory accounting requirements that insurance<br />
<strong>com</strong>panies must follow<br />
•Underst<strong>and</strong> the differences between statutory accounting,<br />
GAAP, <strong>and</strong> tax-basis accounting<br />
•Underst<strong>and</strong> the insurance accountant’s role in planning,<br />
budgeting, <strong>and</strong> management reporting<br />
•Be familiar w<strong>it</strong>h cost allocation, treasury management, <strong>and</strong><br />
asset/liabil<strong>it</strong>y matching operations w<strong>it</strong>hin insurance <strong>com</strong>panies<br />
Associate, Insurance Accounting & Finance (AIAF)<br />
1<br />
Insurance<br />
Operations<br />
LOMA 290<br />
or<br />
LOMA 291<br />
Solvency <strong>and</strong><br />
Prof<strong>it</strong>abil<strong>it</strong>y<br />
Required courses<br />
Information<br />
Systems<br />
Investments 1<br />
Statutory<br />
Accounting<br />
LOMA 371 AIAF 112 LOMA 356 AIAF 400<br />
Course is<br />
administered<br />
though the IIA.<br />
For details, vis<strong>it</strong><br />
www.aicpcu.org.<br />
Students must <strong>com</strong>plete one course from each category<br />
to earn the AIAF designation.<br />
Students w<strong>it</strong>h cred<strong>it</strong> for AIAF 113 will automatically receive cred<strong>it</strong> for the Investments<br />
course.<br />
Policies <strong>and</strong> procedures for LOMAadministered<br />
AIAF courses are described<br />
in this <strong>Catalog</strong>. For information on<br />
enrolling for AIAF 112, see below.<br />
AICPCU/IIA<br />
Customer Service Department<br />
720 Providence Road<br />
P.O. Box 3016<br />
Malvern, PA 19355-0716<br />
Tel: 800-644-2101<br />
Fax: 610-640-9576<br />
E-mail: cserv@cpcuiia.org<br />
Web s<strong>it</strong>e: www.aicpcu.org<br />
www.loma.org 15
Professional Designation Programs<br />
Associate, Insurance Regulatory Compliance (AIRC)<br />
Required courses<br />
Principles Insurance Operations Law 1 Marketing Operational Compliance Product Compliance<br />
LOMA 280<br />
or<br />
LOMA 281<br />
or<br />
LOMA 286<br />
LOMA 290<br />
or<br />
LOMA 291<br />
LOMA 311<br />
or<br />
LOMA 316<br />
LOMA 320<br />
or<br />
LOMA 326<br />
AIRC 410 AIRC 420<br />
Students must <strong>com</strong>plete one course from each subject category to earn the AIRC designation.<br />
1<br />
Students who already have cred<strong>it</strong> for LOMA 310 or LOMA 315, which are no longer offered, automatically receive AIRC cred<strong>it</strong> for the Law course.<br />
Associate, Insurance Regulatory<br />
Compliance (AIRC)<br />
Compliance is one of the most cr<strong>it</strong>ical issues facing life <strong>and</strong><br />
health insurers today. LOMA’s Associate, Insurance Regulatory<br />
Compliance (AIRC) Program will provide you w<strong>it</strong>h a <strong>com</strong>prehensive<br />
knowledge base of the <strong>com</strong>plex issues surrounding state <strong>and</strong><br />
federal regulation of the life <strong>and</strong> health insurance industry <strong>and</strong><br />
products. The AIRC Program will help you underst<strong>and</strong><br />
•Compliance concepts, terms, processes, <strong>and</strong> regulatory<br />
requirements<br />
•How states <strong>and</strong> the federal government regulate insurance<br />
<strong>com</strong>panies<br />
•What to expect during financial examinations <strong>and</strong> market<br />
conduct examinations<br />
•What kinds of filings states need on life insurance products,<br />
health insurance products, <strong>and</strong> annu<strong>it</strong>ies<br />
•When, how, <strong>and</strong> why federal secur<strong>it</strong>ies laws apply to the sale<br />
of financial products<br />
•What specific regulations govern insurance, including life,<br />
health, pensions, annu<strong>it</strong>ies, cred<strong>it</strong> insurance, <strong>and</strong> group<br />
products<br />
Associate, Reinsurance<br />
Administration (ARA)<br />
Reinsurance plays a v<strong>it</strong>al role in the financial services<br />
industry. LOMA’s Associate, Reinsurance Administration<br />
(ARA) Program will help you grasp reinsurance principles,<br />
the importance of the wr<strong>it</strong>ten reinsurance agreement,<br />
<strong>and</strong> the administration <strong>and</strong> aud<strong>it</strong>ing of reinsurance<br />
business.<br />
The ARA Program will help you underst<strong>and</strong><br />
•Key players <strong>and</strong> the reasons for using reinsurance<br />
•Laws <strong>and</strong> regulations affecting reinsurance<br />
transactions<br />
•Provisions of a reinsurance agreement <strong>and</strong> how they<br />
affect the administration of reinsurance transactions<br />
•Processes involved in the administration of new<br />
business, in-force business, <strong>and</strong> terminations of<br />
reinsurance<br />
Associate, Reinsurance Administration (ARA)<br />
Principles<br />
LOMA 280<br />
or<br />
LOMA 281<br />
or<br />
LOMA 286<br />
Insurance<br />
Operations<br />
LOMA 290<br />
or<br />
LOMA 291<br />
Insurance<br />
Administration<br />
Required courses<br />
LOMA 301 LOMA 311<br />
or<br />
LOMA 316<br />
or<br />
AIRC 410<br />
or<br />
AIRC 420<br />
Law/Compliance 1 Accounting 2 Reinsurance<br />
Administration<br />
LOMA 361 ARA 440<br />
Students must <strong>com</strong>plete one course from each category to earn the ARA designation.<br />
1<br />
Students who already have cred<strong>it</strong> for LOMA 310<br />
or LOMA 315, which are no longer offered,<br />
automatically receive ARA cred<strong>it</strong> for the Law/<br />
Compliance course.<br />
2<br />
Students who received cred<strong>it</strong> for FLMI 360 in<br />
1987 or later automatically receive ARA cred<strong>it</strong><br />
for the Accounting course.<br />
16 1-800-ASK-LOMA (Option 1)
Course Descriptions Course <strong>and</strong> Assigned Descriptions<br />
Study Materials<br />
<strong>and</strong> Assigned<br />
Study Materials<br />
AAPA 273<br />
Annu<strong>it</strong>y Principles <strong>and</strong> Products<br />
AAPA 273 introduces the principles of annu<strong>it</strong>ies, the annu<strong>it</strong>y<br />
contract process, <strong>and</strong> the major types of annu<strong>it</strong>y products.<br />
The course includes information on individual <strong>and</strong> group<br />
annu<strong>it</strong>ies, the marketing of annu<strong>it</strong>ies, <strong>and</strong> the taxation <strong>and</strong><br />
regulation of annu<strong>it</strong>ies.<br />
Annu<strong>it</strong>y Principles <strong>and</strong> Products, Second Ed<strong>it</strong>ion<br />
(LOMA, 2004)<br />
ISBN 1-57974-194-0<br />
PBD Order # 273-10-04<br />
Test Preparation Guide for AAPA 273 (LOMA, 2004)<br />
ISBN 1-57974-195-9<br />
PBD Order # 273-40-04<br />
AAPA 283<br />
Marketing, Distribution, <strong>and</strong> Uses<br />
of Annu<strong>it</strong>ies<br />
AAPA 283 examines the current market for <strong>and</strong> uses of<br />
annu<strong>it</strong>ies. It also describes how annu<strong>it</strong>ies are developed,<br />
priced, distributed, promoted, <strong>and</strong> regulated in the Un<strong>it</strong>ed<br />
States.<br />
Marketing Annu<strong>it</strong>ies (LOMA, 2008)<br />
ISBN 1-57974-310-2<br />
PBD Order # 283-10-08<br />
Test Preparation Guide for AAPA 283 (LOMA, 2008)<br />
ISBN 1-57974-311-0<br />
PBD Order # 283-40-08<br />
AAPA 303<br />
Annu<strong>it</strong>y Systems <strong>and</strong> Administration<br />
AAPA 303 describes the tasks involved in annu<strong>it</strong>y<br />
administration w<strong>it</strong>h reference to the various internal,<br />
regulatory, <strong>and</strong> market factors that dictate the nature of these<br />
tasks. In add<strong>it</strong>ion, the course discusses the important role of<br />
information technology in annu<strong>it</strong>y administration.<br />
Annu<strong>it</strong>y Systems <strong>and</strong> Administration, Second Ed<strong>it</strong>ion<br />
(LOMA, 2004)<br />
ISBN 1-57974-207-6<br />
PBD Order # 303-10-04<br />
Test Preparation Guide for AAPA 303 (LOMA, 2004)<br />
ISBN 1-57974-208-4<br />
PBD Order # 303-40-04<br />
How to Use This Section<br />
This section lists all designation program courses<br />
<strong>and</strong> their assigned study materials. Courses are listed<br />
alphabetically by course number. For more information<br />
on LOMA’s designation programs <strong>and</strong> detailed course<br />
descriptions, vis<strong>it</strong> www.loma.org.<br />
For descriptions of LOMA’s online courses,<br />
vis<strong>it</strong> www.lomalearn.org.<br />
AAPA 313<br />
Financial Aspects of Annu<strong>it</strong>ies<br />
AAPA 313 describes the process that financial services firms<br />
use to develop <strong>and</strong> design annu<strong>it</strong>y products. This course also<br />
covers financial concepts important to annu<strong>it</strong>ies, such as risk<br />
<strong>and</strong> return in investments, various asset types, future <strong>and</strong><br />
present values, techniques for testing annu<strong>it</strong>y prof<strong>it</strong>abil<strong>it</strong>y,<br />
principles of annu<strong>it</strong>y mortal<strong>it</strong>y, annu<strong>it</strong>y reserves, <strong>and</strong> annu<strong>it</strong>y<br />
expense charges.<br />
Financial Aspects of Annu<strong>it</strong>ies, Second Ed<strong>it</strong>ion<br />
(LOMA, 2007)<br />
ISBN 1-57974-307-2<br />
PBD Order # 313-10-07<br />
Test Preparation Guide for AAPA 313 (LOMA, 2007)<br />
ISBN 1-57974-308-0<br />
PBD Order # 313-40-07<br />
AAPA 323<br />
Regulation <strong>and</strong> Taxation of Annu<strong>it</strong>ies<br />
AAPA 323 describes laws <strong>and</strong> regulations governing<br />
annu<strong>it</strong>ies at the state <strong>and</strong> federal levels in the Un<strong>it</strong>ed States.<br />
The text discusses how insurers <strong>com</strong>ply w<strong>it</strong>h these laws <strong>and</strong><br />
regulations. The text covers in<strong>com</strong>e, gift, <strong>and</strong> estate taxation<br />
of annu<strong>it</strong>ies.<br />
Regulation <strong>and</strong> Taxation of Annu<strong>it</strong>ies, Second Ed<strong>it</strong>ion<br />
(LOMA, 2003)<br />
ISBN 1-57974-192-4<br />
PBD Order # 323-10-03<br />
Test Preparation Guide for AAPA 323 (LOMA, 2003)<br />
ISBN 1-57974-193-2<br />
PBD Order # 323-40-03<br />
www.loma.org 17
Course Descriptions <strong>and</strong> Assigned Study Materials<br />
ACS 100<br />
Foundations of Customer Service<br />
ACS 100 provides a <strong>com</strong>prehensive introduction to customer<br />
service in a financial services environment. The course<br />
explores the knowledge <strong>and</strong> skills employees need to<br />
underst<strong>and</strong> <strong>and</strong> deliver exceptional customer service.<br />
Foundations of Customer Service (LOMA, 2009)<br />
ISBN 978-1-57974-323-9<br />
PBD Order # 100-10-09<br />
Test Preparation Guide for ACS 100 (LOMA, 2009)<br />
ISBN 978-1-57974-324-6<br />
PBD Order # 100-40-09<br />
AIAA 200<br />
Agency Administration<br />
AIAA 200 explains the technical <strong>and</strong> interpersonal skills <strong>and</strong><br />
knowledge needed by non-sales field office <strong>and</strong> home office<br />
employees who interact w<strong>it</strong>h financial services sales agents.<br />
The course shows the ways successful agencies operate<br />
in the highly <strong>com</strong>pet<strong>it</strong>ive financial services environment,<br />
the ways insurance agencies are organized, <strong>and</strong> the roles<br />
of agency support staff in marketing, selling, <strong>and</strong> servicing<br />
insurance products.<br />
Supervision: Concepts <strong>and</strong> Skill Building, Fourth Ed<strong>it</strong>ion<br />
(The McGraw-Hill Companies, Inc. 2005)<br />
ISBN 0-07-307950-2<br />
PBD Order # 200-11-05<br />
Agency Administration (LOMA, 2005)<br />
ISBN 1-57974-203-3<br />
PBD Order # 200-12-05<br />
AIAA 200 Textbook Set<br />
LOMA re<strong>com</strong>mends that you purchase the above study<br />
materials for this course as a two-book set.<br />
PBD Order # 200-10-05<br />
Test Preparation Guide for AIAA 200 (LOMA, 2005)<br />
ISBN 1-57974-204-1<br />
PBD Order # 200-40-05<br />
AIAF 400<br />
Statutory Accounting<br />
for Life <strong>and</strong> Health Insurers<br />
AIAF 400 provides a detailed study of statutory accounting<br />
practices as applied in life <strong>and</strong> health insurance <strong>com</strong>panies,<br />
an analysis of how those principles <strong>com</strong>pare w<strong>it</strong>h generally<br />
accepted accounting principles, a review of the planning,<br />
budgeting, management reporting, multiple <strong>com</strong>pany<br />
ownership, <strong>and</strong> asset/liabil<strong>it</strong>y matching aspects of an<br />
insurer’s operations, <strong>and</strong> the differences <strong>and</strong> similar<strong>it</strong>ies<br />
among U.S. <strong>and</strong> Canadian accounting principles.<br />
Life <strong>and</strong> Accident <strong>and</strong> Health Insurance Accounting,<br />
Fourth Ed<strong>it</strong>ion, Textbook/CD (Insurance Accounting &<br />
Systems Association, Inc., 2001)<br />
LOMA will no longer be fulfilling requests for this <strong>it</strong>em.<br />
All orders should be placed directly w<strong>it</strong>h the IASA. Please<br />
vis<strong>it</strong> www.iasa.org.<br />
AIAF Statutory Accounting Learning Guide (LOMA, 2001)<br />
ISBN 1-57974-154-1<br />
Access to a printable PDF of the Learning Guide is<br />
included w<strong>it</strong>h exam enrollment <strong>and</strong> is available only<br />
online. For more information, contact LOMA’s<br />
Contact Center at 1-800-ASK-LOMA (Option 1)<br />
or education@loma.org.<br />
Note: LOMA strongly re<strong>com</strong>mends you <strong>com</strong>plete<br />
LOMA 361 <strong>and</strong> all courses assigned in the AIAF<br />
program before enrolling for this course.<br />
AIRC 410<br />
Regulatory Compliance:<br />
Companies, Producers, <strong>and</strong> Operations<br />
AIRC 410 describes the structure of state <strong>and</strong> federal<br />
insurance regulation w<strong>it</strong>hin the framework of insurance<br />
organizations. The focus of this course is on how specific<br />
roles <strong>and</strong> functions w<strong>it</strong>hin an insurance <strong>com</strong>pany are affected<br />
by the changing nature of these <strong>com</strong>pliance issues.<br />
Regulatory Compliance: Companies, Producers,<br />
<strong>and</strong> Operations, Third Ed<strong>it</strong>ion (LOMA, 2009)<br />
ISBN 978-1-57974-334-5<br />
Test Preparation Guide for Regulatory Compliance:<br />
Companies, Producers, <strong>and</strong> Operations (LOMA, 2009)<br />
ISBN 978-1-57974-335-2<br />
Access to a printable PDF of the textbook <strong>and</strong> TPG is<br />
included w<strong>it</strong>h exam enrollment <strong>and</strong> is available only<br />
online. For more information, contact LOMA’s<br />
Contact Center at 1-800-ASK-LOMA (Option 1)<br />
or education@loma.org.<br />
18 1-800-ASK-LOMA (Option 1)
Course Descriptions <strong>and</strong> Assigned Study Materials<br />
AIRC 420<br />
Regulatory Compliance:<br />
Insurance <strong>and</strong> Annu<strong>it</strong>y Products<br />
AIRC 420 describes how the state <strong>and</strong> federal governments<br />
regulate insurance <strong>and</strong> annu<strong>it</strong>y products offered by insurance<br />
<strong>com</strong>panies in the Un<strong>it</strong>ed States.<br />
Regulatory Compliance: Insurance <strong>and</strong> Annu<strong>it</strong>y<br />
Products, Second Ed<strong>it</strong>ion (LOMA, 2002)<br />
ISBN 1-57974-168-1<br />
PBD Order # 420-10-02<br />
Test Preparation Guide for Regulatory Compliance:<br />
Insurance <strong>and</strong> Annu<strong>it</strong>y Products (LOMA, 2002)<br />
ISBN 1-57974-169-X<br />
PBD Order # 420-40-02<br />
ARA 440<br />
Reinsurance Administration<br />
ARA 440 shows how reinsurance strengthens the insurance<br />
industry <strong>and</strong> increases the likelihood that insurance<br />
<strong>com</strong>panies will have sufficient funds to pay anticipated<br />
claims. This course also discusses reinsurance principles,<br />
regulation of reinsurance, typical provisions in a reinsurance<br />
agreement, the administration of reinsurance business, <strong>and</strong><br />
the importance of qual<strong>it</strong>y control for reinsurance.<br />
Principles of Reinsurance (LOMA, 2006)<br />
ISBN 1-57974-278-5<br />
PBD Order # 440-10-06<br />
Test Preparation Guide for ARA 440 (LOMA, 2006)<br />
ISBN 1-57974-279-3<br />
Access to a printable PDF of the TPG is included<br />
w<strong>it</strong>h exam enrollment <strong>and</strong> is available only online. For<br />
more information, contact LOMA’s Contact Center at<br />
1-800-ASK-LOMA (Option 1) or education@loma.org.<br />
Bank Insurance Compliance:<br />
Fundamentals<br />
BIC describes state <strong>and</strong> federal regulatory requirements<br />
imposed on insurance sales by banks <strong>and</strong> bank-affiliated<br />
insurance agencies <strong>and</strong> broker-dealers. BIC was developed<br />
in cooperation w<strong>it</strong>h the American Bankers Insurance<br />
Association (ABIA), an affiliate of the American Bankers<br />
Association (ABA). An online tutorial for this course is<br />
also available. Vis<strong>it</strong> www.loma.org for links <strong>and</strong> add<strong>it</strong>ional<br />
information on this course.<br />
Bank Insurance Compliance: Fundamentals<br />
(LOMA, 2001)<br />
ISBN 1-57974-129-0<br />
PBD Order # BIC-10-01<br />
LOMA 280<br />
Principles of Insurance:<br />
Life, Health, <strong>and</strong> Annu<strong>it</strong>ies<br />
LOMA 280 introduces the principles of insurance, the<br />
process of be<strong>com</strong>ing insured, <strong>and</strong> the policyowner’s<br />
contractual rights. The course includes information on<br />
the features of individual <strong>and</strong> group life insurance, health<br />
insurance, <strong>and</strong> annu<strong>it</strong>y products.<br />
January–December <strong>2010</strong> Study Assignment<br />
Principles of Insurance: Life, Health, <strong>and</strong> Annu<strong>it</strong>ies,<br />
Third Ed<strong>it</strong>ion (LOMA, 2005)<br />
ISBN 1-57974-275-0<br />
PBD Order # 280-10-05<br />
Test Preparation Guide for LOMA 280 (LOMA, 2005)<br />
ISBN 1-57974-276-9<br />
PBD Order # 280-40-05<br />
New!<br />
A new ed<strong>it</strong>ion of LOMA 280 will be delivered via a<br />
Course Portal (see page 53).<br />
2011 Study Assignment<br />
Exams taken on or after January 1, 2011 will be based on<br />
the following assigned study materials, which will be available<br />
November <strong>2010</strong>.<br />
Access to a printable PDF of this textbook <strong>and</strong> TPG is<br />
included w<strong>it</strong>h course enrollment (bundled fee) <strong>and</strong> delivered<br />
via the LOMA 280 Course Portal. For more information on<br />
the Course Portal <strong>and</strong> bundled fees, see page 53.<br />
Principles of Insurance (LOMA, 2011)<br />
ISBN 978-1-57974-351-2<br />
Test Preparation Guide for LOMA 280 (LOMA, 2011)<br />
ISBN 978-1-57974-352-9<br />
Optional printed textbook (not included in bundled fee).<br />
See Order Form.<br />
Principles of Insurance (LOMA, 2011)<br />
ISBN 978-1-57974-351-2<br />
PBD Order # 280-10-11<br />
Also available online!<br />
LOMA 280, LOMA 286, <strong>and</strong> LOMA 290 are also<br />
available online. Register for these courses at<br />
www.lomanet.org. Fee includes study materials <strong>and</strong><br />
the enrollment fee for an I*STAR or Prometric exam.<br />
www.loma.org 19
Course Descriptions <strong>and</strong> Assigned Study Materials<br />
LOMA 281<br />
Meeting Customer Needs<br />
w<strong>it</strong>h Insurance <strong>and</strong> Annu<strong>it</strong>ies<br />
Part of the Need 2 Know series, LOMA 281 is an online<br />
course that uses a variety of media to teach principles<br />
of insurance, insurance products, <strong>and</strong> the policyowner’s<br />
contractual rights. The course describes the features of<br />
individual <strong>and</strong> group life insurance <strong>and</strong> annu<strong>it</strong>y products, <strong>and</strong><br />
emphasizes how insurance <strong>com</strong>panies serve customers <strong>and</strong><br />
meet customer needs through the products they provide.<br />
Register for this course at www.lomanet.org. Examinations<br />
are integrated w<strong>it</strong>hin the course materials <strong>and</strong> do not require<br />
a separate exam enrollment.<br />
LOMA 286<br />
Principles of Financial Services<br />
<strong>and</strong> Products<br />
The major categories of financial services—cash<br />
management, cred<strong>it</strong>, asset protection, asset accumulation<br />
<strong>and</strong> management, <strong>and</strong> asset distribution—form the<br />
framework for LOMA 286, which surveys banking, insurance,<br />
<strong>and</strong> investment products.<br />
Principles of Financial Services <strong>and</strong> Products<br />
