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Education & Training Catalog

NEW! Streamlined ACS Track Inside!

2012

Key Dates
December 2011
December 31 Last day to take I*STAR and Prometric exams for the current testing period; deadline for fee transfer requests for I*STAR and Prometric enrollments LOMA closed for New Years Day; LOMAs Contact Center unavailable LOMANET enrollment opens for May 2012 paper exams Deadline to submit paper enrollment forms for May 2012 paper exams Certificates and diplomas for November 2011 paper exams received by Ed Reps Deadline to submit enrollments via LOMANET, and late paper enrollment forms deadline for May 2012 paper exams Last day to take I*STAR and Prometric exams for the current testing period; deadline for fee transfer requests for I*STAR and Prometric enrollments Paper exams administered (see page 69 for dates and times) LOMA closed for Memorial Day; LOMAs Contact Center unavailable Exam question challenges deadline for receipt at LOMA Fee transfer request deadline for May 2012 paper exams May 2012 paper grades post to LOMANET Last day to take I*STAR and Prometric exams for the current testing period; deadline for fee transfer requests for I*STAR and Prometric enrollments LOMA closed for Independence Day; LOMAs Contact Center unavailable LOMANET enrollment opens for November 2012 paper exams August 31

August 2012
August 3 August 15 August 17 Deadline to submit paper enrollment forms for November 2012 paper exams Certificates and diplomas for May 2012 paper exams received by Ed Reps Deadline to submit enrollments via LOMANET, and late paper enrollment forms deadline for November 2012 paper exams Last day to complete course requirements to attend the 2012 LOMA Annual Conference and Conferment LOMA closed for Labor Day; LOMAs Contact Center unavailable

January 2012
January 2 January 3

February 2012
February 3 February 15 February 17

September 2012
September 3

September 1214 2012 LOMA Annual Conference and Conferment, Seattle, Washington September 30 Last day to take I*STAR and Prometric exams for the current testing period; deadline for fee transfer requests for I*STAR and Prometric enrollments Paper exams administered (see page 69 for dates and times) Exam question challenges deadline for receipt at LOMA LOMA closed for Thanksgiving; LOMAs Contact Center unavailable Fee transfer request deadline for November 2012 paper exams November 2012 paper grades post to LOMANET LOMA closed for Christmas; LOMAs Contact Center unavailable Last day to take I*STAR and Prometric exams for the current testing period; deadline for fee transfer requests for I*STAR and Prometric enrollments LOMA closed for New Years Day; LOMAs Contact Center unavailable LOMANET enrollment opens for May 2013 paper exams

March 2012
March 31

November 2012
November 59 November 19 November 2223 November 30

May 2012
May 1418 May 28 May 29 May 31

December 2012
December 1 December 25 December 31

June 2012
June 9 June 30

July 2012
July 4 July 5

January 2013
January 1 January 2

Copyright 2012 LL Global, Inc. All rights reserved. This Catalog, or any part thereof, may be reproduced or transmitted for the purpose of informing current or potential LOMA students of available education opportunities, on the condition that the reproduction or transmission includes the following notice: Copyright 2012 LL Global, Inc. All rights reserved. Reproductions or transmissions for any other purpose require the prior written permission of the publisher. LOMA, FFSI, FLMI, PCS, ALMI, AFSI, ACS, AIAA, AIRC, AAPA, ARA, CPFS, CPLHI, CSI, DLHI, LCIC, LOMANET, LOMALearn, PFLP, PFSL, and I*STAR are service marks of LOMA, and use for purposes not authorized by LOMA is prohibited.

Table of Contents
Get Started with LOMA! Online Learning Instructor-Led Training: Insurance Immersion Course Portals Professional Designation Programs

How to Use This Catalog ......................................................... 2 Guidelines for Use of LOMA Materials ...................................... 2 4 6 8 9

Fellow, Life Management Institute (FLMI ) ......................... 10 Associate, Life Management Institute (ALMI) .................... 10 Fellow, Financial Services Institute (FFSI) ......................... 12 Associate, Financial Services Institute (AFSI) .................... 12 Associate, Customer Service (ACS) .................................. 13 Professional, Customer Service (PCS) ................................ 15 Associate, Annuity Products and Administration (AAPA) .. 15 Associate, Insurance Agency Administration (AIAA) .......... 16 Associate, Insurance Accounting & Finance (AIAF) ......... 16 Associate, Insurance Regulatory Compliance (AIRC) ......... 17 Associate, Reinsurance Administration (ARA) ................. 17

LOMA 335 Operational Excellence in Financial Services ....................................................... 24 LOMA 356 Investment Principles and Institutional Investing .............................. 24 LOMA 361 Accounting and Financial Reporting in Life Insurance Companies .......................... 25 LOMA 371 Risk Management and Product Design for Insurance Companies .................................... 25 LOMA 380 Financial Services and Products for Organizations........................................... 25 PCS 391 Customer Behavior: Consumer Behavior and Beyond .................................................. 25 PCS 392 Customer Contacts: Strategies and Operations ............................. 25 PCS 393 Customer Relationship Management .............. 26 UND 386 Underwriting Life and Health Insurance .......... 26

Areas of Study

27

Course Descriptions and Assigned Study Materials

18

AAPA 273 Annuity Principles and Products..................... 18 AAPA 283 Marketing, Distribution, and Uses of Annuities.................................... 18 AAPA 303 Annuity Systems and Administration .............. 18 AAPA 313 Financial Aspects of Annuities ....................... 18 AAPA 323 Regulation and Taxation of Annuities .............. 18 ACS 100 Foundations of Customer Service................... 19 ACS 101 Customer Service for Insurance Professionals .. 19 AIAA 200 Agency Administration................................... 19 AIAF 400 Statutory Accounting for Life and Health Insurers............................ 19 AIRC 410 Regulatory Compliance: Companies, Producers, and Operations ............................ 20 AIRC 420 Regulatory Compliance: Insurance and Annuity Products .................................... 20 ARA 440 Reinsurance Administration ........................... 20 LOMA 280 Principles of Insurance .................................. 20 LOMA 281 Meeting Customer Needs with Insurance and Annuities ......................... 21 LOMA 286 Principles of Financial Services and Products ................................................ 21 LOMA 290 Insurance Company Operations ..................... 21 LOMA 291 Improving the Bottom Line: Insurance Company Operations ..................... 22 LOMA 301 Insurance Administration ............................... 22 LOMA 305 Personal Financial Planning ........................... 22 LOMA 307 Business and Financial Concepts for Insurance Professionals ........................... 22 LOMA 311 Business Law for Financial Services Professionals ................................................ 22 LOMA 316 Business Law for Financial Services Professionals (Canada) .................................. 23 LOMA 320 Insurance Marketing ..................................... 23 LOMA 326 Financial Services Marketing ......................... 23

Annuities .............................................................................. 27 Customer Service ................................................................. 27 Finance and Accounting ........................................................ 27 Financial Services and Financial Planning............................... 27 Legal, Compliance, and Ethics ............................................... 28 Life Insurance ....................................................................... 28 Management and Leadership ................................................ 28 Operations and Administration ............................................... 28 Product Development ............................................................ 28 Reinsurance ......................................................................... 28 Functional Mapping............................................................... 28

International Programs

29

Arabic Programs ............................ ....................... 29 Bahasa Indonesia Programs ........... Bahasa Indonesia ............ 30 Chinese Programs.......................... .............................. 33 French Programs ........................... Franais ......................... 41 Korean Programs ........................... .............................. 45 Portuguese Programs .................... Portugus ....................... 48 Spanish Programs.......................... Espaol .......................... 52

Examinations

61

Enrolling for Exams ............................................................... 61 LOMANET ............................................................................ 61 I*STAR Exams ...................................................................... 62 Prometric Exams................................................................... 62 Paper Exams ........................................................................ 63 Fee Transfers........................................................................ 64 Exam Procedures & Regulations ............................................ 65 Exam Grades ........................................................................ 65 Awards................................................................................. 66 Exam Fees ........................................................................... 67 2012 Paper Exam Schedule .................................................. 69

Study Materials

70

Determining the Study Materials You Need ............................. 70 Online Study Materials .......................................................... 70 Ordering Study Materials ....................................................... 70 Study Materials by Language................................................. 71 Instructors Kits, Teaching Guides .......................................... 71 English-Language Exams and Study Materials by Course ........ 72

Get Started with LOMA


Welcome to LOMAs career development opportunities!
From enhanced online delivery methods to job-relevant content, LOMA continues to make exciting enhancements to its programs and courses. Throughout 2011, more and more industry professionals took charge of their careers by earning the Associate, Life Management Institute (ALMI) designation. Now in 2012, these students will be able to earn the highly-regarded Associate, Customer Service (ACS) designation by successfully completing just one more course, either ACS 100 or ACS 101. LOMAs popular Need 2 KnowTM courses (LOMA 281 and LOMA 291) continue to help employees become more productive by teaching time-tested content in insurance fundamentals in a highly engaging, media-rich format. In 2012, learners will find additional courses available on LOMAs Course Portals, which provide online delivery of everything they need to study and prepare for examinations. This Catalog features details about several new products and study materials, including
ACS 101 Customer Service for Insurance Professionals LOMA 311 Business Law for Financial Services

Over the next few years, we will continue to update and improve our courses and program offerings to enhance the relevance of our curriculum and the learning process. As you plan your professional development for 2012, we encourage you to contact your Ed Rep or visit www.loma.org before enrolling for courses or ordering study materials. Were sure youll be pleased to see the exciting new developments in LOMA Education programs during 2012!

How to Use This Catalog


LOMAs educational solutions come in many forms. Use this Catalog to find a course or designation program by
Delivery Method online learning courses,

instructor-led training, or Course Portals and other self-study courses Professional Designation Programs Course Descriptions Areas of Study Language (International Programs)

Professionals These new LOMA offerings are designed to further improve your professional education experience and continue to ignite your potential.

Guidelines for Use of LOMA Materials


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

LOMA offers content in the following areas to help you reach your career goals:
Annuities Business Analysis Business Insurance Communication Company Operations Finance and Skills IT Legal, Compliance, Project Management Property/Casualty

Accounting
Financial Services

and Administration Customer Service Desktop Skills

and Financial Planning Human Resources Insurance Fraud Insurance Onboarding

and Ethics and Health Life Insurance Management and Leadership Product Development

Insurance Reinsurance Retirement Planning Sales Training Securities and Suitability

1-800-ASK-LOMA (Option 1)

Get Started with LOMA!

Disclaimer of Warranty
Examinations described in this Catalog are designed solely to measure whether students have successfully completed the relevant assigned curriculum. The attainment of LOMA designations indicates only that all examinations in the given curriculum have been successfully completed. In no way should a students completion of a given LOMA course or attainment of any LOMA designation be construed to mean that LOMA in any way certifies that students competence, training, or ability to perform any given task. LOMAs examinations are to be used solely for general educational purposes, and no other use of the examinations or Programs is authorized or intended by LOMA. Furthermore, it is in no way the intention of the LOMA curriculum or examinations to describe the standard of appropriate conduct in any field of the financial services industry, and LOMA expressly repudiates any attempt to so use the curriculum and examinations. Any such assessment of student competence or usual industry practices should instead be based on independent professional inquiry and the advice of competent professional counsel.

Who to Contact
If you have questions about LOMAs Education Programs, contact your companys LOMA Education Representative (Ed Rep) first. If you require additional assistance or if you are an independent student, please contact LOMAs Contact Center 2300 Windy Ridge Parkway, Suite 600 Atlanta, GA 30339 USA Tel: 1-800-ASK-LOMA (275-5662) (Option 1) 770-984-3761 Fax: 770-984-6415 E-mail: education@loma.org

activities such as new research, training, and development of education programs. Unless your company has specific written permission from LOMA in advance, any photocopying, inputting or recording via computer or other storage medium or device, copying of software, storing or accessing materials via company intranets or networks, or incorporation of any LOMA materials

into other works may subject you and your company to substantial liability for damages under the Copyright Act. You may reproduce or transmit this Catalog as permitted on the inside front cover. You may apply to LOMA for permission to use other LOMA materials on a case-by-case basis by contacting LOMA at askloma@loma.org.

www.loma.org

Online Learning

Online Learning

Online Learning
As a leading provider of learning solutions for financial services organizations around the world, LOMA offers a range of online and blended learning options to satisfy your learning and development needs.

New Short Online Courses and Course Collections!


LOMA has introduced a number of online courses that can be completed in an hour. Also new are course collections on life insurance, health insurance, annuities, and customer service. These collections contain four to five short online courses on related topics. They provide an excellent way to get new employees up to speed quickly, educate employees new to an area, and refresh the knowledge of seasoned employees.

LOMALearn www.lomalearn.org
LOMALearn provides sophisticated and affordable just-intime e-learning solutions designed to meet the needs of individuals and organizations. LOMALearn allows corporate users to administer, track, and deliver industry-specific and other best-of-breed courses on a 24/7 basis and provides quality training to employees.

LOMA Custom Learning Solutions


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

Online Designation Learning


Several of LOMAs designation courses are available online. The Need 2 Know Courses LOMA 281 and LOMA 291 teach insurance fundamentals through an engaging, multi-media approach. Other designation courses are available through LOMAs Course Portals, which blend traditional text-based content with interactive online features. For more information about the Need 2 Know courses, please see page 21. For more information about LOMAs Course Portals, please see page 8.

For more information on LOMAs Custom Learning Solutions, visit www.lomalearn.org or call 770-984-3751.

Online Course Catalog


With over 350 online courses, LOMA offers training covering a wide variety of topics such as financial/insurance products, customer service, insurance functions, management, and interpersonal skills. LOMA gives you access to a multitude of interactive, engaging courses to meet your specific learning needs. The following is a list of featured courses in several topic areas. For a full list of course topics and titles, please visit www.lomalearn.org.

New Soft Skill Courses Available!


On July 1, 2011, LOMA began offering soft skill courses provided by Element K. The new Element K courses fall into the following categories: management and leadership, sales training, customer service, finance and accounting, human resources, project management, communication, desktop skills, IT, and business analysis. Some of the courses are offered in other languages Portuguese, Spanish, and Vietnamese. The Element K courses, some of which are listed on the next page, replace those previously offered by SkillSoft on LOMALearn.

Annuities

Featured Courses: Annuity Basics and Participants Annuity Products Annuities: How They Work

r se New Couon! ollecti C

1-800-ASK-LOMA (Option 1)

Online Learning

Annuities: Overview of Taxation Annuities: Why People Buy Them

Interviewing Skills for Management Promoting Diversity in the Workplace

Communication
Featured Courses: Communicating Across Cultures Dynamic Business Presentations Effective Business Writing

Insurance Fraud
Featured Courses: Fraud in Life and Disability Insurance Health Care Fraud Introduction to Insurance Fraud for Agents

Company Operations
Featured Courses: Claim Administration for Life Insurance How Insurance Companies Make Money with Life Insurance and Annuities Interacting Effectively with Agents Intro to Underwriting Reinsurance Basics

Legal, Compliance & Ethics


Featured Courses: Anti-Money Laundering Ethical Conduct in the Insurance Industry HIPAA Requirements, Coverage and Enforcement Intro to Regulatory Compliance

Life Insurance

Customer Service

Featured Courses: Exceptional Customer Service Managing Time and Stress Processing Customer Service Requests for Life Insurance Working with Upset Customers

r se New Couon! Collecti

n! Featured Courses: Collectio Insurance Basics Life Insurance Products Life Policy Provisions and Supplemental Benefits for Individual Life Insurance Policyowner Rights for Individual Life Insurance

N ew C o u

r se

Management & Leadership


Featured Courses: Coaching in the Workplace Developing and Implementing a Strategic Plan Managing Organizational Goals

Finance & Accounting


Featured Courses: Basic Investment Concepts Financial Basics for Non-Financial Managers Planning and Controlling Budgets

Onboarding
Featured Courses: 15-Minute Insurance Industry Overview of an Insurance Policy Life

Financial Planning
Featured Courses: 401(k) Plans Asset Allocation Section 529 Plans

Property-Casualty Insurance
Featured Courses:
r se New Couon! ollecti C
Homeowner 2000 Coveraage Personal Auto Coverage Property-Casualty Concepts Umbrella Liability Coverage

Health Insurance
Featured Courses

How Group Health Insurance Works How Individual Medical Expense Insurance Works Overview of Disability Income Insurance Overview of Medical Expense Insurance

Sales Training
Featured Courses:
Distributing Insurance Through Agents Introduction to Needs Selling Sales Training for Insurance Producers Insurance Sales Process The

Human Resources
Featured Courses:
Hiring Outstanding Teams

N e w!

www.loma.org

Instructor-Led Training

Instructor-Led Training

Insurance Immersion
LOMAs Insurance Immersion is an interactive learning experience that accelerates the delivery of industry-specific knowledge essential to success in the life insurance and annuity products environment. Led by a skilled facilitator, the program includes instruction by subject matter experts from the insurance industry, participation in structured group activities, and interaction with peers. The program is a blended learning experience that includes individual pre-class preparation, intensive instruction and class work, and follow-up online learning. Insurance Immersion is designed for employees who need a broad understanding of industry fundamentals.

Delivery Formats
In the Classroom
Public Sessions Public sessions of Insurance Immersion last 2 days and include the following content:
Industry overview, regulation, and compliance insurance and annuity products, distribution, Life

pricing, and profitability


insurance and annuity operations, including Life

suitability review, underwriting, customer service, claims, operational efficiencies, and operational risk Finance and risk management In lively, fast-paced sessions, participants live and breathe insurance, moving from introduction to understanding to application and synthesis. We cover not only the technical aspects of insurance, but also practical, real-world situations, challenges and solutions through hands-on activities, questions and answers with experienced industry experts, and networking with fellow participants. Insurance Immersion is offered as a public session throughout the year in the U.S. and Canada. Each session is limited to a maximum of 30 participants.

1-800-ASK-LOMA (Option 1)

Instructor-Led Training

In the Classroom at Your Company


On-Site and Train-the-Trainer Insurance Immersion LOMA can provide its unique Insurance Immersion experience on-site at your location and tailor the content to address your companys unique business issues. We offer 2-day, 1-day, and 1/2-day sessions based on the content from the public sessions. LOMA also offers a Train-the-Trainer Insurance Immersion option. First we conduct the complete on-site Immersion Program with your companys facilitators attending as participants, followed by a 1-day Facilitator Certification Workshop.

Look for more instructor-led opportunities in 2012! Visit our website, www.loma.org.

Learn More
For more information about the public sessions of Insurance Immersion, onsite-delivery, Train-the-Trainer, or Virtual programs, contact us or visit the Learning & Development/Learners section of www.loma.org. Classroom and On-Site Immersion Phone: 770-951-1770, ext. 662 E-mail: insuranceimmersion@loma.org Virtual Immersion Phone: 770-951-1770, ext. 776 E-mail: virtuallearning@loma.org

At Your Desk
Virtual Insurance Immersion Programs LOMAs Insurance Immersion classroom training is also available at your computer! We use web-conferencing to deliver essential industry knowledge in eight 2-hour sessions. Virtual Insurance Immersion programs incorporate the highly interactive, activity-based format of our traditional classroom Immersion program, including expert instructors, communication tools, and small group activities. Class size is limited to 20 participants. Virtual Insurance Immersion is available in public sessions and as a company-specific program and covers the following topics: Virtual Insurance Immersion: Life and Annuity Products
financial services industry The insurance products and supplemental benefits Life Product distribution, pricing, and profitability annuity product and participants The How annuities work Annuity types Annuity sales in the U.S. Needs met by annuities

Other Instructor-Led Training


LOMA and LIMRA provide you with a unified resource of development solutions for your entire organization. Additional instructor-led opportunities are available through LIMRA for training and developing
Home office executives Field sales leaders and sales representatives Managers of virtual teams or employees Virtual/remote team members Customer service professionals

To learn how these programs can have a positive impact on your business, call LIMRA at 800-235-4672.

