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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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
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