(LOMA, 2004)<br />
ISBN 1-57974-205-X<br />
PBD Order # 286-10-04<br />
Test Preparation Guide for LOMA 286 (LOMA, 2004)<br />
ISBN 1-57974-206-8<br />
PBD Order # 286-40-04<br />
LOMA 290<br />
Insurance Company Operations<br />
LOMA 290 describes the organization of insurance<br />
<strong>com</strong>panies <strong>and</strong> the environment in which they operate,<br />
focusing on specific <strong>com</strong>pany operations such as marketing,<br />
actuarial, underwr<strong>it</strong>ing, <strong>and</strong> financial activ<strong>it</strong>ies.<br />
Insurance Company Operations, Second Ed<strong>it</strong>ion<br />
(LOMA, 2005)<br />
ISBN 1-57974-209-2<br />
PBD Order # 290-10-05<br />
Test Preparation Guide for LOMA 290 (LOMA, 2005)<br />
ISBN 1-57974-210-6<br />
PBD Order # 290-40-05<br />
20 1-800-ASK-LOMA (Option 1)<br />
LOMA 291<br />
Improving the Bottom Line:<br />
Insurance Company Operations<br />
Part of the Need 2 Know series, LOMA 291 is an online course<br />
that uses a variety of media to teach operations, functions,<br />
<strong>and</strong> product development basics unique to the insurance<br />
organization. In add<strong>it</strong>ion, the course will teach that (1) a<br />
<strong>com</strong>pany’s success depends on <strong>it</strong>s operational efficiency <strong>and</strong><br />
effectiveness <strong>and</strong> (2) every employee has a role in ensuring the<br />
<strong>com</strong>pany’s financial success.<br />
Register for this course at www.lomanet.org. Examinations<br />
are integrated w<strong>it</strong>hin the course materials <strong>and</strong> do not require a<br />
separate exam enrollment.<br />
LOMA 301<br />
Insurance Administration<br />
LOMA 301 provides a detailed discussion of the activ<strong>it</strong>ies of<br />
insurance administration for individual <strong>and</strong> group life <strong>and</strong> health<br />
coverages, focusing on underwr<strong>it</strong>ing, reinsurance, claims, <strong>and</strong><br />
customer service.<br />
January–December <strong>2010</strong> Study Assignment<br />
Insurance Administration, Third Ed<strong>it</strong>ion (LOMA, 2008)<br />
ISBN 1-57974-312-9<br />
PBD Order # 301-10-08<br />
Test Preparation Guide for LOMA 301 (LOMA, 2008)<br />
ISBN 1-57974-313-7<br />
PBD Order # 301-40-08<br />
New!<br />
A new ed<strong>it</strong>ion of LOMA 301 will be delivered via a<br />
Course Portal (see page 53).<br />
2011 Study Assignment<br />
Exams taken on or after January 1, 2011 will be based on<br />
the following assigned study materials, which will be available<br />
November <strong>2010</strong>.<br />
Access to a printable PDF of this textbook <strong>and</strong> TPG is included<br />
w<strong>it</strong>h course enrollment (bundled fee) <strong>and</strong> delivered via the<br />
LOMA 301 Course Portal. For more information on the Course<br />
Portal <strong>and</strong> bundled fees, see page 53.<br />
Insurance Administration, Second Ed<strong>it</strong>ion (LOMA, 2011)<br />
ISBN 978-1-57974-354-3<br />
Test Preparation Guide for LOMA 301 (LOMA, 2011)<br />
ISBN 978-1-57974-355-0<br />
Optional printed textbook (not included in bundled fee).<br />
See Order Form.<br />
Insurance Administration, Second Ed<strong>it</strong>ion (LOMA, 2011)<br />
ISBN 978-1-57974-354-3<br />
PBD Order # 301-10-11
Course Descriptions <strong>and</strong> Assigned Study Materials<br />
LOMA 305<br />
Personal Financial Planning<br />
LOMA 305 provides an underst<strong>and</strong>ing of the concepts,<br />
decision-making tools, <strong>and</strong> applications involved in personal<br />
financial planning.<br />
Personal Financial Planning (LOMA, 2008)<br />
ISBN 978-1-57974-315-4<br />
PBD Order # 305-10-08<br />
Test Preparation Guide for LOMA 305 (LOMA, 2008)<br />
ISBN 978-1-57974-316-1<br />
PBD Order # 305-40-08<br />
LOMA 307<br />
Business <strong>and</strong> Financial Concepts<br />
for Insurance Professionals<br />
LOMA 307 introduces industry employees to basic financial<br />
concepts <strong>and</strong> terminology <strong>and</strong> relates these concepts to<br />
the business of insurance <strong>and</strong> <strong>com</strong>pany operations <strong>and</strong><br />
prof<strong>it</strong>abil<strong>it</strong>y.<br />
New!<br />
LOMA 307, a new course in the ALMI program,<br />
will be delivered via a Course Portal (see page 53).<br />
July–December <strong>2010</strong> Study Assignment<br />
Exams taken on or after July 1, <strong>2010</strong> will be based on the<br />
following assigned study materials, which will be available<br />
June <strong>2010</strong>.<br />
Access to a printable PDF of this textbook <strong>and</strong> TPG is<br />
included w<strong>it</strong>h course enrollment (bundled fee) <strong>and</strong> delivered<br />
via the LOMA 307 Course Portal. For more information on<br />
the Course Portal <strong>and</strong> bundled fees, see page 53.<br />
Business <strong>and</strong> Financial Concepts for Insurance<br />
Professionals (LOMA, <strong>2010</strong>)<br />
ISBN 978-1-57974-349-9<br />
Test Preparation Guide for LOMA 307 (LOMA, <strong>2010</strong>)<br />
ISBN 978-1-57974-350-5<br />
Optional printed textbook (not included in bundled fee).<br />
See Order Form.<br />
Business <strong>and</strong> Financial Concepts for Insurance<br />
Professionals (LOMA, <strong>2010</strong>)<br />
ISBN 978-1-57974-349-9<br />
PBD Order # 307-10-10<br />
LOMA 311<br />
Business Law<br />
for Financial Services Professionals<br />
LOMA 311 presents the basic features <strong>and</strong> principles of the<br />
legal environment in which financial services <strong>com</strong>panies<br />
around the world operate.<br />
Business Law for Financial Services Professionals<br />
(LOMA, 2004)<br />
ISBN 1-57974-211-4<br />
PBD Order # 311-10-04<br />
Test Preparation Guide for LOMA 311 (LOMA, 2004)<br />
ISBN 1-57974-212-2<br />
PBD Order # 311-40-04<br />
LOMA 316<br />
Business Law for Financial Services<br />
Professionals (Canada)<br />
LOMA 316 presents the basic features <strong>and</strong> principles<br />
of the legal environment in which financial services<br />
<strong>com</strong>panies in Canada operate.<br />
Business Law for Financial Services Professionals<br />
(LOMA, 2004)<br />
ISBN 1-57974-211-4<br />
PBD Order # 311-10-04<br />
Canadian Supplement to Business Law<br />
for Financial Services Professionals (LOMA, 2006)<br />
This supplement is available on CD-ROM only. In add<strong>it</strong>ion<br />
to Canadian law textual content, the supplement contains<br />
practice questions <strong>and</strong> a sample examination that typically<br />
would be included in a separately published study aid.<br />
ISBN 1-57974-299-8<br />
PBD Order # 316-C12-06<br />
LOMA 316 Textbook Set<br />
LOMA re<strong>com</strong>mends you purchase the above materials<br />
as a book/CD set.<br />
PBD Order # 316-C10-06<br />
www.loma.org 21
Course Descriptions <strong>and</strong> Assigned Study Materials<br />
New!<br />
A new ed<strong>it</strong>ion of LOMA 320 will be delivered via a<br />
Course Portal (see page 53).<br />
LOMA 320<br />
Insurance Marketing<br />
LOMA 320 covers marketing principles <strong>and</strong> the functions<br />
of marketing as an integral aspect of the life <strong>and</strong> health<br />
insurance industry.<br />
Access to a printable PDF of this textbook <strong>and</strong> TPG is<br />
included w<strong>it</strong>h course enrollment (bundled fee) <strong>and</strong> delivered<br />
via the LOMA 320 Course Portal. For more information on<br />
the Course Portal <strong>and</strong> bundled fees, see page 53.<br />
Insurance Marketing, (LOMA, <strong>2010</strong>)<br />
ISBN 978-1-57974-321-5<br />
Test Preparation Guide for LOMA 320 (LOMA, <strong>2010</strong>)<br />
ISBN 978-1-57974-322-2<br />
Optional printed textbook (not included in bundled fee).<br />
See Order Form.<br />
Insurance Marketing (LOMA, <strong>2010</strong>)<br />
ISBN 978-1-57974-321-5<br />
PBD Order # 320-10-10<br />
LOMA 326<br />
Financial Services Marketing<br />
LOMA 326 covers basic marketing principles <strong>and</strong> the<br />
functions of marketing in a financial services environment.<br />
Financial Services Marketing (LOMA, 2005)<br />
ISBN 1-57974-213-0<br />
PBD Order # 326-10-05<br />
Test Preparation Guide for LOMA 326 (LOMA, 2005)<br />
ISBN 1-57974-214-9<br />
PBD Prder # 324-40-05<br />
LOMA 330<br />
Management Principles <strong>and</strong> Practices<br />
LOMA 330 introduces management theory <strong>and</strong> practice,<br />
emphasizing the essential functions of management <strong>and</strong> the<br />
organizational <strong>and</strong> environmental contexts in which these<br />
functions are performed. It also discusses the use of decision<br />
sciences <strong>and</strong> statistical tools.<br />
Management Principles <strong>and</strong> Practices, Third Ed<strong>it</strong>ion<br />
(Houghton Mifflin Company, 2007)<br />
ISBN 978-0-618-91109-7<br />
PBD Order # 330-11-07<br />
Statistics <strong>and</strong> Decision Sciences in Information<br />
Management, Second Ed<strong>it</strong>ion (LOMA, 2007)<br />
ISBN 1-57974-314-5<br />
PBD Order # 330-12-07<br />
LOMA 330 Textbook Set<br />
LOMA re<strong>com</strong>mends you purchase the above study<br />
materials for this course as a two-book set.<br />
PBD Order # 330-10-07<br />
Test Preparation Guide for LOMA 330 (LOMA, 2007)<br />
ISBN 1-57974-309-9<br />
PBD Order # 330-40-07<br />
LOMA 351<br />
Financial Services Environment<br />
LOMA 351 provides an underst<strong>and</strong>ing of the financial<br />
system, financial markets, interest rates, the banking system,<br />
financial inst<strong>it</strong>utions, <strong>and</strong> the basics of economic theory.<br />
Financial Markets <strong>and</strong> Inst<strong>it</strong>utions, Second Ed<strong>it</strong>ion<br />
(Thomson Southwestern, 2004)<br />
ISBN 0-324-21240-2<br />
PBD Order # 351-10-04<br />
Intro to Economics (LOMA, 1998)<br />
ISBN 1-57974-020-0<br />
PBD Order # ECN-10-98<br />
Test Preparation Guide for LOMA 351 (LOMA, 2004)<br />
ISBN 1-57974-260-2<br />
PBD Order # 351-40-04<br />
22 1-800-ASK-LOMA (Option 1)
Course Descriptions <strong>and</strong> Assigned Study Materials<br />
LOMA 356<br />
Investment Principles<br />
<strong>and</strong> Inst<strong>it</strong>utional Investing<br />
LOMA 356 provides an underst<strong>and</strong>ing of the investment<br />
environment <strong>and</strong> the general principles of investing in<br />
both individual secur<strong>it</strong>ies <strong>and</strong> portfolios of secur<strong>it</strong>ies. In<br />
this course, you will learn about investment performance<br />
reporting, investment performance mon<strong>it</strong>oring, investment<br />
performance, <strong>and</strong> more.<br />
Fundamentals of Investing<br />
(Addison Wesley Publishing, 2004)<br />
ISBN 0-536-75427-6<br />
Introduction to Inst<strong>it</strong>utional Investing (LOMA, 2004)<br />
ISBN 1-57974-215-7<br />
This text is available on CD-ROM only.<br />
LOMA 356 Textbook <strong>and</strong> CD Set<br />
Fundamentals of Investing <strong>and</strong> Introduction to Inst<strong>it</strong>utional<br />
Investing are available as a book/CD set only.<br />
PBD Order # 356-10-04<br />
LOMA 356 Replacement CD-ROM<br />
In the event of loss or breakage of the Introduction to<br />
Inst<strong>it</strong>utional Investing CD-ROM, a replacement can be<br />
ordered from PBD.<br />
PBD Order # 356-11-04<br />
Test Preparation Guide for LOMA 356<br />
(LOMA, 2004)<br />
ISBN 1-57974-216-5<br />
PBD Order # 356-40-04<br />
New!<br />
A new ed<strong>it</strong>ion of LOMA 361 will be delivered via a<br />
Course Portal (see page 53).<br />
LOMA 361<br />
Accounting <strong>and</strong> Financial Reporting<br />
in Life Insurance Companies<br />
LOMA 361 provides a broad exposure to financial <strong>and</strong><br />
managerial accounting in life insurance <strong>com</strong>panies,<br />
including the corporate <strong>and</strong> regulatory environment in which<br />
accounting functions occur.<br />
Access to a printable PDF of this textbook <strong>and</strong> TPG is<br />
included w<strong>it</strong>h course enrollment (bundled fee) <strong>and</strong> delivered<br />
via the LOMA 361 Course Portal. For more information on<br />
the Course Portal <strong>and</strong> bundle fees, see page 53.<br />
Accounting <strong>and</strong> Financial Reporting<br />
in Life Insurance Companies (LOMA, <strong>2010</strong>)<br />
ISBN 978-1-57974-338-3<br />
Test Preparation Guide for LOMA 361 (LOMA, <strong>2010</strong>)<br />
ISBN 978-1-57974-339-0<br />
Optional printed textbook (not included in bundled fee).<br />
See Order Form.<br />
Accounting <strong>and</strong> Financial Reporting<br />
in Life Insurance Companies (LOMA, <strong>2010</strong>)<br />
ISBN 978-1-57974-338-3<br />
PBD Order # 361-10-10<br />
LOMA 371<br />
Managing for Solvency <strong>and</strong> Prof<strong>it</strong>abil<strong>it</strong>y<br />
in Life Insurance Companies<br />
LOMA 371 explains the management issues surrounding<br />
enterprise risk management, cap<strong>it</strong>al, product development,<br />
<strong>and</strong> product design for life insurance <strong>and</strong> annu<strong>it</strong>ies.<br />
Risk Management <strong>and</strong> Product Design<br />
for Life Insurance Companies (LOMA, 2008)<br />
ISBN 978-1-57974-317-8<br />
PBD Order # 371-10-08<br />
Test Preparation Guide for LOMA 371 (LOMA, 2008)<br />
ISBN 978-1-57974-318-5<br />
PBD Order # 371-40-08<br />
www.loma.org 23
Course Descriptions <strong>and</strong> Assigned Study Materials<br />
New!<br />
New course materials for LOMA 380 are anticipated<br />
for late <strong>2010</strong> for the 2011 exams. Contact your<br />
Ed Rep or vis<strong>it</strong> www.loma.org for updates on this<br />
course.<br />
LOMA 380<br />
Financial Services <strong>and</strong> Products<br />
for Organizations<br />
LOMA 380 introduces a broad array of group insurance<br />
<strong>and</strong> employee retirement plans, including health insurance,<br />
disabil<strong>it</strong>y insurance, managed care plans, social secur<strong>it</strong>y<br />
programs, dental insurance, prescription drug, vision <strong>and</strong><br />
hearing benef<strong>it</strong>s, group life insurance, defined benef<strong>it</strong><br />
retirement plans <strong>and</strong> their requirements, 401(k) plans,<br />
prof<strong>it</strong>-sharing plans, employee stock ownership plans, 403(b)<br />
plans, hybrid retirement plans, defined contribution plans,<br />
executive benef<strong>it</strong>s, <strong>and</strong> individual retirement arrangements.<br />
Employee Benef<strong>it</strong>s<br />
(The McGraw-Hill Companies, Inc., 2005)<br />
ISBN 0-256-89897-9<br />
PBD Order # 380-10-05<br />
Test Preparation Guide for LOMA 380 (LOMA, 2005)<br />
ISBN 1-57974-217-3<br />
PBD Order # 380-40-05<br />
PCS 391<br />
Customer Behavior:<br />
Consumer Behavior <strong>and</strong> Beyond<br />
PCS 391 explains the motivations, att<strong>it</strong>udes, <strong>and</strong> buying<br />
behavior of customers, including those who purchase<br />
insurance <strong>and</strong> financial services, as well as intermediary<br />
customers such as agents <strong>and</strong> brokers.<br />
Customer Behavior: Consumer Behavior <strong>and</strong> Beyond<br />
(Harcourt Brace College Publishers, 2001)<br />
ISBN 0-03-046842-6<br />
PBD Order # 391-10-01<br />
Test Preparation Guide for PCS 391 (LOMA, 2001)<br />
ISBN 1-57974-127-4<br />
PBD Order # 391-40-01<br />
PCS 392<br />
Customer Contacts:<br />
Strategies <strong>and</strong> Operations<br />
PCS 392 explores strategies <strong>and</strong> practices financial services<br />
organizations use to create value <strong>and</strong> build relationships<br />
through customer contacts.<br />
Customer Contacts: Strategies <strong>and</strong> Operations<br />
(LOMA, 2002)<br />
ISBN 1-57974-155-X<br />
PBD Order # 392-10-02<br />
Test Preparation Guide for PCS 392 (LOMA, 2002)<br />
ISBN 1-57974-156-8<br />
PBD Order # 392-40-02<br />
PCS 393<br />
Customer Relationship Management<br />
PCS 393 explains the theory <strong>and</strong> practical use of customer<br />
relationship management (CRM) in the financial services<br />
industry.<br />
Customer Relationship Management (LOMA, 2002)<br />
ISBN 1-57974-157-6<br />
PBD Order # 393-10-02<br />
Test Preparation Guide for PCS 393 (LOMA, 2002)<br />
ISBN 1-57974-158-4<br />
PBD Order # 393-40-02<br />
UND 386<br />
Underwr<strong>it</strong>ing Life <strong>and</strong> Health Insurance<br />
UND 386 introduces risk assessment principles applied to<br />
underwr<strong>it</strong>ing individual <strong>and</strong> group life <strong>and</strong> health insurance,<br />
including specialized policies <strong>and</strong> supplemental coverages.<br />
Access to a printable PDF of the textbook <strong>and</strong> TPG is<br />
included w<strong>it</strong>h exam enrollment <strong>and</strong> is available only online.<br />
For more information, contact LOMA’s Contact Center at<br />
1 800 ASK LOMA (Option 1) or education@loma.org.<br />
Life <strong>and</strong> Health Insurance Underwr<strong>it</strong>ing, Second Ed<strong>it</strong>ion<br />
(LOMA, 2007)<br />
ISBN 1-57974-303-X<br />
Test Preparation Guide for UND 386 (LOMA, 2007)<br />
ISBN 1-57974-304-8<br />
Optional printed textbook (not included in bundled fee).<br />
See Order Form.<br />
Life <strong>and</strong> Health Insurance Underwr<strong>it</strong>ing, Second<br />
Ed<strong>it</strong>ion (LOMA, 2007)<br />
ISBN 1-57974-303-X<br />
PBD Order # 386-10-07<br />
24 1-800-ASK-LOMA (Option 1)
Areas of Study<br />
Areas of Study<br />
How to Use This Section<br />
This section allows you to reference LOMA professional<br />
designation course offerings <strong>and</strong> designations by<br />
subject area. Areas of study are listed alphabetically<br />
<strong>and</strong> include: Annu<strong>it</strong>ies; Customer Service; Finance<br />
<strong>and</strong> Accounting; Financial Services <strong>and</strong> Financial<br />
Planning; Legal, Compliance, <strong>and</strong> Ethics; Life <strong>and</strong> Health<br />
Insurance; Product Development; <strong>and</strong> Reinsurance.<br />
LOMA also offers online courses in many of these subject<br />
areas. See page 4 for featured online courses, or vis<strong>it</strong><br />
www.lomalearn.org for a <strong>com</strong>plete online course catalog.<br />
Annu<strong>it</strong>ies<br />
Professional Designation Courses<br />
AAPA 273 — Annu<strong>it</strong>y Principles <strong>and</strong> Products<br />
AAPA 283 — Marketing, Distribution,<br />
<strong>and</strong> Uses of Annu<strong>it</strong>ies<br />
AAPA 303 — Annu<strong>it</strong>y Systems <strong>and</strong> Administration<br />
AAPA 313 — Financial Aspects of Annu<strong>it</strong>ies<br />
AAPA 323 — Regulation <strong>and</strong> Taxation of Annu<strong>it</strong>ies<br />
LOMA Professional Designation<br />
Associate, Annu<strong>it</strong>y Products <strong>and</strong> Administration (AAPA)<br />
Customer Service<br />
Professional Designation Courses<br />
ACS 100 — Foundations of Customer Service<br />
PCS 391 — Customer Behavior:<br />
Consumer Behavior <strong>and</strong> Beyond<br />
PCS 392 — Customer Contacts:<br />
Strategies <strong>and</strong> Operations<br />
PCS 393 — Customer Relationship Management<br />
LOMA Professional Designations<br />
Associate, Customer Service (ACS)<br />
ACS — Life Insurance<br />
ACS — Annu<strong>it</strong>ies<br />
ACS — Property & Casualty<br />
ACS — Reinsurance<br />
Professional, Customer Service (PCS)<br />
New!<br />
Finance <strong>and</strong> Accounting<br />
Professional Designation Courses<br />
LOMA 307 — Business <strong>and</strong> Financial Concepts<br />
for Insurance Professionals<br />
(Available June <strong>2010</strong>)<br />
LOMA 361 — Accounting <strong>and</strong> Financial Reporting<br />
in Life Insurance Companies<br />
LOMA 371 — Managing for Solvency <strong>and</strong> Prof<strong>it</strong>abil<strong>it</strong>y<br />
in Life Insurance Companies<br />
AIAF 400 — Statutory Accounting for Life <strong>and</strong> Health<br />
Insurers<br />
LOMA Professional Designation<br />
Associate, Insurance Accounting <strong>and</strong> Finance (AIAF)<br />
Financial Services <strong>and</strong> Financial Planning<br />
Professional Designation Courses<br />
LOMA 286 — Principles of Financial Services<br />
<strong>and</strong> Products<br />
LOMA 305 — Personal Financial Planning<br />
LOMA 311 — Business Law for Financial Services<br />
Professionals<br />
LOMA 316 — Business Law for Financial Services<br />
Professionals (Canada)<br />
LOMA 326 — Financial Services Marketing<br />
LOMA 351 — Financial Services Environment<br />
LOMA 356 — Investment Principles <strong>and</strong> Inst<strong>it</strong>utional<br />
Investing<br />
LOMA 380 — Financial Services <strong>and</strong> Products<br />
for Organizations<br />
Step One Introductory Guidebook<br />
Intro to Economics<br />
LOMA Professional Designations<br />