Virtual Insurance Immersion: Life Insurance Operations


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

www.loma.org

Professional Designation Programs

Course Portals

LOMAs Course Portal Approach to Learning


LOMAs Course Portals bring our award winning, industry specific content to learners over the internet. A LOMA Course Portal is an online resource from which learners access everything they need to study and prepare for the course examination. Course Portals appeal to a variety of learning styles by blending the more traditional textbookbased study experience with some or all of the following online and multi-media features:
introductory video An Protected PDFs of the assigned study materials that can

be printed or read online Test Preparation Guide containing the same great A Practice Questions and Sample Exam in an interactive format and in a printable format Review tools, including a Top 10 Tough Topics review Study assignments that help learners set goals and manage their learning experience Access to Help Desk and Ask an Expert LOMA Course Portals offer numerous benefits, such as
Flexibility and choice for learners. You can study the

course content both online and in a printed format. And for those learners with limited computer access, the course can be completed successfully using only the printed resources. Improved learning and exam performance. By structuring the assignments and providing features to enhance and enliven the study experience, LOMA helps learners stay motivated. Simplified purchase process. Learners or Ed Reps pay one fee to enroll in the course and receive all study materials PLUS an I*STAR or paper exam enrollment. The all-inclusive price is less than purchasing traditional printed textbooks and study aids and exam enrollment separately. And there are no shipping fees! Course Portals also ensure that study materials are the most current materials needed to do well on the exam and that they are available when needed to begin study.

Presently, all Course Portal courses are offered only in English. Courses delivered via the Course Portal approach for 2012 include LOMA 280 Principles of Insurance LOMA 290 Insurance Company Operations LOMA 301 Insurance Administration LOMA 307 Business and Financial Concepts for Insurance Professionals LOMA 311 Business Law for Financial Services Professionals (available June of 2012 for exams beginning July 1, 2012) LOMA 320 Insurance Marketing LOMA 335 Operational Excellence in Financial Services LOMA 361 Accounting and Financial Reporting in Life Insurance Companies LOMA 371 Risk Management and Product Design for Insurance Companies AAPA 323 Regulation and Taxation of Annuities (available in a modified Course Portal format that includes only the text and TPG) For information about enrolling for and accessing the content for courses offered via Course Portals, see page 61. For information about pricing, see page 67.

1-800-ASK-LOMA (Option 1)

Professional Designation Programs

Professional Designation Programs

LOMA, one of the most recognized and respected professional education institutions in the world, is perhaps best known for programs of study that lead to the internationally recognized professional designations listed below: AAPA Associate, Annuity Products and Administration ACS Associate, Customer Service AFSI Associate, Financial Services Institute AIAA Associate, Insurance Agency Administration AIAF Associate, Insurance Accounting & Finance 1 AIRC Associate, Insurance Regulatory Compliance ALMI Associate, Life Management Institute ARA Associate, Reinsurance Administration CPFS Certified Professional in Financial Services (Indonesia) CPLHI Certified Professional, Life and Health Insurance (Indonesia) DLHI Diplomate, Life Health Institute (Arabic) FFSI Fellow, Financial Services Institute FLMI Fellow, Life Management Institute LCIC LOMA Certified Insurance Consultant (Spanish) PCS Professional, Customer Service 2 PFLP Programa de Formaao LOMA em Portugus (Portuguese) PFSL Programa de Formacin en Seguros de LOMA (Spanish)

Check Designation Progress


To confirm the courses you need for any LOMA designation, go to LOMANET (www.lomanet.org) and click the Check Designation Progress button. For each LOMA designation, you will see the courses you have completed and the courses you have left to take. You can also confirm the date any designation was earned. For more information on LOMANET, please see page 61. offered via a Course Portal, an online resource for accessing assigned course content and study aids and other special features (see page 8).

Student Responsibilities

If you choose to participate as a student in LOMAs professional designation programs, your responsibilities include: Knowing designation program requirements and keeping up with program changes as described in LOMAs Education & Training Catalog Enrolling for the correct exam(s) for the course(s) you wish to take Noting text updates and changes and obtaining the correct editions of all assigned study materials for each course Studying all materials assigned Individuals may choose to take individual courses within any Taking paper examinations according to the date and of LOMAs programs without pursuing a professional time specified in the official exam schedule and/or designation. LOMA offers an examination for each following your companys and/or Prometrics guidelines professional designation course to assess a participants for I*STAR examinations successful completion of the course curriculum. For Knowing the number of questions in and the duration of information about enrolling for LOMA courses and the exam you are taking examinations, see page 61. Being aware of enrollment deadlines, rules on canceling LOMA develops study materials for you to use in preparing exams, and deadlines to take an exam or have access to for each courses examination. For most LOMA courses, the study materials assigned materials include both textbooks and study aids. Reporting any cheating or violations of LOMA The course materials for a number of LOMA courses are examination procedures to LOMA immediately 1 The AIAF designation will be offered only through December 31, 2012. Requesting agent CE credit from LOMA (Credit is not 2 The last opportunity to complete the PCS under current requirements is reported automatically.)
December 31, 2012.

www.loma.org

Professional Designation Programs

FLMI and ALMI Designations


The Fellow, Life Management Institute (FLMI) Program is a 10-course professional development program that provides an industry-specific business education in the context of the insurance and financial services industry. Established in 1932, the FLMI Program is the worlds largest universitylevel education program in insurance and financial services. Level I: Provides need-to-know information about insurance products and operations so employees quickly gain confidence, serve the customer effectively, and contribute to company success ALMI: Provides job-relevant knowledge about the core insurance functions and strengthens business and financial acumen FLMI: Teaches advanced insurance and financial concepts to build a deeper understanding of the insurance business

Credit for Courses Previously Passed but Which Are No Longer Offered by LOMA
In some cases, students may receive credit for courses that are no longer offered by LOMA. Most of these situations are explained in notes to the tables in this section. However, students should check their LOMANET record for the most up-to-date information regarding program requirements. Visit www.lomanet.org for more information. For more information on LOMANET, see page 61.

Associate, Life Management Institute (ALMI)


The five-course ALMI Program consists of two Level I courses LOMA 280 or LOMA 281 plus LOMA 290 or LOMA 291 plus three ALMI-level courses: LOMA 301 Insurance Administration LOMA 307 Business and Financial Concepts for Insurance Professionals LOMA 320 Insurance Marketing

Fellow, Life Management Institute (FLMI)


The five FLMI-level courses cover big picture business topics important to insurance professionals and managers. In general, these courses also cover quantitative and financial concepts in greater depth. LOMA recommends a course progression that begins with Level I followed by the ALMI level before enrolling in courses in the FLMI level.

10

1-800-ASK-LOMA (Option 1)

Professional Designation Programs

Associate, Life Management Institute (ALMI)


Required courses Level I Insurance Principles LOMA 280 or LOMA 281 Insurance Operations LOMA 290 or LOMA 291 Insurance Administration LOMA 301 ALMI Business & Financial Concepts LOMA 307 Marketing

LOMA 320

Level I: LOMA awards a personalized certificate to learners upon successful completion of LOMA 280/281 and LOMA 290/291. Learners must complete ALL required courses to earn the ALMI designation.

Fellow, Life Management Institute (FLMI)


Required courses Level I Insurance Principles Insurance Operations Insurance Administration ALMI Business & Financial Concepts* LOMA 307 Marketing Law* Management* FLMI Investments* Accounting Risk Management & Product Design LOMA 371

LOMA 280 or LOMA 281

LOMA 290 or LOMA 291

LOMA 301

LOMA 320 LOMA 311 LOMA 335 or LOMA 3161

LOMA 356

LOMA 361

Level I: LOMA awards a personalized certificate to learners upon successful completion of LOMA 280/281 and LOMA 290/291. Learners must complete ALL required courses to earn the FLMI designation.

* Learners who have credit for the discontinued courses shown below automatically receive FLMI credit for the applicable course category shown below.
Discontinued Course LOMA 351 LOMA 310 and LOMA 315 LOMA 3161 LOMA 330 LOMA 340 Course Category Business & Financial Concepts Law Law Management Investments

Learners may be eligible for credit for other discontinued courses. Check your designation progess at www.lomanet.org.
1

As of July 1, 2012, LOMA 316 will be offered only in French.

www.loma.org

11

Professional Designation Programs

FFSI and AFSI Designations


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

Associate, Financial Services Institute (AFSI)


Required courses Level I Principles LOMA 286 Financial Planning LOMA 305 Investments LOMA 356 Law LOMA 311 or LOMA 3161 Elective courses select two Level II Marketing LOMA 326 Management 2 LOMA 335 Employee Benefits LOMA 380

LOMA awards a personalized certificate to learners upon successful completion of LOMA 286 and LOMA 305.

Students must complete THREE required courses and TWO electives to earn the AFSI designation.

Fellow, Financial Services Institute (FFSI)


Required courses Level I Principles Financial Planning LOMA 305 Law Marketing Management
2

Level II Investments Employee Benefits LOMA 380 Professional Achievement Credits Three Professional Achievement Credits (PACs). For more information on PACs, visit www.loma.org.

LOMA 286

LOMA awards a personalized certificate to learners upon successful completion of LOMA 286 and LOMA 305.

LOMA 311 or LOMA 3161

LOMA 326

LOMA 335

LOMA 356

Learners must complete ONE course from each column shown and earn THREE PACs to earn the FFSI designation.
1 2

As of July 1, 2012, LOMA 316 will be offered only in French. Learners who earned credit for LOMA 351 automatically receive credit for the AFSI or FFSI Management course.

12

1-800-ASK-LOMA (Option 1)

Professional Designation Programs

Associate, Customer Service (ACS)

The Associate, Customer Service (ACS) Program provides a course on the foundations of customer service, and the programs elective tracks allow you to focus your studies within a particular product area. Those pursuing the ACS may choose one of the following tracks to complete the designation:
ACS Life Insurance ACS Reinsurance ACS Annuities ACS Property & Casualty (P&C)

Employees at all levels can benefit from the ACS Program. It is appropriate for anyone who interacts with internal or external customers on a regular basis. The ACS Program is designed to help you
Increase your knowledge of product lines Successfully manage customer relationships Exceed customers expectations Improve your companys bottom line

NOTE: The Reinsurance and Annuities tracks, as shown below, will be offered only through the end of 2012.
Elective courses select two
Insurance Administration Business & Financial Concepts Marketing

ACS Life Insurance


Required courses Customer Service ACS 100 or ACS 101 Insurance Principles LOMA 280 or LOMA 281 Insurance Operations/ Reinsurance Administration LOMA 290 or LOMA 291 or ARA 440

LOMA 301

LOMA 307

LOMA 320

Learners must complete THREE required courses and TWO electives to earn the ACS designation.

NOTE: The following courses from the original Life Insurance track may be used as electives through December 31, 2012: LOMA 3351, LOMA 3562, and one Compliance/Law course3 (AIRC 410 or LOMA 311 or LOMA 3164).

ACS Reinsurance
Required courses Customer Service ACS 100 or ACS 101 Insurance/Financial Services Principles LOMA 280 or LOMA 281 or LOMA 286 Reinsurance Administration ARA 440 Marketing LOMA 320 or LOMA 326 Elective courses select two Management1 LOMA 335 Investments2 LOMA 356 Compliance/ Law3 AIRC 410 or LOMA 311 or LOMA 3164

Learners must complete THREE required courses and TWO electives to earn the ACS designation.

ACS Annuities
Required courses Customer Service ACS 100 or ACS 101 Annuity Principles and Products AAPA 273 Annuity Systems and Administration AAPA 303 Marketing Annuities AAPA 283 Elective courses select two Management1 LOMA 335 Investments2 LOMA 356 Compliance/ Law3 AIRC 410 or LOMA 311 or LOMA 3164

Learners must complete required courses to earn the ACS designation.


1

Learners who have credit for LOMA 330 automatically receive ACS credit for this elective.

Learners who have credit for LOMA 340 automatically receive ACS credit for this elective.

Learners who have credit for LOMA 310 or LOMA 315 automatically receive ACS credit for this elective.

As of July 1, 2012, LOMA 316 will be offered only in French.

www.loma.org

13

Professional Designation Programs

ACS Property & Casualty (U.S.)


Required courses Customer Service ACS 100 or ACS 101 Property/ Liability Principles AINS 21 Personal/ Commercial Insurance AINS 22 or AINS 23 Personal/ Commercial Insurance Elective courses select two Insurance Regulation Information Technology AIT 131 Claims Insurance Services AIS 25 Reinsurance1

AINS 22 IR 201 or AINS 23 (whichever was not taken as a required course)

AIC 30

ARe 144

For details on the required and elective courses offered by The Institutes, visit www.theinstitutes.org. Learners must complete THREE required courses and TWO electives to earn the ACS designation.

ACS Property & Casualty (U.S.)


Jointly sponsored by LOMA and The Institutes, the U.S. Property & Casualty track of the ACS Program will provide you with a solid understanding of customer service and how it affects property/liability, personal and commercial insurance, regulation, claims and more. Policies and procedures for LOMA-administered ACS courses are described in this Catalog. For information on enrolling for The Institutes courses, see the contact information below. To send proof of credit to LOMA, complete the form at www.loma.org. The Institutes Customer Service Department 720 Providence Road Suite 100 Malvern, PA 19355-3433 Tel: 800-644-2101 Fax: 610-640-9576 E-mail: customerservice@theinstitutes.org Web site: www.theinstitutes.org

ACS Property & Casualty (Canada)


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

The Insurance Institute of Canada 18 King Street East, 6th Floor Toronto, ON M5C 1C4 Tel: 866-362-8585 / 416-362-8586 Fax: 416-362-4239 E-mail: iicmail@insuranceinstitute.ca Web site: www.insuranceinstitute.ca

ACS Property & Casualty (Canada)


Required courses Customer Service ACS 100 or ACS 101 Insurance Principles/ Practices C11 or C81 and C82 Property/ Liability Insurance C12 or C13 Property/ Liability Insurance Elective courses select two Loss Adjusting2 Advanced Loss Adjusting2 C111 Underwriting Agent/Broker3

C12 C110 or C13 (whichever was not taken as a required course)

C120 or C121

C130 or C131

For details on the required and elective courses offered by the IIC, visit www.insuranceinstitute.ca. Learners must complete THREE required courses and TWO electives to earn the ACS designation.
1

Learners who have credit for ARe 141 automatically receive ACS credit for the Reinsurance course.

Learners who have credit for C15 or C17 automatically receive ACS credit for Loss Adjusting or Advanced Loss Adjusting.

Learners who have credit for C71 automatically receive ACS credit for the Agent/Broker course.

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Professional Designation Programs

Professional, Customer Service (PCS)*


Required courses Associate coursework Customer Service ACS Designation Completion of the ACS Program is not a requirement for enrollment in any PCS course. However, LOMA strongly advises that students complete ACS 100 or ACS 101 before taking PCS courses. Customer Behavior PCS 391 Professional level coursework Customer Contacts PCS 392 Customer Relationship Management PCS 393

Learners who complete the three PCS courses will receive a personalized certificate from LOMA.

Learners must earn the ACS designation and complete ALL three advanced courses to earn the PCS designation.

Professional, Customer Service (PCS)


The PCS Program builds on the fundamentals in LOMAs Associate, Customer Service (ACS) Program, and includes three advanced-level, in-depth courses focused exclusively on customer service within the financial services industry. Students must earn the ACS designation and complete all three PCS courses to earn the PCS designation. Courses in the PCS program address the positive impact and value of understanding and successfully managing customer relationships. Designed especially for individuals in customer contact positions in the financial services industry, PCS is the right choice for your professional development if you want to
Exceed customers expectations Make a positive impact on your companys bottom line Demonstrate a commitment to professionalism Improve your professional skills

exams for PCS 391 and PCS 393 will be administered in May 2012, and the last paper exam for PCS 392 will be administered in November 2012. Learners may take I*STAR exams for these courses through December 31, 2012.

Associate, Annuity Products and Administration (AAPA)


The courses in LOMAs Associate, Annuity Products and Administration (AAPA) Program will teach you annuity-related terminology and underlying concepts so you can effectively deliver solutions to internal and external customers. The AAPA Program provides examples of real business scenarios that annuity professionals encounter. AAPA will provide you with knowledge of
differences among the various annuity products The

* NOTE: The three courses in the PCS curriculum will be offered only through the end of 2012. LOMA is working on new course offerings to meet the needs of todays customer service professionals. The last opportunity for participants to complete the PCS under the current requirements is December 31, 2012. The last paper

and their uses financial aspects of annuities The role of technology in annuity administration The marketing and distribution of annuities The Laws and regulations affecting annuities

Associate, Annuity Products and Administration (AAPA)


Required courses Annuity Principles AAPA 273 Marketing, Distribution, and Uses of Annuities AAPA 283 Systems and Administration AAPA 303 Financial Aspects AAPA 313 Regulation and Taxation AAPA 323

Learners must complete ALL of these courses to earn the AAPA designation.

www.loma.org

15

Professional Designation Programs

Associate, Insurance Agency Administration (AIAA)


Required courses Principles LOMA 280 or LOMA 281 or LOMA 286 Insurance Operations LOMA 290 or LOMA 291 Customer Service ACS 100 or ACS 101 Agency Administration AIAA 200 Marketing/ Administration LOMA 320 or LOMA 326 or LOMA 301 Compliance/Law AIRC 410 or AIRC 420 or LOMA 3161 Only Canadian students may substitute LOMA 316 for AIRC 410 or AIRC 420.

Learners must complete ONE course from each subject category shown to earn the AIAA designation.

Associate, Insurance Agency Administration (AIAA)


LOMAs Associate, Insurance Agency Administration (AIAA) Program will help you gain the knowledge you need to serve your clients effectively and run your office smoothly, efficiently, and economically. Designed especially for employees in a branch office, field office, or brokerage and for home office employees who interact with agents or agency staff, the AIAA Program teaches
Customer service for internal and external customers Technology that enhances communications between

Associate, Insurance Accounting & Finance (AIAF)2


Jointly sponsored by LOMA and The Institutes, the life and health track of the Associate, Insurance Accounting and Finance (AIAF) Program will provide you with a broad view of the accounting and financial operations of life and health insurers. AIAF is ideal if you work in accounting or financial areas or Information Services (IS) and work with financial data for internal or external customers. When you complete the five AIAF life and health track courses, you will know
and health insurance accounting procedures Life Statutory accounting requirements for insurance companies Differences between statutory accounting, GAAP, and

field offices and the home office Compliance and ethical issues that affect agencies Efficient use of office resources Leadership and problem-solving skills Employee supervision and teamwork

tax-basis accounting insurance accountants role in planning, budgeting, and The management reporting Cost allocation, treasury management, and asset/liability matching operations within insurance companies Policies and procedures for LOMAadministered AIAF courses are described in this Catalog. For information on enrolling for AIAF 112 and for providing LOMA credit to The Institutes, see below. The Institutes Customer Service Department 720 Providence Road, Suite 100 Malvern, PA 19355-3433 Tel: 800-644-2101 Fax: 610-640-9576 E-mail: customerservice@theinstitutes.org Web site: www.theinstitutes.org

Associate, Insurance Accounting & Finance (AIAF)2


Required courses Insurance Operations Risk Management & Product Design Information Systems Investments3 Statutory Accounting4

LOMA 290 LOMA 371 or LOMA 291

AIAF 112 Course is administered though The Institutes. For details, visit www.theinstitutes.org.

LOMA 356

AIAF 400

Learners must complete ONE course from each category to earn the AIAF designation.
1 2 3 4

As of July 1, 2012, LOMA 316 will be offered only in French. The AIAF designation will be offered only through December 31, 2012. Learners with credit for AIAF 113 will automatically receive AIAF credit for the Investments course. AIAF 400 will be offered only through December 31, 2012.

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1-800-ASK-LOMA (Option 1)

Professional Designation Programs

Associate, Insurance Regulatory Compliance (AIRC)


Required courses Principles LOMA 280 or LOMA 281 or LOMA 286 Insurance Operations LOMA 290 or LOMA 291 Law
1

Marketing LOMA 320 or LOMA 326

Operational Compliance AIRC 410

Product Compliance AIRC 420

LOMA 311 or LOMA 3162

Learners must complete ONE course from each subject category to earn the AIRC designation.

Associate, Insurance Regulatory Compliance (AIRC)


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

Associate, Reinsurance Administration (ARA)


Reinsurance plays a vital role in the financial services industry. LOMAs Associate, Reinsurance Administration (ARA) Program will help you grasp reinsurance principles, the importance of the written reinsurance agreement, and the administration and auditing of reinsurance business. The ARA Program will help you understand
players and the reasons for using reinsurance Key Laws and regulations affecting reinsurance

requirements How states and the federal government regulate insurance companies What to expect during financial examinations and market conduct examinations What kinds of filings states need on life insurance products, health insurance products, and annuities When, how, and why federal securities laws apply to the sale of financial products What specific regulations govern insurance, including life, health, pensions, annuities, credit insurance, and group products

transactions
Provisions of a reinsurance agreement and how they

affect the administration of reinsurance transactions


Processes involved in the administration of new

business, in-force business, and terminations of reinsurance

Associate, Reinsurance Administration (ARA)


Required courses Principles LOMA 280 or LOMA 281 or LOMA 286 Insurance Operations LOMA 290 or LOMA 291 Insurance Administration LOMA 301 Law/Compliance1 LOMA 311 or LOMA 3162 or AIRC 410 or AIRC 420 Accounting3 LOMA 361 Reinsurance Administration ARA 440

Learners must complete ONE course from each category to earn the ARA designation.
1

Learners who have credit for LOMA 310 or LOMA 315 automatically receive AIRC and ARA credit for the Law/Compliance course.

As of July 1, 2012, LOMA 316 will be offered only in French.

Learners who received credit for FLMI 360 in 1987 or later automatically receive ARA credit for the Accounting course.

www.loma.org

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Course Descriptions and Assigned Study Materials

Course Descriptions and Assigned Study Materials


market factors that affect these tasks. In addition, the course discusses the important role of information technology in annuity administration. Annuity Systems and Administration, Second Edition (LOMA, 2004) ISBN 1-57974-207-6 PBD Order # 303-10-04 Test Preparation Guide for AAPA 303 (LOMA, 2004) ISBN 1-57974-208-4 PBD Order # 303-40-04

How to Use This Section


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

AAPA 273 Annuity Principles and Products


AAPA 273 introduces the principles of annuities, the annuity contract process, and the major types of annuity products. The course includes information on individual and group annuities, the marketing of annuities, and the taxation and regulation of annuities. Annuity Principles and Products, Second Edition (LOMA, 2004) ISBN 1-57974-194-0 PBD Order # 273-10-04 Test Preparation Guide for AAPA 273 (LOMA, 2004) ISBN 1-57974-195-9 PBD Order # 273-40-04

AAPA 313 Financial Aspects of Annuities


AAPA 313 describes the process that financial services firms use to develop and design annuity products. This course also covers financial concepts important to annuities, such as risk and return in investments, various asset types, future and present values, techniques for testing annuity profitability, principles of annuity mortality, annuity reserves, and annuity expense charges. Financial Aspects of Annuities, Second Edition (LOMA, 2007) ISBN 1-57974-307-2 PBD Order # 313-10-07 Test Preparation Guide for AAPA 313 (LOMA, 2007) ISBN 1-57974-308-0 PBD Order # 313-40-07
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AAPA 283 Marketing, Distribution, and Uses of Annuities


AAPA 283 examines the current market for and uses of annuities. It also describes how annuities are developed, priced, distributed, promoted, and regulated in the United States. Marketing Annuities, Second Edition (LOMA, 2008) ISBN 1-57974-310-2 PBD Order # 283-10-08 Test Preparation Guide for AAPA 283 (LOMA, 2008) ISBN 1-57974-311-0 PBD Order # 283-40-08

A new edition of AAPA 323 is delivered through a Course Portal (see page 8).

AAPA 323 Regulation and Taxation of Annuities


AAPA 323 describes the state and federal laws and regulations governing insurance companies, producers, and annuity products in the United States and how insurers comply with these laws and regulations. The text also describes how income, gift, and estate taxes affect annuities. Access to a printable PDF of this textbook and TPG is included with course enrollment (bundled fee) and delivered via the AAPA 323 Course Portal. For bundled fees, see page 67.

AAPA 303 Annuity Systems and Administration


AAPA 303 describes the tasks involved in annuity administration and the various internal, regulatory, and

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Course Descriptions and Assigned Study Materials

Regulation and Taxation of Annuities, Third Edition (LOMA, 2012) ISBN 978-1-57974-394-9 Test Preparation Guide for AAPA 323 (LOMA, 2012) ISBN 978-1-57974-395-6 Optional printed textbook (not included in bundled fee) See Order Form. Regulation and Taxation of Annuities, Third Edition (LOMA, 2012) ISBN 978-1-57974-394-9 PBD Order # 323-10-12

ACS 100 Foundations of Customer Service


ACS 100 provides a comprehensive introduction to customer service in a financial services environment. The course explores the knowledge and skills employees need to understand and deliver exceptional customer service. Foundations of Customer Service (LOMA, 2009) ISBN 978-1-57974-323-9 PBD Order # 100-10-09 Test Preparation Guide for ACS 100 (LOMA, 2009) ISBN 978-1-57974-324-6 PBD Order # 100-40-09
Coming ACS 101 Quar ter 2nd 2012! Customer Service for Insurance Professionals

Supervision: Concepts and Skill Building, Fourth Edition (The McGraw-Hill Companies, Inc. 2005) ISBN 0-07-307950-2 PBD Order # 200-11-05 Agency Administration (LOMA, 2005) ISBN 1-57974-203-3 PBD Order # 200-12-05 AIAA 200 Textbook Set LOMA recommends that you purchase the above study materials for this course as a two-book set. PBD Order # 200-10-05 Test Preparation Guide for AIAA 200 (LOMA, 2005) ISBN 1-57974-204-1 PBD Order # 200-40-05 Note: AIAF 400 will be offered only through December 31, 2012.

AIAF 400 Statutory Accounting for Life and Health Insurers


AIAF 400 provides a detailed study of statutory accounting practices as applied in life and health insurance companies, an analysis of how those principles compare with generally accepted accounting principles, a review of the planning, budgeting, management reporting, multiple company ownership, and asset/liability matching aspects of an insurers operations, and the differences and similarities among U.S. and Canadian accounting principles. Life and Accident and Health Insurance Accounting, Fourth Edition, Textbook/CD (Insurance Accounting & Systems Association, Inc., 2001) All orders should be placed directly with the IASA. Please visit www.iasa.org. AIAF Statutory Accounting Learning Guide (LOMA, 2001) ISBN 1-57974-154-1 Access to a printable PDF of the Learning Guide is included with exam enrollment and is available only online. For more information, contact LOMAs Contact Center at 1-800-ASK-LOMA (Option 1) or education@loma.org. Note: LOMA strongly recommends you complete LOMA 361 and all courses assigned in the AIAF program before enrolling for this course.

ACS 101 is an online course that uses a variety of media to provide a comprehensive overview of the role of customer service in insurance and financial services organizations and the skills service providers need to deliver exceptional customer service. The course describes important customer service functions, processes, and technologies and offers opportunities for students to learn and improve their listening, speaking and writing skills so that they can interact effectively with customers. Register for this course at www.lomanet.org. Examinations are integrated within the course materials and do not require a separate exam enrollment.

AIAA 200 Agency Administration


AIAA 200 explains the technical and interpersonal skills and knowledge needed by non-sales field office and home office employees who interact with financial services sales agents. The course shows the ways successful agencies operate in the highly competitive financial services environment, the ways insurance agencies are organized, and the roles of agency support staff in marketing, selling, and servicing insurance products.

www.loma.org

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Course Descriptions and Assigned Study Materials

AIRC 410 Regulatory Compliance: Companies, Producers, and Operations


AIRC 410 describes the structure of U.S. state and federal insurance regulation within the framework of insurance organizations. The focus of this course is on how specific roles and functions within an insurance company are affected by the changing nature of these compliance issues. Access to a printable PDF of the textbook and TPG is included with course enrollment (bundled fee) and is available online. For bundled fees, see page 67. Regulatory Compliance: Companies, Producers, and Operations, Third Edition (LOMA, 2009) ISBN 978-1-57974-334-5 Test Preparation Guide for Regulatory Compliance: Companies, Producers, and Operations (LOMA, 2009) ISBN 978-1-57974-335-2 Optional printed textbook (not included in bundled fee) See Order Form. Regulatory Compliance: Companies, Producers, and Operations, Third Edition (LOMA, 2009) ISBN 978-1-57974-334-5 PBD Order # 410-10-09

ARA 440 Reinsurance Administration


ARA 440 shows how reinsurance strengthens the insurance industry and increases the likelihood that insurance companies will have sufficient funds to pay anticipated claims. This course also discusses reinsurance principles, regulation of reinsurance, typical provisions in a reinsurance agreement, the administration of reinsurance business, and the importance of quality control for reinsurance. Access to a printable PDF of the TPG is included with exam enrollment and is available only online. For more information, contact LOMAs Contact Center at 1-800-ASK-LOMA (Option 1) or education@loma.org. Principles of Reinsurance (LOMA, 2006) ISBN 1-57974-278-5 PBD Order # 440-10-06 Test Preparation Guide for ARA 440 (LOMA, 2006) ISBN 1-57974-279-3

LOMA 280 Principles of Insurance


LOMA 280 introduces the principles of insurance, the process of becoming insured, and the policyowners contractual rights. The course includes information on the features of individual and group life insurance, health insurance, and annuity products. Access to a printable PDF of this textbook and TPG is included with course enrollment (bundled fee) and delivered via the LOMA 280 Course Portal. For bundled fees, see page 67. Principles of Insurance (LOMA, 2011) ISBN 978-1-57974-351-2 Test Preparation Guide for LOMA 280 (LOMA, 2011) ISBN 978-1-57974-352-9 Optional printed textbook (not included in bundled fee) See Order Form. Principles of Insurance (LOMA, 2011) ISBN 978-1-57974-351-2 PBD Order # 280-10-11

AIRC 420 Regulatory Compliance: Insurance and Annuity Products


AIRC 420 describes how the state and federal governments regulate insurance and annuity products offered by insurance companies in the United States. Regulatory Compliance: Insurance and Annuity Products, Second Edition (LOMA, 2002) ISBN 1-57974-168-1 PBD Order # 420-10-02 Test Preparation Guide for Regulatory Compliance: Insurance and Annuity Products (LOMA, 2002) ISBN 1-57974-169-X PBD Order # 420-40-02

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1-800-ASK-LOMA (Option 1)

Course Descriptions and Assigned Study Materials

LOMA 281 Meeting Customer Needs with Insurance and Annuities


Part of the Need 2 Know series, LOMA 281 is an online course that uses a variety of media to teach principles of insurance, insurance products, and the policyowners contractual rights. The course describes the features of individual and group life insurance and annuity products, and emphasizes how insurance companies serve customers and meet customer needs through the products they provide. Register for this course at www.lomanet.org. Examinations are integrated within the course materials and do not require a separate exam enrollment.

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A new edition of LOMA 290 is delivered through a Course Portal (see page 8).

LOMA 290 Insurance Company Operations


LOMA 290 describes how life insurance companies operate in todays global environment: how they are organized, how they are managed, and the roles of functional and support units in developing, distributing, issuing, and administering life insurance and annuity products. Learners who take this course will better understand how an individual job fits into the entire scope of the company as well as the importance of each employees contribution to overall organizational success. Access to a printable PDF of this textbook and TPG is included with course enrollment (bundled fee) and delivered via the LOMA 290 Course Portal. For bundled fees, see page 67. Insurance Company Operations, Third Edition (LOMA, 2012) ISBN 978-1-57974-380-2 Test Preparation Guide for LOMA 290 (LOMA, 2012) ISBN 978-1-57974-381-9 Optional printed textbook (not included in bundled fee) See Order Form. Insurance Company Operations, Third Edition (LOMA, 2012) ISBN 978-1-57974-380-2 PBD Order # 290-10-12

LOMA 286 Principles of Financial Services and Products


The major categories of financial services cash management, credit, asset protection, asset accumulation and management, and asset distribution form the framework for LOMA 286, which surveys banking, insurance, and investment products. Principles of Financial Services and Products (LOMA, 2004) ISBN 1-57974-205-X PBD Order # 286-10-04 Test Preparation Guide for LOMA 286 (LOMA, 2004) ISBN 1-57974-206-8 PBD Order # 286-40-04

www.loma.org

21

Course Descriptions and Assigned Study Materials

LOMA 291 Improving the Bottom Line: Insurance Company Operations


Part of the Need 2 Know series, LOMA 291 is an online course that uses a variety of media to teach operations, functions, and product development basics unique to the insurance organization. In addition, the course will teach that (1) a companys success depends on its operational efficiency and effectiveness and (2) every employee has a role in ensuring the companys financial success. Register for this course at www.lomanet.org. Examinations are integrated within the course materials and do not require a separate exam enrollment.

LOMA 307 Business and Financial Concepts for Insurance Professionals


LOMA 307 introduces industry employees to basic financial concepts and terminology and relates these concepts to the business of insurance and company operations and profitability. Access to a printable PDF of this textbook and TPG is included with course enrollment (bundled fee) and delivered via the LOMA 307 Course Portal. For bundled fees, see page 67. Business and Financial Concepts for Insurance Professionals (LOMA, 2010) ISBN 978-1-57974-349-9 Test Preparation Guide for LOMA 307 (LOMA, 2010) ISBN 978-1-57974-350-5 Optional printed textbook (not included in bundled fee) See Order Form. Business and Financial Concepts for Insurance Professionals (LOMA, 2010) ISBN 978-1-57974-349-9 PBD Order # 307-10-10 A new edition of LOMA 311 is delivered through a Course Portal (see page 8).

LOMA 301 Insurance Administration


LOMA 301 provides a detailed discussion of the activities of insurance administration for individual and group life coverages, focusing on underwriting, reinsurance, claims, and customer service. Access to a printable PDF of this textbook and TPG is included with course enrollment (bundled fee) and delivered via the LOMA 301 Course Portal. For bundled fees, see page 67. Insurance Administration, Fourth Edition (LOMA, 2011) ISBN 978-1-57974-354-3 Test Preparation Guide for LOMA 301 (LOMA, 2011) ISBN 978-1-57974-355-0 Optional printed textbook (not included in bundled fee) See Order Form. Insurance Administration, Fourth Edition (LOMA, 2011) ISBN 978-1-57974-354-3 PBD Order # 301-10-11

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LOMA 311 Business Law for Financial Services Professionals


LOMA 311 presents the basic features and principles of the legal environment in which financial services companies around the world operate.

LOMA 305 Personal Financial Planning


LOMA 305 provides an understanding of the concepts, decision-making tools, and applications involved in personal financial planning. Personal Financial Planning (LOMA, 2008) ISBN 978-1-57974-315-4 PBD Order # 305-10-08 Test Preparation Guide for LOMA 305 (LOMA, 2008) ISBN 978-1-57974-316-1 PBD Order # 305-40-08

JanuaryJune 2012 Study Assignment


Business Law for Financial Services Professionals (LOMA, 2004) ISBN 1-57974-211-4 PBD Order # 311-10-04 Test Preparation Guide for LOMA 311 (LOMA, 2004) ISBN 1-57974-212-2 PBD Order # 311-40-04

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Course Descriptions and Assigned Study Materials

JulyDecember 2012 Study Assignment


Exams taken on or after July 1, 2012 will be based on the following assigned study materials which will be available June 2012. Access to a printable PDF of this textbook and TPG is included with course enrollment (bundled fee) and delivered via the LOMA 311 Course Portal. For bundled fees, see page 67. Business Law for Financial Services Professionals, Second Edition (LOMA, 2012) ISBN 978-1-57974-396-3 Test Preparation Guide for LOMA 311 (LOMA, 2012) ISBN 978-1-57974-397-0 Optional printed textbook (not included in bundled fee) See Order Form. Business Law for Financial Services Professionals, Second Edition (LOMA, 2012) ISBN 978-1-57974-396-3 PBD Order # 311-10-12

LOMA 320 Insurance Marketing


LOMA 320 covers marketing principles and the functions of marketing as an integral aspect of the life and health insurance industry. Access to a printable PDF of this textbook and TPG is included with course enrollment (bundled fee) and delivered via the LOMA 320 Course Portal. For bundled fees, see page 67. Insurance Marketing (LOMA, 2010) ISBN 978-1-57974-321-5 Test Preparation Guide for LOMA 320 (LOMA, 2010) ISBN 978-1-57974-322-2 Optional printed textbook (not included in bundled fee) See Order Form. Insurance Marketing (LOMA, 2010) ISBN 978-1-57974-321-5 PBD Order # 320-10-10

LOMA 316 Business Law for Financial Services Professionals (Canada)


LOMA 316 presents the basic features and principles of the legal environment in which financial services companies in Canada operate.

LOMA 326 Financial Services Marketing


LOMA 326 covers basic marketing principles and the functions of marketing in a financial services environment. Financial Services Marketing (LOMA, 2005) ISBN 1-57974-213-0 PBD Order # 326-10-05 Test Preparation Guide for LOMA 326 (LOMA, 2005) ISBN 1-57974-214-9 PBD Order # 326-40-05

JanuaryJune 2012 Study Assignment


Business Law for Financial Services Professionals (LOMA, 2004) ISBN 1-57974-211-4 PBD Order # 311-10-04 Canadian Supplement to Business Law for Financial Services Professionals (LOMA, 2006) This supplement is available on CD-ROM only. In addition to Canadian law textual content, the supplement contains practice questions and a sample examination that typically would be included in a separately published study aid. ISBN 1-57974-299-8 PBD Order # 316-C12-06 LOMA 316 Textbook Set LOMA recommends you purchase the above materials as a book/CD set. PBD Order # 316-C10-06

JulyDecember 2012 Study Assignment


As of July 1, 2012, LOMA 316 will be offered only in French. English-speaking Canadian learners should see the LOMA 311 July-December 2012 Study Assignment.
www.loma.org

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Course Descriptions and Assigned Study Materials

LOMA 335 Operational Excellence in Financial Services


LOMA 335 presents financial services from the perspective of a companys operations management. This course focuses on practical techniques to accomplish the everyday tasks of providing financial services as efficiently as possible. Access to a printable PDF of this textbook and TPG is included with course enrollment (bundled fee) and delivered via the LOMA 335 Course Portal. For bundled fees, see page 67. Operational Excellence in Financial Services (LOMA, 2011) ISBN 978-1-57974-378-9 Test Preparation Guide for LOMA 335 (LOMA, 2011) ISBN 978-1-57974-379-6 Optional printed textbook (not included in bundled fee) See Order Form. Operational Excellence in Financial Services (LOMA, 2011) ISBN 978-1-57974-378-9 PBD Order # 335-10-11

LOMA 356 Investment Principles and Institutional Investing


LOMA 356 provides an understanding of the investment environment and the general principles of investing in both individual securities and portfolios of securities. In this course, you will learn about investment performance reporting, investment performance monitoring, investment performance, and more. Fundamentals of Investing (Addison Wesley Publishing, 2004) ISBN 0-536-75427-6 Introduction to Institutional Investing (LOMA, 2004) ISBN 1-57974-215-7 This text is available on CD-ROM only. LOMA 356 Textbook and CD Set Fundamentals of Investing and Introduction to Institutional Investing are available as a book/CD set only. PBD Order # 356-10-04 LOMA 356 Replacement CD-ROM In the event of loss or breakage of the Introduction to Institutional Investing CD-ROM, a replacement can be ordered from PBD. PBD Order # 356-11-04 Test Preparation Guide for LOMA 356 (LOMA, 2004) ISBN 1-57974-216-5 PBD Order # 356-40-04

LOMA 361 Accounting and Financial Reporting in Life Insurance Companies


LOMA 361 provides a broad exposure to financial and managerial accounting in life insurance companies, including the corporate and regulatory environment in which accounting functions occur. Access to a printable PDF of this textbook and TPG is included with course enrollment (bundled fee) and delivered via the LOMA 361 Course Portal. For bundled fees, see page 67. Accounting and Financial Reporting in Life Insurance Companies (LOMA, 2010) ISBN 978-1-57974-338-3 Test Preparation Guide for LOMA 361 (LOMA, 2010) ISBN 978-1-57974-339-0 Optional printed textbook (not included in bundled fee) See Order Form. Accounting and Financial Reporting in Life Insurance Companies (LOMA, 2010) ISBN 978-1-57974-338-3 PBD Order # 361-10-10

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Course Descriptions and Assigned Study Materials

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A new edition of LOMA 371 is delivered through a Course Portal (see page 8).