Associate, Financial Services Inst<strong>it</strong>ute (AFSI)<br />
Fellow, Financial Services Inst<strong>it</strong>ute (FFSI)<br />
www.loma.org 25
Areas of Study<br />
New!<br />
Legal, Compliance, <strong>and</strong> Ethics<br />
Professional Designation Courses<br />
LOMA 311 — Business Law for Financial Services<br />
Professionals<br />
LOMA 316 — Business Law for Financial Services<br />
Professionals (Canada)<br />
AAPA 323 — Regulation <strong>and</strong> Taxation of Annu<strong>it</strong>ies<br />
AIRC 410 — Regulatory Compliance:<br />
Companies, Producers, <strong>and</strong> Operations<br />
AIRC 420 — Regulatory Compliance:<br />
Insurance <strong>and</strong> Annu<strong>it</strong>y Products<br />
Bank Insurance Compliance: Fundamentals<br />
LOMA Professional Designation<br />
Associate, Insurance Regulatory Compliance (AIRC)<br />
Life Insurance<br />
Professional Designation Courses<br />
LOMA 280 — Principles of Insurance:<br />
Life, Health, <strong>and</strong> Annu<strong>it</strong>ies<br />
LOMA 281 — Meeting Customer Needs<br />
w<strong>it</strong>h Insurance <strong>and</strong> Annu<strong>it</strong>ies<br />
LOMA 290 — Insurance Company Operations<br />
LOMA 291 — Improving the Bottom Line:<br />
Insurance Company Operations<br />
LOMA 301 — Insurance Administration<br />
LOMA 307 — Business <strong>and</strong> Financial Concepts<br />
for Insurance Professionals<br />
(Available June <strong>2010</strong>)<br />
LOMA 311 — Business Law for Financial Services<br />
Professionals<br />
LOMA 316 — Business Law for Financial Services<br />
Professionals (Canada)<br />
LOMA 320 — Insurance Marketing<br />
LOMA 330 — Management Principles <strong>and</strong> Practices<br />
LOMA 351 — Financial Services Environment<br />
LOMA 356 — Investment Principles<br />
<strong>and</strong> Inst<strong>it</strong>utional Investing<br />
LOMA 361 — Accounting <strong>and</strong> Financial Reporting<br />
in Life Insurance Companies<br />
LOMA 371 — Managing for Solvency <strong>and</strong> Prof<strong>it</strong>abil<strong>it</strong>y<br />
in Life Insurance Companies<br />
LOMA Professional Designations<br />
Associate, Life Management Inst<strong>it</strong>ute (ALMI)<br />
Fellow, Life Management Inst<strong>it</strong>ute (FLMI)<br />
26 1-800-ASK-LOMA (Option 1)<br />
Functional Mapping<br />
Functional Mapping is LOMA’s new approach of<br />
customizing our time-tested course content to<br />
meet your <strong>com</strong>pany’s unique learning needs. By<br />
integrating various learning formats, such as textbook,<br />
online, <strong>and</strong> <strong>com</strong>pany-specific programs into custom<br />
learning paths, LOMA can design a development<br />
program unique to each functional area w<strong>it</strong>hin your<br />
organization. LOMA’s consultants also have the abil<strong>it</strong>y<br />
to map learning content <strong>and</strong> courses to job families<br />
<strong>and</strong> <strong>com</strong>petencies w<strong>it</strong>hin jobs for an all-inclusive<br />
Human Resources development solution. Whether<br />
you work w<strong>it</strong>h LOMA’s team of consultants for a day,<br />
a week, or several months, you will benef<strong>it</strong> from our<br />
expertise in matching your training needs w<strong>it</strong>h our<br />
best-of-breed learning <strong>and</strong> development solutions.<br />
Paths are available for any level or functional area,<br />
including: Claims, Customer Service, Finance,<br />
HR/<strong>Training</strong>, Sales/Marketing, <strong>and</strong> Underwr<strong>it</strong>ing.<br />
For more information about Functional Mapping,<br />
please e-mail businessdev@loma.org.<br />
Management <strong>and</strong> Leadership<br />
Professional Designation Courses<br />
LOMA 330 — Management Principles <strong>and</strong> Practices<br />
Operations <strong>and</strong> Administration<br />
Professional Designation Courses<br />
LOMA 290 — Insurance Company Operations<br />
LOMA 301 — Insurance Administration<br />
AAPA 303 — Annu<strong>it</strong>y Systems <strong>and</strong> Administration<br />
AIAA 200 — Agency Administration<br />
UND 386 — Underwr<strong>it</strong>ing Life <strong>and</strong> Health Insurance<br />
LOMA Professional Designation<br />
Associate, Insurance Agency Administration (AIAA)<br />
Product Development<br />
Professional Designation Courses<br />
AAPA 313 — Financial Aspects of Annu<strong>it</strong>ies<br />
LOMA 371 — Managing for Solvency <strong>and</strong> Prof<strong>it</strong>abil<strong>it</strong>y<br />
in Life Insurance Companies<br />
Reinsurance<br />
Professional Designation Courses<br />
ARA 440 — Reinsurance Administration<br />
LOMA Professional Designation<br />
Associate, Reinsurance Administration (ARA)
International Programs—Arabic<br />
International<br />
Programs<br />
.<br />
يسر لوما LOMA بالتعاون مع مركز رويل أن تعلن عن دبلوم<br />
تأمين الحياة و الصحي ) DLHI ( و هو برنامج تعليمي يرتكز<br />
على شهادة التخصص في تأمين الحياة من لوما LOMA و<br />
مترجم الى اللغة العربية. من خلال دراسة هذا الدبلوم<br />
يكتسب الطالب المعلومات الرئيسية والأساسية المتعلقة<br />
بمنتجات التأمين وسوق التأمين و عمل شركات التأمين.<br />
المواد المطلوبة<br />
LOMA 280<br />
تأمين الحياة والصحي ووثائق دفعات الحياة<br />
تعطي هذه المادة مبادئ التأمين وعملية التأمين وحقوق<br />
مالك الوثيقة التعاقدية. كما تتضمن هذه المادة معلومات<br />
حول تأمين الحياة الفردي و الجماعي والتأمين الصحي<br />
ومنتجات دفعات الحياة.<br />
الكتاب متوفر حاليا.<br />
الامتحان متوفرة في أبريل/أيار و نوفمبر/تشرين الثاني من كل<br />
سنة. انظر الصفحة 62.<br />
LOMA 290<br />
عمليات شركات التأمين<br />
شرح للتنظيم داخل شركات التأمين و المناخ الذي تعمل ضمنه<br />
مع التركيز على اهم العمليات مثل التسويق والعمليات<br />
الاكتورارية والاكتتاب والأنشطة المالية.<br />
الكتاب متوفر حاليا.<br />
الامتحان متوفرة في أبريل/أيار و نوفمبر/تشرين الثاني من كل<br />
سنة. انظر الصفحة 62.<br />
LOMA 320<br />
تسويق التأمين الصحي و الحياة<br />
تغطي أساسيات التسويق و مهام التسويق كجزء لا يتجزأ من<br />
صناعة التأمين الصحي و الحياة<br />
الكتاب سيتوفر في آب <strong>2010</strong>.<br />
أوراق الامتحانات متوفرة في تشرين الثاني.<br />
انظر الصفحة 62.<br />
الامتحانات<br />
امتحانات هذه المواد متوفرة من خلال لوما LOMA مرتين في<br />
السنة (أبريل/أيار و نوفمبر/تشرين الثاني) ويتم تقديم<br />
الامتحانات وفق الجدول الرسمي المبين في الصفحة 61.<br />
للاستفسار عن الدراسة:<br />
لمعرفة المزيد عن باللغة العربية<br />
الرجاء زيارة المواقع التألية<br />
,<br />
:<br />
LOMA<br />
مركز رويال<br />
بريد الكتروني: loma@royal-center.<strong>com</strong><br />
موقع الكتروني : www.royal-center.<strong>com</strong><br />
intl@loma.org<br />
LOMA<br />
بريد الكتروني:<br />
موقع الكتروني: www.loma.org<br />
لطلب كتب الدراسة من<br />
LOMA<br />
باللغة العربية :<br />
مركز رويال<br />
صندوق بريد<br />
دبي الامارات العربية المتحدة<br />
هاتف<br />
فاكس<br />
بريد الكتروني: dubai@royal-center.<strong>com</strong><br />
182328<br />
+ 971 4 208 7623 :<br />
+ 971 4 208 7823 :<br />
LOMA is collaborating w<strong>it</strong>h the Royal Center to offer the<br />
Diplomate, Life Health Inst<strong>it</strong>ute (DLHI), an education program<br />
based on LOMA’s FLMI life insurance courses <strong>and</strong> translated<br />
into Arabic.<br />
Arabic Programs<br />
www.loma.org 27
International Programs—Bahasa Indonesia<br />
Bahasa Indonesia Programs<br />
CPLHI (Certified Professional,<br />
Life & Health Insurance)<br />
3 Program Dasar FLMI Dalam Bahasa Indonesia<br />
CPLHI adalah Program pendidikan Professional LOMA<br />
dengan pengakuan International yang merupakan 3 program<br />
dasar FLMI (Fellow, Life Management Inst<strong>it</strong>ute). Program<br />
CPLHI (Certified Professional, Life & Health Insurance) dapat<br />
d<strong>it</strong>empuh bagi siapa saja, khususnya para professional<br />
yang berkecimpung dalam bidang asuransi jiwa, kesehatan,<br />
anu<strong>it</strong>as, bancassurance, reasuransi, dan jasa keuangan.<br />
3 Gelar Dasar FLMI ini juga dapat diakred<strong>it</strong>asikan dan<br />
dijadikan fundamental bagi gelar professional LOMA yang<br />
terkenal lainnya seperti: AIAA (Associate, Agency Insurance<br />
Administration), ACS (Associate in Customer Service),<br />
AIAF (Associate, Insurance Accounting & Finance), ARA<br />
(Associate, Reinsurance Administration) dan lainnya.<br />
Designasi & Pengakuan CPLHI<br />
Designasi CPLHI telah diakui secara resmi oleh Direktorat<br />
Asuransi & Jasa Keuangan, Departemen Keuangan Republik<br />
Indonesia melalui surat pengakuan no. S-086/LK.3/2003<br />
tanggal 28 Februari 2003, demikian pula telah diakui oleh<br />
Asosiasi Asuransi Jiwa Indonesia (AAJI) sebagai Program<br />
Designasi Profesional Resmi yang d<strong>it</strong>erjemahkan dalam<br />
Bahasa Indonesia guna peningkatan mutu sumber daya<br />
manusia Indonesia berskala global. Kesemua inst<strong>it</strong>usi<br />
tersebut diatas juga telah mengakui FLMI dan program<br />
pendidikan LOMA lainnya yang d<strong>it</strong>awarkan dalam bahasa<br />
Inggris dan berbagai bahasa asing lainnya sebagai gelar<br />
profesi resmi dibidang asuransi jiwa, kesehatan dan anu<strong>it</strong>as.<br />
Untuk keterangan lebih lanjut tentang program terbaru kami,<br />
kunjungi: www.loma.org.<br />
CPLHI<br />
(Certified Professional, Life & Health Insurance)<br />
Prinsip-prinsip Asuransi:<br />
Jiwa, Kesehatan<br />
dan Anu<strong>it</strong>as<br />
Kursus<br />
Pengoperasian<br />
Perusahaan Asuransi<br />
Administrasi<br />
Asuransi<br />
LOMA 280 LOMA 290 LOMA 301<br />
Untuk keterangan lebih lanjut serta pemesanan buku<br />
atau pendaftaran ujian silahkan hubungi:<br />
TANDIKA Learning Inst<strong>it</strong>ute for Financial Services<br />
Jakarta, Indonesia<br />
LOMA Exclusive Representative—Indonesia<br />
Phone: (62 21) 7918 4201-02<br />
Fax: (62 21) 7918 2837<br />
E-mail:<br />
LOMA@t<strong>and</strong>ika.org<br />
atau<br />
inst<strong>it</strong>uteofbanking@t<strong>and</strong>ika.org<br />
Web s<strong>it</strong>e: www.loma.org<br />
3 Kursus CPLHI<br />
LOMA 280<br />
Prinsip-prinsip Asuransi:<br />
Jiwa, Kesehatan dan Anu<strong>it</strong>as<br />
Prinsip-prinsip dasar Asuransi Jiwa, Kesehatan dan Anu<strong>it</strong>as<br />
yang fundamental bagi segala kegiatan suatu perusahaan<br />
asuransi, reasuransi dan bancassurance termasuk<br />
penguraian berbagai produk asuransi yang paling banyak<br />
dipasarkan dan kelangsungan berbagai produk tersebut.<br />
LOMA 290<br />
Pengoperasian Perusahaan Asuransi<br />
Pembahasan secara meluas berbagai cakupan disiplin<br />
spesiliasi di dalam pengoperasian perusahaan asuransi<br />
Jiwa, seperti: Aktuaria, Underwr<strong>it</strong>ing, Administrasi Klaim,<br />
manajemen investasi menyangkut informasi dan sebagainya,<br />
dan proses pengembanganya.<br />
LOMA 301<br />
Administrasi Asuransi<br />
Penjelasan fungsi-fungsi administrasi, serta praktekpraktek<br />
dan prosedur yang d<strong>it</strong>erapkan leh Perusahaan<br />
Asuransi dalam menjalankan Administrasi, baik Asuransi<br />
Perorangan atau Asuransi kumpulan, organisasi Departemen<br />
Underwr<strong>it</strong>ing, masalah-masalah hukum yang berka<strong>it</strong>an<br />
dengan Reasuransi, Administrasi Klaim dan kegiatan<br />
Customer Service.<br />
Students must <strong>com</strong>plete all of these courses<br />
to earn the CPLHI designation.<br />
28 1-800-ASK-LOMA (Option 1)
International Programs—Bahasa Indonesia<br />
CPFS (Certified Professional in Financial Services)<br />
Required courses<br />
Optional course<br />
Personal Financial<br />
Planning<br />
Financial Services<br />
Marketing<br />
Investment Principles <strong>and</strong><br />
Inst<strong>it</strong>utional Investing<br />
Financial Planning<br />
Negotiation Skills Program<br />
Principles of Financial<br />
Services <strong>and</strong> Products<br />
LOMA 305 LOMA 326 LOMA 356 CPFS 100 LOMA 286<br />
Students who successfully <strong>com</strong>plete the four required CPFS courses will be awarded a certificate <strong>and</strong> may use the<br />
designation CPFS w<strong>it</strong>hin Indonesia as required by the Department of Finance <strong>and</strong> designated associations.<br />
Students must <strong>com</strong>plete all of the required courses to earn the CPFS designation.<br />
Ujian dan Materi Pendidikan<br />
Anda dapat memilih 2 jenis ujian ya<strong>it</strong>u: ujian tertulis (Paper<br />
Exam) ya<strong>it</strong>u ujian serentak diseluruh penjuru dunia yang<br />
diadakan setiap bulan Mei & November setiap tahunnya.<br />
Atau melalui I*STAR (On Line Exam) yang flexibel karena<br />
dapat disesuaikan dengan jadwal Anda & kesiapan Anda<br />
dalam menempuh ujian.<br />
Hasil Ujian LOMA<br />
LOMA saat ini tengah melakukan perubahan dalam cara<br />
pember<strong>it</strong>ahuan hasil ujian yang akan d<strong>it</strong>erima oleh para<br />
peserta ujian. Mulai Januari 2005, salinan laporan nilai<br />
ujian dalam bentuk hard copy tidak akan lagi kami kirimkan<br />
melalui pos. Masih ada dua pilihan cara untuk mendapatkan<br />
laporan nilai ujian secara lebih cepat dan mudah, ya<strong>it</strong>u<br />
melalui e-mail atau dengan mengakses s<strong>it</strong>us LOMANET.<br />
Untuk memperoleh nilai ujian melalui e-mail, peserta<br />
harus terlebih dahulu melakukan login ke LOMANET dan<br />
memilih e-mail pada layar Student Information. La juga<br />
harus memastikan bahwa alamat e-mailnya sudah benar.<br />
Peserta juga dapat mencetak nilainya sendiri dari layar<br />
Course History di LOMANET dengan mengklik Grade Report<br />
untuk setiap mata ujian. Peserta yang memerlukan Official<br />
Transcript dapat membelinya cukup dengan mengklik<br />
Transcripts di LOMANET.<br />
LOMA Regional Exam Center<br />
Kabar gembira bagi <strong>and</strong>a yang berdomisili diluar DKI Jakarta,<br />
kini semua ujian LOMA (Paper Exam) dapat dilakukan di<br />
B<strong>and</strong>ung, Semarang, Surabaya, Medan & Denpasar melalui<br />
LOMA Regional Exam Center kami.<br />
CPFS Program—Certified<br />
Professional in Financial Services<br />
The continuing evolution toward an international <strong>com</strong>pet<strong>it</strong>ive<br />
environment has had significant ramifications for insurance<br />
<strong>and</strong> financial services organizations throughout Indonesia.<br />
Banks, insurance <strong>and</strong> mutual fund <strong>com</strong>panies are <strong>com</strong>bining<br />
<strong>and</strong> packaging products to attract consumers at large. To<br />
develop <strong>and</strong> sustain effective international operations, LOMA<br />
created the Certified Professional in Financial Services<br />
(CPFS) education program to increase professionalism in<br />
the various fields of financial services: banking, insurance,<br />
secur<strong>it</strong>ies, financial planning <strong>and</strong> more.<br />
What You’ll Learn—<br />
Fundamentals <strong>and</strong> Advanced<br />
The CPFS courses are internationally-accred<strong>it</strong>ed, fulfill<br />
Indonesian government required education st<strong>and</strong>ards, <strong>and</strong><br />
count as cred<strong>it</strong> towards both the CPFS <strong>and</strong> LOMA’s FFSI<br />
designations.<br />
LOMA 305<br />
Personal Financial Planning<br />
LOMA 305 provides an underst<strong>and</strong>ing of the concepts,<br />
decision-making tools, <strong>and</strong> applications involved in personal<br />
financial planning.<br />
For required study materials, see page 21.<br />
LOMA 326<br />
Financial Services Marketing<br />
LOMA 326 covers basic marketing principles <strong>and</strong> the<br />
functions of marketing in a financial services environment.<br />
For required study materials, see page 22.<br />
www.loma.org 29
International Programs—Bahasa Indonesia<br />
LOMA 356<br />
Investment Principles<br />
<strong>and</strong> Inst<strong>it</strong>utional Investing<br />
LOMA 356 provides an underst<strong>and</strong>ing of the investment<br />
environment <strong>and</strong> the general principles of investing<br />
in both individual secur<strong>it</strong>ies <strong>and</strong> portfolios of secur<strong>it</strong>ies.<br />
In this course, you will learn about investment<br />
performance reporting, investment performance mon<strong>it</strong>oring,<br />
investment performance, <strong>and</strong> more.<br />
For required study materials, see page 23.<br />
CPFS 100<br />
Financial Planning<br />
Negotiation Skills Program<br />
Developed by TANDIKA Inst<strong>it</strong>ute for Financial Services, this<br />
workshop strengthens the required skills for financial services<br />
pract<strong>it</strong>ioners. Participants learn how to gain customer’s trust,<br />
to uncover financial needs of the prospective customers, to<br />
identify the optimal financial services solution, to upsell, <strong>and</strong><br />
other essential sales techniques. (For enrollment information,<br />
contact T<strong>and</strong>ika Learning Inst<strong>it</strong>ute.)<br />
LOMA <strong>and</strong> T<strong>and</strong>ika Learning Inst<strong>it</strong>ute for Financial Services,<br />
in association w<strong>it</strong>h Indonesia Inst<strong>it</strong>ute for Management<br />
Development (IPMI) offer CPFS courses at IPMI’s prestigious<br />
Campus in Rawajati-Kalibata, Jakarta 12750.<br />
LOMA 286<br />
Principles of Financial Services<br />
<strong>and</strong> Products (Optional)<br />
The major categories of financial services—cash<br />
management, cred<strong>it</strong>, asset protection, asset accumulation<br />
<strong>and</strong> management, <strong>and</strong> asset distribution—form the<br />
framework for LOMA 286, which surveys banking, insurance,<br />
<strong>and</strong> investment products.<br />
For required study materials, see page 20.<br />
CPFS Certificate, AFSI <strong>and</strong> FFSI Designations<br />
Students who successfully <strong>com</strong>plete the four required<br />
CPFS courses will be awarded a certificate <strong>and</strong> may use<br />
the designation CPFS w<strong>it</strong>hin Indonesia as required by the<br />
Department of Finance <strong>and</strong> designated associations. CPFS<br />
courses also earn cred<strong>it</strong> toward LOMA’s AFSI (Associate,<br />
Financial Services Inst<strong>it</strong>ute) <strong>and</strong> FFSI (Fellow, Financial<br />
Services Inst<strong>it</strong>ute) designations.<br />
30 1-800-ASK-LOMA (Option 1)
International Programs—Chinese<br />
<strong>2010</strong> 年 LOMA 中 文 教 育 培 訓 計<br />
劃 認 證 目 錄 及 介 紹<br />
<strong>2010</strong> 年 ,LOMA 國 際 金 融 保 險 管 理 協 會 繼 續 向 大 中 華 地<br />
區 推 出 以 下 各 類 中 文 認 證 :<br />
FLMI 壽 險 管 理 師 .......................32<br />
ALMI 中 級 壽 險 管 理 師 ...................32<br />
FFSI 財 富 管 理 規 劃 師 ...................33<br />
AFSI 中 級 財 富 管 理 規 劃 師 ...............33<br />
ACS 客 戶 服 務 師 .......................34<br />
課 程 簡 介 及 教 材 資 訊 .....................34<br />
課 程 專 業 分 類 ...........................42<br />
現 將 LOMA PDF 格 式 課 程 教 材 在 網 上 發 行 的 幾 個 常 見 問 題<br />
予 以 說 明 :<br />
1. LOMA擁 有 版 權 的 中 文 課 程 教 材 和 練 習 課 本 自 2008<br />
年 開 始 製 成 PDF 格 式 上 網 , 上 網 教 材 的 科 目 見 下<br />
附 目 錄 。 不 涉 及 任 何 英 文 科 目 。 這 些 課 本 目 前 还<br />
可 以 在 LOMA 教 材 訂 購 中 心 出 售 , 售 完 为 止 。<br />
2. 其 他 出 版 商 ( LOMA 沒 擁 有 版 權 ) 的 中 文 課 程 教<br />
材 和 練 習 課 本 繼 續 在 LOMA 購 書 中 心 出 售 。 這 些<br />
課 程 教 材 和 練 習 課 本 沒 有 製 成 PDF 格 式 上 網 。<br />
3. 關 於 如 何 從 網 上 資 料 庫 下 載 這 些 資 料 , 請 接 洽<br />
LOMA 國 際 部 :intl@loma.org<br />
附 : 上 網 中 文 教 材 目 錄<br />
•LOMA 280 Text <strong>and</strong> TPG<br />
•LOMA 286 Text<br />
•LOMA 290 Text <strong>and</strong> TPG<br />
•LOMA 301 Text <strong>and</strong> TPG<br />
•LOMA 311 Text <strong>and</strong> TPG<br />
•LOMA 320 Text <strong>and</strong> TPG<br />
•LOMA 330 Statistics Text <strong>and</strong> TPG<br />
•LOMA 361 Text <strong>and</strong> TPG<br />
•LOMA 371 Text <strong>and</strong> TPG<br />
•ACS 100 Text <strong>and</strong> TPG<br />
附 : 印 刷 課 本 中 文 教 材 目 錄<br />
•LOMA 305 Text <strong>and</strong> TPG<br />
•LOMA 330 Management Principle & Practices<br />
•LOMA 351 Text <strong>and</strong> TPG<br />
•LOMA 356 Text <strong>and</strong> TPG<br />
如 您 對 此 目 錄 的 內 容 及 資 訊 有 疑 問 ,<br />
歡 迎 和 我 們 聯 繫 , 我 們 會 隨 時 爲 您 提 供 幫 助 。<br />
LOMA 的 聯 繫 方 式 如 下 :<br />
LOMA<br />
2300 Windy Ridge Parkway, Su<strong>it</strong>e 600<br />
Atlanta, GA 30339, U.S.A<br />
Phone: 770-984-3738<br />
Fax: 770-984-6420<br />
E-mail: intl@loma.org<br />
欲 查 詢 其 他 更 詳 細 的 資 訊 , 請 訪 問<br />
www.loma.org 網 址 。<br />
以 下 是 LOMA 教 材 訂 購 中 心 的 聯 絡 方 式 :<br />
英 文 課 程 教 材<br />
PBD Worldwide Fulfillment Services<br />
Atlanta, USA<br />
LOMA International Sales<br />
電 話 : 770-280-4178<br />
傳 真 : 770-280-4150<br />
電 子 郵 件 : lomaintl@pbd.<strong>com</strong><br />
网 址 : www.lomabookstore.<strong>com</strong><br />
* 面 向 中 國 大 陸 學 生<br />
中 文 課 程 教 材<br />
中 國 財 政 經 出 版 社 (CFEPH)<br />
地 址 :<br />
北 京 市 海 淀 區 阜 城 路 甲 28 號 新 知 大 廈<br />
902 房 間<br />
電 話 : 10-8819-0964<br />
傳 真 : 10-8819-0940<br />
電 子 郵 件 : zhangzheng@cfeph.cn<br />
* 面 向 中 國 大 陸 學 生<br />
中 文 及 英 文 課 程 教 材<br />
Vocational <strong>Training</strong> Council (VTC)<br />
地 址 :<br />
9/F VTC Tower, 27 Wood Road,<br />
Wanchai, Hong Kong<br />
電 話 : 2919-1543 or 2836-1861<br />
傳 真 : 2891-5707<br />
電 子 郵 件 : peak@vtc.edu.hk<br />
* 面 向 台 灣 和 香 港 學 生<br />