Note: PCS 391 will be offered only through December 31, 2012.

LOMA 371 Risk Management and Product Design for Insurance Companies
LOMA 371 describes technical product design for life insurance and annuities and the current state of risk management in insurance companies. Access to a printable PDF of this textbook and TPG is included with course enrollment (bundled fee) and delivered via the LOMA 371 Course Portal. For bundled fees, see page 67. Risk Management and Product Design for Insurance Companies, Second Edition (LOMA, 2012) ISBN 978-1-57974-392-5 Test Preparation Guide for LOMA 371 (LOMA, 2012) ISBN 978-1-57974-393-2 Optional printed textbook (not included in bundled fee) See Order Form. Risk Management and Product Design for Insurance Companies, Second Edition (LOMA, 2012) ISBN 978-1-57974-392-5 PBD Order # 371-10-12

PCS 391 Customer Behavior: Consumer Behavior and Beyond


PCS 391 explains the motivations, attitudes, and buying behavior of customers, including those who purchase insurance and financial services, as well as intermediary customers such as agents and brokers. Customer Behavior: Consumer Behavior and Beyond (Harcourt Brace College Publishers, 2001) ISBN 0-03-046842-6 PBD Order # 391-10-01 Test Preparation Guide for PCS 391 (LOMA, 2001) ISBN 1-57974-127-4 PBD Order # 391-40-01 Note: PCS 392 will be offered only through December 31, 2012.

LOMA 380 Financial Services and Products for Organizations


LOMA 380 introduces a broad array of group insurance and employee retirement plans, including health insurance, disability insurance, managed care plans, social security programs, dental insurance, prescription drug, vision and hearing benefits, group life insurance, defined benefit retirement plans and their requirements, 401(k) plans, profit-sharing plans, employee stock ownership plans, 403(b) plans, hybrid retirement plans, defined contribution plans, executive benefits, and individual retirement arrangements. Employee Benefits (The McGraw-Hill Companies, Inc., 2005) ISBN 0-256-89897-9 PBD Order # 380-10-05 Test Preparation Guide for LOMA 380 (LOMA, 2005) ISBN 1-57974-217-3 PBD Order # 380-40-05

PCS 392 Customer Contacts: Strategies and Operations


PCS 392 explores strategies and practices financial services organizations use to create value and build relationships through customer contacts. Customer Contacts: Strategies and Operations (LOMA, 2002) ISBN 1-57974-155-X PBD Order # 392-10-02 Test Preparation Guide for PCS 392 (LOMA, 2002) ISBN 1-57974-156-8 PBD Order # 392-40-02

www.loma.org

25

Course Descriptions and Assigned Study Materials

Note: PCS 393 will be offered only through December 31, 2012.

UND 386 Underwriting Life and Health Insurance


UND 386 introduces risk assessment principles applied to underwriting individual and group life and health insurance, including specialized policies and supplemental coverages. Access to a printable PDF of the textbook and TPG is included with course enrollment (bundled fee) and is available online. For bundled fees, see page 67. Life and Health Insurance Underwriting, Second Edition (LOMA, 2007) ISBN 1-57974-303-X Test Preparation Guide for UND 386 (LOMA, 2007) ISBN 1-57974-304-8 Optional printed textbook (not included in bundled fee) See Order Form. Life and Health Insurance Underwriting, Second Edition (LOMA, 2007) ISBN 1-57974-303-X PBD Order # 386-10-07

PCS 393 Customer Relationship Management


PCS 393 explains the theory and practical use of customer relationship management (CRM) in the financial services industry. Customer Relationship Management (LOMA, 2002) ISBN 1-57974-157-6 PBD Order # 393-10-02 Test Preparation Guide for PCS 393 (LOMA, 2002) ISBN 1-57974-158-4 PBD Order # 393-40-02

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1-800-ASK-LOMA (Option 1)

Areas of Study

Areas of Study

How to Use This Section


This section allows you to reference LOMA professional designation course offerings and designations by subject area. Areas of study are listed alphabetically. LOMA also offers online courses in many of these subject areas. See page 4 for featured online courses, or visit www.lomalearn.org for a complete online course catalog.

Finance and Accounting


Professional Designation Courses LOMA 307 Business and Financial Concepts for Insurance Professionals LOMA 361 Accounting and Financial Reporting in Life Insurance Companies LOMA 371 Risk Management and Product Design for Insurance Companies AIAF 400 Statutory Accounting for Life and Health Insurers1 LOMA Professional Designation Associate, Insurance Accounting and Finance (AIAF)2

Annuities
Professional Designation Courses AAPA 273 Annuity Principles and Products AAPA 283 Marketing, Distribution, and Uses of Annuities AAPA 303 Annuity Systems and Administration AAPA 313 Financial Aspects of Annuities AAPA 323 Regulation and Taxation of Annuities LOMA Professional Designation Associate, Annuity Products and Administration (AAPA)

Financial Services and Financial Planning


Professional Designation Courses LOMA 286 Principles of Financial Services and Products LOMA 305 Personal Financial Planning LOMA 307 Business and Financial Concepts for Insurance Professionals LOMA 311 Business Law for Financial Services Professionals LOMA 316 Business Law for Financial Services Professionals (Canada)3 LOMA 326 Financial Services Marketing LOMA 356 Investment Principles and Institutional Investing LOMA 380 Financial Services and Products for Organizations Step One Introductory Guidebook Intro to Economics LOMA Professional Designations Associate, Financial Services Institute (AFSI) Fellow, Financial Services Institute (FFSI)

Customer Service
Professional Designation Courses ACS 100 Foundations of Customer Service ACS 101 Customer Service for Insurance Professionals PCS 391 Customer Behavior: Consumer Behavior and Beyond1 PCS 392 Customer Contacts: Strategies and Operations1 PCS 393 Customer Relationship Management1 LOMA Professional Designations Associate, Customer Service (ACS) ACS Life Insurance ACS Reinsurance ACS Annuities ACS Property & Casualty Professional, Customer Service (PCS)2

PCS 391, PCS 392, PCS 393, and AIAF 400 will be offered only through December 31, 2012. The PCS and AIAF designations will be offered only through December 31, 2012. As of July 1, 2012, LOMA 316 will be offered only in French.

www.loma.org

27

Areas of Study

Legal, Compliance, and Ethics


Professional Designation Courses LOMA 311 Business Law for Financial Services Professionals LOMA 316 Business Law for Financial Services Professionals (Canada)1 AAPA 323 Regulation and Taxation of Annuities AIRC 410 Regulatory Compliance: Companies, Producers, and Operations AIRC 420 Regulatory Compliance: Insurance and Annuity Products LOMA Professional Designation Associate, Insurance Regulatory Compliance (AIRC)

Functional Mapping
Functional Mapping is LOMAs approach for customizing our time-tested course content to meet your companys unique learning needs. By integrating various learning formats, such as textbook, online, Course Portal, instructor-led and company-specific programs into custom learning paths, LOMA can design a development program unique to each functional area within your organization. LOMAs consultants also have the ability to map learning content and courses to job families and competencies within jobs for an all-inclusive Human Resources development solution. Whether you work with LOMAs team of consultants for a day, a week, or several months, you will benefit from our expertise in matching your training needs with our best-of-breed learning and development solutions. Paths are available for a variety of functional areas. For more information about Functional Mapping, please e-mail membersolutions@loma.org.

Life Insurance
Professional Designation Courses LOMA 280 Principles of Insurance LOMA 281 Meeting Customer Needs with Insurance and Annuities LOMA 290 Insurance Company Operations LOMA 291 Improving the Bottom Line: Insurance Company Operations LOMA 301 Insurance Administration LOMA 307 Business and Financial Concepts for Insurance Professionals LOMA 311 Business Law for Financial Services Professionals LOMA 316 Business Law for Financial Services Professionals (Canada)1 LOMA 320 Insurance Marketing LOMA 335 Operational Excellence in Financial Services LOMA 356 Investment Principles and Institutional Investing LOMA 361 Accounting and Financial Reporting in Life Insurance Companies LOMA 371 Risk Management and Product Design for Insurance Companies LOMA Professional Designations Associate, Life Management Institute (ALMI) Fellow, Life Management Institute (FLMI)

Management and Leadership


Professional Designation Courses LOMA 335 Operational Excellence in Financial Services

Operations and Administration


Professional Designation Courses LOMA 290 Insurance Company Operations LOMA 301 Insurance Administration LOMA 335 Operational Excellence in Financial Services AAPA 303 Annuity Systems and Administration AIAA 200 Agency Administration UND 386 Underwriting Life and Health Insurance LOMA Professional Designation Associate, Insurance Agency Administration (AIAA)

Product Development
Professional Designation Courses AAPA 313 Financial Aspects of Annuities LOMA 371 Risk Management and Product Design for Insurance Companies

Reinsurance
Professional Designation Courses ARA 440 Reinsurance Administration
1

As of July 1, 2012, LOMA 316 will be offered only in French.

LOMA Professional Designation Associate, Reinsurance Administration (ARA)

28

1-800-ASK-LOMA (Option 1)

International ProgramsArabic

International Programs

Arabic Programs

LOMA )/ / ( 37. : LOMA , : : loma@royal-center.com : www.royal-center.com LOMA : intl@loma.org : www.loma.org LOMA ) ( DLHI LOMA . .


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www.loma.org

92

International ProgramsBahasa Indonesia

Bahasa Indonesia Programs


CPLHI (Certified Professional, Life & Health Insurance)
3 Program Dasar FLMI Dalam Bahasa Indonesia
CPLHI adalah Program pendidikan Professional LOMA dengan pengakuan International yang merupakan 3 program dasar FLMI (Fellow, Life Management Institute). Program CPLHI (Certified Professional, Life & Health Insurance) dapat ditempuh bagi siapa saja, khususnya para professional yang berkecimpung dalam bidang asuransi jiwa, kesehatan, anuitas, bancassurance, reasuransi, dan jasa keuangan. 3 Gelar Dasar FLMI ini juga dapat diakreditasikan dan dijadikan fundamental bagi gelar professional LOMA yang terkenal lainnya seperti: ALMI (Associate in Life Management Institute ) AIAA (Associate, Agency Insurance Administration) ACS (Associate in Customer Service), AIAF (Associate, Insurance Accounting & Finance) ARA (Associate, Reinsurance Administration) dan lainnya.

Untuk keterangan lebih lanjut serta pemesanan buku atau pendaftaran ujian silahkan hubungi: Khor Han Heng Assistant Vice President, Asia 2 E-mail: hhkhor@limra.com Web site: www.loma.org

Designasi & Pengakuan CPLHI


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

CPLHI (Certified Professional, Life & Health Insurance)


Kursus Prinsip-prinsip Asuransi LOMA 280 Pengoperasian Perusahaan Asuransi LOMA 290 Administrasi Asuransi LOMA 301

Students must complete ALL of these courses to earn the CPLHI designation.

CPFS (Certified Professional in Financial Services)


Required courses Financial Planning LOMA 305 Marketing LOMA 326 Business Concepts/ Investment Principles LOMA 307 or LOMA 356 Negotiation Skills Program CPFS 100

Students who successfully complete the four required CPFS courses will be awarded a certificate and may use the designation CPFS within Indonesia as required by the Department of Finance and designated associations. The Department of Finance officially awards the CPFS designation. Students must complete ALL of the REQuIRED courses to earn the CPFS designation.

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1-800-ASK-LOMA (Option 1)

International ProgramsBahasa Indonesia

3 Kursus CPLHI

Hasil Ujian LOMA


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

LOMA 280 Prinsip-prinsip Asuransi


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

LOMA 290 Pengoperasian Perusahaan Asuransi


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

LOMA 301 Administrasi Asuransi


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

LOMA Regional Exam Center


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

CPFS Program Certified Professional in Financial Services


The continuing evolution toward an international competitive environment has had significant ramifications for insurance and financial services organizations throughout Indonesia. Banks, insurance and mutual fund companies are combining and packaging products to attract consumers at large. To develop and sustain effective international operations, LOMA created the Certified Professional in Financial Services (CPFS) education program to increase professionalism in the various fields of financial services: banking, insurance, securities, financial planning and more.

Ujian dan Materi Pendidikan


Anda dapat memilih 2 jenis ujian yaitu: ujian tertulis (Paper Exam) yaitu ujian serentak diseluruh penjuru dunia yang diadakan setiap bulan Mei & November setiap tahunnya. Atau melalui I*STAR (On Line Exam) yang flexibel karena dapat disesuaikan dengan jadwal Anda & kesiapan Anda dalam menempuh ujian.

What Youll Learn Fundamentals and Advanced


The CPFS courses are internationally-accredited, fulfill Indonesian government required education standards, and count as credit towards both the CPFS and LOMAs FFSI designations.

www.loma.org

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International ProgramsBahasa Indonesia

CPFS 100 Financial Planning Negotiation Skills Program


Developed by TANDIKA Institute for Financial Services, this workshop strengthens the required skills for financial services practitioners. Participants learn how to gain customers trust, to uncover financial needs of the prospective customers, to identify the optimal financial services solution, to upsell, and other essential sales techniques. (For enrollment information, contact Tandika Learning Institute.)

LOMA 305 Personal Financial Planning


LOMA 305 provides an understanding of the concepts, decision-making tools, and applications involved in personal financial planning. For required study materials, see page 22.

LOMA and Tandika Learning Institute for Financial Services, in association with Indonesia Institute for Management Development (IPMI) offer CPFS courses at IPMIs prestigious Campus in Rawajati-Kalibata, Jakarta 12750.

LOMA 307 Business and Financial Concepts for Insurance Professionals


LOMA 307 introduces industry employees to basic financial concepts and terminology and relates these concepts to the business of insurance and company operations and profitability. For required study materials, see page 22.

LOMA 286 Principles of Financial Services and Products (Optional)


The major categories of financial services cash management, credit, asset protection, asset accumulation and management, and asset distribution form the framework for LOMA 286, which surveys banking, insurance, and investment products. For required study materials, see page 21. LOMA recommends the LOMA 286 course as an excellent foundation for the required courses in the CPFS program.

LOMA 326 Financial Services Marketing


LOMA 326 covers basic marketing principles and the functions of marketing in a financial services environment. For required study materials, see page 23.

CPFS Certificate, AFSI and FFSI Designations


Students who successfully complete the four required CPFS courses will be awarded a certificate and may use the designation CPFS within Indonesia as required by the Department of Finance and designated associations. CPFS courses also earn credit toward LOMAs AFSI (Associate, Financial Services Institute) and FFSI (Fellow, Financial Services Institute) designations.

LOMA 356 Investment Principles and Institutional Investing


LOMA 356 provides an understanding of the investment environment and the general principles of investing in both individual securities and portfolios of securities. In this course, you will learn about investment performance reporting, investment performance monitoring, investment performance, and more. For required study materials, see page 24.

32

1-800-ASK-LOMA (Option 1)

International ProgramsChinese

2012LOMA
2012LOMA
Q FLMI ....................................................... 34 Q ALMI ................................................... 34 Q FFSI ............................................... 35 Q AFSI ........................................... 35 Q ACS ........................................................ 36 Q .............................................. 36 Q LOMA .................................................. 40

LOMA

LOMA 2300 Windy Ridge Parkway, Suite 600 Atlanta, GA 30339, USA Phone: 770-984-3738 Fax: 770-984-6420 E-mail: intl@loma.org
www.loma.org LOMA

LOMAPDF 1. LOMA 2008PDF LOMA 2. LOMA LOMA PDF LOMAintl@loma.org

PBD Worldwide Fulfillment Services Atlanta, USA LOMA International Sales


: : : : 770-280-4178 770-280-4150 lomaintl@pbd.com www.lomabookstore.com

PDF
Q LOMA 280 Q LOMA 286 Q LOMA 290 Q LOMA 301 Q LOMA 307 Q LOMA 311 Q LOMA 320 Q LOMA 330 * Q LOMA 361 Q LOMA 371 Q ACS 100

(CFEPH) : 28 902 : 10-8819-0964 : 10-8819-0940 : zhangzheng@cfeph.cn


*

Vocational Training Council (VTC)


: 9/F VTC Tower, 27 Wood Road, Wanchai, Hong Kong : 2919-1543 or 2836-1861 : 2891-5707 : peak@vtc.edu.hk
*

Q LOMA 305 Q LOMA 330 Q LOMA 356

LOMA330PDF

2012LOMA286LOMA305 LOMA286 LOMA305 LOMA326LOMA380 AAIA200 I*STAR

www.loma.org

33

International ProgramsChinese

(FLMI)

Level 1 Level 2 Level 3


LOMA 307


LOMA 311


LOMA 371

LOMA 280

LOMA 281

LOMA 290

LOMA 301

LOMA 320

LOMA 330

LOMA 356 LOMA 361

LOMA 291

LOMA

(ALMI)

LOMA 280


LOMA 290


LOMA 301


LOMA 307

LOMA 320

LOMA 281

LOMA 291

LOMA

LOMA356(ALMI) (FLMI)

FLMI
LOMA Fellow, Life Management Institute FLMI) LOMA 280 LOMA 290 LOMA 301 LOMA307* LOMA 311 LOMA 320 LOMA 330 LOMA 356 LOMA 361 LOMA 371

1932FLMI 1998 LOMAFLMI FLMI FLMI FLMI LOMA FLMI :

ALMI
LOMAALMI2012 ALMILOMA280281LOMA290291 LOMA301LOMA307LOMA320 LOMA307FLMIALMILOMA351

34

1-800-ASK-LOMA (Option 1)

International ProgramsChinese

FFSI
Fellow, Financial Services InstituteFFSI) FFSIFFSIFFSI FFSI Professional Achievement Credits, PACs) FFSI
(Professional Achievement Credits, PACs)

PACs LOMA FFSI) LOMA LOMALOMALOMA PACsPAC Q AAPA 273


Q AAPA 283 Q AAPA 303 Q AAPA 313 Q AAPA 323

LOMA 286 LOMA 305 LOMA 311 LOMA 326 LOMA 335 LOMA 356 LOMA 380

www.LOMA.org FFSILOMA LOMA286, LOMA305, LOMA311,LOMA356) LOMAFFSI AFSI) ALMI FFSI AFSI

PACs)LOMAPACs PACs FFSI) PACs PACs) LOMAPACs

(FFSI)


LOMA 286


LOMA 305


LOMA 311


LOMA 326


LOMA 335


LOMA 356


LOMA 380

LOMA

(Professional Achievement Credits, PACs)

(AFSI)


LOMA 286

LOMA 305


LOMA 311


LOMA 335


LOMA 356

LOMA

: www.loma.org

35

International ProgramsChinese

ACS

ACS 100

LOMA 290

LOMA 280

LOMA 320


LOMA 356 LOMA 301

ACS

ACS
LOMAACS ACS

LOMA 280
LOMA 280

Chinese
LOMA 280 LOMA 286 LOMA 290 LOMA 301 LOMA 305 LOMA 307 LOMA 311 LOMA 320 LOMA 330 LOMA 356 LOMA 361 LOMA 371 ACS 100 Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes

201112 ISBN: 978-1-57974-384-0 LOMA280 201112 ISBN: 978-1-57974-385-7

201112 ISBN: 978-1-57974-382-6 LOMA280 201112 ISBN: 978-1-57974-383-3

LOMA 286
LOMA 286

20047 ISBN 986-7506-19-7 LOMA 286 CT-10-04

20047 ISBN 7-5005-7364-2/F.6433 LOMA 286 CS-10-04

36

1-800-ASK-LOMA (Option 1)

International ProgramsChinese

LOMA 290
LOMA 290

LOMA 305
LOMA 305

20027 ISBN 1-57974-160-6 LOMA 290 CT-10-02 20027 ISBN 1-57974-162-2 LOMA 290 CT-90-02

20047 ISBN 986-7491-89-0 LOMA 305 CT-10-04

20047 ISBN 7-5005-8179-3/F.7151 LOMA 305 CS-10-04

20027 ISBN 7-5005-7215-8/F.6311 LOMA 290 CS-10-02 20027 ISBN 1-57974-161-4 LOMA 290 CS-90-02

LOMA 307
LOMA 307

20112 ISBN 978-1-57974-370-3 LOMA307 20112 ISBN 978-1-57974-371-0

LOMA 301
LOMA 301

20112 ISBN 978-1-57974-368-0 LOMA307 20112 ISBN 978-1-57974-369-7

200810 ISBN 978-1-57974-331-4 200810 ISBN 978-1-57974-333-8

200810 ISBN 978-1-57974-330-7 200810 ISBN 978-1-57974-332-1

www.loma.org

37

International ProgramsChinese

LOMA 311
LOMA 311

LOMA 330
LOMA330

20081 ISBN 978-1-57974-327-7 20081 ISBN 978-1-57974-328-4

20037 ISBN 1-57974-255-6 LOMA 330 CT-10-03 20037 ISBN 1-57974-104-5 LOMA 340 CT-11-01-DS LOMA330 20037 ISBN 1-57974-268-8 LOMA 330 CT-40-05

20081 ISBN 978-1-57974-325-3 20081 ISBN 978-1-57974-326-0

LOMA 320
LOMA 320,

20037 ISBN 1-57974-257-2 LOMA 330 CS-10-03 20037 ISBN 1-57974-105-3 LOMA 340 CS-11-01-DS LOMA330 20037 ISBN 7-5005-8489-X/F.7389 LOMA 330 CS-40-05

20108 ISBN 978-1-57974-360-4 LOMA320 20108 ISBN 978-1-57974-361-1

20108 ISBN 978-1-57974-358-1 LOMA320 20108 ISBN 978-1-57974-359-8

38

1-800-ASK-LOMA (Option 1)

International ProgramsChinese

LOMA 356
LOMA 356

LOMA 371
LOMA 371

20051 ISBN 978-986-154-079-5 LOMA 356 CT-10-05

200911 ISBN 978-1-57974-343-7 LOMA371 200911 ISBN 978-1-57974-344-4

20051 ISBN 7-5005-8539-X/F.7435 LOMA 356 CS-10-05

200911 ISBN 978-1-57974-341-3 LOMA371 200911 ISBN 978-1-57974-342-0

LOMA 361
LOMA 361

ACS100
ACS100

20041 ISBN 1-57974-221-1 LOMA 361 CT-11-04 20041 ISBN 1-57974-222-X LOMA 361 CT-12-04 20041 ISBN 1-57974-223-8 LOMA 361 CT-90-04

20031 ISBN 1-57974-178-9 ACS 100 CT-10-03 20031 ISBN 1-57974-180-0 ACS 100 CT-90-03

20031 ISBN 1-57974-177-0 ACS 100 CS-10-03 20031 ISBN 1-57974-179-7 ACS 100 CS-90-03

20041 ISBN 1-57974-218-1 LOMA 361 CS-11-04 20041 ISBN 1-57974-219-X LOMA 361 CS-12-04 20041 ISBN 1-57974-220-3 LOMA 361 CS-90-04

www.loma.org

39

International ProgramsChinese

LOMA

Q Roth Q Q 401(k)403(b)457 Q SEPsSIMPLE IRAs401kKeogh

15

40

1-800-ASK-LOMA (Option 1)

International ProgramsFrench

Les programmes en Franais


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

Lorsque les examens sont passs en franais, les diplmes et certificats sont en franais doffice; pour les recevoir en anglais, il faut faire une demande cet effet au pralable. Pour avoir de plus amples renseignements au sujet des programmes de LOMA en franais ou pour obtenir de laide, veuillez prendre contact avec le reprsentant LOMA de votre compagnie. (Les tudiants indpendants peuvent se rendre sur notre site Internet pour savoir comment sinscrire un examen.) Vous pouvez galement communiquer directement avec LOMA en tlphonant au 770-984-3741, ou par tlcopie au 770-984-6415, ou par courriel frenchsupport@loma.org. Aussi, veuillez noter que les agents et les planificateurs financiers peuvent obtenir des UFC en passant les examens des programmes de LOMA. (Renseignez-vous sur www.loma.org pour obtenir plus dinformation.)

ALMI (Associate, Life Management Institute)


Cours obligatoires Principes des assurances LOMA 280 ou LOMA 281 (en anglais) Certificat de Niveau I Exploitation des compagnies LOMA 290 ou LOMA 291 (en anglais) Administration de lassurance LOMA 301 Concepts commerciaux et financiers LOMA 307 Marketing LOMA 320

FLMI (Fellow, Life Management Institute)


Cours obligatoires Niveau 1 Principes des assurances LOMA 280 ou LOMA 281 (en anglais) Exploitation des compagnies LOMA 290 ou LOMA 291 (en anglais) Administration de lassurance LOMA 301 Niveau 2 Concepts commerciaux et financiers LOMA 307 Marketing Droit des affaires Gestion des organisations Niveau 3 Investissement Comptabilit Solvabilit/ rentabilit LOMA 371

LOMA 320 LOMA 316 LOMA 330

LOMA 356

LOMA 361

Certificat de Niveau I

ACS (Associate, Customer Service)


Cours obligatoires Service la clientle ACS 100 Principes des assurances LOMA 280 ou LOMA 281 (en anglais) Exploitation des compagnies LOMA 290 ou LOMA 291 (en anglais) Options choisir 2 cours Administration Concepts commerciaux et financiers LOMA 307 Marketing

LOMA 301

LOMA 320

noter que les cours suivants peuvent tre utiliss comme options pour obtenir la dsignation ACS jusquau 31 dcembre 2012: LOMA 330 et/ou LOMA 356 et/ou LOMA 311/316.

www.loma.org

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International ProgramsFrench

Le matriel dtude
1. Depuis janvier 2010, le matriel dtude pour les cours des programmes de formation LOMA en franais est disponible en ligne sous forme de fichiers PDF. Ltudiant a accs aux fichiers PDF du matriel dtude du cours voulu une fois inscrit un examen. Les manuels et guides imprims sont toujours vendus par lintermdiaire de PBD jusqu ce quil ny ait plus dinventaire. 2. Le matriel dtude qui na pas t publi par LOMA nest pas disponible en ligne et doit toujours tre achet chez PBD. Cette liste inclut les manuels suivants (les supplments et guides pour ces cours sont disponibles en ligne voir tableau ci-aprs). a. LOMA 320 Le marketing des assurances de personnes (1991) b. LOMA 330 Principes et pratiques de gestion, 2me dition (2003) c. LOMA 356 Principes dinvestissement et linvestissement institutionnel (2005) 3. Les frais de reprise ci-dessous valables si un tudiant se rinscrit pour passer le mme examen dans les 7 mois aprs lchec lexamen. 4. Tous les examens comprennent 75 questions sauf les examens pour les cours LOMA 307, LOMA 280, le nouveau LOMA 290 qui sortira fin 2012 qui nen contiennent que 60. 5. Pour savoir comment obtenir accs aux fichiers PDF en ligne, veuillez contacter LOMA au 770-984-3741 ou par email frenchsupport@loma.org.

Frais pour les cours LOMA en franais Cours Frais Membre Frais de reprise Frais Non-membre Frais de reprise

Les fichiers PPDF suivants sont inclus avec les frais dinscription Lexamen I*STAR est inclu avec chaque inscription Manuel, Guide de prparation Manuel, Guide de prparation Manuel, Guide de prparation Manuel, Guide de prparation Manuel, Guide de prparation Manuel, Guide de prparation Supplment, Guide de prparation2 Statistiques et Science decisionnelle, Guide de prp.2 Guide de prparation2 Manuels, Guide de prparation Manuels, Guide de prparation Manuels, Guide de prparation

LOMA 2801 LOMA 290 LOMA 290 LOMA 301 LOMA 307 LOMA 316 LOMA 320 LOMA 330 LOMA 356 LOMA 361 LOMA 371 ACS 100
2

$205 $175 $205 $175 $240 $175 $175 $175 $175 $175 $175 $230

$105 $115 $105 $115 $140 $115 $115 $115 $115 $115 $115 $170

$390 $330 $390 $330 $460 $330 $330 $330 $330 $330 $330 $440

$290 $270 $290 $270 $360 $270 $270 $270 $270 $270 $270 $380

La surcharge Canadienne de $20 est inclue dans ces tarifs. La taxe GST doit tre paye sur tout examen pass au Canada. LOMA n'encaisse pas la taxe GST. Les compagnies Canadiennes et les tudiants indpendants doivent valuer elles-mmes la taxe qu'elles doivent. Pour tous autres frais, rendez vous sur la page 67.

1 2

Nouvelle dition Nouvelle dition partir de novembre 2012

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1-800-ASK-LOMA (Option 1)

International ProgramsFrench

LOMA 280 Principes des assurances

Nouvelle dition

ISBN 978-1-57974-363-5

Principes des assurances de personnes (LOMA, 2011) ISBN 978-1-57974-372-7 Guide de prparation lexamen LOMA 280 (LOMA, 2011) ISBN 978-1-57974-373-4

LOMA 316 Le droit des affaires pour les professionnels des services financiers (Canada)
Le droit des affaires pour les professionnels des services financiers Canada (LOMA, 2006) ISBN 1-57974-301-3 PBD numro de stock : 316-F10-06 Guide de prparation lexamen LOMA 316 (LOMA, 2006) ISBN 1-57974-302-1 PBD numro de stock : 316-F40-06

LOMA 290 Exploitation des compagnies dassurance


Exploitation des compagnies dassurance (LOMA, 2001) ISBN 1-57974-108-8 PBD numro de stock : 290-F10-01 Guide PREP FLMI 290 (LOMA, 2001) ISBN 1-57974-109-6 PBD numro de stock : 290-F90-01

LOMA 290 Exploitation des compagnies dassurance

Nouvelle n dition e 012 mbre 2 n ov e

LOMA 320 Le marketing des assurances de personnes


Le marketing des assurances de personnes (LOMA, 1991) Chapitres 1 6, 8 12, 14 16, 18 et 19, 22 et 23. ISBN 0-939921-37-5 PBD numro de stock : 320-F10-91 Le marketing des assurances de personnes : Supplment (LOMA, 1999) ISBN 1-57974-053-7 PBD numro de stock : 320-F11-99 Guide PREP FLMI 320 (LOMA, 1999) ISBN 1-57974-054-5

Exploitation des compagnies dassurance, 3me dition (LOMA, 2012) ISBN 978-1-57974-400-7 Guide de prparation lexamen LOMA 290 (LOMA, 2012) ISBN 978-1-57974-401-4

LOMA 301 Administration de lassurance


Administration de lassurance 3me dition (LOMA, 2009) ISBN 978-1-57974-319-2 PBD numro de stock : 301-F10-09 Guide de prparation lexamen LOMA 301 (LOMA, 2009) ISBN 978-1-57974-320-8 PBD numro de stock : 301-F40-09

LOMA 330 Gestion des organisations : Principes et pratiques


Principes et pratiques de gestion, 2me dition (Houghton Mifflin Company, 2003) ISBN 1-57974-181-9 PBD numro de stock : 330-F10-03 Les statistiques et la science dcisionnelle dans la gestion de linformation (LOMA, 2005) ISBN 1-57974-233-5 PBD numro de stock : 330-F11-05 Guide de prparation lexamen LOMA 330 (LOMA, 2005) ISBN 1-57974-232-7 PBD numro de stock : 330-F40-05

LOMA 307 Concepts commerciaux et financiers pour les professionnels de lassurance


Concepts commerciaux et financiers pour les professionnels de lassurance (LOMA, 2011) ISBN 978-1-57974-362-8 Guide de prparation lexamen LOMA 307 (LOMA, 2011)

www.loma.org

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International ProgramsFrench

LOMA 356 Principes dinvestissement et linvestissement institutionnel


Principes dinvestissement et linvestissement institutionnel (Pearson, LOMA, 2005) ISBN 2-7440-7058-0 PBD numro de stock : 356-F10-05 Guide de prparation lexamen LOMA 356 (LOMA, 2005) ISBN 1-57974-237-8 PBD numro de stock : 356-F40-05

LOMA 361 Comptabilit et dclarations financires des compagnies dassurances de personnes


Fonction comptabilit et comptabilit de gestion dans les compagnies dassurance vie (LOMA, 2002) ISBN 1-57974-163-0 PBD numro de stock : 361-F10-02 Comptabilit gnrale et exigences de communication de linformation financire dans les compagnies dassurance vie (LOMA, 2002) ISBN 1-57974-164-9 PBD numro de stock : 361-F11-02 Ensemble des 2 manuels (F10 et F11) pour le cours LOMA 361 (LOMA, 2002) PBD numro de stock : 361-F12-02 Guide PREP FLMI 361 (LOMA, 2002) ISBN 1-57974-165-7 PBD numro de stock : 361-F90-02

Les manuels en franais pour les programmes ALMI, FLMI, et ACS sont en vente uniquement chez PBD Worldwide Fulfillment Services. PBD Worldwide Fulfillment Services Web site: www.lomabookstore.com E-mail: lomaintl@pbd.com Tel: 800-887-3723 / 770-280-4178 Fax: 770-280-4150

LOMA 371 Gestion en fonction de la solvabilit et de la rentabilit dans les compagnies dassurances de personnes
Conceptions de produits : Assurance vie et rentes (LOMA, 2002) ISBN 1-57974-132-0 PBD numro de stock : 371-F10-02 Gestion de capital pour les compagnies dassurance (LOMA, 2002) ISBN 1-57974-133-9 PBD numro de stock : 371-F11-02 Ensemble des 2 manuels (F10 et F11) pour le cours LOMA 371 (LOMA, 2002) PBD numro de stock : 371-F12-02 Guide PREP FLMI 371 (LOMA, 2002) ISBN 1-57974-134-7 PBD numro de stock : 371-F90-02

ACS 100 Fondements du service la clientle


Le service la clientle en assurance: Principes et pratiques, 2me dition (LOMA, 2001) ISBN 1-57974-128-2 PBD numro de stock : 100-F10-01 Le service la clientle en assurance : Perfectionnement (LOMA, 2001) ISBN 1-57974-130-4 PBD numro de stock: 100-F11-01 Guide de prparation lexamen pour Fondements du service la clientle (LOMA, 2001) ISBN 1-57974-131-2

44

1-800-ASK-LOMA (Option 1)

International ProgramsKorean

FLMI
LOMA Fellow, Life Management Institute (FLMI) . 10 FLMI . FLMI .

FLMI 2 . (5 11)

LOMA 311 . LOMA 361, LOMA 371 .

FLMI
, , . , , , . FLMI 10 FLMI . , .

ALMI
LOMA FLMI Associate, Life Management Institute (ALMI) . ALMI , , . , , , .

ALMI


LOMA 301

LOMA 280 LOMA 281

LOMA 290 LOMA 291

LOMA 307

LOMA 320

LOMA ALMI .

FLMI

1
LOMA 301 ALMI FLMI


LOMA 330


LOMA 371

LOMA 280 LOMA 281

LOMA 290 LOMA 291

LOMA 307

LOMA 320

LOMA 311

LOMA 356

LOMA 361

LOMA FLMI .

www.loma.org

45

International ProgramsKorean

ACS (Associate, Customer Service)



ACS 100

LOMA 280 LOMA 281


LOMA 290 LOMA 291


LOMA 301

LOMA 320

ACS .

ACS 100:
Foundations of Customer Service ACS 100 . .

LOMA 307:

Business and Financial Concepts for Insurance Professionals LOMA 307 , , .

LOMA 311:

LOMA 280:

Business Law for Financial Services Professionals .

Principles of Insurance: Life, Health, and Annuities , , . , , .

LOMA 320:
Life and Health Insurance Marketing .

LOMA 290:
Insurance Company Operations , , , .

LOMA 330:
Management Principles and Practices , .

LOMA 301:
Insurance Administration , .

46

1-800-ASK-LOMA (Option 1)

International ProgramsKorean

I*STAR . ACS 100 LOMA 307 I*STAR . 2012 I*STAR . I*STAR LOMA , I*STAR LOMA . I*STAR , . . I*STAR : http://www.loma.org/content/ public/documents/ISTAR5CertificationForm.pdf) , intl@loma.org .

: : :

LOMA 2300 Windy Ridge Parkway, Suite 600 Atlanta, GA 30339, U.S.A
770-984-3795 770-984-6420 intl@loma.org

: : : :

Alpaco Co.,Ltd.
82-2-2163-5700 82-2-2635-9439 www.alpaco.co.kr alpha@alpaco.co.kr

PBD Worldwide Fulfillment Services

LOMA 356:

Investment Principles and Institutional Investing .

Atlanta, USA Tel: 770-280-4178 Fax: 770-280-4150 E-mail: lomaintl@pbd.com Web site: www.lomabookstore.com

LOMA 361:

Accounting and Financial Reporting in Life Insurance Companies .

LOMA 371:

Managing for Solvency and Profitability in Life Insurance Companies .

* (Bundled course) LOMANET Course Portal . (PDF )

www.loma.org

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International ProgramsPortuguese

Programas em Portugus
Descrio do Programa PFLP
O Programa de Formao LOMA em Portugus (PFLP) composto por nove cursos que abordam as atividades e as operaes das seguradoras atuais. Todos os cursos permitem o estudo individualizado. Exames por computador so oferecidos durante todo o ano. Os estudantes podem obter a certificao intermediaria, completando duas etapas obrigatrias, e mais uma dentre as eletivas. Para obter o Diploma PFLP, ser necessrio completar todas as nove etapas do PFLP.