www.loma.org 31
International Programs—Chinese<br />
中 文 FLMI 教 育 培 訓 計 劃 ─<br />
壽 險 管 理 師<br />
爲 了 向 大 中 華 地 區 的 會 員 公 司 提 供 中 文 版 的 保 險 管 理<br />
教 育 培 訓 ,LOMA 已 將 其 英 文 壽 險 管 理 師 教 育 培 訓 計 劃<br />
Fellow, Life Management Inst<strong>it</strong>ute (FLMI) 課 程 全 部 翻 譯 成 中 文 。<br />
中 文 FLMI 教 育 培 訓 計 劃 是 根 據 英 文 FLMI 教 育 培 訓 計 劃 設<br />
計 的 , 與 英 文 FLMI 計 劃 一 樣 , 中 文 FLMI 計 劃 也 包 括 十 門<br />
課 程 :<br />
保 險 原 理 : 人 壽 、 健 康 和 年 金 LOMA 280<br />
保 險 公 司 的 運 作 LOMA 290<br />
保 險 行 政 業 務 管 理 LOMA 301<br />
金 融 服 務 領 域 的 商 業 法 LOMA 311<br />
人 壽 、 健 康 保 險 的 市 場 經 營 LOMA 320<br />
管 理 原 理 與 實 務 LOMA 330<br />
金 融 服 務 業 環 境 LOMA 351<br />
投 資 原 理 與 機 構 投 資 LOMA 356<br />
人 壽 保 險 公 司 會 計 與 財 務 編 報 LOMA 361<br />
保 險 公 司 風 險 管 理 與 產 品 設 計 LOMA 371<br />
自 1932 年 以 來 ,FLMI 認 證 已 經 被 全 世 界 的 保 險 、 金 融 行<br />
業 公 認 爲 衡 量 本 行 業 員 工 專 業 水 平 的 標 準 。 自 1998 年 初<br />
開 始 ,LOMA 逐 年 推 出 中 文 課 程 ,FLMI 十 門 課 程 的 中 文 翻<br />
譯 於 2008 年 全 部 完 成 。 中 文 FLMI 教 材 出 版 以 後 , 考 生 便<br />
可 以 選 用 中 文 參 加 已 推 出 的 FLMI 中 文 課 程 的 考 試 , 並 獲<br />
得 與 通 過 相 應 英 文 課 程 考 試 同 等 效 力 的 認 證 。 近 年 來 ,<br />
大 中 華 地 區 參 加 FLMI 考 試 的 人 數 逐 年 增 加 , 中 文 FLMI 課<br />
程 的 推 出 極 大 地 促 進 了 大 中 華 地 區 人 壽 保 險 和 金 融 服 務<br />
行 業 的 發 展 ,LOMA 已 經 爲 該 地 區 培 養 出 了 許 多 符 合 國<br />
際 標 準 的 專 業 人 才 。 中 文 FLMI 分 為 三 個 階 段 , 完 成 每 一<br />
階 段 學 習 的 考 生 都 能 取 得 相 應 的 認 證 , 請 見 附 表 :<br />
根 據 這 一 安 排 , 所 有 已 完 成 LOMA 壽 險 管 理 師 初 級 考 試<br />
(LOMA280 加 LOMA290) 的 考 生 只 需 再 參 加 LOMA356( 投 資<br />
原 理 和 投 資 機 構 ) 及 另 兩 門 適 合 自 身 專 業 的 課 程 , 就 可<br />
獲 得 中 級 壽 險 管 理 師 (ALMI) 認 證 。<br />
ALMI 的 出 現 不 會 影 響 LOMA 先 前 對 FLMI 所 有 課 程 的 安 排 。<br />
ALMI 的 引 入 , 使 學 生 在 最 終 完 成 十 門 FLMI 課 程 前 即 可 取<br />
得 中 級 認 證 。 這 一 中 級 認 證 的 另 一 特 點 是 : 除 了 規 定<br />
ALMI 必 考 的 科 目 外 , 學 生 可 根 據 自 身 專 業 的 要 求 來 選 擇<br />
另 外 兩 門 課 程 進 行 學 習 和 參 加 考 試 , 這 既 可 幫 助 學 生 提<br />
高 專 業 水 平 , 又 可 幫 助 學 生 早 日 獲 得 相 關 的 認 證 。<br />
初 級 壽 險 管 理 師<br />
必 修 課 程<br />
LOMA 280 LOMA 290<br />
保 險 原 理 :<br />
人 壽 、 健 康<br />
和 年 金<br />
保 險 公 司 的<br />
運 作<br />
課 程 數 目 : 二 門 必 修 課 程<br />
中 級 壽 險 管 理 師 (ALMI)<br />
高 級 壽 險 管 理 師 (FLMI)<br />
必 修 課 程<br />
LOMA 280 LOMA 290 LOMA 301 LOMA 311 LOMA 320 LOMA 330 LOMA 351 LOMA 356 LOMA 361 LOMA 371<br />
保 險 原 理 :<br />
人 壽 、 健 康<br />
和 年 金<br />
必 修 課 程<br />
保 險 公 司<br />
的 運 作<br />
保 險 行 政<br />
業 務 管 理<br />
金 融 服 務<br />
領 域 的 商<br />
業 法<br />
人 壽 、 健<br />
康 保 險 的<br />
市 場 經 營<br />
管 理 原 理<br />
與 實 務<br />
課 程 數 目 : 十 門 必 修 課 程<br />
任 意 其 它 兩 門 FLMI 認 證 的 必 修 課 程<br />
LOMA 280 LOMA 290 LOMA 356 LOMA 301 LOMA 311 LOMA 320 LOMA 330 LOMA 351 LOMA 361 LOMA 371<br />
保 險 原 理 :<br />
人 壽 、 健 康<br />
和 年 金<br />
保 險 公 司<br />
的 運 作<br />
投 資 原 理<br />
與 機 構<br />
投 資<br />
保 險 行 政<br />
業 務 管 理<br />
金 融 服 務<br />
領 域 的 商<br />
業 法<br />
人 壽 、 健<br />
康 保 險 的<br />
市 場 經 營<br />
課 程 數 目 : 五 門 必 修 課 程<br />
管 理 原 理<br />
與 實 務<br />
金 融 服 務<br />
業 環 境<br />
金 融 服 務<br />
業 環 境<br />
投 資 原 理<br />
與 機 構<br />
投 資<br />
人 壽 保 險 公<br />
司 會 計 與 財<br />
務 編 報<br />
人 壽 保 險 公<br />
司 會 計 與 財<br />
務 編 報<br />
保 險 公 司 風<br />
險 管 理 與 產<br />
品 設 計<br />
保 險 公 司 風<br />
險 管 理 與 產<br />
品 設 計<br />
32 1-800-ASK-LOMA (Option 1)
International Programs—Chinese<br />
中 文 FFSI 教 育 培 訓 計 劃 ─<br />
財 富 管 理 規 劃 師<br />
在 金 融 、 保 險 服 務 行 業 日 益 激 烈 的 競 爭 環 境 中 , 無 論<br />
是 新 員 工 、 還 是 已 有 經 驗 的 專 業 人 士 都 認 識 到 , 僅 僅<br />
依 賴 其 原 有 的 知 識 是 不 夠 的 。LOMA 應 市 場 的 需 求 , 設<br />
計 推 出 了 財 富 管 理 規 劃 師 教 育 培 訓 計 劃 Fellow, Financial<br />
Services Inst<strong>it</strong>ute (FFSI)。<br />
財 富 管 理 規 劃 師 教 育 培 訓 計 劃 (FFSI) 涵 蓋 金 融 服 務 産<br />
品 、 設 計 、 支 援 、 行 銷 和 管 理 各 個 領 域 的 專 業 知 識 ,<br />
爲 金 融 、 保 險 服 務 行 業 的 專 業 人 士 提 供 了 最 新 、 最 完<br />
整 的 産 業 知 識 結 構 。<br />
中 文 FFSI 財 富 管 理 規 劃 師 教 育 培 訓 計 劃 是 以 英 文 FFSI 教<br />
育 培 訓 計 劃 爲 基 礎 的 。 與 英 文 FFSI 教 育 培 訓 計 劃 相 同 ,<br />
中 文 FFSI 財 富 管 理 規 劃 師 教 育 培 訓 計 劃 也 由 七 門 核 心 課<br />
程 和 三 個 專 業 成 就 選 修 學 分 (Professional Achievement Cred<strong>it</strong>s,<br />
PACs) 組 成 。FFSI 課 程 如 下 :<br />
金 融 服 務 及 產 品 的 原 理 LOMA 286<br />
個 人 理 財 規 劃 LOMA 305<br />
金 融 服 務 領 域 的 商 業 法 LOMA 311<br />
金 融 服 務 市 場 經 營 LOMA 326<br />
金 融 服 務 業 環 境 LOMA 351<br />
投 資 原 理 和 機 構 投 資 LOMA 356<br />
團 體 機 構 的 金 融 服 務 與 產 品 LOMA 380<br />
三 個 專 業 成 就 選 修 學 分<br />
(Professional Achievement Cred<strong>it</strong>s, PACs)<br />
專 業 成 就 選 修 學 分 (PACs) 必 須 經 LOMA 認 可 。PACs 是 對 專<br />
業 人 士 在 共 同 基 金 、 股 票 經 紀 、 退 休 計 劃 及 銀 行 等 金 融<br />
服 務 領 域 已 取 得 專 業 成 就 的 認 可 。PACs 是 財 富 管 理 規 劃<br />
師 (FFSI) 資 格 認 證 的 一 個 令 人 鼓 舞 的 特 徵 。PACs 可 以 使<br />
從 事 金 融 服 務 領 域 工 作 的 專 業 人 士 根 據 自 己 的 需 要 來 規<br />
劃 學 習 , 並 將 非 LOMA 的 學 習 成 就 運 用 於 財 富 管 理 規 劃<br />
師 (FFSI) 的 資 格 認 證 , 掌 握 金 融 、 財 富 規 劃 和 市 場 管 理<br />
方 面 的 專 業 知 識 , 提 高 就 業 和 升 遷 的 機 會 , 爲 自 己 和 他<br />
人 創 造 更 多 的 財 富 。LOMA 要 求 考 生 必 須 在 金 融 服 務 產<br />
品 領 域 , 如 年 金 、 共 同 基 金 / 投 資 、 退 休 計 畫 和 銀 行<br />
進 行 深 入 地 學 習 , 以 獲 得 總 數 為 三 門 的 專 業 成 就 選 修 學<br />
分 。 這 三 門 學 分 的 修 習 領 域 不 限 定 於 單 一 產 品 , 也 不 限<br />
定 於 LOMA 所 開 設 的 課 程 , 但 必 須 被 LOMA 所 承 認 。 目 前<br />
LOMA 提 供 的 PACs 的 課 程 如 下 , 每 一 門 課 等 於 一 個 PAC:<br />
QQAAPA 273- 年 金 原 理 與 產 品<br />
QQAAPA 283- 年 金 的 營 銷 , 分 銷 和 使 用<br />
QQAAPA 303- 年 金 系 統 與 管 理<br />
QQAAPA 313- 年 金 財 務 體 系<br />
QQAAPA 323- 年 金 法 規 與 稅 務<br />
其 他 學 術 機 構 的 課 程 或 認 證 , 也 可 被 承 認 為 PACs。PACs<br />
的 認 可 取 決 於 LOMA 的 審 核 結 果 。LOMA 已 承 認 以 下 全 部<br />
或 部 分 教 育 培 訓 計 畫 為 PACs:CLU、ChFC、CEBS、FSA、<br />
NIPA、ASPA、CMB、CFP、ABA 和 NASD 證 照 考 試 。 因 為<br />
LOMA 對 全 球 符 合 PAC 要 求 的 課 程 、 認 證 和 執 照 進 行 不 間<br />
斷 的 審 核 , 所 以 PAC 的 課 程 表 會 不 斷 地 調 整 或 更 新 。<br />
請 訪 問 :www.LOMA.org 网 站 洽 詢 最 新 的 訊 息 。<br />
在 FFSI 的 七 門 核 心 課 程 中 ,LOMA 已 經 推 出 了 五 門 中 文<br />
版 課 程 教 材 (LOMA286, LOMA305, LOMA311, LOMA351 和<br />
LOMA356),<br />
初 級 財 富 管 理 規 劃 師<br />
必 修 課 程<br />
LOMA 286 LOMA 305<br />
金 融 服 務 及<br />
產 品 的 原 理<br />
個 人 理 財<br />
規 劃<br />
課 程 數 目 : 二 門 必 修 課 程<br />
中 級 財 富 管 理 規 劃 師 (AFSI)<br />
必 修 課 程<br />
LOMA 286 LOMA 305 LOMA 311 LOMA 351 LOMA 356<br />
金 融 服 務<br />
及 產 品 的<br />
原 理<br />
個 人 理 財<br />
規 劃<br />
金 融 服 務<br />
領 域 的 商<br />
業 法<br />
金 融 服 務<br />
業 環 境<br />
課 程 數 目 : 五 門 必 修 課 程<br />
投 資 原 理<br />
與 機 構 投<br />
資<br />
高 級 財 富 管 理 規 劃 師 (FFSI)<br />
必 修 課 程<br />
LOMA 286 LOMA 305 LOMA 311 LOMA 326 LOMA 351 LOMA 356 LOMA 380 三 個 專 業 成<br />
就 選 修 學 分<br />
金 融 服 務 個 人 理 財 金 融 服 務 金 融 服 務 金 融 服 務 投 資 原 理 團 體 機 構<br />
(Professional<br />
及 產 品 的 規 劃 領 域 的 商 市 場 經 營 業 環 境 與 機 構 投 的 金 融 服<br />
Achievement<br />
原 理<br />
業 法<br />
資 務 與 產 品<br />
Cred<strong>it</strong>s, PACs)<br />
課 程 數 目 : 十 門 必 修 課 程<br />
www.loma.org 33
International Programs—Chinese<br />
並 將 陸 續 完 成 其 他 課 程 的 中 譯 本 。LOMA 將 FFSI 分 為 三 階<br />
段 , 完 成 每 一 階 段 學 習 的 考 生 都 能 取 得 相 應 的 認 證 , 請<br />
見 下 表 :<br />
中 級 財 富 管 理 規 劃 師 (AFSI) 向 學 生 詳 細 介 紹 了 金 融 服 務<br />
業 基 本 原 理 和 基 礎 知 識 , 其 中 的 教 材 包 括 財 務 計 劃 , 金<br />
融 服 務 產 品 , 投 資 實 踐 , 金 融 服 務 環 境 等 等 。 中 級 財 富<br />
管 理 規 劃 師 的 引 入 和 安 排 , 也 同 樣 是 為 了 使 學 生 在 最 終<br />
獲 得 高 級 認 證 前 即 可 得 到 中 級 認 證 。 和 ALMI 相 似 , 完 成<br />
了 初 級 財 富 管 理 規 劃 師 考 試 的 學 生 , 可 根 據 自 身 工 作 的<br />
需 要 , 在 取 得 FFSI 認 證 之 前 , 先 取 得 AFSI 認 證 。<br />
中 文 ACS 教 育 培 訓 計 劃 ─<br />
客 戶 服 務 師<br />
保 險 、 金 融 業 隨 著 整 個 經 濟 環 境 的 發 展 不 斷 地 發 生 變<br />
化 。 客 戶 的 知 識 、 教 育 水 準 不 斷 提 高 , 今 天 的 客 戶 已 經<br />
不 同 以 往 。 我 們 已 經 無 法 用 以 往 的 客 戶 服 務 方 式 滿 足 當<br />
今 有 著 良 好 教 育 背 景 、 見 多 識 廣 的 客 戶 。 爲 此 LOMA 設<br />
計 了 中 文 ACS 客 戶 服 務 師 教 育 培 訓 計 劃 , 專 門 培 養 具 備<br />
專 業 知 識 和 技 巧 的 保 險 、 金 融 業 客 戶 服 務 人 才 。<br />
中 文 ACS 教 育 培 訓 計 劃 ─<br />
客 戶 服 務 師 課 程 包 括 :<br />
必 修 課<br />
客 戶 服 務 基 礎 ACS 100<br />
保 險 原 理 :<br />
人 壽 , 健 康 和 年 金 LOMA 280<br />
保 險 公 司 的 運 作<br />
或 保 險 行 政 業 務 管 理 LOMA 290 或 LOMA 301<br />
選 修 課 — 選 擇 其 中 兩 門<br />
人 壽 、 健 康 保 險 的 市 場 經 營 LOMA 320<br />
管 理 原 理 與 實 務 LOMA 330<br />
投 資 原 理 與 機 構 投 資 LOMA 356<br />
保 險 公 司 的 運 作<br />
或 保 險 行 政 業 務 管 理 LOMA 290 或 LOMA 301<br />
請 注 意 : 學 生 必 需 完 成 以 上 三 門 必 修 課 和 兩 門 選 修 課 才<br />
可 以 獲 得 ACS 教 育 培 訓 計 劃 ─ 客 戶 服 務 師 的 認 證<br />
課 程 簡 介 及 教 材 資 訊<br />
中 文 LOMA 280<br />
《 保 險 原 理 : 人 壽 、 健 康 和 年 金 》<br />
LOMA 280 介 紹 了 保 險 原 理 , 被 保 險 人 的 保 險 過 程 和 保 單<br />
所 有 人 的 權 益 。 這 套 教 材 包 括 了 個 人 和 團 體 人 壽 、 健 康<br />
保 險 以 及 年 金 的 內 容 和 特 點 。<br />
繁 體<br />
《 保 險 原 理 : 人 壽 、 健 康 和 年 金 》( 第 二 版 )<br />
出 版 時 間 :2001 年 7 月<br />
ISBN 1-57974-117-7<br />
訂 購 書 號 :LOMA 280 CT-10-01<br />
《 保 險 原 理 : 人 壽 、 健 康 和 年 金 應 試 指 南 》( 第 二 版 )<br />
出 版 時 間 :2001 年 7 月<br />
ISBN 1-57974-119-3<br />
请 注 意 : 该 應 試 指 南 已 销 售 完 毕 , 今 后 不 再 有 印 刷 版<br />
本 出 售 。<br />
简 体<br />
《 保 险 原 理 : 人 寿 、 健 康 和 年 金 》( 第 二 版 )<br />
出 版 時 間 :2001 年 7 月<br />
ISBN 7-5005-7213-1<br />
訂 購 書 號 :LOMA 280 CS-10-01<br />
《 保 险 原 理 : 人 寿 、 健 康 和 年 金 应 试 指 南 》( 第 二 版 )<br />
出 版 時 間 :2001 年 7 月<br />
ISBN 7-5005-7214-X<br />
訂 購 書 號 :LOMA 280 CS-90-01<br />
目 錄 一 覽 :<br />
QQ 人 壽 與 健 康 保 險 業<br />
QQ 保 險 的 法 規<br />
QQ 介 紹 風 險 與 保 險<br />
QQ 壽 險 的 定 價 原 理<br />
QQ 個 人 壽 險 保 障 和 補 充 給 付<br />
QQ 保 單 條 款 和 保 單 所 有 人 許 可 權<br />
QQ 壽 險 保 單 受 益 人<br />
QQ 健 康 保 險 提 供 者<br />
QQ 壽 險 保 單 賠 付<br />
必 修 課 程<br />
選 修 課 — 選 擇 其 中 兩 門<br />
ACS 100 LOMA 280 LOMA 290 或<br />
LOMA 301<br />
客 戶 服 務 基 礎<br />
保 險 原 理 :<br />
人 壽 , 健 康 和<br />
年 金<br />
保 險 公 司 的<br />
運 作<br />
或<br />
保 險 行 政 業 務<br />
管 理<br />
LOMA 320 LOMA 330 LOMA 356 LOMA 290 或<br />
LOMA 301<br />
人 壽 、 健 康 保<br />
險 的 市 場 經 營<br />
管 理 原 理 與<br />
實 務<br />
投 資 原 理 與 機<br />
構 投 資<br />
保 險 公 司 的<br />
運 作<br />
或<br />
保 險 行 政 業 務<br />
管 理<br />
請 注 意 : 學 生 必 需 完 成 以 上 三 門 必 修 課 和 兩 門 選 修 課 才 可 以 獲 得 ACS 教 育 培 訓 計 劃 ─ 客 戶 服 務 師 的 認 證<br />
34 1-800-ASK-LOMA (Option 1)
International Programs—Chinese<br />
QQ 團 體 保 險 原 理<br />
QQ 團 體 壽 險<br />
QQ 年 金 和 個 人 退 休 計 劃<br />
QQ 團 體 退 休 和 養 老 金 計 劃<br />
QQ 醫 療 費 用 和 殘 疾 保 險<br />
QQ 傳 統 團 體 和 個 人 健 康 保 險<br />
QQ 健 康 保 險 提 供 者<br />
QQ 保 健 管 理 計 劃 : HMO,PPO,POS<br />
QQ 健 康 保 險 法 規<br />
學 習 要 點 :<br />
QQ 解 釋 保 險 如 何 幫 助 人 們 管 理 風 險<br />
QQ 描 述 個 人 、 團 體 壽 險 和 年 金 的 附 加 險 及 其 特 點<br />
的 對 比 條 款<br />
QQ 保 單 條 款 和 保 險 金 給 付 選 擇 權<br />
QQ 區 分 各 種 類 型 的 退 休 收 入 與 養 老 金 計 劃<br />
QQ 區 分 和 描 述 主 要 的 保 健 管 理 與 傳 統 健 康 保 險<br />
QQ 掌 握 回 答 內 部 客 戶 以 及 外 部 客 戶 問 題 的 知 識<br />
中 文 LOMA 286<br />
《 金 融 服 務 及 產 品 的 原 理 》<br />
LOMA 286 課 程 綜 觀 銀 行 、 保 險 及 投 資 產 品 , 其 架 構 包 括<br />
金 融 服 務 的 主 要 類 別 : 現 金 管 理 、 信 貸 、 資 產 保 值 、<br />
資 產 累 積 與 管 理 、 以 及 資 產 分 配 。<br />
繁 體<br />
《 金 融 服 務 及 產 品 的 原 理 》<br />
出 版 時 間 :2004 年 7 月<br />
ISBN 986-7506-19-7<br />
訂 購 書 號 :LOMA 286 CT-10-04<br />
简 体<br />
《 金 融 服 务 及 产 品 的 原 理 》<br />
出 版 時 間 :2004 年 7 月<br />
ISBN 7-5005-7364-2/F.6433<br />
訂 購 書 號 :LOMA 286 CS-10-04<br />
目 錄 一 覽 :<br />
QQ 金 融 服 務 的 種 類<br />
QQ 金 融 機 構 的 類 型<br />
QQ 金 融 服 務 行 業 中 的 政 府 角 色<br />
QQ 集 中 化 、 一 體 化 和 全 球 化<br />
QQ 資 金 的 時 間 價 值<br />
QQ 基 礎 稅 收 概 念<br />
QQ 風 險 與 回 報 之 間 的 關 係<br />
QQ 以 保 險 經 營 風 險<br />
QQ 分 散 風 險<br />
QQ 機 會 成 本<br />
QQ 現 金 管 理 産 品<br />
QQ 信 用 卡<br />
QQ 抵 押<br />
QQ 生 命 、 健 康 、 財 産 和 債 務 保 險<br />
QQ 具 有 稅 收 優 勢 的 儲 蓄 計 劃<br />
QQ 經 紀 業 務 帳 戶<br />
QQ 經 營 帳 戶<br />
QQ 股 票 和 債 券<br />
QQ 共 同 基 金<br />
QQ 養 老 金 / 年 金<br />
QQ 私 人 集 團 退 休 計 劃<br />
學 習 要 點 :<br />
QQ 定 義 金 融 服 務 的 種 類 並 滿 足 其 需 求<br />
QQ 瞭 解 金 融 服 務 業 的 進 展 、 競 爭 狀 態 與 政 府 在 產 業<br />
中 所 扮 演 的 角 色<br />
QQ 風 險 與 報 酬 的 關 係<br />
QQ 瞭 解 信 用 和 借 貸 對 債 權 人 和 債 務 人 的 利 與 弊<br />
QQ 熟 悉 個 人 、 團 體 壽 險 和 健 康 險 的 運 作 、 保 單 規 定<br />
與 費 用 結 構<br />
QQ 產 險 的 要 素 與 特 色<br />
QQ 區 別 年 金 的 各 種 類 別 、 契 約 與 付 款 方 式<br />
QQ 認 識 各 種 型 態 的 節 稅 計 劃<br />
中 文 LOMA 290<br />
《 保 險 公 司 的 運 作 》<br />
LOMA 290 描 述 了 保 險 公 司 的 組 成 , 以 及 保 險 公 司 的 運 作<br />
環 境 , 並 著 重 介 紹 保 險 公 司 的 運 作 , 例 如 : 市 場 核 算 ,<br />
核 保 和 財 務 分 析 。<br />
繁 體<br />
《 保 險 公 司 的 運 作 》<br />
出 版 時 間 :2002 年 7 月<br />
ISBN 1-57974-160-6<br />
訂 購 書 號 :LOMA 290 CT-10-02<br />
《 保 險 公 司 的 運 作 應 試 指 南 》<br />
出 版 時 間 :2002 年 7 月<br />
ISBN 1-57974-162-2<br />
訂 購 書 號 :LOMA 290 CT-90-02<br />
简 体<br />
《 保 险 公 司 的 运 作 》<br />
出 版 時 間 :2002 年 7 月<br />
ISBN 7-5005-7215-8<br />
訂 購 書 號 :LOMA 290 CS-10-02<br />
《 保 险 公 司 的 运 作 应 试 指 南 》<br />
出 版 時 間 :2002 年 7 月<br />
ISBN 1-57974-161-4<br />
訂 購 書 號 :LOMA 290 CS-90-02<br />
www.loma.org 35
International Programs—Chinese<br />
目 錄 一 覽 :<br />
QQ 保 險 公 司 及 其 環 境<br />
QQ 保 險 公 司 的 形 成<br />
QQ 保 險 公 司 的 內 部 組 織<br />
QQ 市 場 行 銷 的 基 礎<br />
QQ 新 産 品 的 開 發<br />
QQ 保 險 公 司 銷 售 體 系<br />
QQ 精 算 的 功 能<br />
QQ 核 保 的 功 能<br />
QQ 客 戶 服 務<br />
QQ 理 賠 的 行 政 管 理<br />
QQ 財 務 報 告 及 管 理<br />
QQ 投 資 管 理<br />
QQ 法 律 體 制<br />
QQ 資 訊 系 統<br />
QQ 長 期 發 展 戰 略 計 劃<br />
QQ 職 業 道 德 和 職 業 標 準<br />
學 習 要 點 :<br />
QQ 詳 細 介 紹 了 保 險 公 司 中 各 部 門 的 結 構 及 其 運 作 環<br />
境 ─ 從 市 場 開 發 、 精 算 和 核 保 到 保 單 所 有 人 服 務<br />
理 賠 的 行 政 管 理<br />
QQ 投 資 、 財 務 、 法 律 、 資 訊 和 人 力 資 源 闡 述 了 法 規<br />
環 境 的 變 化 和 保 險 公 司 在 經 濟 活 動 中 的 作 用<br />
QQ 闡 述 了 保 險 公 司 中 各 部 門 間 協 調 的 需 要<br />
中 文 LOMA 301<br />
《 保 險 行 政 業 務 管 理 》<br />
LOMA 301 闡 述 了 個 人 和 團 體 人 壽 、 健 康 保 險 和 年 金 行 業<br />
中 的 行 政 管 理 機 制 , 著 重 描 述 了 核 保 、 再 保 險 理 賠 和 保<br />
單 所 有 人 服 務 。<br />
繁 體<br />
《 保 險 行 政 業 務 管 理 》( 第 二 版 )<br />
出 版 時 間 :2008 年 10 月<br />
ISBN 978-1-57974-331-4<br />
《 保 險 行 政 業 務 管 理 應 試 指 南 》( 第 二 版 )<br />
出 版 時 間 :2008 年 10 月<br />
ISBN 978-1-57974-333-8<br />
简 体<br />
《 保 险 行 政 业 务 管 理 》( 第 二 版 )<br />
出 版 時 間 :2008 年 10 月<br />
ISBN 978-1-57974-330-7<br />
《 保 险 行 政 业 务 管 理 应 试 指 南 》( 第 二 版 )<br />
出 版 時 間 :2008 年 10 月<br />
ISBN 978-1-57974-332-1<br />
目 錄 一 覽 :<br />
QQ 影 響 核 保 的 法 律 條 文<br />
QQ 個 人 人 壽 和 健 康 保 險 的 核 保 因 素<br />
QQ 特 殊 保 單 和 補 充 保 險 的 核 保 因 素<br />
QQ 團 體 保 險 的 核 保 原 理 和 過 程<br />
QQ 再 保 險 的 範 圍 和 組 成 結 構<br />
QQ 再 保 險 的 基 礎 和 計 劃<br />
QQ 再 保 險 合 同<br />
QQ 核 保 範 圍 和 組 成 結 構<br />
QQ 理 賠 範 圍 和 組 成 結 構<br />
QQ 再 保 險 行 政 管 理<br />
QQ 人 壽 、 醫 療 、 殘 疾 收 入 保 險 的 理 賠<br />
QQ 如 何 處 理 理 賠 造 假<br />
QQ 保 單 所 有 人 服 務 的 範 圍 和 組 成 結 構<br />
QQ 保 單 所 有 人 服 務 的 實 踐<br />
QQ 年 金 的 行 政 管 理<br />
學 習 要 點 :<br />
QQ 學 習 與 個 人 和 團 體 人 壽 健 康 保 險 有 關 的 保 險 業 行<br />
政 管 理 機 制<br />
QQ 理 解 再 保 險 的 工 作 原 理<br />
QQ 掌 握 再 保 險 合 同 的 要 點<br />
QQ 解 釋 人 壽 、 醫 療 、 殘 疾 收 入 保 險 理 賠 的 過 程<br />
QQ 識 別 不 實 告 知 或 造 假 的 現 象<br />
QQ 認 識 保 單 所 有 人 服 務 對 客 戶 、 公 司 以 及 保 險 業<br />
的 重 要 性<br />
QQ 學 習 提 供 高 質 量 服 務 的 方 法<br />
QQ 闡 述 年 金 的 行 政 管 理 過 程<br />
中 文 LOMA 305<br />
《 個 人 理 財 規 劃 》<br />
LOMA 305 讓 您 瞭 解 個 人 財 務 規 劃 中 的 觀 念 、 決 策 工 具 及<br />
應 用 層 面 與 方 式 。<br />
繁 體<br />
《 個 人 理 財 規 劃 》<br />
出 版 時 間 :2004 年 7 月<br />
ISBN 986-7491-89-0<br />
訂 購 書 號 :LOMA 305 CT-10-04<br />
简 体<br />
《 个 人 理 财 规 划 》<br />
出 版 時 間 :2004 年 7 月<br />
ISBN 7-5005-8179-3/F.7151<br />
訂 購 書 號 :LOMA 305 CS-10-04<br />
目 錄 一 覽 :<br />
QQ 財 務 計 劃 綜 觀<br />
QQ 個 人 財 務 報 表 設 計<br />
36 1-800-ASK-LOMA (Option 1)
International Programs—Chinese<br />
QQ 應 用 時 間 價 值 概 念<br />
QQ 銀 行 學 和 利 率<br />
QQ 管 理 資 金<br />
QQ 管 理 信 用<br />
QQ 購 買 房 屋 與 融 資<br />
QQ 投 資 股 票 基 礎<br />
QQ 證 券 投 資<br />
QQ 共 同 基 金 投 資<br />
QQ 財 産 分 配<br />
QQ 汽 車 、 房 屋 及 健 康 保 險<br />
QQ 人 壽 保 險<br />
QQ 退 休 規 劃<br />
QQ 遺 産 規 劃<br />
學 習 要 點 :<br />
QQ 定 義 與 發 展 理 財 規 劃 的 組 成 要 素<br />
QQ 學 習 製 作 個 人 現 金 財 務 報 表 與 編 列 預 算<br />
QQ 估 算 現 在 與 未 來 的 資 金 與 年 金 價 值<br />
QQ 探 究 信 用 背 景 及 使 用 信 用 卡 的 技 巧<br />
QQ 瞭 解 金 融 機 構 的 運 作 、 組 成 與 股 價 結 構<br />
QQ 債 券 與 共 同 基 金 的 多 種 型 態 與 投 資 策 略<br />
中 文 LOMA 311<br />
《 金 融 服 務 領 域 的 商 業 法 》<br />
LOMA 311 這 一 課 程 函 蓋 了 適 合 全 球 金 融 保 險 服 務 公 司 使<br />
用 的 基 本 法 律 及 原 理 。<br />
繁 體<br />
《 金 融 服 務 領 域 的 商 業 法 》<br />
出 版 時 間 :2008 年 1 月<br />
ISBN 978-1-57974-327-7<br />
《 金 融 服 務 領 域 的 商 業 法 應 試 指 南 》<br />
出 版 時 間 :2008 年 1 月<br />
ISBN 978-1-57974-328-4<br />
简 体<br />
《 金 融 服 务 领 域 的 商 业 法 》<br />
出 版 時 間 :2008 年 1 月<br />
ISBN 978-1-57974-325-3<br />
《 金 融 服 务 领 域 的 商 业 法 应 试 指 南 》<br />
出 版 時 間 :2008 年 1 月<br />
ISBN 978-1-57974-326-0<br />
目 錄 一 覽 :<br />
QQ 商 業 法 律 環 境<br />
QQ 商 業 組 織 和 結 構<br />
QQ 合 同 法<br />
QQ 財 產 法<br />
QQ 金 融 服 務 公 司 規 例<br />
QQ 金 融 服 務 產 品 所 有 權<br />
QQ 爭 辦 與 補 償<br />
QQ 民 事 糾 紛<br />
QQ 商 業 規 例<br />
QQ 代 理 法<br />
QQ 商 業 交 易 和 破 產 法<br />
QQ 金 融 服 務 產 品 銷 售<br />
QQ 第 三 方 權 利<br />
QQ 合 同 實 施<br />
學 習 要 點 :<br />
QQ 職 別 不 同 類 型 的 法 律 系 統<br />
QQ 商 業 組 織 類 型 和 區 分<br />
QQ 美 國 法 律 為 消 費 者 提 供 的 保 護 措 施<br />
QQ 美 國 聯 邦 法 院 和 州 法 院<br />
QQ 美 國 商 業 組 織 和 其 它 國 家 的 相 同 和 不 同<br />
QQ 有 效 合 同 , 無 效 合 同 和 可 撤 銷 合 同 的 區 別<br />
QQ 美 國 民 事 訴 訟 程 序<br />
QQ 公 司 為 何 會 解 體<br />
QQ 受 托 人 的 責 任 和 受 益 人 的 權 利<br />
中 文 LOMA 320<br />
《 人 壽 、 健 康 保 險 的 市 場 經 營 》<br />
LOMA 320 從 人 壽 、 健 康 保 險 業 的 整 體 需 要 , 介 紹 了 市 場 的<br />
原 理 和 市 場 的 功 能 。<br />
繁 體<br />
《 人 壽 、 健 康 保 險 的 市 場 經 營 》<br />
出 版 時 間 :2000 年 1 月<br />
ISBN 1-57974-038-3<br />
訂 購 書 號 :LOMA 320 CT-10-00<br />
《 人 壽 、 健 康 保 險 的 市 場 經 營 應 試 指 南 》<br />
出 版 時 間 :2000 年 1 月<br />
ISBN 1-57974-044-8<br />
訂 購 書 號 :LOMA 320 CT-90-00<br />
简 体<br />
《 人 寿 、 健 康 保 险 的 市 场 经 营 》<br />
出 版 時 間 :2000 年 1 月<br />
ISBN 978-7-5095-0170-2<br />
訂 購 書 號 :LOMA 320 CS-10-00<br />
《 人 寿 、 健 康 保 险 的 市 场 经 营 应 试 指 南 》<br />
出 版 時 間 :2000 年 1 月<br />
ISBN 1-57974-044-8<br />
訂 購 書 號 :LOMA 320 CS-90-00<br />
www.loma.org 37
International Programs—Chinese<br />
目 錄 一 覽 :<br />
QQ 市 場 介 紹<br />
QQ 市 場 環 境<br />
QQ 市 場 戰 略 和 市 場 計 劃<br />
QQ 資 訊 管 理 和 市 場 分 析<br />
QQ 個 體 消 費 行 爲<br />
QQ 團 體 購 買 行 爲<br />
QQ 市 場 細 分 、 市 場 的 目 標 和 定 位<br />
QQ 與 客 戶 的 關 係 和 續 保 率<br />
QQ 産 品 的 概 念 和 産 品 的 開 發<br />
QQ 産 品 的 定 價<br />
QQ 營 銷 渠 道 概 念<br />
QQ 人 壽 、 健 康 保 險 分 銷 體 系<br />
QQ 人 力 推 銷 、 廣 告 、 促 銷 和 宣 傳 法 規 對 保 險 業 市<br />
場 開 拓 的 影 響<br />
QQ 市 場 開 發 行 爲 的 組 織 、 實 施 和 監 控<br />
學 習 要 點 :<br />
QQ 學 習 市 場 原 理 和 實 踐 的 運 用<br />
QQ 瞭 解 保 險 公 司 運 用 市 場 戰 略 以 確 定 其 長 遠 規 劃<br />
和 近 期 目 標<br />
QQ 學 習 保 險 公 司 加 強 與 客 戶 聯 繫 和 提 高 續 保 率 的<br />
方 法<br />
QQ 學 習 人 壽 、 健 康 保 險 産 品 開 發 、 定 價 及 多 種 銷<br />
售 渠 道<br />
QQ 深 入 瞭 解 保 險 公 司 如 何 運 用 人 與 人 的 接 觸 、<br />
QQ 廣 告 、 促 銷 和 宣 傳 來 推 銷 産 品<br />
QQ 瞭 解 有 關 保 險 業 的 法 規 環 境 和 推 銷 保 險 産 品 的<br />
職 業 道 德<br />
中 文 LOMA 330<br />
《 管 理 原 理 與 實 務 》<br />
LOMA 330 闡 述 了 保 險 原 理 和 實 務 , 重 點 討 論 了 保 險 的<br />
管 理 功 能 及 公 司 的 組 織 和 環 境 結 購 , 並 全 面 的 探 討 了<br />
在 該 結 構 下 , 保 險 公 司 如 何 運 作 , 員 工 們 如 何 更 好 的<br />
發 揮 個 人 特 長 , 各 部 門 間 如 何 更 好 的 配 合 等 一 系 列 問<br />
題 。 另 一 指 定 教 材 《 資 訊 管 理 : 統 計 與 決 策 》 中 文 版<br />
探 討 了 資 訊 系 統 在 決 策 支 援 系 統 中 的 應 用 及 如 何 應 用<br />
資 訊 管 理 的 基 本 統 計 工 具 和 基 本 管 理 模 式 。<br />
繁 體<br />
《 管 理 原 理 與 實 務 》<br />
出 版 時 間 :2003 年 7 月<br />
ISBN 1-57974-255-6<br />
訂 購 書 號 :LOMA 330 CT-10-03<br />
《 資 訊 管 理 : 統 計 與 決 策 》<br />
出 版 時 間 :2003 年 7 月<br />
ISBN 1-57974-104-5<br />
訂 購 書 號 :LOMA 340 CT-11-01-DS<br />
《LOMA330 應 試 指 南 》<br />
出 版 時 間 :2003 年 7 月<br />
ISBN 1-57974-188-6<br />
訂 購 書 號 :LOMA 330 CT-40-05<br />
简 体<br />
《 管 理 原 理 与 实 务 》<br />
出 版 時 間 :2003 年 7 月<br />
ISBN 1-57974-185-1<br />
訂 購 書 號 :LOMA 330 CS-10-03<br />
《 信 息 管 理 : 统 计 与 决 策 》<br />
出 版 時 間 :2003 年 7 月<br />
ISBN 1-57974-105-3<br />
訂 購 書 號 :LOMA 340 CS-11-01-DS<br />
《LOMA330 应 试 指 南 》<br />
出 版 時 間 :2003 年 7 月<br />
ISBN 7-5005-8489-X/F.7389<br />
訂 購 書 號 :LOMA 330 CS-40-05<br />
目 錄 一 覽 :<br />
QQ 管 理 的 實 質 及 管 理 概 念 的 演 化<br />
QQ 如 何 在 多 變 的 環 境 中 實 施 有 效 的 管 理<br />
QQ 質 量 問 題 永 遠 是 企 業 的 頭 號 問 題<br />
QQ 管 理 人 員 的 社 會 和 文 化 責 任<br />
QQ 計 劃 : 管 理 階 層 的 主 要 職 權<br />
QQ 人 力 資 源 的 管 理<br />
QQ 提 高 工 作 效 率 的 各 種 獎 勵 方 式<br />
QQ 公 司 各 部 門 之 間 , 雇 員 之 間 溝 通 的 重 要 性<br />
QQ 團 體 作 業 各 要 素 及 其 優 缺 點<br />
QQ 如 何 應 對 公 司 員 工 之 間 的 衝 突<br />
QQ 解 決 衝 突 的 技 巧<br />
學 習 要 點 :<br />
QQ 政 治 和 法 律 環 境 的 變 化 及 全 球 經 濟 的 波 動 如 何 影<br />
響 管 理 實 踐<br />
QQ 行 之 有 效 的 管 理 方 法 如 何 提 高 企 業 形 像 和 企 業<br />
文 化<br />
QQ 學 習 如 何 在 管 理 階 層 裏 施 展 您 的 才 華 和 履 行 您<br />
的 義 務<br />
QQ 如 何 制 定 和 實 施 各 類 不 同 的 管 理 計 劃<br />
38 1-800-ASK-LOMA (Option 1)
International Programs—Chinese<br />
中 文 LOMA 351<br />
《 金 融 服 務 業 環 境 》<br />
LOMA 351 幫 助 學 生 瞭 解 金 融 服 務 環 境 和 市 場 供 需 和 市 場<br />
競 爭 的 基 本 準 則 和 原 理 , 介 紹 各 種 類 型 的 貨 幣 市 場 ,<br />
探 討 種 種 金 融 結 構 理 論 , 討 論 各 類 銀 行 的 功 能 和 服 務<br />
對 象 。<br />
繁 體<br />
《 金 融 市 場 和 機 構 》<br />
出 版 時 間 :2005 年 1 月<br />
ISBN 986-7497-28-7<br />
訂 購 書 號 :LOMA 351 CT-10-05<br />
简 体<br />
《 金 融 市 場 與 金 融 機 構 導 論 》<br />
出 版 時 間 :2005 年 1 月<br />
ISBN 7-302-08601-X/F.806<br />
訂 購 書 號 :LOMA 351 CS-10-05<br />
目 錄 一 覽 :<br />
QQ 經 濟 限 制 和 生 産 的 可 能 性<br />
QQ 市 場 特 點 , 結 構 和 體 制<br />
QQ 供 需 平 衡<br />
QQ 賺 取 最 高 利 潤<br />
QQ 外 匯 市 場 概 況<br />
QQ 金 融 結 構 理 論 的 探 討<br />
QQ 銀 行 管 制<br />
QQ 儲 蓄 與 貸 款 , 互 助 儲 金 會<br />
QQ 貨 幣 資 金 和 抵 押 市 場<br />
QQ 金 融 機 構 中 的 風 險 管 理<br />
QQ 貨 幣 供 應 的 進 程<br />
QQ 中 央 銀 行 和 貨 幣 政 策 行 爲<br />
QQ 證 券 市 場 及 其 運 作<br />
QQ 證 券 公 司 和 銀 行 的 關 係<br />
QQ 金 融 公 司 如 何 成 長<br />
學 習 要 點 :<br />
QQ 債 務 市 場 和 利 息 對 投 資 者 、 消 費 者 商 業 活 動 的<br />
重 要 性<br />
QQ 金 融 媒 介 存 在 的 必 然 性<br />
QQ 影 響 貨 幣 供 需 的 因 素 和 每 一 因 素 在 供 需 曲 線 上<br />
的 變 化<br />
QQ 外 匯 市 場 的 功 能 和 應 用<br />
QQ 直 接 融 資 和 間 接 融 資<br />
QQ 如 何 通 過 多 樣 化 投 資 來 減 少 風 險<br />
QQ 貨 幣 市 場 共 同 基 金 的 特 點<br />
QQ 購 買 力 平 價 學 說 的 討 論<br />
QQ 普 通 股 和 優 先 股 持 股 人 的 權 利<br />
QQ 介 紹 在 各 類 金 融 市 場 中 交 易 的 各 種 證 券<br />
中 文 LOMA 356<br />
《 投 資 原 理 與 機 構 投 資 》<br />
LOMA 356 講 述 投 資 環 境 及 投 資 個 別 證 券 與 證 券 投 資 組 合<br />
的 基 本 原 則 。 引 導 學 生 由 機 構 投 資 者 的 角 度 來 理 解 投<br />
資 , 包 括 在 市 場 中 的 角 色 、 管 理 系 統 與 程 式 、 投 資 目 標<br />
設 定 、 績 效 回 顧 、 及 風 險 管 理 。<br />
繁 體<br />
《 投 資 基 礎 》<br />
出 版 時 間 :2005 年 1 月<br />
ISBN 986-154-079-2<br />
訂 購 書 號 :LOMA 356 CT-10-05<br />
简 体<br />
《 投 资 基 础 》<br />
出 版 時 間 :2005 年 1 月<br />
ISBN 7-5005-8539-X/F.7435<br />
訂 購 書 號 :LOMA 356 CS-10-05<br />
目 錄 一 覽 :<br />
QQ 投 資 的 角 色 和 範 圍<br />
QQ 投 資 市 場 和 交 易<br />
QQ 在 線 投 資 、 資 訊 和 交 易<br />
QQ 投 資 回 報 和 風 險<br />
QQ 當 代 投 資 組 合 概 念 和 債 券 投 資<br />
QQ 債 券 價 值 和 分 析<br />
QQ 普 通 股 投 資<br />
QQ 股 票 價 值 和 投 資 決 策<br />
QQ 共 同 基 金<br />
QQ 機 構 的 資 産 分 配<br />
QQ 投 資 管 理<br />
QQ 機 構 功 能<br />