PFLP Intermediate Level


Etapas Obrigatrias Princpios Operaes Servios ao Cliente PFLP 100 Administrao Eletivas Selecione um Marketing Investimentos e Investimento Institucional PFLP 356 Solvncia e a Lucratividade PFLP 371 Subscrio Resseguro

PFLP 280

PFLP 290

PFLP 301

PFLP 320

PFLP 386

PFLP 440

Os estudantes podem obter a certificao intermediaria, completando DUAS etapas obrigatrias e mais UMA dentre as eletivas.

PFLP
Etapas Obrigatrias Princpios Operaes Servios ao Cliente PFLP 100 Administrao Marketing Investimentos e Investimento Institucional PFLP 356 Solvncia e a Lucratividade PFLP 371 Subscrio Resseguro

PFLP 280

PFLP 290

PFLP 301

PFLP 320

PFLP 386

PFLP 440

Para obter o Diploma PFLP, ser necessrio completar todas as NOVE etapas do PFLP.

ALMI (Associate, Life Management Institute)


Etapas Obrigatrias Princpios PFLP 280 *Em Ingls Operaes PFLP 290 Administrao PFLP 301 Conceitos Financeiros LOMA 307* Marketing PFLP 320

ACS (Associate, Customer Service)


Etapas Obrigatrias Servios ao Cliente PFLP 100 Princpios PFLP 280 Operaes PFLP 290 Administrao PFLP 301 Marketing PFLP 320

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1-800-ASK-LOMA (Option 1)

International ProgramsPortuguese

Cursos do Programa PFLP PFLP 280 Princpios dos Seguros de Vida, Sade, e de Rendas Vitalcias
O PFLP 280 apresenta os princpios do seguro, o processo de se tornar um segurado, e os direitos contratuais de um segurado. O curso inclui informaes sobre as caractersticas do seguro de vida individual e em grupo, seguro sade e anuidades. Todos os materiais de estudo para o curso PFLP 280 esto agora disponveis em um formato PDF Protegido para ser baixado. Os estudantes matriculados para esse curso podem imprimir o material de estudo. Para se matricular nesse curso, acesse www.lomanet.org. O link para acessar o arquivo PDF contendo o material de estudo ser enviado diretamente para o email de cadastro do estudante. Princpios dos Seguros de Vida, Sade, e Rendas Vitalcias (LOMA, 2010) ISBN 978-1-57974-345-1 Caderno de Exerccios para o curso PFLP 280 (LOMA, 2010) ISBN 978-1-57974-346-8

curso passaro a compreender melhor como um trabalho individual se contextualiza no escopo total da companhia, assim como a importncia da contribuio de cada funcionrio para o sucesso empresarial como um todo. As Operaes de uma Seguradora (LOMA, 2012) ISBN 978-1-57974-406-9 Caderno de Exerccios para o curso PFLP 290 (LOMA, 2012) ISBN 978-1-57974-407-6

PFLP 100 Fundamentos do Servio de Atendimento ao Cliente


O PFLP 100 prov uma introduo abrangente do atendimento ao cliente no ambiente de servios financeiros. O curso explora o conhecimento e as habilidades das quais um empregado precisa para compreender e prestar um excepcional atendimento ao cliente. Fundamentos do Servio de Atendimento ao Cliente (LOMA, 2007) ISBN 1-57974-245-9 Caderno de Exerccios para o Curso PFLP 100 (LOMA, 2007) ISBN 1-57974-246-7

PFLP 290 As Operaes de uma Seguradora


O PFLP 290 descreve a organizao das companhias de seguro e o ambiente em que operam, focando as operaes especficas de uma seguradora, tais como as de marketing, de aturia, de subscrio e atividades financeiras. As Operaes de uma Seguradora (LOMA, 2004) ISBN 1-57974-199-1 Caderno de Exerccios para o curso PFLP 290 (LOMA, 2004) ISBN 1-57974-200-9

PFLP 301 Administrao de Seguros


O PFLP 301 prov uma discusso detalhada sobre as atividades da administrao de seguros para coberturas de vida e sade individuais e em grupo, focando a subscrio, o resseguro, sinistros e o atendimento ao cliente. Administrao de Seguros, 2 edio (LOMA, 2005) ISBN 1-57974-201-7 Caderno de Exerccios para o curso PFLP 301 (LOMA, 2005) ISBN 1-57974-202-5

Disponvel em agosto de 2012 PFLP 290 As Operaes de uma Seguradora


Novo!

PFLP 320 Marketing


O PFLP 320 aborda os princpios e as funes do marketing como aspecto integral da indstria dos seguros de vida e sade. Marketing do Seguro de Vida e Sade, Terceira Edio (LOMA, 2007) Caderno de Exerccios para o PFLP 320 (LOMA, 2007)

Este curso descreve como as seguradoras de vida operam no ambiente globalizado dos dias de hoje: como esto organizadas, como so gerenciadas, e os papis das unidades funcionais e de suporte no desenvolvimento, distribuio, emisso e administrao dos produtos de seguros de vida e anuidades. Os estudantes que fizerem este

www.loma.org

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International ProgramsPortuguese

Se voc tem dvidas sobre os Programas Educacionais da LOMA oferecidos em portugus, ou mesmo para solicitar a compra de livros, por favor entre em contato com:
Maria-Luiza Martins Fundao Escola Nacional de Seguros (FUNENSEG) Rua Senador Dantas, 74, 3 andar Centro 20031-201 Rio de Janeiro Brasil Tel: 55 21-3132-1016 Fax: 55 21-3132-1081 E-mail: mluizamartins@esns.org.br

Joo Leopoldo Braco Gerente-Ncleo Regional So Paulo Fundao Escola Nacional De Seguros Rua So Vicente, 181 01314-010 So Paulo-SP Brasil Tel: 55 11-9560-2206 Fax: 55 11-3106-5175 E-mail: gerenciasp@sp.funenseg.org.br Fabiana Dias DaCunha Representante LIMRA/LOMA no Brasil Tel: 55 11 3711 3148 E-mail: fdacunha@limra.com

PFLP 356 Princpios de Investimentos e Investimento Institucional


O PFLP 356 prov a compreenso do ambiente de investimentos e os princpios gerais de investimento em ttulos individuais e carteiras de ttulos. Neste curso, voc aprender sobre os relatrios de desempenho de investimentos, monitoramento de desempenho de investimentos, desempenho de investimentos, e mais. Princpios de Investimentos (LOMA, 2005) ISBN 85-88639-15-7 Investimento Institucional CD-ROM (LOMA, 2005) ISBN 85-88639-20-3 Caderno de Exerccios para o curso PFLP 356 (LOMA, 2005) ISBN 1-57974-239-4

PFLP 386 Subscrio Seguros de Vida e Sade


O PFLP 386 apresenta os princpios de avaliao de riscos aplicados subscrio no seguro de vida e sade individual e em grupo, incluindo aplices especializadas e coberturas suplementares. Subscrio de Seguros de Vida e Sade (LOMA, 2008) Caderno de Exerccios para o curso PFLP 386 (LOMA, 2008)

PFLP 440 Administraao de Resseguro


O PFLP 440 mostra como o resseguro refora a indstria do seguro e aumenta a capacidade das seguradoras de pagar sinistros antecipados. Este curso tambm discute princpios de resseguro, regulao de resseguro, clusulas tpicas em um acordo de resseguro, a administrao do negcio do resseguro, e a importncia do controle de qualidade no resseguro. Fundamentos de Resseguro (LOMA, 2008) Caderno de Exerccios para o curso PFLP 440 (LOMA, 2008)

PFLP 371 Gerenciamento de Riscos e Desenho de Produtos para Companhias de Seguros


O PFLP 371 explica questes de gerenciamento que envolvem o gerenciamento de riscos empresariais, capital, desenvolvimento de produto e desenho de produto para seguro de vida e anuidades. Gerenciamento de Riscos e Desenho de Produtos para Companhias de Seguros (LOMA, 2010) ISBN 978-1-57974-376-5 Caderno de Exerccios Preparatrios para o Curso PFLP 371 Gerenciamento de Riscos e Desenho de Produtos para Companhias de Seguros (LOMA, 2010) ISBN 978-1-57974-377-2

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International ProgramsPortuguese

Cursos Online
O Processo de Venda de Seguros
Descrio: Esse curso descreve a importncia da venda pessoal para companhias de seguro e as etapas inclusas no processo de venda de seguros. O curso tambm descreve os comportamentos que os clientes exibem ao tomarem decises de compra e as etapas do processo de deciso pela compra. Outros tpicos importantes relatados nesse curso incluem mtodos de identificar, contatar e classificar clientes em potencial com nfase nas maneiras pelas quais corretores de seguros colhem informaes, analisam as necessidades de clientes e preparam propostas que atendam tais necessidades. Fornecedor: LOMA Nmero de Aulas: 1 Tempo estimado de concluso do curso: 1 hora Preo para Associado LOMA: US$37,00 Preo para No-associado LOMA: US$74,00

www.loma.org

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International ProgramsSpanish

Programas en Espaol
PFSL (Programa de Formacin en Seguros de LOMA)
Diseado especialmente para estudiantes de habla hispana, la designacin PFSL consta de seis cursos de LOMA que proporcionan el conocimiento, las aptitudes profesionales y la confianza en s mismos que necesitan para triunfar en el entorno competitivo de hoy en da. Los cursos proporcionan informacin sobre los principios bsicos del seguro, las operaciones de las compaas aseguradoras, la administracin de seguros, el mercadeo de los seguros de vida y de salud, los fundamentos del servicio al cliente y adems finanzas o principios de la inversin y la inversin institucional. A travs del plan de estudio del PFSL, los estudiantes podrn realizar lo siguiente:
Descubrir capacidades que se aplican directamente a

ACS (Associate, Customer Service)


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

y sus expectativas Organizar un equipo efectivo de servicio al cliente

ALMI (Associate, Life Management Institute)


Cinco cursos. Para conseguir la designacin ALMI de LOMA necesita nada ms que eso! El programa ALMI se centra en las operaciones de servicios financieros y de seguros ms importantes y brinda una representacin profunda de los conceptos financieros que son relevantes para quien trabaja en la industria: usted! Mientras cursan el ALMI, los estudiantes consolidarn su visin financiera y aprendern sobre los aspectos operacionales y sobre las funciones de ventas o mercadeo que hacen nico al sector financiero y de seguros. Una vez que completen los primeros dos cursos de la designacin ALMI, los estudiantes obtienen un certificado de Nivel 1 y cuando completen los tres cursos restantes, los estudiantes reciben el certificado de la designacin ALMI.

su trabajo en la industria de servicios financieros y de seguros Centrarse en conceptos importantes usando las ayudas de auto-estudio incluidas en el material Estudiar segn su propio ritmo Realizar las pruebas en la oficina: sin necesidad de viajar Obtener reconocimiento mediante su progreso educativo Los cursos son de auto estudio con exmenes por Internet durante todo el ao a travs del sistema I*STAR. El reconocimiento de los logros y el estimulo a los estudiantes son fundamentales en nuestra misin educativa. Razn por la cual, una vez completen los primeros dos cursos de la designacin PFSL, los estudiantes obtienen un certificado de Nivel 1, y al finalizar el curso completo reciben el certificado de la designacin PFSL.

Importante:
1. Todos los materiales de estudio en Espaol desde ahora estaran disponibles en formato de archives protegidos PDF para ser descargados por los estudiantes cuando sean inscritos. Copias fisicas de los textos pueden ser adquiriedas hasta que se agote el inventario. 2. El texto comerical no propios de LOMA (PFSL 356 Texto Base de Estudio) no estara disponible en formato PDF sino que debera ser adquirido a nuestro distribudor tradicional en Estados Unidos PBD. 3. Para mayor informacion o si tiene preguntas escribanos a intl@loma.org.

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International ProgramsSpanish

PFSL (Programa de Formacin en Seguros de LOMA)


Cursos Obligatorios Principios del Seguro de Vida PFSL 280 Operaciones PFSL 290 Administracin de Seguros PFSL 301 Mercadeo PFSL 320 Finanzas/Inversin PFSL 307 o PFSL 356 Servicio al Cliente PFSL 100

Nivel 1: Estudiantes recibirn un certificado personalizado al trmino de los cursos PFSL 280 y 290

ALMI (Associate, Life Management Institute)


Cursos Obligatorios Principios del Seguro de Vida PFSL 280 Operaciones PFSL 290 Administracin de Seguros PFSL 301 Finanzas PFSL 307 Mercadeo PFSL 320

Nivel 1: Estudiantes recibirn un certificado personalizado al trmino de los cursos PFSL 280 y 290

ACS (Associate, Customer Service)


Cursos Obligatorios Servicio al Cliente PFSL 100 Principios del Seguro de Vida PFSL 280 Operaciones PFSL 290 Administracin PFSL 301 Cursos Electivos Elijan 2 Finanzas PFSL 307 Mercadeo PFSL 320

PFSL 280 Principios del Seguro de Vida, Salud y Rentas Vitalicias


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

PFSL 290 Operaciones de las Compaas de Seguros


Describe la organizacin de las compaas de seguros y el ambiente en el cual operan, analizando en mayor detalle ciertas operaciones como mercadeo, seleccin de riesgos, actividades financieras y el departamento actuarial. Operaciones de las Compaas de Seguros (LOMA, 2002) ISBN 1-57974-141-X Cdigo de PBD: PFSL290-S10-02 Gua de Preparacin Operaciones de las Compaas de Seguros (LOMA, 2002) ISBN 1-57974-142-X Cdigo de PBD: PFSL290-S90-02

www.loma.org

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International ProgramsSpanish

PFSL 290 Operaciones de las Compaas de Seguros

en Nuevo! bre Septiem 2012

PFSL 301 Administracin de Seguros


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

PFSL 290 describe como las compaas de seguros operan en el ambiente global de hoy en da: como estn organizadas, como se manejan, y el rol de las unidades funcionales y de apoyo en el desarrollo, distribucin, emisin y administracin del seguro de vida y rentas vitalicias. Aprendices quienes toman este curso entendern mejor como su trabajo se acomoda dentro del esquema total de la empresa as como tambien la importancia de la contribucin de cada uno de ellos al xito total de la organizacin. Operaciones de las Compaas de Seguros, Tercera edicin (LOMA, 2012) ISBN 978-1-57974-408-3 Gua de Preparacin Operaciones de las Compaas de Seguros (LOMA, 2012) ISBN 978-1-57974-409-0

PFSL 100 Fundamentos del Servicio al Cliente


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

PFSL 307 Conceptos de Negocios y Finanzas para Profesionales de Seguros


PFSL 307 presenta a los empleados de la industria una introduccin bsica de conceptos y terminologa financiera y relaciona estos conceptos al negocio y la rentabilidad de las operaciones de las compaas de seguros. Conceptos de Negocios y Finanzas para Profesionales de Seguros (LOMA, 2011) ISBN 978-1-57974-364-2 Gua de Preparacin- Conceptos de Negocios y Finanzas para Profesionales de Seguros (LOMA, 2011) ISBN 978-1-57974-365-9

PFSL 320 Mercadeo en la Industria del Seguro de Vida y Salud


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

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PFSL 356 Fundamentos de Inversin y la Inversin Institucional


PFSL 356 proporciona conocimientos sobre el medio y los principios generales de las inversiones en valores individuales y de carteras. El curso discute el establecimiento y la puesta en marcha de objetivos de inversin en vista del equilibrio entre riesgo y retorno. El curso tambin ofrece una orientacin para invertir en un escenario institucional, incluyendo el papel (rol), sistemas y procesos administrativos, establecimiento de metas, revisin del desempeo y administracin del riesgo. Importante: El texto de estudio base debera continuar siendo adquirido a nuestro distribuidor PBD en USA. Solamente la guia de ejercicio y el examen seran distribuidos en formato de archivos PDF. Fundamentos de Inversin (LOMA, 2005) ISBN 1-57974-242-4 Introduccin a la Inversin Institucional (LOMA, 2005) ISBN 1-57974-244-0 PFSL 356 LIBRO y CD Fundamentos de Inversin y la Introduccin a la Inversin Institucional estn disponibles como un conjunto compuesto de un libro y un CD. Cdigo de PBD: PFSL 356-S10-05 En caso de prdida o dao del CD-ROM, Introduccin a la Inversin Institucional, se puede reemplazar efectuando un pedido a PBD. Gua de Preparacin para el PFSL 356 (LOMA, 2005) ISBN 1-57974-243-2 Cdigo de PBD: PFSL 356-S40-05

Nota: Usted puede entender el material presentado en el curso UND 386 ms fcilmente si tiene un conocimiento bsico de los principios del seguro y los productos, de las operaciones de las compaas de seguro y la administracin del seguro. LOMA recomienda que usted complete los cursos PFSL 280, PFSL 290 y PFSL 301 antes de tomar este curso.

Glosario de Trminos de Seguros Espaol/Ingls en Lnea


Hoy en da es vital que sus empleados tanto los que trabajan en la parte operativa y an ms los que trabajan en la parte comercial cuenten con los conocimientos y el vocabulario tcnicos a fin de poder no solo presentar un mejor servicio pero desempear sus labores de manera eficiente. LOMA pone a disposicin su Diccionario de Trminos de Seguros en lnea a fin de que las empresas lo puedan integrar en su Intranet o en su plataforma de educacin en lnea; no solo como una fuente de consulta pero como una fuente de aprendizaje continuo con el fin de brindar el apoyo necesario a sus empleados en sus tareas diarias. Este glosario ayuda a explicar el significado de trminos utilizados por profesionales en la industria de los seguros de vida, salud y finanzas. Est dirigido tanto a estudiantes como agentes, personal operativo y expertos profesionales dentro de la industria. Para ms informacin, precios o ordenar un Glosario de Trminos para su compaa, por favor contactar el Departamento Internacional de LOMA a intl@loma.org o 770-984-3730.

Cursos Adicionales en Lnea


Se ha preguntado como capacitar a su personal en temas complejos tales como liderazgo, toma de decisiones, manejo de proyectos, riesgo, calidad, manejo y entendimiento de cualidades que se necesitan para el servicio y para la venta. No se pregunte ms. LOMA pone a su disposicin de sus miembros un catalogo completo de cursos en espaol o destinado a formar o capacitar a los participantes en estos temas. Para ms informacin, visita www.lomalearn.org.

UND 386 Seleccin de Riesgos en el Seguro de Vida y Salud


UND 386 proporciona una visin general de los factores mdicos y no mdicos, financieros y personales que se consideran durante la seleccin de riesgos, segn se practica en las compaas de seguro de vida y salud. Seleccin de riesgos en el seguro de vida y salud (LOMA, 2006) ISBN 1-57974-295-5 Cdigo de PBD: UND 386-S10-06 Gua de preparacin para UND 386 (LOMA, 2006) ISBN 1-57974-296-3 Cdigo de PBD: UND 386-S40-06

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LOMA Certified Insurance Consultant (LCIC)


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

Seleccin de riesgos del seguro de vida individual


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

Perspectiva general del reaseguro


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

Distribucin de seguros a travs de los agentes


La mayora del seguro de vida es distribuido a travs de los agentes de seguro, conocidos tambin como productores. En este curso aprender sobre varios aspectos de la distribucin del seguro basada en los agentes. Tiempo estimado de estudio: 1 hora

LCIC
Cursos Obligatorios Principios del Seguro de Vida PFSL 280 Mercadeo Servicio al Cliente PFSL 100 10 cursos en lnea (40 horas)

PFSL 320

El proceso de la venta de seguros


Este curso describe la importancia de la venta personal para las compaas de seguros y los pasos incluidos en el proceso de venta del seguro. Tiempo estimado de estudio: 1 hora

En qu consiste el LCIC?
El nuevo programa LCIC, el cual se encuentra totalmente en espaol, est compuesto de 10 cursos en lnea y 3 cursos de auto estudio, los cuales cuentan con exmenes en lnea. Al completar los trece cursos el estudiante recibir el diploma que lo acredita con la designacin de LOMA Certified Insurance Consultant (LCIC).