QQ 債 券 價 值 和 分 析<br />
QQ 普 通 股 投 資<br />
QQ 投 資 的 法 規 遵 從 、 申 請 書 、 註 冊 及 利 率 申 報<br />
學 習 要 點 :<br />
QQ 探 討 投 資 者 的 種 類 與 投 資 步 驟<br />
QQ 認 識 保 險 市 場 的 基 本 型 態<br />
QQ 定 義 股 票 和 債 券 的 特 性 、 說 明 和 用 法 並 說 明 股 票<br />
分 析 的 重 要 性<br />
QQ 探 討 風 險 及 可 能 影 響 投 資 方 式 的 重 要 因 素<br />
QQ 瞭 解 債 券 市 場 的 全 球 特 性 及 彼 此 間 的 差 異 , 並 學<br />
會 分 析 與 評 估 債 券 的 價 值<br />
www.loma.org 39
International Programs—Chinese<br />
中 文 LOMA 361<br />
《 人 壽 保 險 公 司 會 計 與 財 務 編 報 》<br />
LOMA 361 詳 細 地 介 紹 了 人 壽 保 險 公 司 會 計 和 財 務 的 種 種<br />
類 別 和 不 同 的 使 用 方 法 , 並 討 論 了 人 壽 保 險 公 司 的 財<br />
務 報 表 的 記 錄 和 應 用 。 本 書 還 介 紹 了 資 産 會 計 , 儲 備 會<br />
記 , 負 債 會 計 , 資 本 盈 餘 會 計 和 收 益 會 計 , 並 全 面 地 探<br />
討 了 各 類 預 算 形 式 , 預 算 的 用 途 及 制 定 。 本 書 由 淺 入 深<br />
地 介 紹 和 解 釋 了 各 種 債 券 和 股 票 以 及 它 們 和 公 司 資 本 盈<br />
利 虧 損 間 的 關 係 。<br />
繁 體<br />
《 人 壽 保 險 公 司 會 計 職 能 和 管 理 會 計 》<br />
出 版 時 間 :2004 年 1 月<br />
ISBN 1-57974-221-1<br />
訂 購 書 號 :LOMA 361 CT-11-04<br />
《 人 壽 保 險 公 司 財 務 會 計 和 編 報 要 求 》<br />
出 版 時 間 :2004 年 1 月<br />
ISBN 1-57974-222-X<br />
訂 購 書 號 :LOMA 361 CT-12-04<br />
《 人 壽 保 險 公 司 會 計 和 財 務 編 報 應 試 指 南 》<br />
出 版 時 間 :2004 年 1 月<br />
ISBN 1-57974-223-8<br />
訂 購 書 號 :LOMA 361 CT-90-04<br />
简 体<br />
《 人 寿 保 险 公 司 会 计 职 能 和 管 理 会 计 》<br />
出 版 時 間 :2004 年 1 月<br />
ISBN 1-57974-218-1<br />
訂 購 書 號 :LOMA 361 CS-11-04<br />
《 人 寿 保 险 公 司 财 务 会 计 和 编 报 要 求 》<br />
出 版 時 間 :2004 年 1 月<br />
ISBN 1-57974-219-X<br />
訂 購 書 號 :LOMA 361 CS-12-04<br />
《 人 寿 保 险 公 司 会 计 和 财 务 编 报 应 试 指 南 》<br />
出 版 時 間 :2004 年 1 月<br />
ISBN 1-57974-220-3<br />
訂 購 書 號 :LOMA 361 CS-90-04<br />
目 錄 一 覽 :<br />
QQ 財 會 的 基 本 原 理 及 重 要 性<br />
QQ 財 務 會 計 和 管 理 會 計 的 區 別 和 各 自 的 特 徵<br />
QQ 公 認 會 計 原 則 ( GAAP) 和 美 國 法 定 會 計 實 務 的 區 分<br />
QQ 美 國 和 加 拿 大 各 級 政 府 和 各 專 業 組 織 在 調 節 財 會<br />
中 的 作 用<br />
QQ 不 同 投 資 資 産 和 不 同 的 投 資 收 入<br />
QQ 保 險 公 司 資 金 的 主 要 來 源 和 使 用<br />
QQ 各 種 普 通 成 本 分 析 法 的 比 較<br />
QQ 總 預 算 中 的 主 要 結 構 和 資 本 支 出<br />
QQ 預 算 的 目 地<br />
QQ 普 通 股 和 優 先 股 的 區 分<br />
QQ 資 本 盈 餘 的 變 化 對 投 資 市 場 價 值 的 影 響<br />
QQ 人 壽 保 險 公 司 收 入 的 主 要 來 源<br />
QQ 報 告 中 的 作 用<br />
QQ 橫 向 分 析 和 縱 向 分 析 的 不 同 和 比 較<br />
學 習 要 點 :<br />
QQ 人 壽 保 險 公 司 會 計 的 重 要 性<br />
QQ 預 算 的 目 的 及 各 種 預 算 的 形 態<br />
QQ 會 計 的 分 類 和 使 用 表<br />
QQ 資 金 流 動 的 各 種 計 算 方 式<br />
QQ 基 本 財 會 原 理<br />
QQ 不 動 産 的 購 買 和 銷 售 對 保 險 公 司 資 産 負 債 表 的<br />
影 響<br />
QQ 區 分 內 部 和 外 部 審 計 的 不 同 及 認 識 其 各 自 的 主<br />
要 功 能<br />
QQ 保 險 公 司 儲 備 金 的 目 的 及 重 要 性<br />
QQ 會 計 的 責 任 和 區 分 成 本 、 利 潤 、 投 資 中 心 的 各<br />
自 職 能<br />
40 1-800-ASK-LOMA (Option 1)
International Programs—Chinese<br />
中 文 LOMA 371<br />
《 保 險 公 司 風 險 管 理 與 產 品 設 計 》<br />
LOMA 371 介 紹 了 直 接 影 響 金 融 服 務 機 構 的 盈 利 和 償 付 能<br />
力 的 産 品 設 計 和 資 本 管 理 等 諸 多 重 要 的 課 題 。<br />
繁 體<br />
《 保 險 公 司 風 險 管 理 與 產 品 設 計 》<br />
出 版 時 間 :2009 年 11 月<br />
ISBN 978-1-57974-343-7<br />
訂 購 書 號 :LOMA 371 CT-10-09<br />
《 保 險 公 司 風 險 管 理 與 產 品 設 計 應 試 指 南 》<br />
出 版 時 間 :2009 年 11 月<br />
ISBN 978-1-57974-344-4<br />
訂 購 書 號 :LOMA 371 CT-90-09<br />
简 体<br />
《 保 险 公 司 风 险 管 理 与 产 品 设 计 》<br />
出 版 時 間 :2009 年 11 月<br />
ISBN 978-1-57974-341-3<br />
訂 購 書 號 :LOMA 371 CS-10-09<br />
《 保 险 公 司 风 险 管 理 与 产 品 设 计 应 试 指 南 》<br />
出 版 時 間 :2009 年 11 月<br />
ISBN 978-1-57974-342-0<br />
訂 購 書 號 :LOMA 371 CS-90-09<br />
目 錄 一 覽 :<br />
QQ 保 險 公 司 如 何 開 發 新 産 品<br />
QQ 新 産 品 設 計 和 費 用<br />
QQ 新 産 品 的 安 全 界 限 和 其 推 銷 技 巧<br />
QQ 死 亡 統 計 表 和 其 計 算 方 法<br />
QQ 投 資 收 益 和 利 息<br />
QQ 利 息 的 現 時 值 和 將 來 值<br />
QQ 産 品 和 資 産 股 份 模 式<br />
QQ 約 定 準 備 金 和 現 金 價 值<br />
QQ 退 保 金 額<br />
QQ 保 險 公 司 面 對 的 風 險<br />
QQ 外 部 對 償 付 能 力 的 監 控 和 公 司 理 賠 的 能 力<br />
QQ 未 定 資 金 的 計 劃 和 資 金 的 預 算<br />
QQ 如 何 應 用 風 險 收 益 權 衡 來 進 行 資 金 的 管 理<br />
QQ 證 券 和 債 券 的 發 行 和 成 本<br />
QQ 公 司 的 重 組 : 合 併 和 收 購<br />
QQ 隱 蔽 資 本 的 來 源<br />
QQ 資 金 流 轉<br />
QQ 利 潤 與 盈 利 能 力<br />
QQ 風 險 - 回 報 權 衡 : 控 制 風 險 , 接 受 風 險 , 轉 移<br />
風 險<br />
QQ 償 付 能 力 標 準<br />
QQ 風 險 與 回 報<br />
QQ 組 合 風 險 管 理 策 略<br />
QQ 資 產 負 債 管 理 報 告 體 系<br />
QQ 員 工 在 支 持 經 營 效 率 中 的 作 用<br />
QQ 操 作 風 險 的 挑 戰<br />
QQ 财 务 模 型 的 要 素 : 模 型 输 入 , 模 型 过 程 , 模 型<br />
输 出 ,<br />
QQ 建 模 方 法 : 确 定 性 建 模 : 随 机 和 最 优 化 建 模<br />
QQ 公 司 費 用 概 述 : 投 資 費 用 和 一 般 及 業 務 管 理 費 用<br />
QQ 貨 幣 的 時 間 價 值 概 念<br />
QQ 基 本 的 貨 幣 時 間 價 值 概 念<br />
QQ 設 定 風 險 和 利 潤 的 安 全 係 數<br />
QQ 分 配 直 接 成 本 和 間 接 成 本<br />
QQ 營 運 費 用 中 的 風 險<br />
學 習 要 点<br />
QQ 認 識 利 潤 表 和 資 產 負 債 表 中 所 包 含 的 必 要 資 訊 ,<br />
並 解 釋 這 些 財 務 報 表 之 間 如 何 相 互 關 聯<br />
QQ 描 述 保 險 公 司 所 面 臨 的 風 險 類 型 並 識 別 每 種 風 險<br />
類 型 的 實 例<br />
QQ 風 險 管 理 的 四 種 一 般 方 法 , 並 識 別 每 種 方 法 的<br />
實 例<br />
QQ 描 述 保 險 公 司 對 資 產 負 債 管 理 ( ALM) 的 運 用<br />
QQ 保 險 公 司 如 何 運 用 多 元 化 、 現 金 流 匹 配 、 久 期 匹<br />
配 和 套 期 保 值 等 組 合 風 險 管 理 策 略 來 管 理 資 產 負<br />
債 組 合 風 險<br />
QQ 描 述 和 識 別 保 險 公 司 各 種 費 用 的 實 例 並 討 論 經 營<br />
效 率 的 衡 量 指 標 —— 權 益 回 報 率 (ROE)<br />
QQ 比 較 並 對 照 保 險 公 司 用 來 補 償 銷 售 者 的 各 種 不 同<br />
傭 金 計 畫<br />
QQ 描 述 保 險 公 司 如 何 通 過 規 模 經 濟 、 流 程 再 造 、 外<br />
包 以 及 人 員 精 簡 來 控 制 其 業 務 管 理 費 用<br />
QQ 描 述 财 务 模 型 的 三 个 基 本 要 素<br />
QQ 识 别 财 务 模 型 中 应 用 的 三 种 变 量 类 型 并 解 释 如 何<br />
给 这 些 变 量 赋 值<br />
QQ 描 述 财 务 模 型 如 何 利 用 模 拟 和 外 推 法 生 成 输 出<br />
变 量<br />
QQ 识 别 经 验 数 据 和 未 来 数 据 的 基 本 来 源 , 并 解 释 从<br />
这 两 种 数 据 得 到 的 预 测 值 的 差 异 。<br />
QQ 识 别 定 量 数 据 的 特 征<br />
QQ 描 述 确 定 性 、 随 机 性 和 最 优 化 建 模 的 基 本 特 点<br />
和 用 途<br />
QQ 風 險 和 償 還 能 力 的 關 係 及 風 險 和 利 潤 的 平 衡<br />
QQ 保 險 公 司 新 産 品 開 發 應 注 意 到 的 各 個 方 面<br />
www.loma.org 41
International Programs—Chinese<br />
中 文 ACS100<br />
《 客 戶 服 務 基 礎 》<br />
ACS100 闡 述 了 客 戶 服 務 的 基 本 原 理 和 基 本 策 略 , 介 紹<br />
了 客 戶 服 務 型 的 企 業 文 化 , 建 立 了 客 戶 服 務 評 估 的 標<br />
準 , 還 強 調 了 培 養 具 有 奉 獻 精 神 的 客 戶 服 務 員 工 的 重<br />
要 性 。<br />
繁 體<br />
《 客 戶 服 務 基 礎 》<br />
出 版 時 間 :2003 年 1 月<br />
ISBN 1-57974-178-9<br />
訂 購 書 號 :ACS 100 CT-10-03<br />
《 客 戶 服 務 基 礎 應 試 指 南 》<br />
出 版 時 間 :2003 年 1 月<br />
ISBN 1-57974-180-0<br />
訂 購 書 號 :ACS 100 CT-90-03<br />
简 体<br />
《 客 户 服 务 基 础 》<br />
出 版 時 間 :2003 年 1 月<br />
ISBN 1-57974-177-0<br />
訂 購 書 號 :ACS 100 CS-10-03<br />
《 客 户 服 务 基 础 应 试 指 南 》<br />
出 版 時 間 :2003 年 1 月<br />
ISBN 1-57974-179-7<br />
訂 購 書 號 :ACS 100 CS-90-03<br />
目 錄 一 覽 :<br />
QQ 建 立 客 戶 服 務 型 的 企 業 文 化<br />
QQ 制 定 客 戶 服 務 的 策 略 計 劃<br />
QQ 優 質 客 戶 服 務 的 基 礎<br />
QQ 建 立 優 質 客 戶 服 務 的 技 巧<br />
QQ 著 眼 於 客 戶 , 著 眼 於 客 戶 期 望 和 客 戶 感 受<br />
QQ 建 立 行 之 有 效 的 客 戶 服 務 系 統<br />
QQ 客 戶 服 務 調 研<br />
QQ 通 過 相 互 協 作 改 進 客 戶 服 務 溝 通<br />
學 習 要 點 :<br />
QQ 理 解 優 質 客 戶 服 務 的 深 遠 意 義<br />
QQ 提 高 工 作 效 率 , 有 效 地 處 理 壓 力<br />
QQ 明 確 本 企 業 目 前 的 客 戶 服 務 水 平<br />
QQ 建 立 成 功 的 客 戶 服 務 系 統 評 估 機 制<br />
QQ 人 壽 保 險 行 業 運 用 有 效 的 客 戶 服 務 技 巧 和 技 術<br />
QQ 通 過 建 立 本 企 業 和 本 行 業 的 信 譽 以 滿 足 和 超 越<br />
客 戶 的 期 望<br />
課 程 專 業 分 類<br />
爲 了 更 好 地 幫 助 大 中 華 地 區 的 學 生 根 據 自 己 專 業 的 需 求<br />
來 選 讀 LOMA 的 教 育 課 程 , 儘 早 完 成 您 所 需 要 的 認 證 考<br />
試 , 我 們 特 將 所 有 LOMA 的 教 育 課 程 按 專 業 劃 分 編 排 如<br />
下 , 希 望 這 一 編 排 能 爲 您 的 學 習 帶 來 方 便 :<br />
金 融 服 務 、 投 資 課 程 :<br />
LOMA 286* 金 融 服 務 與 産 品 的 原 理<br />
LOMA 305* 個 人 財 務 規 劃<br />
LOMA 326 金 融 服 務 市 場 經 營<br />
LOMA 351* 金 融 服 務 業 環 境<br />
LOMA 356* 投 資 原 理 與 機 構 投 資<br />
LOMA 380 團 體 機 構 的 金 融 服 務 與 産 品<br />
財 務 課 程 :<br />
LOMA 361* 人 壽 保 險 公 司 會 計 與 財 務 編 報<br />
LOMA 371* 保 險 公 司 風 險 管 理 與 產 品 設 計<br />
AIAF 400 人 壽 和 健 康 保 險 公 司 的 法 定 會 計<br />
年 金 課 程 :<br />
AAPA 273 年 金 原 理 與 産 品<br />
AAPA 283 年 金 的 營 銷 , 分 銷 和 使 用<br />
AAPA 303 年 金 系 統 和 管 理<br />
AAPA 313 年 金 的 財 務 體 系<br />
AAPA 323 年 金 法 規 和 稅 務<br />
保 險 課 程 :<br />
LOMA 280* 保 險 原 理 : 人 壽 、 健 康 與 年 金<br />
LOMA 290* 保 險 公 司 的 運 作<br />
LOMA 301* 保 險 行 政 業 務 管 理<br />
LOMA 320* 人 壽 、 健 康 保 險 的 市 場 經 營<br />
LOMA 330* 管 理 原 理 與 實 務<br />
ARA 440 再 保 險 行 政 業 務 管 理<br />
UND 386 人 壽 健 康 保 險 的 核 保<br />
客 戶 服 務 課 程 :<br />
PCS 391 客 戶 行 爲<br />
PCS 392 客 戶 聯 繫 : 策 略 與 運 作<br />
PCS 393 客 戶 關 係 管 理<br />
ACS 100* 客 戶 服 務 基 礎<br />
法 律 、 監 管 、 銷 售 、 代 理 課 程 :<br />
LOMA 311* 金 融 服 務 領 域 的 商 業 法<br />
AIAA 200 保 險 代 理 行 政 管 理<br />
AIRC 410 監 管 法 規 : 保 險 與 年 金 産 品<br />
AIRC 420 監 管 法 規 : 公 司 、 代 理 與 運 作<br />
* 課 程 代 號 後 面 加 一 個 * 星 號 的 , 表 示 該 課 程 已 有 中 文 版 本 。<br />
42 1-800-ASK-LOMA (Option 1)
International Programs—French<br />
Les programmes en Français<br />
er<br />
1. À partir du 1 janvier <strong>2010</strong>, le matériel d'étude pour<br />
les cours des programmes de formation LOMA en<br />
français sera disponible en ligne sous forme de<br />
fichiers PDF. L'étudiant aura accès aux fichiers PDF<br />
du matériel d'étude du cours voulu une fois inscr<strong>it</strong> à<br />
un examen. Les manuels et guides imprimés seront<br />
toujours vendus par l'intermédiaire de PBD jusqu'à<br />
ce qu'il n'y a<strong>it</strong> plus d'inventaire.<br />
2. Le matériel d’étude qui n’a pas été publié par<br />
LOMA ne sera pas disponible en ligne et sera donc<br />
toujours disponible chez PBD. Cette liste inclut les<br />
manuels suivants (les suppléments et guides pour<br />
ces cours seront disponibles en ligne)<br />
a. LOMA 320 – Le marketing des assurances de<br />
personnes (1991)<br />
b. LOMA 330 – Principes et pratiques de gestion,<br />
2 ème éd<strong>it</strong>ion (2003)<br />
c. LOMA 351 – Tra<strong>it</strong>é de gestion financière (1997)<br />
d. LOMA 356 – Principes d’investissement et<br />
l’investissement inst<strong>it</strong>utionnel (2005)<br />
3. Pour savoir <strong>com</strong>ment obtenir accès aux fichiers<br />
PDF en ligne, veuillez contacter le département<br />
international au 770-984-3743 ou par email à<br />
intl@loma.org<br />
Les programmes ALMI, FLMI et ACS sont tous offerts en<br />
français. Les examens en français de ces programmes sont<br />
offerts uniquement sur I*STAR. Les examens I*STAR sont<br />
disponibles toute l’année et peuvent être passés au moment<br />
qui convient à l’étudiant et à la <strong>com</strong>pagnie. L’inscription do<strong>it</strong><br />
se faire en avance sur LOMANET et l’étudiant obtient ses<br />
résultats immédiatement.<br />
Les étudiants peuvent passer les examens I*STAR dans leur<br />
propre <strong>com</strong>pagnie si le système I*STAR a été installé, ou ils<br />
peuvent aller dans un des centres I*STAR ou Prometric du<br />
Canada. (Pour savoir <strong>com</strong>ment obtenir I*STAR dans votre<br />
<strong>com</strong>pagnie, rendez-vous sur www.loma.org.)<br />
Tous les examens sont sous forme de questions à choix<br />
multiples.<br />
Lorsque les examens sont passés en français, les diplômes<br />
et certificats sont en français d’office; pour les recevoir en<br />
anglais, il faut faire une dem<strong>and</strong>e à cet effet au préalable.<br />
Pour avoir de plus amples renseignements au sujet des<br />
programmes de LOMA en français ou pour obtenir de l’aide,<br />
veuillez prendre contact avec le représentant LOMA de votre<br />
<strong>com</strong>pagnie. (Les étudiants indépendants peuvent se rendre<br />
sur notre s<strong>it</strong>e Internet pour savoir <strong>com</strong>ment s’inscrire à un<br />
examen.) Vous pouvez également <strong>com</strong>muniquer directement<br />
avec la division internationale de LOMA en téléphonant au<br />
770-984-3743, ou par télécopie au 770-984-3742, ou par<br />
courriel à intl@loma.org.<br />
Aussi, veuillez noter que les agents et les planificateurs<br />
financiers peuvent obtenir des UFC en passant les examens<br />
des programmes de LOMA. (Renseignez-vous sur<br />
www.loma.org pour obtenir plus d’information.)<br />
LOMA 280<br />
Principes des assurances<br />
de personnes et des rentes<br />
Principes des assurances de personnes et des rentes,<br />
2 ème éd<strong>it</strong>ion (LOMA, 2000)<br />
ISBN 1-57974-048-0<br />
PBD numéro de stock : 280-F10-00<br />
Guide PREP—FLMI 280 (LOMA, 2000)<br />
ISBN 1-57974-049-9<br />
PBD numéro de stock : 280-F90-00<br />
LOMA 290<br />
Explo<strong>it</strong>ation des <strong>com</strong>pagnies<br />
d’assurances<br />
Explo<strong>it</strong>ation des <strong>com</strong>pagnies d’assurance (LOMA, 2001)<br />
ISBN 1-57974-108-8<br />
PBD numéro de stock : 290-F10-01<br />
Guide PREP—FLMI 290 (LOMA, 2001)<br />
ISBN 1-57974-109-6<br />
PBD numéro de stock : 290-F90-01<br />
LOMA 301<br />
Administration de l’assurance<br />
Administration de l’assurance 3 ème éd<strong>it</strong>ion<br />
(LOMA, 2009)<br />
ISBN 978-1-57974-319-2<br />
PBD numéro de stock : 301-F10-09<br />
Guide de préparation à l’examen-LOMA 301<br />
(LOMA, 2009)<br />
ISBN 978-1-57974-320-8<br />
PBD numéro de stock : 301-F40-09<br />
www.loma.org 43
International Programs—French<br />
Nouveau!<br />
Nouveau!<br />
LOMA 307<br />
Une version en français du matériel d’étude pour<br />
ce nouveau cours sera disponible en janvier 2011.<br />
LOMA 316<br />
Le dro<strong>it</strong> des affaires pour<br />
les professionnels des services financiers<br />
(Canada)<br />
Le dro<strong>it</strong> des affaires pour les professionnels<br />
des services financiers—Canada (LOMA, 2006)<br />
ISBN 1-57974-301-3<br />
PBD numéro de stock : 316-F10-06<br />
Guide de préparation à l’examen—LOMA 316<br />
(LOMA, 2006)<br />
ISBN 1-57974-302-1<br />
PBD numéro de stock : 316-F40-06<br />
LOMA 320<br />
Le marketing des assurances<br />
de personnes<br />
Le marketing des assurances de personnes<br />
(LOMA, 1991)<br />
Chap<strong>it</strong>res 1 à 6, 8 à 12, 14 à 16, 18 et 19, 22 et 23.<br />
ISBN 0-939921-37-5<br />
PBD numéro de stock : 320-F10-91<br />
Le marketing des assurances de personnes :<br />
Supplément (LOMA, 1999)<br />
ISBN 1-57974-053-7<br />
PBD numéro de stock : 320-F11-99<br />
Guide PREP—FLMI 320 (LOMA, 1999)<br />
ISBN 1-57974-054-5<br />
PBD numéro de stock : 320-F90-99<br />
LOMA 320<br />
Les nouveaux manuels d’étude pour ce cours LOMA<br />
320 seront disponibles uniquement en ligne sous forme<br />
de fichiers PDF à partir du 1 er juillet <strong>2010</strong>. L’accès à ce<br />
matériel d’étude est donné une fois inscr<strong>it</strong> à l’examen<br />
sur LOMANET. Les nouveaux examens pour le cours<br />
LOMA 320 contiennent chacun 60 questions et<br />
l’étudiant dispose de 2 heures pour les <strong>com</strong>pléter.<br />
Marketing des assurances (LOMA, <strong>2010</strong>)<br />
ISBN 978-1-57974-347-5<br />
Guide de préparation à l’examen pour LOMA 320<br />
ISBN 978-1-57974-348-2<br />
LOMA 330<br />
Gestion des organisations :<br />
Principes et pratiques<br />
Principes et pratiques de gestion, 2 ème éd<strong>it</strong>ion (Houghton<br />
Mifflin Company, 2003)<br />
ISBN 1-57974-181-9<br />
PBD numéro de stock : 330-F10-03<br />
Les statistiques et la science décisionnelle dans<br />
la gestion de l’information (LOMA, 2005)<br />
ISBN 1-57974-233-5<br />
PBD numéro de stock : 330-F11-05<br />
Guide de préparation à l’examen—LOMA 330<br />
(LOMA, 2005)<br />
ISBN 1-57974-232-7<br />
PBD numéro de stock : 330-F40-05<br />
LOMA 351<br />
L’environnement des services financiers<br />
Tra<strong>it</strong>é de gestion financière (Presses de l’Univers<strong>it</strong>é<br />
de Québec, Sainte-Foy, Québec 1997)<br />
Chap<strong>it</strong>res 1, 4 à 16, 20, et 21 (sections 1 à 3).<br />
ISBN 2-7605-0954-0<br />
PBD numéro de stock : 351-FNL1-97<br />
Introduction à l’économique et au système bancaire<br />
(LOMA, 1999)<br />
ISBN 0-57974-066-5<br />
PBD numéro de stock : 351-F10-99<br />
Guide PREP—FLMI 351 (LOMA, 1999)<br />
ISBN 1-57974-055-3<br />
PBD numéro de stock : 351-F90-99<br />
LOMA 356<br />
Principes d’investissement<br />
et l’investissement inst<strong>it</strong>utionnel<br />
Principes d’investissement et l’investissement<br />
inst<strong>it</strong>utionnel (Pearson, LOMA, 2005)<br />
ISBN 2-7440-7058-0<br />
PBD numéro de stock : 356-F10-05<br />
Guide de préparation à l’examen—LOMA 356<br />
(LOMA, 2005)<br />
ISBN 1-57974-237-8<br />
PBD numéro de stock : 356-F40-05<br />
44 1-800-ASK-LOMA (Option 1)
International Programs—French<br />
LOMA 361<br />
Comptabil<strong>it</strong>é et déclarations financières<br />
des <strong>com</strong>pagnies d’assurances<br />
de personnes<br />
Fonction <strong>com</strong>ptabil<strong>it</strong>é et <strong>com</strong>ptabil<strong>it</strong>é de gestion<br />
dans les <strong>com</strong>pagnies d’assurance vie (LOMA, 2002)<br />
ISBN 1-57974-163-0<br />
PBD numéro de stock : 361-F10-02<br />
Comptabil<strong>it</strong>é générale et exigences de <strong>com</strong>munication<br />
de l’information financière dans les <strong>com</strong>pagnies<br />
d’assurance vie (LOMA, 2002)<br />
ISBN 1-57974-164-9<br />
PBD numéro de stock : 361-F11-02<br />
Ensemble des 2 manuels (F10 et F11) pour le cours<br />
LOMA 361 (LOMA, 2002)<br />
PBD numéro de stock : 361-F12-02<br />
Guide PREP—FLMI 361 (LOMA, 2002)<br />
ISBN 1-57974-165-7<br />
PBD numéro de stock : 361-F90-02<br />
LOMA 371<br />
Gestion en fonction de la solvabil<strong>it</strong>é<br />
et de la rentabil<strong>it</strong>é dans les <strong>com</strong>pagnies<br />
d’assurances de personnes<br />
Conceptions de produ<strong>it</strong>s : Assurance vie et rentes<br />
(LOMA, 2002)<br />
ISBN 1-57974-132-0<br />
PBD numéro de stock : 371-F10-02<br />
Gestion de cap<strong>it</strong>al pour les <strong>com</strong>pagnies d’assurance<br />
(LOMA, 2002)<br />
ISBN 1-57974-133-9<br />
PBD numéro de stock : 371-F11-02<br />
Ensemble des 2 manuels (F10 et F11) pour le cours<br />
LOMA 371 (LOMA, 2002)<br />
PBD numéro de stock : 371-F12-02<br />
Guide PREP—FLMI 371 (LOMA, 2002)<br />
ISBN 1-57974-134-7<br />
PBD numéro de stock : 371-F90-02<br />
Les manuels en français pour les programmes<br />
FLMI, ACS sont en vente uniquement chez PBD<br />
Worldwide Fulfillment Services.<br />
PBD Worldwide Fulfillment Services<br />
Web s<strong>it</strong>e: www.lomabookstore.<strong>com</strong><br />
E-mail: lomaintl@pbd.<strong>com</strong><br />
Tel: 800-887-3723 / 770-280-4178<br />
Fax: 770-280-4150<br />
Nouveau!<br />
ACS 100<br />
Fondements du service à la clientèle<br />
Le service à la clientèle en assurance: Principes<br />
et pratiques, 2 ème éd<strong>it</strong>ion (LOMA, 2001)<br />
ISBN 1-57974-128-2<br />
PBD numéro de stock : 100-F10-01<br />
Le service à la clientèle en assurance :<br />
Perfectionnement (LOMA, 2001)<br />
ISBN 1-57974-130-4<br />
PBD numéro de stock: 100-F11-01<br />
Guide de préparation à l’examen pour Fondements<br />
du service à la clientèle (LOMA, 2001)<br />
ISBN 1-57974-131-2<br />
PBD numéro de stock : 100-F40-01<br />
Frais pour les cours LOMA en français<br />
Cours Membre Non-membre<br />
Frais<br />
Frais Frais Frais<br />
de reprise 3 de reprise 3<br />
LOMA 280 1 $170 $110 $320 $260<br />
LOMA 290 1 $170 $110 $320 $260<br />
LOMA 301 1 $170 $110 $320 $260<br />
LOMA 316 1 $170 $110 $320 $260<br />
LOMA 320 2 $170 $110 $320 $260<br />
LOMA 320 $220 $130 $420 $325<br />
LOMA 330 2 $170 $110 $320 $260<br />
LOMA 351 2 $170 $110 $320 $260<br />
LOMA 356 2 $170 $110 $320 $260<br />
LOMA 361 1 $170 $110 $320 $260<br />
LOMA 371 1 $170 $110 $320 $260<br />
ACS 100 1 $225 $170 $430 $375<br />
La surcharge Canadienne de $20 est inclue dans ces tarifs.<br />
1 Ces frais incluent les frais d'examen ainsi que le coût rattaché à<br />
l'accès aux fichiers PDF des manuels et guide de préparation à<br />
l'examen. Il n'est donc pas la peine d'acheter les manuels en plus.<br />
2 Ces frais incluent les frais d'examen ainsi que le coût rattaché<br />
à l'accès aux fichiers PDF d'une partie du matériel d'étude. Les<br />
manuels d'étude pour ces cours doivent être acheté chez notre<br />
distributeur de livres, PBD Worldwide fulfillment.<br />
3 Les frais de reprise sont valables si un étudiant se réinscr<strong>it</strong> pour<br />
passer le même examen dans les 7 mois après l'échec à l'examen.<br />
La taxe GST do<strong>it</strong> être payée sur tout examen passé au Canada.<br />
LOMA n'encaisse pas la taxe GST. Les <strong>com</strong>pagnies Canadiennes<br />
et les étudiants indépendants doivent évaluer elles-mêmes la taxe<br />
qu'elles doivent.<br />
Pour tous autres frais, rendez vous sur la page 59.<br />
www.loma.org 45
International Programs—Korean<br />
한국어판 FLMI 프로그램<br />
LOMA 의 유명한 Fellow, Life Management Inst<strong>it</strong>ute (FLMI)<br />
프로그램이 한국어로 번역되고 있습니다. 엄격한<br />
10개 과정으로 구성된 FLMI 프로그램은 보험 및<br />
금융서비스 산업환경에서 종합 비즈니스 교육을<br />
제공하는 전문 직능 개발 프로그램입니다. FLMI<br />
과정은 영어와 한국어 중 선택하여 수강할 수<br />
있습니다.<br />
FLMI 프로그램의 각 과정은<br />
보헙업계 용어, 기능별 영역, 프로세스 등에 대한<br />
충실한 소개를 제공하고 있습니다.<br />
또한 상품별, 영역별로 마케팅, 보험관리, 재무보고<br />
등에 관한 구체적인 지식을 제공합니다.<br />
FLMI 프로그램의 10개 과정을 이수하면<br />
최고의 FLMI 자격증을 수여받게 됩니다.<br />
이 자격증으로, 보험 업계에서 경력 개발에 전념을<br />
다하고 있음을 확실히 증명하게 될 것입니다.<br />
시험<br />
한국어 FLMI 시험은 연 2회 필기시험으로<br />
실시됩니다. (5월과 11월)<br />
LOMA 311은 현재 영어 프로그램만<br />
이용가능하며 법규 과정으로 대체될<br />
수 있습니다.<br />
LOMA 351, LOMA 361, LOMA 371 과정은<br />
한국어판 시험이 실시되지 않습니다.<br />
ALMI 프로그램<br />
LOMA는 FLMI의 필수 프로그램 중 절반을 이수할<br />
경우에 Associate, Life Management Inst<strong>it</strong>ute (ALMI)<br />
자격증을 승인합니다.<br />
ALMI 프로그램의 각 과정은<br />
보헙업계 용어, 기능별 영역, 프로세스 등에 대한<br />
충실한 소개를 제공하고 있습니다.<br />
또한 상품별, 영역별로 마케팅, 보험관리, 재무보고<br />
등에 관한 구체적인 지식을 제공합니다.<br />
FLMI 프로그램의 각 과정은<br />
원리 운영 보험<br />
관리<br />
필수과정<br />
법 마케팅 관리<br />
원칙과<br />
실무<br />
금융<br />
서비스<br />
환경<br />
투자 회계 수익성과<br />
지급능력<br />
LOMA 280 LOMA 290 LOMA 301 LOMA 311 LOMA 320 LOMA 330 LOMA 351 LOMA 356 LOMA 361 LOMA 371<br />
ALMI 프로그램<br />
3가지 필수과정<br />
원리 운영 투자 보험<br />
관리<br />
2가지 선택 가능 과정<br />
법 마케팅 관리<br />
원칙과<br />
실무<br />
금융<br />
서비스<br />
환경<br />
회계<br />
수익성과<br />
지급능력<br />
LOMA 280 LOMA 290 LOMA 356 LOMA 301 LOMA 311 LOMA 320 LOMA 330 LOMA 351 LOMA 361 LOMA 371<br />
46 1-800-ASK-LOMA (Option 1)
International Programs—Korean<br />
필수과정<br />
LOMA 280: 보험의 원칙<br />
Principles of Insurance: Life, Health, <strong>and</strong> Annu<strong>it</strong>ies<br />
생명, 건강 및 연금보험의 원리와 보험가입 절차,<br />
보험 계약자의 계약상 권리에 대해 소개합니다.<br />
본 과정에는 개인 및 단체 생명보험, 건강 보험,<br />
연금상품의 특징에 대한 내용이 담겨있습니다.<br />
LOMA 290: 보험 회사 운영<br />
Insurance Company Operations<br />
마케팅, 계리, 언더라이팅, 금융업무와 같은<br />
구체적인 회사운영에 초점을 두고 보험회사의<br />
조직과 회사의 운영환경에 대해 설명합니다.<br />
LOMA 301: 보험 관리<br />
Insurance Administration<br />
언더라이팅, 금융업무와 같은 구체적인 회사운영에<br />
초점을 두고 보험회사의 조직과 회사의 운영환경에<br />
대해 설명합니다.<br />
LOMA 311: 금융 서비스<br />
전문가를 위한 상법<br />
Business Law for Financial Services Professionals<br />
전세계 금융서비스 기업들이 운영되고 있는 법적<br />
환경의 기본적인 특징과 원칙에 대해 소개합니다.<br />
LOMA 320: 생명 및 건강보험 마케팅<br />
Life <strong>and</strong> Health Insurance Marketing<br />
생명 및 건강보험 산업의 필수요소인 마케팅<br />
원칙과 마케팅 기능에 대해 살펴봅니다.<br />
추가정보/문의<br />
LOMA<br />
2300 Windy Ridge Parkway, Su<strong>it</strong>e 600<br />
Atlanta, GA 30339, U.S.A<br />
전화: 770-984-3795<br />
팩스: 770-984-6420<br />
이메일: intl@loma.org<br />
교재주문<br />
Alpaco Co.,Ltd.<br />
전화: 82-2-2635-9464<br />
팩스: 82-2-2635-9439<br />
웹사이트: www.alpaco.co.kr<br />
이메일: alpha@alpaco.co.kr<br />
LOMA 330: 관리원칙과 실무<br />
Management Principles <strong>and</strong> Practices<br />
관리의 본질적인 기능과 이러한 기능이 수행되는<br />
조직적, 환경적 배경을 역설하며 관리의 이론과<br />
실무를 소개합니다.<br />
LOMA 351: 금융 서비스 환경<br />
Financial Services Environment<br />
금융시스템, 금융시장, 이자율, 은행시스템,<br />
금융기관 등에 대한 이해를 높입니다.<br />
LOMA 356: 투자원칙과 기관투자<br />
Investment Principles <strong>and</strong> Inst<strong>it</strong>utional Investing<br />
개별 주식과 주식 포트폴리오 투자에 대한<br />
투자환경과 전반적인 투자원칙에 대한 이해를<br />
높입니다.<br />
LOMA 361: 생명 보험사의<br />
회계 및 재무보고<br />
Accounting <strong>and</strong> Financial Reporting<br />
in Life Insurance Companies<br />
회계기능이 발생되는 법인 및 규제환경 등<br />
생명보험사의 재무와 관리 회계에 대해 폭넓게<br />
소개합니다.<br />
LOMA 371: 생명보험사의<br />
지불능력 및 수익성 관리<br />
Managing for Solvency <strong>and</strong> Prof<strong>it</strong>abil<strong>it</strong>y<br />
in Life Insurance Companies<br />
금융서비스 제공업체의 수익성과 지급여력에<br />
영향을 미치는 상품 설계와 자산관리 이슈에 대해<br />
설명합니다.<br />
www.loma.org 47
International Programs—Portuguese<br />
Programas em Português<br />
Descrição do Programa PFLP<br />
O Programa de Formação LOMA em Português (PFLP) é<br />
<strong>com</strong>posto por nove cursos que abordam as atividades e<br />
as operações das seguradoras atuais. Todos os cursos<br />
perm<strong>it</strong>em o estudo individualizado. Exames por <strong>com</strong>putador<br />
são oferecidos durante todo o ano.<br />
Os estudantes podem obter a certificação PFLP Nível I,<br />
<strong>com</strong>plet<strong>and</strong>o duas etapas obrigatórias, e mais uma dentre<br />
as eletivas. Para obter o Diploma PFLP, será necessário<br />
<strong>com</strong>pletar todas as nove etapas do PFLP.<br />
PFLP Nivel I<br />
Etapas Obrigatórias<br />
Princípios Operações Serviços ao<br />
Cliente<br />
Eletivas<br />
Administração Marketing Investimentos<br />
e Investimento<br />
Inst<strong>it</strong>ucional<br />
Solvência e a<br />
Lucratividade<br />
Resseguro<br />
Subscrição<br />
PFLP 280 PFLP 290 PFLP 100 PFLP 301 PFLP 320 PFLP 356 PFLP 371 PFPL 440 PFLP 386<br />
Os estudantes podem obter a certificação PFLP Nível I, <strong>com</strong>plet<strong>and</strong>o DUAS etapas obrigatórias e mais UMA dentre as eletivas.<br />
Diploma PFLP<br />
Princípios Operações Serviços ao<br />
Cliente<br />
Etapas Obrigatórias<br />
Administração Marketing Investimentos<br />
e Investimento<br />
Inst<strong>it</strong>ucional<br />
Solvência e a<br />
Lucratividade<br />
Resseguro<br />
Subscrição<br />
PFLP 280 PFLP 290 PFLP 100 PFLP 301 PFLP 320 PFLP 356 PFLP 371 PFPL 440 PFLP 386<br />
Para obter o Diploma PFLP, será necessário <strong>com</strong>pletar todas as NOVE etapas do PFLP.<br />
ALMI (Associate, Life Management Inst<strong>it</strong>ute)<br />
Etapas Obrigatórias<br />
Princípios Operações Investimentos<br />
e Investimento<br />
Inst<strong>it</strong>ucional<br />
Eletivas<br />
Administração Marketing Solvência e a<br />
Lucratividade<br />
PFLP 280 PFLP 290 PFLP 356 PFLP 301 PFLP 320 PFLP 371<br />
Os estudantes podem obter a certificação ALMI, <strong>com</strong>plet<strong>and</strong>o TRÊS etapas obrigatórias<br />
e mais DUAS dentre as eletivas.<br />
ACS (Associate, Customer Service)<br />
Serviços ao<br />
Cliente<br />
Etapas Obrigatórias<br />
Princípios<br />
PFLP 100 PFLP 280 PFLP 290<br />
ou<br />
PFLP 301<br />
Eletivas<br />
Operações/ Marketing Investimentos<br />
Administração 1 e Investimento<br />
Inst<strong>it</strong>ucional<br />
Operações/<br />
Administração 1<br />
PFLP 320 PFLP 356 PFLP 290<br />
ou<br />
PFLP 301<br />
Os estudantes podem obter a certificação ACS, <strong>com</strong>plet<strong>and</strong>o TRÊS etapas obrigatórias<br />
e mais DUAS dentre as eletivas.<br />
1<br />
Observação: Os estudantes podem escolher entre o curso PFLP 290 ou PFLP 301 para preencher os requis<strong>it</strong>os necessários para o ACS. Como<br />
curso eletivo, os estudantes podem escolhern os cursos que ainda não foram cursados para <strong>com</strong>pletar os requis<strong>it</strong>os do ACS. Por exemplo, você<br />
pode fazer o curso PFLP 290 <strong>com</strong>o curso obrigatório. Depois, você pode cursar o PFLP 301 <strong>com</strong>o curso eletivo, mas você não pode usar o<br />
PFLP 290 <strong>com</strong>o curso obrigatório e curso eletivo ao mesmo tempo.<br />
48 1-800-ASK-LOMA (Option 1)
International Programs—Portuguese<br />
Cursos do Programa PFLP<br />
PFLP 280<br />
Princípios dos Seguros de Vida, Saúde,<br />
e de Rendas V<strong>it</strong>alícias<br />
Princípios dos Seguros de Vida, Saúde, e de Rendas<br />
V<strong>it</strong>alícias (LOMA, 2001)<br />
ISBN 1-57974-139-8<br />
Caderno de Exercícios para o curso PFLP 280<br />
(LOMA, 2001)<br />
ISBN 1-57974-140-1<br />
PFLP 290<br />
As Operações de uma Seguradora<br />
As Operações de uma Seguradora (LOMA, 2004)<br />
ISBN 1-57974-199-1<br />
Caderno de Exercícios para o curso PFLP 290<br />
(LOMA, 2004)<br />
ISBN 1-57974-200-9<br />
PFLP 100<br />
Fundamentos do Serviço<br />
de Atendimento ao Cliente<br />
Fundamentos do Serviço de Atendimento ao Cliente<br />
(LOMA, 2007)<br />
ISBN 1-57974-245-9<br />
Caderno de Exercícios para o Curso PFLP 100<br />
(LOMA, 2007)<br />
ISBN 1-57974-246-7<br />
PFLP 301<br />
Administração de Seguros<br />
Administração de Seguros, 2ª edição (LOMA, 2005)<br />
ISBN 1-57974-201-7<br />
Caderno de Exercícios para o curso PFLP 301<br />
(LOMA, 2005)<br />
ISBN 1-57974-202-5<br />
Se você tem dúvidas sobre os Programas<br />
Educacionais da LOMA oferecidos em português,<br />
ou mesmo para solic<strong>it</strong>ar a <strong>com</strong>pra de livros, por<br />
favor entre em contato <strong>com</strong>:<br />
Maria-Luiza Martins<br />
Fundação Escola Nacional de Seguros (FUNENSEG)<br />
Rua Senador Dantas, 74, 3º <strong>and</strong>ar<br />
Centro 20031-201 Rio de Janeiro<br />
Brasil<br />
Tel: 55 21-3132-1016<br />
Fax: 55 21-3132-1081<br />
E-mail: marialuiza@funenseg.org.br<br />
PFLP 320<br />
Marketing<br />
Marketing do Seguro de Vida e Saúde, Terceira Edição<br />
(LOMA, 2007)<br />
Caderno de Exercícios para o PFLP 320 (LOMA, 2007)<br />
PFLP 356<br />
Princípios de Investimentos<br />
e Investimento Inst<strong>it</strong>ucional<br />
Princípios de Investimentos (LOMA, 2005)<br />
ISBN 85-88639-15-7<br />
Investimento Inst<strong>it</strong>ucional CD-ROM (LOMA, 2005)<br />
ISBN 85-88639-20-3<br />
Caderno de Exercícios para o curso PFLP 356<br />
(LOMA, 2005)<br />
ISBN 1-57974-239-4<br />
PFLP 371<br />
A Solvência e a Lucratividade<br />
na Gestão das Companhias de Seguro<br />
de Vida e Saúde<br />
Disponsível a partir em <strong>2010</strong>.<br />
PFLP 440<br />
Administraçao de Resseguro<br />
Fundamentos de Resseguro (LOMA, 2008)<br />
Caderno de Exercícios para o curso PFLP 440<br />
(LOMA, 2008)<br />
PFLP 386<br />
Subscrição Seguros de Vida e Saúde<br />
Subscrição de Seguros de Vida e Saúde (LOMA, 2008)<br />
Caderno de Exercícios para o curso PFLP 386<br />
(LOMA, 2008)<br />
João Leopoldo Braco<br />
Gerente-Núcleo Regional São Paulo<br />
Fundação Escola Nacional De Seguros<br />
Rua São Vicente, 181<br />
01314-010 São Paulo-SP<br />
Brasil<br />
Tel: 55 11-9560-2206<br />
Fax: 55 11-3106-5175<br />
E-mail: gerenciasp@sp.funenseg.org.br<br />
Fabiana Dias DaCunha<br />
Representante LIMRA/LOMA no Brasil<br />
Tel: 55 11 3711 3148<br />
E-mail: fdacunha@limra.<strong>com</strong><br />
www.loma.org 49
International Programs—Spanish<br />
Programas en Español<br />
Programa de Formación<br />
en Seguros de LOMA (PFSL)<br />
El Programa de Formación en Seguros en Español está<br />
<strong>com</strong>puesto de seis cursos (los cuales se detallan más<br />
adelante). Los cursos son de auto estudio con exámenes por<br />
Internet durante todo el año a través del sistema I*STAR. Al<br />
<strong>com</strong>pletar los seis cursos el estudiante recibirá el diploma<br />
que lo acred<strong>it</strong>ará con la designación de Asociado; Programa<br />
de Formación en Seguros de LOMA.<br />
Importante:<br />
1. Todos los materiales de estudio en Espanol desde ahora<br />
estaran disponibles en formato de archives protegidos<br />
PDF para ser descargados por los estudiantes cu<strong>and</strong>o<br />
sean inscr<strong>it</strong>os. Copias fisicas de los textos pueden ser<br />
adquiriedas hasta que se agote el inventario.<br />
2. El texto <strong>com</strong>erical no propios de LOMA (PFSL 356 Texto<br />
Base de Estudio) no estara disponible en formato PDF<br />
sino que debera ser adquirido a nuestro distribudor<br />
tradicional en Estados Unidos PBD.<br />
3. Para mayor informacion o si tiene preguntas escribanos<br />
a intl@loma.org.<br />
PFSL 280<br />
Principios del Seguro de Vida, Salud<br />
y Rentas V<strong>it</strong>alicias<br />
Introduce los principios fundamentales de las operaciones<br />
de las <strong>com</strong>pañías de seguros, los derechos del suscriptor<br />
y los procesos para <strong>com</strong>prar un seguro. El curso incluye<br />
información sobre las características principales del seguro<br />
de vida y salud en pólizas individuales o de grupo y la de<br />
otros productos <strong>com</strong>o rentas y pensiones.<br />
Principios del Seguro de Vida, Salud y Rentas V<strong>it</strong>alicias,<br />
Tercera Edición (LOMA, 2009)<br />
ISBN 978-1-57974-336-9<br />
Guía de Preparación—Principios del Seguro de Vida,<br />
Salud y Rentas V<strong>it</strong>alicias, Tercera Edición (LOMA, 2009)<br />
ISBN 978-1-57974-337-6<br />
PFSL 290<br />
Operaciones de las Compañías<br />
de Seguros<br />
Describe la organización de las <strong>com</strong>pañías de seguros y el<br />
ambiente en el cual operan, analiz<strong>and</strong>o en mayor detalle<br />
ciertas operaciones <strong>com</strong>o mercadeo, selección de riesgos,<br />
actividades financieras y el departamento actuarial.<br />
Operaciones de las Compañías de Seguros<br />
(LOMA, 2002)<br />
ISBN 1-57974-141-X<br />
Código de PBD: PFSL290-S10-02<br />
Guía de Preparación—Operaciones de las Compañías<br />
de Seguros (LOMA, 2002)<br />
ISBN 1-57974-142-8<br />
Código de PBD: PFSL290-S90-02<br />
PFSL 301<br />
Administración de Seguros<br />
Analiza y describe las actividades administrativas<br />
involucradas en rentas v<strong>it</strong>alicias y seguros de vida y salud<br />
en pólizas individuales y colectivas, haciendo énfasis en la<br />
selección de riesgos, el reaseguro, reclamos y servicio al<br />
cliente.<br />
Administración de Seguros, Segunda Edición<br />
(LOMA, 2002)<br />
ISBN 1-57974-143-6<br />
Código de PBD: PFSL301-S10-02<br />
Guía de Preparación—Administración de Seguros<br />
(LOMA, 2002)<br />
ISBN 1-57974-144-4<br />
Código de PBD: PFSL301-S90-02<br />
PFSL 320<br />
Mercadeo en la Industria del Seguro<br />
de Vida y Salud<br />
Analiza los principios de mercadotecnia y las funciones de<br />
mercadeo <strong>com</strong>o parte integral de la industria del seguro de<br />
vida y salud.<br />
Mercadeo en la Industria del Seguro de Vida y Salud,<br />
Tercera Edición (LOMA, 2003)<br />
ISBN 1-57974-183-5<br />
Código de PBD: PFSL320-S10-03<br />
Guía de Preparación—Mercadeo en la Industria del<br />
Seguro de Vida y Salud (LOMA, 2003)<br />
ISBN 1-57974-184-3<br />
Código de PBD: PFSL320-S90-03<br />
50 1-800-ASK-LOMA (Option 1)
International Programs—Spanish<br />
PFSL 100<br />
Fundamentos del Servicio al Cliente<br />
Está diseñado para ofrecerle conocimientos básicos acerca<br />
de conceptos y estrategias de servicio al cliente, la creación<br />
y mantenimiento de una cultura de servicio, el desarrollo<br />
de una estrategia de servicio de calidad, conocimiento del<br />
cliente y entendimiento real de los estudios de servicio<br />
al cliente, establecimiento y medición de los sistemas de<br />
servicio al cliente y desarrollo de empleados dedicados a<br />
ofrecer servicio de calidad.<br />
Fundamentos del Servicio al Cliente (LOMA, 2004)<br />
ISBN 1-57974-265-3<br />
Código de PBD: PFSL100-S10-04<br />
Guía de Preparación—Fundamentos del Servicio<br />
al Cliente (LOMA, 2004)<br />
ISBN 1-57974-266-1<br />
Código de PBD: PFSL100-S90-04<br />
PFSL 356<br />
Fundamentos de Inversión<br />
y la Inversión Inst<strong>it</strong>ucional<br />
PFSL 356 proporciona conocimientos sobre el medio<br />
y los principios generales de las inversiones en valores<br />
individuales y de carteras. El curso discute el establecimiento<br />
y la puesta en marcha de objetivos de inversión en vista del<br />
equilibrio entre riesgo y retorno. El curso también ofrece<br />
una orientación para invertir en un escenario inst<strong>it</strong>ucional,<br />
incluyendo el papel (rol), sistemas y procesos administrativos,<br />
establecimiento de metas, revisión del desempeño y<br />
administración del riesgo. IMPORTANTE: EL TEXTO DE<br />
ESTUDIO BASE DEBERA CONTINUAR SIENDO ADQUIRIDO<br />
A NUESTRO DISTRIBUIDOR PBD EN USA. SOLAMENTE LA<br />
GUIA DE EJERCICIO Y EL EXAMEN SERAN DISTRIBUIDOS<br />
EN FORMATO DE ARCHIVOS PDF.<br />
Fundamentos de Inversión (LOMA, 2005)<br />
ISBN 1-57974-242-4<br />
Introducción a la Inversión Inst<strong>it</strong>ucional (LOMA, 2005)<br />
ISBN 1-57974-244-0<br />
PFSL 356 LIBRO y CD<br />
Fundamentos de Inversión y la Introducción a la Inversión<br />
Inst<strong>it</strong>ucional están disponibles <strong>com</strong>o un conjunto<br />
<strong>com</strong>puesto de un libro y un CD.<br />
Código de PBD: PFSL 356-S10-05<br />
En caso de pérdida o daño del CD-ROM, Introducción<br />
a la Inversión Inst<strong>it</strong>ucional, se puede reemplazar<br />
efectu<strong>and</strong>o un pedido a PBD.<br />
Guía de Preparación para el PFSL 356 (LOMA, 2005)<br />
ISBN 1-57974-243-2<br />
Código de PBD: PFSL 356-S40-05<br />
UND 386<br />
Selección de Riesgos<br />
en el Seguro de Vida y Salud<br />
UND 386 proporciona una visión general de los factores<br />
médicos y no médicos, financieros y personales que se<br />
consideran durante la selección de riesgos, según se<br />
practica en las <strong>com</strong>pañías de seguro de vida y salud.<br />
Selección de riesgos en el seguro de vida y salud<br />
(LOMA, 2006)<br />
ISBN 1-57974-295-5<br />
Código de PBD: UND 386-S10-06<br />
Guía de preparación para UND 386 (LOMA, 2006)<br />
ISBN 1-57974-296-3<br />
Código de PBD: UND 386-S40-06<br />
Nota: Usted puede entender el material presentado en el<br />
curso UND 386 más fácilmente si tiene un conocimiento<br />
básico de los principios del seguro y los productos, de las<br />
operaciones de las <strong>com</strong>pañías de seguro y la administración<br />
del seguro. LOMA re<strong>com</strong>ienda que usted <strong>com</strong>plete los cursos<br />
PFSL 280, PFSL 290 y PFSL 301 antes de tomar este curso.<br />
Glosario de Términos en Seguros<br />
Español/Inglés en Línea<br />
Hoy en día es v<strong>it</strong>al que sus empleados tanto los que trabajan<br />
en la parte operativa y aún más los que trabajan en la parte<br />
<strong>com</strong>ercial cuenten con los conocimientos y el vocabulario<br />
técnicos a fin de poder no solo presentar un mejor servicio<br />
pero desempeñar sus labores de manera eficiente. LOMA<br />
pone a disposición su Diccionario de Términos de Seguros<br />
en línea a fin de que las empresas lo puedan integrar en<br />
su Intranet o en su plataforma de educación en línea; no<br />
solo <strong>com</strong>o una fuente de consulta pero <strong>com</strong>o una fuente de<br />
aprendizaje continuo con el fin de brindar el apoyo necesario<br />
a sus empleados en sus tareas diarias. Este glosario ayuda a<br />
explicar el significado de términos utilizados por profesionales<br />
en la industria de los seguros de vida, salud y finanzas. Está<br />
dirigido tanto a estudiantes <strong>com</strong>o agentes, personal operativo<br />
y expertos profesionales dentro de la industria.<br />
Cursos Adicionales en Línea<br />
Se ha preguntado <strong>com</strong>o capac<strong>it</strong>ar a su personal en temas<br />
<strong>com</strong>plejos tales <strong>com</strong>o liderazgo, toma de decisiones, manejo<br />
de proyectos, riesgo, calidad, manejo y entendimiento de<br />
cualidades que se neces<strong>it</strong>an para el servicio y para la venta.<br />
No se pregunte más. LOMA pone a su disposición de sus<br />
miembros un catalogo <strong>com</strong>pleto de cursos en español o<br />
destinado a formar o capac<strong>it</strong>ar a los participantes en estos<br />
temas.<br />
www.loma.org 51
International Programs—Spanish<br />
LOMA Certified<br />
Insurance Consultant (LCIC)<br />
Especialmente diseñado para agentes y corredores (broker)<br />
el programa LOMA Certified Insurance Consultant (LCIC),<br />
ha sido creado a fin de satisfacer las necesidades de<br />
capac<strong>it</strong>ación y conocimiento que hoy en día requieren<br />
los agentes y corredores que prestan servicio a una gran<br />
cantidad de clientes. El LCIC es un programa que se enfoca<br />
en la entrega de un conocimiento estratégico acerca de<br />
productos, ventas y temas que hoy en día representan<br />
una ventaja <strong>com</strong>pet<strong>it</strong>iva, y que los agentes y correderores<br />
neces<strong>it</strong>an para sobresalir en un ambiente tan <strong>com</strong>pet<strong>it</strong>ivo y<br />
dem<strong>and</strong>ante.<br />
¿En qué consiste el LCIC?<br />
El nuevo programa LCIC, el cual se encuentra totalmente en<br />
español, está <strong>com</strong>puesto de 10 cursos en línea y 3 cursos de<br />
auto estudio, los cuales cuentan con exámenes en línea. Al<br />
<strong>com</strong>pletar los trece cursos el estudiante recibirá el diploma<br />
que lo acred<strong>it</strong>a con la designación de LOMA Certified<br />
Insurance Consultant (LCIC).<br />
Los 10 Cursos En Línea Comprenden:<br />
40 horas de estudio que le otorgaran el certificado:<br />
Fundamentos de LCIC<br />
•Perspectiva general sobre los productos del seguro<br />
de vida<br />
•Perspectiva general sobre los productos de anualidades<br />
•Selección de riesgos del seguro de vida individual<br />
•Perspectiva general del reaseguro<br />
•Distribución de seguros a través de los agentes<br />
•El proceso de la venta de seguros<br />
•Conducta ética en la industria del seguro<br />
•Reemplazo de las pólizas de vida y anualidades<br />
•Capac<strong>it</strong>ación en ventas para productores de seguros<br />
•Introducción a las ventas básicas de acuerdo a las<br />
necesidades<br />
52 1-800-ASK-LOMA (Option 1)<br />
Para más Información:<br />
Departamento Internacional de LOMA<br />
Teléfono: 770-984-3730<br />
Fax: 770-984-6420<br />
Correo electrónico: intl@loma.org<br />
Representantes Locales para:<br />
México:<br />
María del Cármen Maldonado<br />
Tel: +52 55 5689 9113<br />
E-mail: MMaldonado@limra.<strong>com</strong><br />
Chile - Argentina - Perú y Centro América:<br />
Hernán Poblete<br />
Tel: +56 9 7845 4757<br />
E-mail: HPoblete@limra.<strong>com</strong><br />
Brasil:<br />
Fabiana Dias DaCunha<br />
Tel: + 55 11 3711 3148<br />
E-mail: fdacunha@limra.<strong>com</strong><br />
Textos de Auto Estudio:<br />
Al <strong>com</strong>pletar las 150 horas de auto estudio técnico podrá<br />
obtener el Diploma LCIC.<br />
•PFSL 280: Principios del Seguro de Vida, Salud<br />
y Rentas V<strong>it</strong>alicias<br />
•PFSL 100: Fundamentos de Servicio al Cliente<br />
•PFSL 320: Mercadeo en la Industria del Seguro<br />
de Vida y Salud<br />
Adicionalmente adquiera un conocimiento técnico con los<br />
cursos de auto estudios antes mencionados y continúe<br />
el proceso de educación continua hacia la obtención del<br />
Diplomado de Seguros de LOMA (PFSL).<br />
Precios<br />
<strong>Catalog</strong>o De Cursos Miembro No Miembro<br />
PFSL 100 $140 $280<br />
PFSL 280 $125 $250<br />
PFSL 290 $125 $250<br />
PFSL 301 $125 $250<br />
PFSL 320 $125 $250<br />
PFSL 356 $95 $190<br />
UND 386 $295 $425<br />
NOTA: PFSL 356 texto de estudio impreso base deberá ser<br />
adquirido a PBD.