Capacitacin en venta para los productores de seguros


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

Los 10 Cursos En Lnea Comprenden:


40 horas de estudio que le otorgaran el certificado: Fundamentos de LCIC

Perspectiva general de los productos de seguros de vida


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

Conducta tica en la industria de seguros


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

Perspectiva general de los productos de anualidades


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

Introduccin a las ventas bsicas de acuerdo a las necesidades


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

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Reemplazo de las plizas de vida y anualidades


Este curso proporciona una revisin rigurosa sobre los reemplazos de las plizas de seguro de vida y anualidades. Tiempo estimado de estudio: 1 hora

Precios
Todos los cursos en lnea para el programa de LCIC son $38 para miembros de LOMA y $76 para no-miembros, por curso.

Textos de Auto Estudio:


Al completar las 150 horas de auto estudio tcnico podr obtener el Diploma LCIC. PFSL 280: Principios del Seguro de Vida, Salud y Rentas Vitalicias PFSL 100: Fundamentos de Servicio al Cliente PFSL 320: Mercadeo en la Industria del Seguro de Vida y Salud Adicionalmente adquiera un conocimiento tcnico con los cursos de auto estudios antes mencionados y contine el proceso de educacin continua hacia la obtencin del Diplomado de Seguros de LOMA (PFSL).

Informacin General Importante


Matriculas para exmenes y cursos Bundled
LOMA ofrece un examen para cada curso que hacen parte de una designacin profesional para evaluar el dominio de cada estudiante en el contenido del curso. Estos exmenes estn disponibles en formatos electrnicos y son administrados en las organizaciones que son miembros de LOMA y en algunas localidades aprobadas para administrar exmenes a estudiantes independientes. Los exmenes de LOMA varan en duracin entre 2 o 3 horas. Consulte en su gua de preparacin (TPG) o con su representante educativo para obtener la informacin especfica acerca de la duracin de su examen. Algunos cursos de LOMA han sido actualizados y el nmero de preguntas para los exmenes puede variar. Los exmenes anteriormente constaban de 75 preguntas con un lmite de tiempo de 3 horas y en la actualidad constan de 60 preguntas y tienen un tiempo lmite de 2 horas. Si Usted se inscribe para un examen, Usted es responsable por estudiar el material especficamente asignado para ese curso. El material de estudio asignado para cada curso puede ser verificado comenzando en la pgina 50, en donde tenemos la descripcin de cada curso. Si Usted se inscribe para un curso BUNDLED, los materiales de estudio asignados se incluyen en el valor de su inscripcin y son accesibles ingresando a la siguiente direccin electrnica: https://ppdf.loma.org/Download/ Para la inscripcin de exmenes LOMA ofrece: Matriculas en lnea a travs de LOMANET, nuestro sistema de administracin de educacin a travs de Internet. Si la empresa desea inscribir ms de 20 estudiantes en un periodo, ya sea para uno o diferentes exmenes, el Ed Rep debe contactarnos para darle las indicaciones necesarias, ya que podremos ahorrarle mucho tiempo al hacerlo a travs de nosotros.

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LOMANET
LOMANET permite a los alumnos:
Inscribirse en lnea para los exmenes y cursos

Bundled
Revisar las calificaciones obtenidas un anlisis del rendimiento de su examen Ver la historia de los cursos rendidos y el progreso hacia Ver

Si su direccin de correo electrnico actual ha sido ingresada en LOMANET, Usted puede ir a www.lomanet.org y solicitar que su contrasea le sea enviada por correo electrnico en caso de haberla olvidado, a travs de la opcin de Password Request. Tambin puede solicitar su contrasea mediante el envo de un correo electrnico a education@loma.org.

Registrarse en LOMANET es fcil y gratuito!


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

la obtencin de designaciones Actualizar informacin personal Compra de transferencias de exmenes Accesar el material de estudio de algunos cursos en lnea El acceso a la informacin en el sistema de LOMANET requiere un ID (numero de estudiante) y una contrasea. Pngase en contacto con la Oficina de Asistencia de LOMANET llamando al: 1-800-ASK-LOMA (opcin 1), 770-984-3782 o escribanos a: lomanet@loma.org, para solicitar esta informacin en caso de requerirla.

Uso de LOMANET para estudiantes


Para mantener la confidencialidad, su nmero de identificacin de estudiante y su contrasea son requeridos para tener acceso a su registro de estudiante en LOMANET.

2012 Cursos Bundled / Valor Matricula Exmenes Amrica Latina (Espaol)


Cursos LOMA Compaas Miembros I*STAR Compaas no Miembros / Estudiantes Independientes I*STAR

Para ms Informacin:
Departamento Internacional de LOMA Telfono: 770-984-3730 Fax: 770-984-6420 Correo electrnico: intl@loma.org

Exmenes Supervisados Espaol

Representantes Locales para:


Mxico: Hector De la Lanza Telfono: +52 55 5689 9113 E-mail: hlanza@limra.com Chile, Argentina, Peru, Ecuador: Hernn Poblete Telfono: +56 9 7845 4757 E-mail: HPoblete@limra.com Belize, Colombia, Costa Rica, El Salvador, Guatemala, Honduras, Nicaragua, Panam, Puerto Rico, Venezuela: Gina Castaeda Telefono: +57 (1) 800-4370) E-mail: gcastaneda@limra.com

PFSL 100 PFSL 280 PFSL 290 PFSL 301 PFSL 307 PFSL 320 PFSL 3561 UND 386
1

$152 $136 $136 $136 $136 $136 $105 $315

$304 $272 $272 $272 $272 $272 $210 $450

PFSL 356 incluye el valor del examen y el acceso a la gua de preparacin (TPG) en PDF. El libro de texto se debe comprar por separado.

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Estudiantes con necesidades especiales


LOMA se esfuerza al mximo para dar solucin a los requerimientos de estudiantes con necesidades especiales mediante la concesin de permisos para hacer acuerdos especiales dependiendo de cada caso. Contacte las Oficinas de LOMA directamente para obtener ms informacin.

Su nmero de identificacin de estudiante en LOMANET y su contrasea sern necesarios en el momento de tomar su examen. Los procedimientos y las condiciones del lugar en donde se toman los exmenes de I*STAR son especficas y bastante estrictas, y deben ser aplicadas por la persona encargada de vigilar el examen y estn explicadas en el formulario de certificacin de I*STAR disponible en la pgina Web de LOMA. Si durante el proceso de inscripcin Usted matriculo el curso o el periodo equivocado, debe comunicarse con LOMA dentro de las 72 horas siguientes de su inscripcin para que el error pueda ser corregido sin ningn cargo.

Exmenes en I*STAR
I*STAR (Individually Scheduled Test and Results) es el sistema de LOMA para tomar exmenes a travs de Internet. Los exmenes a travs de I*STAR estn disponibles para los estudiantes en las empresas que han instalado este sistema. Las ventajas de I*STAR incluyen:
comodidad y la flexibilidad de poder presentar La

exmenes durante todo el ao Obtener la calificacin del examen de inmediato una vez terminado el examen Anlisis de rendimiento del estudiante despus del examen

Transferencias de Exmenes
Si por algn motivo no le es posible tomar su examen dentro del periodo escogido, o si desea cambiar de periodo, puede adquirir una transferencia de examen. Las transferencias pueden adquirirse a travs de LOMANET ingresando a la opcin: Check enrollment status. Si el periodo en el que deba tomar su examen ya termino y en su calificacin aparece DN, entonces Usted debe adquirir la transferencia ingresando a travs de la opcin: Course History. En caso de que no pueda ingresar a la pgina de LOMANET, Usted puede solicitar un formulario de LOMA a la Oficina de Registro, o descargar uno de nuestra pgina: www.loma.org. Las transferencias de exmenes deben adquirirse dentro de los siete meses siguientes a partir de la fecha original del primer examen. La matricula del examen en un nuevo periodo no es automtica. Si Usted no se inscribe para el prximo perodo de pruebas de examen, Usted pierde el valor pagado por el examen o curso y adems el valor que pago por la transferencia.

Matriculndose para exmenes en I*STAR


Antes de tomar un examen en I*STAR, Usted tiene que estar matriculado en el curso a travs de LOMANET. Cuando Usted se inscribe en un curso Bundled o en curso con libro fsico para tomar el examen en I*STAR, siempre debe seleccionar el perodo durante el cual Usted desea tomar su examen. Los perodos de pruebas son: Enero-Marzo, Abril-Junio, Julio-Septiembre y OctubreDiciembre. Informacin importante sobre exmenes en I*STAR matriculas, precios y cancelaciones:
matriculas en I*STAR no pueden ser canceladas. Las por alguna razn Usted no toma el examen dentro del Si

periodo escogido, su matrcula ya no ser vlida a menos que se compre una transferencia de examen. matriculas no son transferibles entre estudiantes o Las entre cursos. Cambiar de curso sin pagar por el nuevo curso no es permitido. Devoluciones o crditos no sern realizados por el curso para el que inicialmente se matriculo.

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Violaciones de los procedimientos para la administracin de exmenes


Para proteger las designaciones de LOMA y al mismo tiempo asegurar la credibilidad y los derechos de las organizaciones e individuos participantes en los programas de LOMA, hemos establecido un procedimiento especfico que se utiliza cuando encontramos que las normas que rigen el examen han sido violadas o se sospecha de falencias en la administracin del examen. Dicho procedimiento implica: 1. Determinar la existencia de una posible violacin 2. Investigar la sospecha de violacin 3. Comunicar a las partes afectadas, las conclusiones de la investigacin y las sanciones que han de ser impuestas en caso de haber alguna. Si necesita ms informacin a este respecto, el proceso completo puede ser encontrado en nuestra pgina Web: www.loma.org. Las tarifas de los exmenes se basa en el estatus de una compaa al ser o no miembros de LOMA, al igual que el tipo de examen (I*STAR), y el lugar donde se administra el examen. El valor cubre el costo del examen, revisin y crdito para las designaciones. (Participacin en Programas de Educacin LOMA o tener algn tipo de actividad no lo hace miembro de LOMA, y de ninguna manera califica a una organizacin para obtener precios de miembros).

Los alumnos independientes debern pagar las tarifas en el momento de la inscripcin. Las empresas miembros y no miembros sern facturadas por el valor de los exmenes. Todas las tarifas estn expresadas en dlares americanos y se deben pagar en dlares americanos con tarjeta de crdito VISA, MasterCard, American Express, cheque, giro postal o transferencia bancaria. Las inscripciones no son transferibles entre los alumnos y cursos. Algunos de los precios de inscripcin no incluyen el costo de los libros de texto, ayudas de estudio o certificaciones por horas de educacin continua. Las excepciones son los cursos que estn marcados Bundled en el siguiente cuadro. Los cursos Bundled incluyen todos los materiales de estudio en lnea y el derecho al examen; no es necesaria la compra de un texto por separado o una Gua de preparacin. Algunos cursos Bundled tienen el libro disponible para impresin a un costo adicional. La mayora de los cursos Bundled son elegibles para un descuento de $30 cuando un estudiante pierde el examen y se vuelve a inscribir para el mismo curso dentro un plazo de siete meses despus de haber tomado el examen original. El plazo para cancelar cualquier matricula es de 72 horas contando desde el momento en que se realizo la transaccin. Transcurrido este plazo, LOMA no podr hacer ningn cambio en su matrcula.

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Examinations

Enrolling for and Accessing Course Materials for Courses Delivered through Course Portals
Enrolling for courses delivered through Course Portals is easy. If you are not already registered in LOMANET, follow the instructions on page 62. Once registered, use your login ID and password to access LOMANET. Select the course and your exam type (I*STAR, Prometric, or paper) and desired exam period, and complete any additional steps concerning payment, etc. Once your enrollment is completed, click on My Learning in the selection menu. My Learning displays the course for which youve enrolled if your course provides access to online resources and study materials. Click on the course title, which launches your Course Portal in a new window. You will have access to the Course Portal through the exam period selected during the enrollment process. If you do not sit for your exam by the end of the exam period, you will need to purchase a fee transfer to change your exam period to a future period. If you are taking your exam at a Prometric Center, please see page 62 for full instructions on selecting an exam date and the process for purchasing fee transfers.

and are accessible via the Course Portal. For a more complete description of your responsibilities as a student in LOMAs professional designation programs, please refer to the Professional Designation Programs section on page 9. Your enrollment process will depend on the type of examination you choose to take:
Paper exams typically administered twice yearly on

specified examination dates (see page 69) Computerized/I*STAR exams at your company Computerized/I*STAR exams at Prometric Testing Centers (available in the United States and Canada only) LOMA offers two options for exam enrollment:
Online enrollment via LOMANET, our Internet-based

education administration system Enrollment forms for paper exams, for use by independent students only, are available for download at www.loma.org If your company will enroll over 20 students at a time, your Ed Rep should contact LOMAs Office of the Registrar to learn about a time-saving enrollment feature.

Enrolling For Exams and Bundled Courses


LOMA offers an examination for each professional designation program course to assess a participants successful mastery of the course content. Exams are administered in LOMA member organizations and in independent testing locations. This section provides information about exam formats, enrollment procedures for both exams and bundled courses, and exam fees. LOMA exams vary in length from 23 hours. Consult your Test Preparation Guide (TPG) or see page 72 for specific information about the length of your exam. As new or revised LOMA courses are released, the number of examination questions for some course examinations may change. Exams for courses revised in 2010 or later, which formerly consisted of 75 questions with a 3-hour time limit, will now consist of 60 questions and have a 2-hour time limit. If you enroll for an examination, you are responsible for studying the correct assigned materials. The assigned study materials for each course are listed in the Course Descriptions section, beginning on page 18. If you enroll for a bundled course delivered through a LOMA Course Portal, the assigned study materials are included in your enrollment

LOMANET
LOMANET allows students to:
Enroll online for exams and bundled courses View exam grades View an analysis of performance on Paper, I*STAR or

Prometric exams Access course history and progress toward earning designations Update personal information Purchase fee transfers Access online study materials for select designation courses Accessing information on the LOMANET system requires a login ID and password. Contact the LOMANET HelpDesk at 1-800-ASK-LOMA (Option 1), 770-984-3782 or lomanet@loma.org to request this information.

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Student Use of LOMANET


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

Important Information About I*STAR Enrollments, Fees, Cancellations, and Testing:


I*STAR enrollments cannot be canceled. you do not sit for your exam before the end of the If

Registering on LOMANET is Easy and Free!


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

selected testing period, your enrollment expires and all exam fees are forfeited unless you purchase a fee transfer. Fees are nontransferable between paper and I*STAR exams unless you purchase a fee transfer. Your LOMANET ID and password will be required at the time of your I*STAR exam. Specific I*STAR procedures and room conditions are outlined for proctors in the I*STAR Certification Form available on LOMAs Web site. If during the enrollment process you enroll for the wrong bundled course or exam or type of exam by mistake, you must contact LOMA within 72 hours of your enrollment to have the error corrected at no charge.

Prometric Exams
You may also take computerized exams at Prometric Testing Centers throughout the United States and Canada. Prometric offers students the flexibility of taking exams after regular business hours and on Saturdays. If you are planning to take your exam at a Prometric Center, read the following section carefully.

Students with Special Needs


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

I*STAR Exams
I*STAR (Individually Scheduled Test and Results) is LOMAs Internet-based system for providing computerized exams. I*STAR testing is available to students at companies that have installed this testing system. Advantages of I*STAR include the convenience and flexibility of year-round testing, as well as immediate online grade reporting.

Enrolling for Prometric Exams


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

Enrolling for I*STAR Exams


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

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3. Submit payment for the Prometric examination fee (see page 67) to establish eligibility for one period of testing. You must sit for your exam during the testing period for which you are enrolled or purchase a fee transfer to transfer your enrollment to the next testing period. LOMA will not refund enrollment fees if you do not sit for your examination. 4. Choose to receive an enrollment confirmation via e-mail, or print the Enrollment Confirmation screen that appears after submitting your enrollment. 5. After 48 hours, log on to www.2test.com or call 1-800-998-5662 to schedule an exam appointment at a Prometric Testing Center. Prometric appointments are scheduled on a first-come, first-served basis, and seating is subject to availability. Appointments for the end of each quarter fill up quickly, so schedule as early as possible. 6. Arrive at the Prometric Testing Center 30 minutes before the scheduled appointment. In addition to your enrollment confirmation, bring 2 forms of ID bearing your name and signature, one of which MUST include a recent photo. Examples of valid forms of photo ID include: a passport, a drivers license with photo and signature, a state ID card, and a military ID. In states where a photo is not included on the drivers license, you may present an ID with a physical description. Acceptable forms of secondary ID include a credit card, an ATM card, or a citizenship card. Your name on the ID must exactly match the Enrollment Confirmation.

Prometric appointments may be rescheduled without penalty if you reschedule your appointment 30 or more business days in advance of your scheduled test date within the testing quarter you have selected. If you reschedule your appointment 2 to 29 days before the scheduled test date there will be a $35 rescheduling fee payable to Prometric at the time you reschedule. The fee is payable by credit card only (Visa, MasterCard, or American Express) and you will be required to select your future appointment date at the time you reschedule. A rescheduling fee will be assessed each time you make any changes to your appointment within the 229 day period before your currently scheduled test date. In the event that you reschedule your exam less than 2 days prior to the test or fail to appear, your exam fee will be forfeited. See chart on page 64. Please note that Monday through Saturday are considered business days. Failure to reschedule more than 2 business days prior to your scheduled test date will result in a forfeiture of the $95 (U.S.) Prometric fee, and you will be required to pay this fee again to take your exam. To reschedule your appointment go to www.prometric.com/loma or call 1-800-998-5662. Prometrics Automated Voice Response System is available 24 hours a day, 7 days a week. If your rescheduled appointment is near the end of one of LOMAs testing periods, you must also make sure your LOMANET enrollment is still valid for the rescheduled date. For example, if you enroll for one testing period on LOMANET, and want to reschedule your Prometric testing appointment to the next period, you must first log into LOMANET, purchase a fee transfer, and re-enroll for the exam in the next testing period. Note: Rescheduling your appointment with Prometric does NOT change your enrollment in LOMANET. Your enrollment will remain valid until the end of your current testing period. If you do not sit for your exam before the end of the testing period for which you enrolled, your enrollment expires and all exam fees are forfeited unless you purchase a fee transfer and enroll for the next exam period.

Grades for Prometric Exams


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

Rescheduling, Fee Transfers, and Cancellation Policies for Prometric Exams


Enrollments in LOMANET for exams delivered through Prometric may not be canceled for any reason. If you do not sit for your exam before the end of the testing period for which you enrolled, your enrollment expires and all exam fees are forfeited unless you purchase a fee transfer.

Paper Exams
Paper exams are typically offered in May and/or November. The Paper Exam Schedule on page 69 indicates the exam dates and times. See Key Dates on the inside front cover for LOMAs official enrollment deadlines for paper exams. Please note, your companys enrollment deadlines may be earlier than LOMAs official enrollment deadlines.

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Prometric Exam Rescheduling Requirements


For each student who reschedules, arrives late or does not appear for a scheduled Test at a Prometric testing center, Prometric will charge the fees set forth in the table. Note that LOMA may also charge fees for these actions.
Category 1 Reschedule Period 30 or more days before test date. As long as a student reschedules his exam appointment 30 or more days before his test date, there is no Prometric rescheduling fee. 2-29 days before scheduled test date. If a student reschedules his exam appointment in the period 229 days before his currently scheduled test date, he will be charged a $35 rescheduling fee. The fee will be charged each time the exam appointment is rescheduled. The fee may be paid by Visa, MasterCard or American Express. a) less than 2 days before test date, or b) fails to appear for a scheduled test, or c) presents himself more than fifteen (15) minutes after the scheduled start time for taking the test and is refused admission. Prometric Rescheduling Fee None

$35 (Collected by Prometric when the exam appointment is rescheduled.)