Examinations<br />
Course Portals<br />
LOMA’s NEW Approach to Learning<br />
As part of LOMA’s <strong>com</strong>prehensive plan to update <strong>and</strong><br />
re-energize our designation programs, we are introducing an<br />
exc<strong>it</strong>ing new way to bring LOMA’s award-winning, industryspecific<br />
content to learners <strong>and</strong> Ed Reps—the Course Portal.<br />
A LOMA Course Portal is an online resource from which learners<br />
access everything they need to study <strong>and</strong> prepare for the course<br />
examination. Course Portals appeal to a variety of learning styles<br />
by blending the more trad<strong>it</strong>ional textbook-based study experience<br />
w<strong>it</strong>h several new online <strong>and</strong> multi-media features, including<br />
•An introductory video<br />
•ProtectedPDFs of the assigned study materials that can be<br />
printed or read online<br />
•A Test Preparation Guide containing the same great Practice<br />
Questions <strong>and</strong> Sample exam in an interactive format <strong>and</strong> in<br />
a printable format<br />
•Review tools, including a Top Ten Tough Topics review<br />
•Study assignments that help learners set goals <strong>and</strong> manage<br />
their learning experience<br />
•Access to Help Desk <strong>and</strong> Ask an Expert<br />
LOMA Course Portals offer numerous benef<strong>it</strong>s, such as<br />
•Flexibil<strong>it</strong>y <strong>and</strong> choice for learners. You can study the course<br />
content both online <strong>and</strong> in a printed format. And for those<br />
learners w<strong>it</strong>h lim<strong>it</strong>ed <strong>com</strong>puter access, the course can be<br />
<strong>com</strong>pleted successfully using only the printed resources.<br />
•Improved learning <strong>and</strong> exam performance. By structuring the<br />
assignments <strong>and</strong> providing features to enhance <strong>and</strong> enliven<br />
the study experience, LOMA helps learners stay motivated.<br />
•Simplified purchase process. Learners or Ed Reps pay one<br />
fee to enroll in the course <strong>and</strong> receive all study materials<br />
PLUS an I*STAR or paper exam enrollment. The allinclusive<br />
price is less than purchasing trad<strong>it</strong>ional printed<br />
textbooks <strong>and</strong> study aids <strong>and</strong> exam enrollment separately.<br />
And there are no shipping fees! The Course Portal<br />
also ensures that study materials are the most current<br />
materials needed to do well on the exam <strong>and</strong> that they are<br />
available when needed to begin study.<br />
Presently, all courses featuring the new Course Portal are<br />
offered only in English. Courses delivered via the new Course<br />
Portal approach for <strong>2010</strong> include<br />
•LOMA 320—Insurance Marketing (available for <strong>2010</strong><br />
exams)<br />
•LOMA 361—Accounting <strong>and</strong> Financial Reporting in Life<br />
Insurance Companies (available for <strong>2010</strong> exams)<br />
•LOMA 307— Business <strong>and</strong> Financial Concepts for<br />
Insurance Professionals (NEW! Available June <strong>2010</strong> for<br />
exams beginning July 1, <strong>2010</strong>)<br />
Moving forward, as other LOMA designation program courses<br />
are revised or released, each will be delivered using the Course<br />
Portal approach. For information about enrolling for <strong>and</strong><br />
accessing the content for courses offered via the Course Portal,<br />
see page 54. For information about pricing, see page 58.<br />
www.loma.org 53
Examinations<br />
Examinations<br />
Enrolling for <strong>and</strong> Accessing Course Materials<br />
for Courses Delivered via the Course Portal<br />
Enrolling for courses delivered through a Course Portal is<br />
easy. If you are not already registered in LOMANET, follow<br />
the instructions on page 55. Once registered, use your login<br />
ID <strong>and</strong> password to access LOMANET. Select the course <strong>and</strong><br />
your exam type (I*STAR, Prometric, or paper) <strong>and</strong> desired<br />
exam period, <strong>and</strong> <strong>com</strong>plete any add<strong>it</strong>ional steps concerning<br />
payment, etc. Once your enrollment is <strong>com</strong>pleted, click on<br />
“My Learning” in the selection menu. “My Learning” will<br />
display the course for which you’ve enrolled if your course<br />
provides access to online resources <strong>and</strong> study materials.<br />
Click on the course t<strong>it</strong>le, which will launch your Course Portal<br />
in a new window.<br />
You will have access to the Course Portal through the exam<br />
period selected during the enrollment process. If you do not<br />
s<strong>it</strong> for your exam by the end of the exam period, you will<br />
need to purchase a fee transfer to change your exam period<br />
to a future period. If you are taking your exam at a Prometric<br />
Center, please see page 55 for full instructions on selecting<br />
an exam date <strong>and</strong> the process for purchasing fee transfers.<br />
Enrolling For Exams <strong>and</strong> Bundled Courses<br />
LOMA offers an examination for each professional<br />
designation program course to assess a participant’s<br />
successful mastery of the course content. These exams<br />
are available in paper <strong>and</strong> electronic formats <strong>and</strong> are<br />
administered in LOMA member organizations <strong>and</strong> in<br />
independent testing locations. This section provides<br />
information about exam formats, enrollment procedures for<br />
both exams <strong>and</strong> bundled courses, <strong>and</strong> exam fees.<br />
LOMA exams vary in length from 2–3 hours. Consult your<br />
Test Preparation Guide (TPG) or <strong>Education</strong> Representative<br />
for specific information about the length of your exam. As<br />
new or revised LOMA courses are released, the number of<br />
examination questions for some course examinations may<br />
change. Exam for revised courses that formerly consisted of<br />
75 questions w<strong>it</strong>h a 3-hour time lim<strong>it</strong> will now consist of 60<br />
questions <strong>and</strong> have a 2-hour time lim<strong>it</strong>.<br />
If you enroll for an examination, you are responsible for<br />
studying the correct assigned materials. The assigned<br />
study materials for each course are listed in the “Course<br />
Descriptions” section, beginning on page 17. If you enroll for<br />
a bundled course delivered through a LOMA Course Portal,<br />
the assigned study materials are included in your enrollment<br />
<strong>and</strong> are accessible via the Course Portal. For a more<br />
<strong>com</strong>plete description of your responsibil<strong>it</strong>ies as a student in<br />
LOMA’s professional designation programs, please refer to<br />
the “Professional Designation Programs” section on page 7.<br />
Your enrollment process will depend on the type of<br />
examination you choose to take:<br />
•Paper exams administered twice yearly on specified<br />
examination dates (see page 61)<br />
•Computerized/I*STAR exams at your <strong>com</strong>pany<br />
•Computerized/I*STAR exams at Prometric Testing<br />
Centers (available in the Un<strong>it</strong>ed States <strong>and</strong> Canada only)<br />
LOMA offers two options for exam enrollment:<br />
•Online enrollment via LOMANET, our Internet-based<br />
education administration system<br />
•Enrollment forms for paper exams, for use by<br />
independent students only, are available for download at<br />
www.loma.org<br />
If your <strong>com</strong>pany will enroll over 20 students at a time, your<br />
Ed Rep should contact LOMA’s Office of the Registrar for a<br />
time-saving feature.<br />
LOMANET<br />
LOMANET allows students to:<br />
•Enroll online for exams <strong>and</strong> bundled courses<br />
•View exam grades<br />
•View an analysis of performance on Paper, I*STAR or<br />
Prometric exams<br />
•Access course history <strong>and</strong> progress toward earning<br />
designations<br />
•Update personal information<br />
•Purchase fee transfers<br />
•Access online study materials for select designation<br />
courses<br />
Accessing information on the LOMANET system requires a<br />
login ID <strong>and</strong> password. Contact the LOMANET HelpDesk at<br />
1 800 ASK LOMA (Option 1), 770-984-3782 or lomanet@<br />
loma.org to request this information.<br />
54 1-800-ASK-LOMA (Option 1)
Examinations<br />
Student Use of LOMANET<br />
To maintain confidential<strong>it</strong>y, your student ID number <strong>and</strong> a<br />
LOMANET password are required to access your student<br />
record. If your current e-mail address has been entered into<br />
LOMANET, you can go to www.lomanet.org <strong>and</strong> request<br />
that your password be e-mailed to you by using Password<br />
Request. You can also request your password by sending an<br />
e-mail to education@loma.org.<br />
Registering on LOMANET is Easy <strong>and</strong> Free!<br />
1. Point your Web browser to www.lomanet.org.<br />
2. Select Register.<br />
3. Fill out <strong>and</strong> subm<strong>it</strong> the online registration form—make<br />
sure to provide a valid e-mail address. Enrollment<br />
confirmations are sent via e-mail.<br />
4. You will then receive a login ID <strong>and</strong> password to access<br />
LOMANET.<br />
To receive your <strong>com</strong>pany’s membership benef<strong>it</strong>s of lower<br />
fees, you will need your <strong>com</strong>pany number <strong>and</strong> Ed Rep’s last<br />
name upon registration.<br />
Students w<strong>it</strong>h Special Needs<br />
LOMA makes every effort to ac<strong>com</strong>modate the needs of<br />
students w<strong>it</strong>h special needs by granting permission for<br />
special arrangements on a case-by-case basis. Contact<br />
LOMA’s Office of the Registrar directly for more information.<br />
I*STAR Exams<br />
I*STAR (Individually Scheduled Test <strong>and</strong> Results) is<br />
LOMA’s Internet-based system for providing <strong>com</strong>puterized<br />
exams. I*STAR testing is available to students at <strong>com</strong>panies<br />
that have installed this testing system.<br />
Advantages of I*STAR include:<br />
•The convenience <strong>and</strong> flexibil<strong>it</strong>y of year-round testing<br />
•Immediate online grade reporting<br />
•Individual student performance analysis for each<br />
examination<br />
Enrolling for I*STAR Exams<br />
Before taking an I*STAR exam, you must be enrolled for the<br />
exam or the bundled course through LOMANET. When you<br />
enroll for e<strong>it</strong>her a bundled course that includes an I*STAR<br />
exam or an I*STAR exam for a non-bundled course, you<br />
must select the testing period during which you will s<strong>it</strong> for<br />
your exam. Testing periods are: January–March, April–June,<br />
July–September, <strong>and</strong> October–December.<br />
Important Information About I*STAR Enrollments, Fees,<br />
Cancellations, <strong>and</strong> Testing:<br />
•I*STAR enrollments cannot be canceled.<br />
•If you do not s<strong>it</strong> for your exam before the end of the<br />
selected testing period, your enrollment expires <strong>and</strong><br />
all exam fees are forfe<strong>it</strong>ed unless you purchase a fee<br />
transfer.<br />
•Fees are nontransferable between paper <strong>and</strong> I*STAR<br />
exams unless you purchase a fee transfer.<br />
•Your LOMANET ID <strong>and</strong> password will be required at the<br />
time of your I*STAR exam.<br />
•Specific I*STAR procedures <strong>and</strong> room cond<strong>it</strong>ions are<br />
outlined for proctors in the I*STAR Certification Form<br />
available on LOMA’s Web s<strong>it</strong>e.<br />
If during the enrollment process you enroll for the wrong<br />
exam or course by mistake, you must contact LOMA w<strong>it</strong>hin<br />
72 hours of your enrollment to have the error corrected at no<br />
charge.<br />
Prometric Exams<br />
You may also take <strong>com</strong>puterized exams at Prometric Testing<br />
Centers throughout the Un<strong>it</strong>ed States <strong>and</strong> Canada. Prometric<br />
offers students the flexibil<strong>it</strong>y of taking exams after regular<br />
business hours <strong>and</strong> on Saturdays. If you are planning to take<br />
your exam at a Prometric Center, read the following section<br />
carefully.<br />
Enrolling for Prometric Exams<br />
Follow these steps when enrolling for <strong>and</strong> scheduling an<br />
exam appointment at Prometric.<br />
1. Register <strong>and</strong> enroll via LOMANET,<br />
www.lomanet.org, at least 48 hours before scheduling<br />
your exam appointment at Prometric. If you cannot<br />
access LOMANET, contact the Office of the Registrar at<br />
1 800 ASK LOMA (Option 1), or 770-984-3761, or via<br />
e-mail, education@loma.org.<br />
2. Select the testing period in which you would like to<br />
take your exam (January–March, April–June, July–<br />
September, or October–December). If more than one<br />
testing period is open for enrollment, you should select<br />
the testing period that allows you adequate time to study<br />
<strong>and</strong> prepare for your exam.<br />
3. Subm<strong>it</strong> payment for the Prometric examination fee (see<br />
page 58) to establish eligibil<strong>it</strong>y for one period of testing.<br />
You must s<strong>it</strong> for your exam during the testing period<br />
for which you are enrolled or purchase a fee transfer<br />
to transfer your enrollment to the next testing period.<br />
LOMA will not refund enrollment fees if you do not s<strong>it</strong> for<br />
your examination.<br />
www.loma.org 55
Examinations<br />
4. Choose to receive an enrollment confirmation via e-mail,<br />
or print the “Enrollment Confirmation” screen that<br />
appears after subm<strong>it</strong>ting your enrollment.<br />
5. After 48 hours, log on to www.2test.<strong>com</strong> or call<br />
1-800-998-5662 to schedule an exam appointment<br />
at a Prometric Testing Center. Prometric appointments<br />
are scheduled on a first-<strong>com</strong>e, first-served basis, <strong>and</strong><br />
seating is subject to availabil<strong>it</strong>y. Appointments for the<br />
end of each quarter fill up quickly, so schedule as early<br />
as possible.<br />
6. Arrive at the Prometric Testing Center 30 minutes<br />
before the scheduled appointment. In add<strong>it</strong>ion to your<br />
enrollment confirmation, bring 2 forms of ID bearing<br />
your name <strong>and</strong> signature, one of which MUST include<br />
a recent photo. Examples of valid forms of photo ID<br />
include: a passport, a driver’s license w<strong>it</strong>h photo <strong>and</strong><br />
signature, a state ID card, <strong>and</strong> a mil<strong>it</strong>ary ID. In states<br />
where a photo is not included on the driver’s license,<br />
you may present an ID w<strong>it</strong>h a physical description.<br />
Acceptable forms of secondary ID include a cred<strong>it</strong> card,<br />
an ATM card, or a c<strong>it</strong>izenship card. Your name on the ID<br />
must exactly match the “Enrollment Confirmation”.<br />
Grades for Prometric Exams<br />
Prometric will provide you w<strong>it</strong>h an unofficial grade report.<br />
Your official grade will be e-mailed to you w<strong>it</strong>hin a day or two<br />
if you have selected the e-mail delivery option in LOMANET.<br />
You may also log onto LOMANET <strong>and</strong> view your official<br />
score under “Course History.” In Course History, you can<br />
also generate a chapter-by-chapter “Performance Report”<br />
indicating how well you did on each chapter of the assigned<br />
reading materials for the course.<br />
Rescheduling, Fee Transfers,<br />
<strong>and</strong> Cancellation Policies for Prometric Exams<br />
Enrollments for LOMA exams through Prometric may not<br />
be canceled for any reason. If you do not s<strong>it</strong> for your exam<br />
before the end of the testing period for which you enrolled,<br />
your enrollment expires <strong>and</strong> all exam fees are forfe<strong>it</strong>ed unless<br />
you purchase a fee transfer.<br />
Prometric appointments may be canceled or rescheduled<br />
w<strong>it</strong>hout penalty if you notify Prometric no later than two<br />
business days prior to your appointment. Please note that<br />
because Prometric Testing Centers are open on Saturdays,<br />
Monday through Saturday are considered business days.<br />
Failure to cancel w<strong>it</strong>hin the specified timeframe will result<br />
in a forfe<strong>it</strong>ure of the $95 (U.S.) Prometric fee, <strong>and</strong> you will<br />
be required to pay this fee again to take your exam. To<br />
reschedule or cancel your appointment, call 1-800-998-<br />
5662. Prometric’s Automated Voice Response System is<br />
available 24 hours a day, 7 days a week.<br />
If your rescheduled appointment is near the end of one<br />
of LOMA’s testing periods, you must also make sure your<br />
LOMANET enrollment is still valid for the rescheduled<br />
date. For example, if you enroll for one testing period on<br />
LOMANET, <strong>and</strong> want to reschedule your Prometric testing<br />
appointment to the next period, you must first log into<br />
LOMANET, purchase a fee transfer, <strong>and</strong> re-enroll for the<br />
exam in the next testing period.<br />
Canceling your appointment w<strong>it</strong>h Prometric does NOT cancel<br />
your enrollment in LOMANET. Your enrollment will remain<br />
valid until the end of the current testing period, so you must<br />
log into LOMANET <strong>and</strong> enroll for the next exam period.<br />
Paper Exams<br />
Paper exams are typically offered each May <strong>and</strong> November.<br />
The “Paper Exam Schedule” on page 61 indicates the exam<br />
dates <strong>and</strong> times. See “Key Dates” on the inside front cover<br />
for LOMA’s official enrollment deadlines for paper exams.<br />
Please note, your <strong>com</strong>pany’s enrollment deadlines may be<br />
earlier than LOMA’s official enrollment deadlines.<br />
Enrolling for Paper Exams<br />
To enroll for a paper exam, or a bundled course that includes<br />
both the study materials <strong>and</strong> a paper exam enrollment, you<br />
enroll via LOMANET. Independent students may use the form<br />
available at www.loma.org. When enrolling, keep in mind that<br />
you cannot enroll<br />
•for an exam scheduled on a day your <strong>com</strong>pany will be<br />
closed, e.g., a national or <strong>com</strong>pany holiday<br />
•for more than one exam scheduled on the same day at<br />
the same time<br />
LOMA does not lim<strong>it</strong> the number of exams you may take in<br />
each testing period. You are the best person to determine the<br />
number of exams you can prepare for in one cycle.<br />
56 1-800-ASK-LOMA (Option 1)
Examinations<br />
Paper Exam Enrollment Deadlines<br />
Enrollments made by authorized member <strong>com</strong>pany students,<br />
independent students, <strong>and</strong> Ed Reps must meet the official<br />
LOMA deadlines listed on the inside front cover to avoid<br />
add<strong>it</strong>ional fees.<br />
Important Information about Paper<br />
Enrollments, Fees, <strong>and</strong> Cancellations<br />
•Enrollments may not be canceled for any reason after<br />
the official enrollment deadline.<br />
•Fees are nontransferable between students, or between<br />
courses.<br />
•Sw<strong>it</strong>ching courses w<strong>it</strong>hout paying for the new course is<br />
prohib<strong>it</strong>ed. Cred<strong>it</strong>s <strong>and</strong>/or refunds will not be given for<br />
the course for which you in<strong>it</strong>ially enrolled.<br />
Fee Transfers<br />
If you are unable to take a paper, I*STAR, or Prometric<br />
examination during the testing period in which you enrolled,<br />
or you wish to sw<strong>it</strong>ch from paper to I*STAR or I*STAR to<br />
paper, you can purchase a fee transfer. Fee transfers may<br />
be purchased via LOMANET through the “Check Enrollment<br />
Status” function. If your exam period has expired <strong>and</strong> your<br />
score is a “DN” (did-not-s<strong>it</strong>), you may purchase a fee transfer<br />
from the “Course History” page in LOMANET. If you are<br />
unable to access LOMANET, you may request a form from<br />
LOMA’s Office of the Registrar, or download a form from<br />
www.loma.org. Fee transfers must be purchased w<strong>it</strong>hin<br />
seven months from the date the exam was scheduled to be<br />
taken.<br />
Paper Exam Fee Transfers<br />
To apply a fee transfer to another exam or course enrollment<br />
period, you must re-enroll for the next paper exam testing<br />
period. Re-enrollment is not automatic. If you do not enroll for<br />
the next exam testing period, you forfe<strong>it</strong> the exam or course<br />
fees <strong>and</strong> the transfer fee.<br />
Exam Procedures & Regulations<br />
Except where noted, the following procedures apply to the<br />
administration of paper, I*STAR, <strong>and</strong> Prometric examinations:<br />
•All paper exams must be taken according to LOMA’s<br />
“Paper Exam Schedule.” (See page 61.)<br />
•Plan to arrive at the exam s<strong>it</strong>e 30 minutes before your<br />
exam begins. You may be required to furnish photo ID<br />
when taking an exam. If you arrive after the scheduled<br />
starting time for your paper exam, the exam may not be<br />
accepted by LOMA for grading.<br />
Individual Student Performance Analysis<br />
is now available for paper exams!<br />
Students taking paper exams can now view an analysis<br />
of their performance on each chapter of the assigned<br />
study materials. The Performance Analysis report is<br />
available in the Course History section of their student<br />
records following the posting of exam grades. Simply<br />
click on the LOMA course number of the exam taken,<br />
<strong>and</strong> then click on “Performance Report.”<br />
•“Official Exam/Proctor Instructions,” mailed along<br />
w<strong>it</strong>h examinations to all paper exam proctors, must be<br />
followed.<br />
•Students may not consult, discuss, review, or in any<br />
way use anyone else’s answers or accept unauthorized<br />
assistance during the examination.<br />
•During the exam, students may not have in their<br />
possession any outside materials including, but not<br />
lim<strong>it</strong>ed to, notes; textbooks; tables; charts; graphs; cell<br />
phones; pagers; Personal Dig<strong>it</strong>al Assistants (PDAs),<br />
e.g. Palm Pilots or BlackBerrys; or dig<strong>it</strong>al media players,<br />
e.g. iPods.<br />
•Only calculators bearing the official LOMA logo are<br />
perm<strong>it</strong>ted in the exam room. The official LOMA<br />
calculator is sold through PBD [PBD Order # CALC-01].<br />
•Add<strong>it</strong>ional procedures, regulations, <strong>and</strong> information<br />
are posted in both the Student Services <strong>and</strong> Ed Rep<br />
Resources sections of LOMA’s Web s<strong>it</strong>e at<br />
www.loma.org.<br />
•Paper exam booklets must be returned to the proctors<br />
after the exam. The booklets will not be returned to<br />
students.<br />
Violations of Exam Administration Procedures<br />
To protect the LOMA designations while ensuring the<br />
credibil<strong>it</strong>y <strong>and</strong> rights of organizations <strong>and</strong> individuals<br />
participating in LOMA Programs, a due process procedure<br />
is used when violations of st<strong>and</strong>ards governing exam<br />
administration are suspected. The due process procedure<br />
involves:<br />
1. Determining the existence of a possible violation<br />
2. Investigating the suspected violation<br />
3. Communicating the findings <strong>and</strong> sanctions imposed,<br />
if any, to the affected parties<br />
The <strong>com</strong>plete due process policy can be found on LOMA’s<br />
Web s<strong>it</strong>e at www.loma.org.<br />
www.loma.org 57
Examinations<br />
English Language <strong>2010</strong> Course/Exam Enrollment Fees—North America<br />
1<br />
Courses LOMA Member Companies Nonmember Companies/<br />
Independent Students<br />
Need 2 Know Courses<br />
LOMA 281 1 $168 $336<br />
LOMA 291 1 $168 $336<br />
Proctored Exam Courses<br />
I*STAR Prometric Paper I*STAR Prometric Paper<br />
Online 280, 286, 290 $200 $295 N/A $400 $495 N/A<br />
LOMA 280 $105 $200 $125 $210 $305 $250<br />
LOMA 286 $105 $200 $125 $210 $305 $250<br />
LOMA 290 $105 $200 $125 $210 $305 $250<br />
LOMA 301 $105 $200 $125 $210 $305 $250<br />
LOMA 305 $105 $200 $125 $210 $305 $250<br />
LOMA 307 (bundled course) 2 $200 / $105 $295 / $200 $215 / $120 $400 / $305 $495 / $400 $430 / $335<br />
LOMA 311 $105 $200 $125 $210 $305 $250<br />
LOMA 316 $105 $200 $125 $210 $305 $250<br />
LOMA 320 (bundled course) 2 $200 / $105 $295 / $200 $215 / $120 $400 / $305 $495 / $400 $430 / $335<br />
LOMA 326 $105 $200 $125 $210 $305 $250<br />
LOMA 330 $105 $200 $125 $210 $305 $250<br />
LOMA 351 $105 $200 $125 $210 $305 $250<br />
LOMA 356 $105 $200 $125 $210 $305 $250<br />
LOMA 361 (bundled course) 2 $230 / $135 $325 / $230 $245 / $150 $460 / $365 $555 / $460 $490 / $395<br />
LOMA 371 $105 $200 $125 $210 $305 $250<br />
LOMA 380 $105 $200 $125 $210 $305 $250<br />
ACS 100 $163 $258 $184 $326 $421 $368<br />
PCS 391–393 $163 $258 $184 $326 $421 $368<br />
AAPA 273–323 $163 $258 N/A $326 $421 N/A<br />
AIAA 200 $163 $258 $184 $326 $421 $368<br />
AIAF 400 $265 $360 N/A $530 $625 N/A<br />
AIRC 410 (bundled course) 2 $330 / $235 $425 / $330 $350 / $255 $660 / $565 $755 / $660 $700 / $605<br />
AIRC 420 $265 $360 $287 $530 $625 $574<br />
ARA 440 3 $192 $287 $214 $384 $497 $428<br />
UND 386 (bundled course) 2 $300 / $205 $395 / $300 $320 / $225 $600 / $505 $695 / $600 $640 / $545<br />
BIC $50 $145 $60 $80 $175 $100<br />
This is the total course fee. Examinations are integrated w<strong>it</strong>hin the course materials <strong>and</strong> do not require separate payment.<br />
2 The fee for a bundled course includes all online study materials <strong>and</strong> an exam enrollment; no separate purchase of study materials is required.<br />
Bundled courses are eligible for a $95 retake fee discount when a student re-enrolls w<strong>it</strong>hin seven months after s<strong>it</strong>ting for the original<br />
examination. The retake fee discount is reflected in the lower fee shown above for each bundled course; for example, $105 is the LOMA 307<br />
I*STAR retake fee for member <strong>com</strong>pany students who qualify for the retake discount. Some bundled courses also have a printed textbook<br />
available for an add<strong>it</strong>ional fee.<br />
3 This fee includes the online Test Preparation Guide <strong>and</strong> exam enrollment; the text must be purchased separately.<br />
Note: Prices are subject to change w<strong>it</strong>hout notice.<br />
58 1-800-ASK-LOMA (Option 1)
Examinations<br />
Add<strong>it</strong>ional Fees<br />
LOMA Member Companies<br />
Add<strong>it</strong>ional Fees<br />
Nonmember Companies/<br />
Independent Students<br />
I*STAR Prometric Paper I*STAR Prometric Paper<br />
Canadian surcharge 1 $20 $20 $20 $20 $20 $20<br />
Fee transfer $50 $50 $50 $50 $50 $50<br />
Late enrollment fee 2 N/A N/A $50 N/A N/A $50<br />
Missed deadline fee 2 N/A N/A $125 N/A N/A $125<br />
Other Fees<br />
PAC fee $100 $200<br />
Replacement awards $35 $35<br />
LOMA transcript $35 $35<br />
Transfer cred<strong>it</strong> $50 (one-time fee) $50 (one-time fee)<br />
Course/Exam Enrollment Fees<br />
Exam <strong>and</strong> course fees are based on a <strong>com</strong>pany’s LOMA<br />
membership status, the type of exam (paper or I*STAR),<br />
<strong>and</strong> the location where the exam will be administered.<br />
Participation in LOMA <strong>Education</strong> Programs or activ<strong>it</strong>ies does<br />
not const<strong>it</strong>ute LOMA membership, nor does <strong>it</strong> qualify an<br />
organization for member <strong>com</strong>pany rates. Fee exceptions<br />
for independent students are available online at<br />
www.loma.org.<br />
Member <strong>and</strong> nonmember <strong>com</strong>panies will be invoiced for<br />
exam <strong>and</strong> course fees. Independent students must pay fees<br />
at the time of enrollment. All fees are shown in U.S. dollars<br />
<strong>and</strong> must be paid in U.S. dollars by VISA, MasterCard,<br />
American Express, check, money order, or bank transfer.<br />
Fees are nontransferable between students <strong>and</strong> courses.<br />
For French Language course/exam fees,<br />
please see page 45.<br />
For Spanish Language course/exam fees,<br />
please see page 52.<br />
Most exam fees do not include the cost of textbooks, study<br />
aids, or CE cred<strong>it</strong>. Exceptions are<br />
•The course fee for LOMA 320, LOMA 361, <strong>and</strong> when<br />
available, LOMA 307, includes the online Course Portal,<br />
w<strong>it</strong>h access to online study materials, <strong>and</strong> an exam<br />
enrollment.<br />
•The course fees for online LOMA 280, 286, <strong>and</strong> 290<br />
include access to all study materials.<br />
•The course fees for the Need 2 Know courses,<br />
LOMA 281 <strong>and</strong> LOMA 291, include access to all study<br />
materials.<br />
•The exam fee for ARA 440 includes access to a PDF of<br />
the study aid (TPG).<br />
•The exam fee for UND 386 <strong>and</strong> AIRC 410 includes<br />
access to PDFs of the textbook <strong>and</strong> the study aid (TPG).<br />
After LOMA’s official enrollment deadline, paper enrollments<br />
may not be canceled. Fees are subject to change w<strong>it</strong>hout<br />
notice.<br />
1 Certain exams administered in Canada, including those for independent students, are subject to a $20 (U.S.) per exam surcharge. This fee is<br />
in add<strong>it</strong>ion to the base exam fee <strong>and</strong> other applicable fees. The Canadian surcharge applies only to Fellowship-level exams <strong>and</strong> the ACS exam.<br />
All exams administered in Canada are subject to the Canadian Goods <strong>and</strong> Services Tax (GST). The GST applies to the course/exam fee, the<br />
Canadian student surcharge, <strong>and</strong> any applicable Prometric Fees. LOMA does not collect the GST; Canadian <strong>com</strong>panies <strong>and</strong> independent students<br />
must self-assess any liabil<strong>it</strong>y they incur.<br />
2 Enrollments received past paper enrollment deadlines require add<strong>it</strong>ional administrative processing; therefore, a late fee per student, per exam is<br />
charged. Late enrollment <strong>and</strong> missed deadline fees apply to paper exams only.<br />
Note: Prices are subject to change w<strong>it</strong>hout notice.<br />
www.loma.org 59
Examinations<br />
Exam Grades<br />
The passing grade for all exams is 70 percent. For all<br />
courses except LOMA 281 <strong>and</strong> LOMA 291, LOMA provides<br />
students w<strong>it</strong>h numerical scores for grades of 70 <strong>and</strong> above.<br />
Scores below 70 are listed only as F+ (w<strong>it</strong>hin 10 points<br />
of passing) or F. If you do not take an exam by the end of<br />
the exam period for which you are enrolled, your score will<br />
be DN (did-not-s<strong>it</strong>). You can receive your grade via e-mail<br />
if you select that delivery option in your student record in<br />
LOMANET. You may also view your grades under “Course<br />
History” in your LOMANET record.<br />
LOMA 281 <strong>and</strong> LOMA 291 courses include a series of short<br />
exams, which are integrated w<strong>it</strong>hin the course materials<br />
<strong>and</strong> do not require a separate exam enrollment. Successful<br />
<strong>com</strong>pletion of these courses requires a 70 percent score<br />
on all course tests; however, course cred<strong>it</strong> in LOMANET is<br />
recorded as a P (pass). Students who enroll in LOMA 281 or<br />
LOMA 291 are given access to the course materials for six<br />
months. If you do not successfully <strong>com</strong>plete all course exams<br />
during that period, your score will be a DN (did-not-s<strong>it</strong>). You<br />
may review your grades for these courses under “Course<br />
History” in your LOMANET record.<br />
Regrade Policy<br />
You may request a regrade of your paper exam by subm<strong>it</strong>ting<br />
a request in wr<strong>it</strong>ing w<strong>it</strong>hin three months of the exam date. A<br />
fee of $50 (U.S.) is required to manually regrade your exam.<br />
Fees will be refunded if LOMA discovers any errors were<br />
made during the in<strong>it</strong>ial grading process.<br />
Exam Question Challenges<br />
If you believe a question on a paper or I*STAR exam was<br />
misleading, unfair, or contained errors, you may subm<strong>it</strong> an<br />
exam question challenge. Deadlines for subm<strong>it</strong>ting challenges<br />
for paper examinations are found on the inside front cover.<br />
Computerized exam challenges must be subm<strong>it</strong>ted w<strong>it</strong>hin<br />
three business days of the exam. Fax your challenge to<br />
770‐984‐3742 or e-mail education@loma.org.<br />
Awards<br />
You will receive a Level I Certificate for successful <strong>com</strong>pletion<br />
of LOMA 280 <strong>and</strong> LOMA 290, LOMA 281 <strong>and</strong> LOMA 291,<br />
or LOMA 286 <strong>and</strong> LOMA 305. You will receive a diploma<br />
for <strong>com</strong>pleting any Associate, Professional, or Fellow<br />
designation. These awards will arrive approximately 10 weeks<br />
after the last course is posted in LOMANET. Designations<br />
may be used immediately upon <strong>com</strong>pleting program<br />
requirements.<br />
The “Check Designation Progress” feature in LOMANET<br />
allows you to see which programs you have <strong>com</strong>pleted<br />
as well as track your progress toward a designation.<br />
Some designations may be earned “W<strong>it</strong>h Honors” or w<strong>it</strong>h<br />
“Distinction” by having an average of 85% or higher, w<strong>it</strong>h<br />
no failures, on certain courses. Replacement awards can be<br />
ordered for $35 (U.S.) To download a replacement award<br />
form, see www.loma.org.<br />
LOMA Courses Toward Bachelor’s<br />
<strong>and</strong> Master’s Degrees<br />
LOMA has partnerships/articulation agreements w<strong>it</strong>h<br />
prestigious colleges <strong>and</strong> univers<strong>it</strong>ies that can help insurance<br />
<strong>and</strong> financial services professionals earn a degree more<br />
quickly <strong>and</strong> easily than ever before. Whether you are<br />
interested in an undergraduate degree or an MBA, LOMA’s<br />
Global Campus has a program that is right for you. For more<br />
information, vis<strong>it</strong> www.loma.org.<br />
In add<strong>it</strong>ion, many inst<strong>it</strong>utions around the world grant cred<strong>it</strong><br />
for LOMA courses. The National Program on Noncollegiate<br />
Sponsored Instruction (NPONSI) evaluates LOMA courses<br />
<strong>and</strong> re<strong>com</strong>mends semester cred<strong>it</strong> hours for each course.<br />
To see what courses have been evaluated by NPONSI <strong>and</strong><br />
download a Transcript Request Form, vis<strong>it</strong> www.loma.org.<br />
CE Cred<strong>it</strong><br />
Life <strong>and</strong> health agent continuing education (CE) programs<br />
accept LOMA <strong>Education</strong> courses as continuing education<br />
cred<strong>it</strong> in most states <strong>and</strong> some provinces. CE cred<strong>it</strong> is<br />
not subm<strong>it</strong>ted automatically; <strong>it</strong> must be requested upon<br />
<strong>com</strong>pletion of a LOMA course. To see a list of states <strong>and</strong><br />
provinces that accept LOMA courses <strong>and</strong> to download a form<br />
to request CE cred<strong>it</strong>, vis<strong>it</strong> www.loma.org. Students may also<br />
subm<strong>it</strong> requests for CE cred<strong>it</strong> on LOMANET. A $35 (U.S.) fee<br />
per course is required.<br />
60 1-800-ASK-LOMA (Option 1)
Examinations<br />
<strong>2010</strong> Paper Exam Schedule<br />
Important reminders:<br />
•Arabic, Bahasa Indonesia, Chinese, English, <strong>and</strong> Korean<br />
must be administered according to this schedule.<br />
•Students must not enroll for two exams given on the<br />
same day at the same time.<br />
•Ed Reps must not enroll students for an exam scheduled<br />
for a day on which their <strong>com</strong>pany will be closed, e.g., a<br />
national or <strong>com</strong>pany holiday.<br />
•LOMA exams vary in length from 2–3 hours.<br />
For specific information about the length of your exam,<br />
see below.<br />
•Some paper exams may be offered only in May or only<br />
in November.<br />
May <strong>2010</strong><br />
Start Time<br />
Date 9 a.m. 1 p.m.<br />
Monday, May 10 LOMA 280 75 questions 3 hours<br />
LOMA 286 75 questions 3 hours<br />
Tuesday, May 11 LOMA 290 75 questions 3 hours<br />
LOMA 305 75 questions 3 hours<br />
Wednesday, May 12 LOMA 301 75 questions 3 hours<br />
UND 386 50 questions 2 hours<br />
PCS 391 75 questions 3 hours<br />
Thursday, May 13 LOMA 311 75 questions 3 hours<br />
AIAA 200 50 questions 2 hours<br />
Friday, May 14 LOMA 320 60 questions 2 hours<br />
LOMA 326 75 questions 3 hours<br />
LOMA 330 75 questions 3 hours<br />
AIRC 410 50 questions 2 hours<br />
LOMA 356 75 questions 3 hours<br />
PCS 393 75 questions 3 hours<br />
LOMA 351 75 questions 3 hours<br />
ACS 100 75 questions 3 hours<br />
LOMA 361 60 questions 2 hours<br />
LOMA 380 75 questions 3 hours<br />
LOMA 371 75 questions 3 hours<br />
November <strong>2010</strong><br />
Start Time<br />
Date 9 a.m. 1 p.m.<br />
Monday, November 1 LOMA 280 75 questions 3 hours<br />
LOMA 286 75 questions 3 hours<br />
Tuesday, November 2 LOMA 290 75 questions 3 hours<br />
LOMA 305 75 questions 3 hours<br />
Wednesday, November 3 LOMA 301 75 questions 3 hours<br />
UND 386 50 questions 2 hours<br />
LOMA 330 75 questions 3 hours<br />
PCS 392 75 questions 3 hours<br />
LOMA 356 75 questions 3 hours<br />
AIRC 420 50 questions 2 hours<br />
LOMA 307 60 questions 2 hours<br />
LOMA 351 75 questions 3 hours<br />
ACS 100 75 questions 3 hours<br />
Thursday, November 4 LOMA 311 75 questions 3 hours LOMA 361 60 questions 2 hours<br />
LOMA 380 75 questions 3 hours<br />
Friday, November 5 LOMA 320 60 questions 2 hours<br />
LOMA 326 75 questions 3 hours<br />
ARA 440 50 questions 2 hours<br />
LOMA 371 75 questions<br />
3 hours<br />
www.loma.org 61
Examinations<br />
Exams Available on I*STAR <strong>and</strong> Paper, by Language<br />
The table below shows whether exams are available on I*STAR, on paper, or both. All paper exams must be administered<br />
according to LOMA’s official schedule (see page 61). U.S. <strong>and</strong> Canadian students whose <strong>com</strong>panies do not offer exams via<br />
I*STAR may s<strong>it</strong> for exams in a Prometric Testing Center. Students should contact their Ed Rep for details.<br />
Exam<br />
English<br />
Paper<br />
English<br />
I*STAR <strong>and</strong><br />
Prometric<br />
Arabic<br />
Paper<br />
Bahasa<br />
Indonesia<br />
Paper <strong>and</strong><br />
I*STAR<br />
(CPLHI)<br />
中 文<br />
Chinese<br />
I*STAR<br />
中 文<br />
Chinese<br />
Paper<br />
Français<br />
French<br />
I*STAR<br />
한국<br />
Korean<br />
Paper<br />
Português<br />
Portuguese<br />
I*STAR<br />
(PFLP)<br />
LOMA 280 Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes<br />
LOMA 286 Yes Yes Yes<br />
LOMA 290 Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes<br />
LOMA 301 Yes Yes Yes Yes Yes Yes Yes Yes Yes<br />
LOMA 305 Yes Yes Yes<br />
LOMA 307 Nov. <strong>2010</strong> July <strong>2010</strong><br />
LOMA 311 Yes Yes Yes Yes<br />
LOMA 316 Yes Yes<br />
LOMA 320 Yes Yes Nov. <strong>2010</strong> Yes Yes Yes Yes Yes<br />
LOMA 326 Yes Yes<br />
LOMA 330 Yes Yes Yes Yes Yes<br />
LOMA 351 Yes Yes Yes Yes<br />
LOMA 356 Yes Yes Yes Yes Yes Yes Yes<br />
LOMA 361 Yes Yes Yes Yes Nov. <strong>2010</strong><br />
LOMA 371 Yes Yes Yes Yes July <strong>2010</strong><br />
LOMA 380 Yes Yes<br />
ACS 100 Yes Yes Yes Yes Yes Yes<br />
AIAA 200 May <strong>2010</strong> only Yes<br />
AIAF 400<br />
Yes<br />
AIRC 410 May <strong>2010</strong> only Yes<br />
AIRC 420 Nov. <strong>2010</strong> only Yes<br />
AAPA 273<br />
AAPA 283<br />
AAPA 303<br />
AAPA 313<br />
AAPA 323<br />
Yes<br />
Yes<br />
Yes<br />
Yes<br />
Yes<br />
ARA 440 Nov. <strong>2010</strong> only Yes Yes<br />
PCS 391 May <strong>2010</strong> only Yes<br />
PCS 392 Nov. <strong>2010</strong> only Yes<br />
PCS 393 May <strong>2010</strong> only Yes<br />
UND 386 Yes Yes Yes Yes<br />
BIC Yes For more information on BIC paper exams, vis<strong>it</strong> www.loma.org.<br />
Español<br />
Spanish<br />
I*STAR<br />
(PFSL)<br />
62 1-800-ASK-LOMA (Option 1)
Study Materials<br />
Study<br />
Materials<br />
Determining the Study Materials You Need<br />
All exams, I*STAR/Prometric <strong>and</strong> paper, are based on<br />
current, assigned study material. As a student, you are<br />
responsible for studying the correct materials assigned for<br />
the exam cycle during which you will take your exam.<br />
LOMA currently delivers study materials via published<br />
books, downloadable PDF files, or in multimedia format<br />
using course portals. New <strong>and</strong> revised course materials for<br />
LOMA designation program courses will be published as<br />
downloadable protected PDF files (PPDFs) via Course Portals.<br />
The PPDFs will be made available in May or November. When<br />
a new ed<strong>it</strong>ion of assigned study materials for a course is<br />
noted in this <strong>Catalog</strong>, you can expect the first <strong>com</strong>puterized<br />
<strong>and</strong> paper exams to be available as follows…<br />
For Texts<br />
Published<br />
I*STAR/<br />
Prometric<br />
Paper Exams<br />
November 2009 January 1, <strong>2010</strong> May <strong>2010</strong><br />
May <strong>2010</strong> July 1, <strong>2010</strong> November <strong>2010</strong><br />
November <strong>2010</strong> January 1, 2011 May 2011<br />
Students who take I*STAR/Prometric exams affected by<br />
curriculum changes or those who want outgoing ed<strong>it</strong>ions of<br />
textbooks should order early. I*STAR/Prometric students<br />
have only two months (May–June or November–December)<br />
following the new or revised ed<strong>it</strong>ion’s publication dates to s<strong>it</strong><br />
for exams based on previously assigned study materials.<br />
English courses affected by curriculum changes in <strong>2010</strong><br />
include:<br />
•LOMA 320<br />
•LOMA 361<br />
•LOMA 307<br />
To determine the study materials you will need for each<br />
course for which you are enrolled, consult the information<br />
provided in the Course Descriptions section of this <strong>Catalog</strong>,<br />
beginning on page 17. Note the t<strong>it</strong>le, ed<strong>it</strong>ion, <strong>and</strong>/or copyright<br />
date of all assigned study materials. Courses that include<br />
study materials w<strong>it</strong>h enrollment are listed on page 65 of this<br />
<strong>Catalog</strong>. Please confirm your <strong>com</strong>pany’s policies regarding<br />
obtaining LOMA study materials before ordering.<br />
Past exams are not re<strong>com</strong>mended as study aids <strong>and</strong> are not<br />
available from LOMA or PBD.<br />
Online Study Materials<br />
Study materials for some LOMA courses are also available<br />
in an online format. Courses include LOMA 280, LOMA 281<br />
(online only), LOMA 286, LOMA 290, <strong>and</strong> LOMA 291 (online<br />
only). These courses can be purchased through LOMANET.<br />
LOMA 280, 286 <strong>and</strong> 290 online courses include study<br />
materials <strong>and</strong> the enrollment for an I*STAR or Prometric<br />
exam. You will be given one year’s access to the online study<br />
materials <strong>and</strong> must take the corresponding exams in this<br />
time period. LOMA 281 <strong>and</strong> LOMA 291 include access to all<br />
online course materials <strong>and</strong> exams w<strong>it</strong>hin the lomalearn.org<br />
Web s<strong>it</strong>e (no I*STAR or Prometric exam required). You will be<br />
given access to the online study materials for six months.<br />
For courses that have study materials in PDF, enrollment<br />
through LOMANET is required to gain access.<br />
Ordering Study Materials<br />
Printed study materials listed in this <strong>Catalog</strong> (except those<br />
noted)—should be ordered online, by phone, or by fax from<br />
PBD Worldwide Fulfillment Services<br />
Web s<strong>it</strong>e: www.lomabookstore.<strong>com</strong><br />
E-mail: LNH@pbd.<strong>com</strong><br />
Tel: 800-887-3723 / 770-280-4178<br />
Fax: 770-280-4150<br />
When ordering print related study materials, you must include<br />
your LOMA <strong>com</strong>pany number <strong>and</strong> must use the shipping<br />
table provided on the Study Materials Order Form.<br />
www.loma.org 63
Study Materials<br />
Study Materials <strong>and</strong> Billing Inquiries<br />
by Language<br />
For information on how to order books in<br />
Arabic........................... .............see page 27<br />
Bahasa Indonesia.....................................see page 28<br />
Chinese........................ 中 文 ...................see page 31<br />
French.......................... Français...............see page 43<br />
Korean.......................... 한국...................see page 46<br />
Portuguese................... Português............see page 48<br />
Spanish........................ Español................see page 50<br />
Shipping<br />
Delivery of all in-stock <strong>it</strong>ems can be expected w<strong>it</strong>hin 3 to 10<br />
business days from receipt of your order. All orders must be<br />
prepaid in U.S. dollars unless other arrangements are made<br />
directly w<strong>it</strong>h PBD.<br />
Due to the differing costs <strong>and</strong> regulations of the customs<br />
offices of each country, PBD <strong>and</strong> LOMA cannot be<br />
responsible for add<strong>it</strong>ional customs charges incurred w<strong>it</strong>h<br />
orders. These costs are not included in the shipping or<br />
h<strong>and</strong>ling fees. Please take note of your country’s customs<br />
regulations when placing an order.<br />
Companies who want customized service arrangements<br />
should contact PBD before placing orders for study<br />
materials. LOMA assumes no responsibil<strong>it</strong>y for any special<br />
arrangements made w<strong>it</strong>h PBD concerning order h<strong>and</strong>ling.<br />
Billing Inquiries<br />
for Print-Related Study Materials<br />
If you have questions about a study materials invoice or<br />
billing-related matter, contact:<br />
PBD Worldwide Fulfillment Services<br />
P.O. Box 930108<br />
Atlanta, Georgia 31193-0108<br />
Tel: 800-887-3723 / 770-280-4178<br />
Fax: 770-280-4150<br />
E-mail: LNH@pbd.<strong>com</strong><br />
Instructor’s K<strong>it</strong>s<br />
LOMA-published Instructor’s K<strong>it</strong>s for LOMA Courses 280,<br />
286, <strong>and</strong> 290 may be purchased from PBD to facil<strong>it</strong>ate<br />
classroom teaching. Commercially-published instructor’s k<strong>it</strong>s<br />
are made available only to course instructors for LOMA 330,<br />
LOMA 351, LOMA 380, PCS 391, <strong>and</strong> AIAA 200. To order,<br />
contact LOMA directly.<br />
Teaching Guides<br />
Teaching guides for LOMA 311 <strong>and</strong> LOMA 326 must be<br />
ordered directly from LOMA by contacting LOMA’s Contact<br />
Center. These teaching guides include an outline that ties<br />
together the text w<strong>it</strong>h the Practice Questions <strong>and</strong> Sample<br />
Exam from the Test Preparation Guide. The teaching guides<br />
will be made available to customers as a stapled print-out for<br />
no cost other than a shipping <strong>and</strong> h<strong>and</strong>ling fee. The amount<br />
of the shipping <strong>and</strong> h<strong>and</strong>ling fee will be the same as for<br />
<strong>com</strong>mercially published instructor’s k<strong>it</strong>s. The customer does<br />
not have to provide evidence of classroom activ<strong>it</strong>y in order to<br />
receive LOMA-developed teaching guides.<br />
About This <strong>Catalog</strong><br />
LOMA <strong>Education</strong> <strong>and</strong> <strong>Training</strong><br />
LOMA is <strong>com</strong>m<strong>it</strong>ted to a business partnership w<strong>it</strong>h <strong>it</strong>s<br />
worldwide members in the financial services industry<br />
to improve their management <strong>and</strong> operations through<br />
qual<strong>it</strong>y employee development, research, information<br />
sharing, <strong>and</strong> related products <strong>and</strong> services.<br />
The mission of LOMA’s <strong>Education</strong> & <strong>Training</strong> Division is<br />
to provide <strong>com</strong>panies in the financial services industry<br />
w<strong>it</strong>h a qual<strong>it</strong>y education to meet their human resources<br />
development needs.<br />
LOMA confers students of any color, religion, or national<br />
or ethnic origin to all the rights, privileges, <strong>and</strong> activ<strong>it</strong>ies<br />
generally made available to participants in <strong>it</strong>s Programs.<br />
LOMA does not discriminate on the basis of race, color,<br />
national origin, sex, pregnancy, religion, age, disabil<strong>it</strong>y,<br />
c<strong>it</strong>izenship, ancestry, service in the uniformed services,<br />
sexual orientation, mar<strong>it</strong>al status, genetic information,<br />
or any other factors protected by federal, state <strong>and</strong> local<br />
law in in educational policies or eligibil<strong>it</strong>y requirements<br />
for <strong>it</strong>s Programs.<br />
All statements in this <strong>Catalog</strong> are for informational<br />
purposes only <strong>and</strong> should not be construed as the<br />
basis of a contract between a student, <strong>Education</strong>al<br />
Representative (Ed Rep), or participating organization<br />
<strong>and</strong> LOMA. While the provisions of this <strong>Catalog</strong> will<br />
ordinarily be applied as stated, LOMA reserves the<br />
right to change any provision w<strong>it</strong>hout actual notice to<br />
students. Every effort will be made to keep students <strong>and</strong><br />
<strong>com</strong>pany Ed Reps advised of any changes. Ed Reps are<br />
not agents of LOMA.<br />
Project Manager:<br />
Graphic Designer:<br />
Kathryn Brown, PCS<br />
Kathleen Ryan, FLMI, FAHM, PFSL, PCS,<br />
AIAA, AIRC, ARA<br />
64 1-800-ASK-LOMA (Option 1)
Study Materials<br />
English Language Exam Length <strong>and</strong> Study Materials by Course<br />
Exam Length<br />
Study Materials<br />
Course<br />
number<br />
Number<br />
of questions<br />
Time<br />
lim<strong>it</strong><br />
Included w<strong>it</strong>h enrollment<br />
Textbook available<br />
for purchase<br />
LOMA 280 75 questions 3 hours Exam only Yes<br />
Online LOMA 280 75 questions 3 hours All study materials in online format Yes<br />
LOMA 281 No proctored exam All study materials in online format No<br />
LOMA 286 75 questions 3 hours Exam only Yes<br />
LOMA 290 75 questions 3 hours Exam only Yes<br />
Online LOMA 290 75 questions 3 hours All study materials in online format Yes<br />
LOMA 291 No proctored exam All study materials in online format No<br />
LOMA 301 75 questions 3 hours Exam only Yes<br />
LOMA 305 75 questions 3 hours Exam only Yes<br />
LOMA 307 60 questions 2 hours Course portal, PDF of text <strong>and</strong> TPG Yes<br />
LOMA 311 75 questions 3 hours Exam only Yes<br />
LOMA 316 75 questions 3 hours Exam only Yes<br />
LOMA 320 60 questions 2 hours Course portal, PDF of text <strong>and</strong> TPG Yes<br />
LOMA 326 75 questions 3 hours Exam only Yes<br />
LOMA 330 75 questions 3 hours Exam only Yes<br />
LOMA 351 75 questions 3 hours Exam only Yes<br />
LOMA 356 75 questions 3 hours Exam only Yes<br />
LOMA 361 60 questions 2 hours Course portal, PDF of text <strong>and</strong> TPG Yes<br />
LOMA 371 75 questions 3 hours Exam only Yes<br />
LOMA 380 75 questions 3 hours Exam only Yes<br />
ACS 100 75 questions 3 hours Exam only Yes<br />
AIAA 200 50 questions 2 hours Exam only Yes<br />
AIAF 400 75 questions 3 hours Exam only Yes<br />
AIRC 410 50 questions 2 hours PDF of text <strong>and</strong> TPG No<br />
AIRC 420 50 questions 2 hours Exam only Yes<br />
AAPA 273–323 50 questions 2 hours Exam only Yes<br />
ARA 440 50 questions 2 hours PDF of TPG Yes<br />
PCS 391, 392, 393 75 questions 3 hours Exam only Yes<br />
UND 386 50 questions 2 hours PDF of text <strong>and</strong> TPG Yes<br />
BIC 50 questions 2 hours Exam only Yes<br />
Disclaimer of Warranty<br />
Examinations described in this <strong>Catalog</strong> are designed solely to measure whether students have successfully <strong>com</strong>pleted the relevant assigned curriculum.<br />
The attainment of LOMA designations indicates only that all examinations in the given curriculum have been successfully <strong>com</strong>pleted. In no way should<br />
a student’s <strong>com</strong>pletion of a given LOMA course or attainment of any LOMA designation be construed to mean that LOMA in any way certifies that<br />
student’s <strong>com</strong>petence, training, or abil<strong>it</strong>y to perform any given task. LOMA’s examinations are to be used solely for general educational purposes, <strong>and</strong><br />
no other use of the examinations or Programs is authorized or intended by LOMA. Furthermore, <strong>it</strong> is in no way the intention of the LOMA curriculum or<br />
examinations to describe the st<strong>and</strong>ard of appropriate conduct in any field of the financial services industry, <strong>and</strong> LOMA expressly repudiates any attempt<br />
to so use the curriculum <strong>and</strong> examinations. Any such assessment of student <strong>com</strong>petence or usual industry practices should instead be based on<br />
independent professional inquiry <strong>and</strong> the advice of <strong>com</strong>petent professional counsel.<br />
www.loma.org 65
We can’t give you super powers…<br />
but we can help you be<strong>com</strong>e super productive.<br />
Our Need 2 Know courses offer an innovative approach to providing important information that<br />
will help you be more productive. Need 2 Know courses provide:<br />
n Insight into insurance <strong>and</strong> financial products, vocabulary <strong>and</strong> concepts<br />
n Short, online lessons w<strong>it</strong>h engaging, multi-media delivery<br />
n Job-applicable <strong>and</strong> industry-specific training<br />
We can’t teach you how to<br />
leap tall buildings,<br />
but we can help<br />
you be<strong>com</strong>e super.<br />
www.loma.org<br />
EDCT/<strong>2010</strong>
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