The full Exam/Testing Fee for the rescheduled test.

Enrolling for Paper Exams


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

Fee Transfers
If you are unable to take a paper, I*STAR, or Prometric examination during the testing period in which you enrolled, or you wish to switch from paper to I*STAR or I*STAR to paper, you can purchase a fee transfer. Fee transfers may be purchased via LOMANET through the Check Enrollment Status function. If your exam period has expired and your score is a DN (did-not-sit), you may purchase a fee transfer from the Course History page in LOMANET. If you are unable to access LOMANET, you may request a form from LOMAs Office of the Registrar, or download a form from www.loma.org. For paper exams, fee transfers must be purchased within seven months from the date the exam was scheduled to be taken. For I*STAR exams, fee transfers must be purchased within seven months from the end of the quarter for which the learner was enrolled.

closed, e.g., a national or company holiday more than one exam scheduled on the same day at for the same time LOMA does not limit the number of exams you may take in each testing period. You are the best person to determine the number of exams you can prepare for in one cycle.

Paper Exam Enrollment Deadlines


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

Paper Exam Fee Transfers


To apply a fee transfer to another exam or course enrollment period, you must re-enroll for the next paper exam testing period. Re-enrollment is not automatic. If you do not enroll for the next exam testing period, you forfeit the exam or course fees and the transfer fee.

Important Information about Paper Enrollments, Fees, and Cancellations


Enrollments may not be canceled for any reason after

the official enrollment deadline. Fees are nontransferable between students or between courses. Switching courses without paying for the new course is prohibited. Credits and/or refunds will not be given for the course for which you initially enrolled.

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Exam Procedures & Regulations


Except where noted, the following procedures apply to the administration of paper, I*STAR, and Prometric examinations:
paper exams must be taken according to LOMAs All

Individual Student Performance Analysis is now available for paper exams!


Students taking paper exams can now view an analysis of their performance on each chapter of the assigned study materials. The Performance Analysis report is available in the Course History section of their LOMANET records following the posting of exam grades. Simply click on the LOMA course number of the exam taken, and then click on Performance Report.

Paper Exam Schedule. (See page 69.) Plan to arrive at the exam site 30 minutes before your exam begins. You may be required to furnish photo ID when taking an exam. If you arrive after the scheduled starting time for your paper exam, the exam may not be accepted by LOMA for grading. Official Exam/Proctor Instructions, mailed along with examinations to all paper exam proctors, must be followed. Students may not consult, discuss, review, or in any way use anyone elses answers or accept unauthorized assistance during the examination. Please note that LOMA uses specially designed software to detect possible cheating on LOMA exams. During the exam, students may not have in their possession any outside materials including, but not limited to, notes; textbooks; tables; charts; graphs; cell phones; pagers; Personal Digital Assistants (PDAs), e.g. Palm Pilots or BlackBerrys; or digital media players, e.g. iPods. Only calculators bearing the official LOMA logo are permitted in the exam room. The official LOMA calculator is sold through PBD [PBD Order # CALC-01]. Additional procedures, regulations, and information are posted in both the Student Services and Ed Rep Resources sections of LOMAs Web site at www.loma.org. Paper exam booklets must be returned to the proctors after the exam. The booklets will not be returned to students.

Exam Grades
The passing grade for all exams is 70 percent. For all courses except LOMA 281, LOMA 291, and ACS 101, LOMA provides students with numerical scores for grades of 70 and above. Scores below 70 are listed only as F+ (within 10 points of passing) or F. If you do not take an exam by the end of the exam period for which you are enrolled, your score will be DN (did-not-sit). You can receive your grade via e-mail if you select that delivery option in your student record in LOMANET. You may also view your grades under Course History in your LOMANET record. LOMA 281, LOMA 291, and ACS 101 courses include a series of short exams, which are integrated within the course materials and do not require a separate exam enrollment. Successful completion of these courses requires a 70 percent score on all course tests; however, course credit in LOMANET is recorded as a P (pass). Students who enroll in LOMA 281, LOMA 291, or ACS 101 are given access to the course materials for six months. If you do not successfully complete all course exams during that period, your score will be a DN (did-not-sit). You may review your grades for these courses under Course History in your LOMANET record.

Violations of Exam Administration Procedures


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

Regrade Policy
You may request a regrade of your paper exam by submitting a request in writing within three months of the exam date. A fee of $50 (U.S.) is required to manually regrade your exam. Fees will be refunded if LOMA discovers any errors were made during the initial grading process.

Exam Question Challenges


If you believe a question on a paper or I*STAR exam was misleading, unfair, or contained errors, you may submit an exam question challenge. Deadlines for submitting challenges for paper examinations are found on the inside front cover. Computerized exam challenges must be submitted within 10 business days of the exam. Fax your challenge to 770-984-3742 or e-mail education@loma.org.
www.loma.org

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Credit from Other Programs


LOMA grants course credit for some other insurance-related designation programs. To see the complete list of approved credit and the request form, visit www.loma.org. Students may receive credit for up to three LOMA courses at $60 per course credit.

Online Resources
Quick Links
Our websites http://www.loma.org http://www.lomanet.org http://www.lomalearn.org

Awards
You will receive a Certificate for successful completion of the FLMI and FFSI Level I courses (see pages 10 and 12). You will receive a diploma for completing any Associate, Professional, or Fellow designation. These awards will arrive approximately 10 weeks after the last course is posted in LOMANET. Designations may be used immediately upon completing program requirements. The Check Designation Progress feature in LOMANET allows you to see which programs you have completed as well as track your progress toward a designation. Some designations may be earned With Honors or with Distinction by having an average of 85% or higher, with no failures, on certain courses. Replacement awards can be ordered for $35 (U.S.). To download a replacement award form, see www.loma.org.

Contact Information
General contacts and information about visiting LOMA http://www.loma.org/aboutus/contactus.aspx International contacts http://www.loma.org/aboutus/intlcontacts.aspx

Student Resources
For more "how-to" information about our courses, enrollments, taking exams, course credit, and other topics http://www.loma.org/learn/learners/how/default. aspx For a complete library of downloadable student forms, instructions, FAQs, policies, procedures, and tips http://www.loma.org/learn/edreps/tools/forms/ students.aspx For a list of our designation programs and links to more information about them http://www.loma.org/learn/learners/designations/ default.aspx

LOMA Courses Toward Bachelors and Masters Degrees


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

Recognizing Educational Achievement


LOMA Education Awards http://www.loma.org/learn/awards/default.aspx 2012 LOMA Annual Conference & Conferment September 1214, 2012 Sheraton Seattle Hotel Seattle, Washington http://www.loma.org/events/EventsDetail. aspx?eid=74

CE Credit
Life and health agent continuing education (CE) programs accept LOMA education courses as continuing education credit in most states and some provinces. CE credit is not submitted automatically; it must be requested upon completion of a LOMA course. To see a list of states and provinces that accept LOMA courses and to download a form to request CE credit, visit www.loma.org. Students may also submit requests for CE credit on LOMANET. A $35 (U.S.) fee per course is required.

Events
For other LOMA conferences, meetings, courses, and instructor-led online training http://www.loma.org/events/eventsbydate.aspx

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English-Language 2012 Course/Exam Enrollment Fees North America


Courses LOMA Member Companies
Designation Courses with Integrated Exams LOMA 281 ACS 1011 I*STAR LOMA 280 (bundled course) LOMA 286 LOMA 290 (bundled course) 2 LOMA 301 (bundled course) LOMA 305 LOMA 307 (bundled course) LOMA 3113 LOMA 311 (bundled course) LOMA 316
4 2 2 2 2 2 1 1

Non-Member Companies/ Independent Students


$360 $360 $500

$180 $180 $250 Designation Courses with Proctored Exam Prometric $280 $210 $280 $315 $210 $315 $210 $355 $210 $315 $210 $355 $210 $355 $355 $210 $275 $275 $275 $395 $275 $385 $425 $385 $305 $410 Paper $205 $135 $205 $240 $135 $240 $135 $280 N/A $240 N/A $280 $135 $280 $280 N/A $200 $200 N/A N/A N/A N/A $355 $315 $235 $340 I*STAR $370 $230 $370 $440 $230 $440 $230 $520 $230 $440 $230 $520 $230 $520 $520 $230 $360 $360 $360 $600 $360 $580 $660 $580 $420 $630

LOMA 291

Prometric $465 $325 $465 $535 $325 $535 $325 $615 $325 $535 $325 $615 $325 $615 $615 $325 $455 $455 $455 $695 $455 $675 $755 $675 $515 $725

Paper $410 $270 $410 $480 $270 $480 $270 $560 N/A $480 N/A $560 $270 $560 $560 N/A $400 $400 N/A N/A N/A N/A $710 $630 $470 $680

$185 $115 $185 $220 $115 $220 $115 $260 $115 $220 $115 $260 $115 $260 $260 $115 $180 $180 $180

LOMA 320 (bundled course) LOMA 326

LOMA 335 (bundled course) 2 LOMA 356 LOMA 361 (bundled course) LOMA 371 (bundled course) LOMA 380 ACS 100 PCS 391393 AAPA 273313 AAPA 323 (bundled course) AIAA 200 AIAF 400 AIRC 410 (bundled course) AIRC 420 ARA 440
5 2 2 2 2

$300 $180 $290 $330 $290 $210 $315

UND 386 (bundled course) 2


1 2

This is the total course fee. Examinations are integrated within the course materials and do not require separate payment. The fee for a bundled course includes all online study materials and an exam enrollment; no separate purchase of study materials is required. Bundled courses are eligible for a $100 retake fee discount when a student re-enrolls within seven months after sitting for the original examination. For example, $85 is the LOMA 280 I*STAR retake for member company students who qualify for the retake discount. Some bundled courses also have a printed textbook available for an additional fee. LOMA 311 will be revised and become a bundled course for exams taken on or after July 1, 2012. As of July 1, 2012, LOMA 316 will only be offered in French. This fee includes the online Test Preparation Guide and exam enrollment; the text must be purchased separately.

3 4 5

Note: Prices are subject to change without notice.

www.loma.org

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Additional Fees
LOMA Member Companies
Additional Fees I*STAR Canadian surcharge1 Fee transfer Late enrollment fee
2 2

Non-Member Companies/ Independent Students


I*STAR $20 $50 N/A N/A Prometric $20 $50 N/A N/A $200 $35 $35 $60 Paper $20 $50 $50 $125

Prometric $20 $50 N/A N/A Other Fees $100 $35 $35 $60

Paper $20 $50 $50 $125

$20 $50 N/A N/A

Missed deadline fee

PAC fee (one-time fee) Replacement awards LOMA transcript Transfer credit
3

Course/Exam Enrollment Fees


Exam and course fees are based on a companys LOMA membership status, the type of exam (paper or I*STAR), and the location where the exam will be administered. Participation in LOMA Education Programs or activities does not constitute LOMA membership, nor does it qualify an organization for member company rates. Fee exceptions for independent students are available online at www.loma.org. Member and non-member companies will be invoiced for exam and course fees. Independent students must pay fees at the time of enrollment. All fees are shown in U.S. dollars and must be paid in U.S. dollars by VISA, MasterCard, American Express, check, money order, or bank transfer. Fees are nontransferable between students and courses.

Most exam fees do not include the cost of textbooks, study aids, or CE credit. Exceptions are
course fee for LOMA 280, LOMA 290, LOMA 301, The

LOMA 307, LOMA 320, LOMA 335, LOMA 361, LOMA 371, AAPA 323, and LOMA 311 (when available), includes the online Course Portal, with access to online study materials, and an exam enrollment. course fees for LOMA 281, LOMA 291, and The ACS 101 include access to all study materials. Exams are integrated within these courses. exam fee for ARA 440 includes online access to a The PDF of the study aid (TPG), but not the textbook. exam fee for UND 386 and AIRC 410 includes The online access to PDFs of the textbook and the study aid (TPG). After LOMAs official enrollment deadline, paper enrollments may not be canceled. Fees are subject to change without notice.

Certain exams administered in Canada, including those for independent students, are subject to a $20 (U.S.) per exam surcharge. This fee is in addition to the base exam fee and other applicable fees. The Canadian surcharge applies only to Fellowship-level exams and the ACS exam. All exams administered in Canada are subject to the Canadian Goods and Services Tax (GST). The GST applies to the course/exam fee, the Canadian student surcharge, and any applicable Prometric Fees. LOMA does not collect the GST; Canadian companies and independent students must self-assess any liability they incur. Enrollments received past paper enrollment deadlines require additional administrative processing; therefore, a late fee per student, per exam is charged. Late enrollment and missed deadline fees apply to paper exams only. Transfer credit fees are fees for transferring pre-approved course credit from other industry educational programs to applicable LOMA designation program courses. The fee is a per-course fee charged at the time of application. For a transfer credit application, visit www.loma.org.

Note: Prices are subject to change without notice.

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2012 Paper Exam Schedule


Important reminders:
Arabic, Chinese, English, and Korean exams must be

Exam Information, by Language


For exam availability and information in Arabic .......................... .............see page 29 Chinese ........................ ..................see page 33 French ......................... Franais ..............see page 41 Spanish ........................ Espaol ...............see page 52

administered according to this schedule. Students must not enroll for two exams given on the same day at the same time. Reps must not enroll students for an exam scheduled Ed for a day on which their company will be closed, e.g., a national or company holiday. LOMA exams vary in length from 23 hours and in the number of questions depending on language. For specific information about non-English exams, see the relevant language section in this catalog. Some paper exams may be offered only in May or only in November.

Note: The LOMA 330 exam in Simplified Chinese, Traditional Chinese, and Korean will be given on Monday, May 7, 2012 at 1 p.m. (75 questions, 3 hours).

May 2012 Time 9 a.m. Monday May 14 LOMA 280 LOMA 286 LOMA 335 AIRC 410 Tuesday May 15 LOMA 290 Wednesday May 16 LOMA 301 UND 386 PCS 391 LOMA 307 ACS 100 November 2012 Time 9 a.m. 1 p.m. Monday November 5 LOMA 280 LOMA 335 PCS 392 Tuesday November 6 LOMA 290 LOMA 305 LOMA 356 AIRC 420 Wednesday November 7 LOMA 301 UND 386 LOMA 307 ACS 100 Thursday November 8 LOMA 311 LOMA 361 Friday November 9 LOMA 320 ARA 440 LOMA 371 Thursday May 17 LOMA 311 Friday May 18 LOMA 320

1 p.m.

LOMA 356 PCS 393

LOMA 361

LOMA 371

www.loma.org

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Study Materials

Study Materials

Determining the Study Materials You Need


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

To determine the study materials you will need for each course for which you are enrolled, consult the information provided in the Course Descriptions section of this Catalog, beginning on page 18. Note the title, edition, and/or copyright date of all assigned study materials. Courses that include study materials with enrollment are listed on page 8 of this Catalog. Please confirm your companys policies regarding obtaining LOMA study materials before ordering. Past exams are not recommended as study aids and are not available from LOMA or PBD.

Online Study Materials


Study materials for some LOMA designation courses are available in an online format. LOMA 281, LOMA 291, and ACS 101 include access to all online course materials and exams within the course content (no I*STAR, Prometric, or paper exam required). You will be given access to the online study materials for six months. These courses can be purchased through LOMANET. For courses that have study materials in PDF, enrollment through LOMANET is required to gain access to the materials. For an additional fee, LOMA offers the text in a traditional printed format.

November 2011 November 2012

January 1, 2012 January 1, 2013

May 2012 November 2012 May 2013

May or June 2012 July 1, 2012

Students who take I*STAR/Prometric exams affected by curriculum changes or those who want outgoing editions of textbooks should order early. I*STAR/Prometric students have only two months (MayJune or NovemberDecember) following the new or revised editions publication dates to sit for exams based on previously assigned study materials. English courses affected by curriculum changes in 2012 include:
AAPA 323 ACS 101 AIAF 400 (Discontinued as of December 31, 2012) LOMA 290 LOMA 311 LOMA 316 (As of July 1, 2012, will be offered only in

Ordering Study Materials


Printed study materials listed in this Catalog (except those noted) should be ordered online, by phone, or by fax from PBD Worldwide Fulfillment Services Web site: www.lomabookstore.com E-mail: LNH@pbd.com Tel: 800-887-3723 / 770-280-4178 Fax: 770-280-4150 When ordering print-related study materials, you must include your LOMA company number and must use the shipping table provided on the Study Materials Order Form.

French) LOMA 371 PCS 391 (Discontinued as of December 31, 2012) PCS 392 (Discontinued as of December 31, 2012) PCS 393 (Discontinued as of December 31, 2012)

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Study Materials and Billing Inquiries by Language


For information on how to order books in Arabic .......................... .............see page 29 Bahasa Indonesia.....................................see page 30 Chinese ........................ ..................see page 33 French ......................... Franais ..............see page 41 Korean ......................... ..................see page 45 Portuguese ................... Portugus ............see page 48 Spanish ........................ Espaol ...............see page 52

Teaching Guides
Teaching guides for LOMA 311 and LOMA 326 must be ordered directly from LOMA by contacting LOMAs Contact Center. (Note that the LOMA 311 teaching guide will no longer be available as of July 1, 2012.) These teaching guides include an outline that ties together the text with the Practice Questions and Sample Exam from the Test Preparation Guide. The teaching guides will be made available to customers as a stapled print-out for no cost other than a shipping and handling fee. The amount of the shipping and handling fee will be the same as for commercially published instructors kits. The customer does not have to provide evidence of classroom activity in order to receive LOMA-developed teaching guides.

Shipping
Delivery of all in-stock items can be expected within 3 to 10 business days from receipt of your order. All orders must be prepaid in U.S. dollars unless other arrangements are made directly with PBD. Due to the differing costs and regulations of the customs offices of each country, PBD and LOMA cannot be responsible for additional customs charges incurred with orders. These costs are not included in the shipping or handling fees. Please take note of your countrys customs regulations when placing an order. Companies who want customized service arrangements should contact PBD before placing orders for study materials. LOMA assumes no responsibility for any special arrangements made with PBD concerning order handling.

About This Catalog


LOMA Education and Training LOMA is committed to a business partnership with its worldwide members in the financial services industry to improve their management and operations through quality employee development, research, information sharing, and related products and services.
The mission of LOMAs Education & Training Division is to provide companies in the insurance and financial services industry with a quality education to meet their human resources development needs. LOMA does not discriminate on the basis of race, color, national origin, sex, pregnancy, religion, age, disability, citizenship, ancestry, service in the uniformed services, sexual orientation, marital status, genetic information, or any other factors protected by federal, state and local law in educational policies or eligibility requirements for its Programs. All statements in this Catalog are for informational purposes only and should not be construed as the basis of a contract between a student, Educational Representative (Ed Rep), or participating organization and LOMA. While the provisions of this Catalog will ordinarily be applied as stated, LOMA reserves the right to change any provision without actual notice to students. Every effort will be made to keep students and company Ed Reps advised of any changes. Ed Reps are not agents of LOMA.
Project Manager: Kathryn Brown, ALMI, PCS Graphic Designers: Kathleen Ryan, FLMI, FAHM, PFSL, PCS, AIAA, AIRC, ARA Laurie Curtis

Billing Inquiries for Print-Related Study Materials


If you have questions about a study materials invoice or billing-related matter, contact: PBD Worldwide Fulfillment Services P.O. Box 930108 Atlanta, Georgia 31193-0108 Tel: 800-887-3723 / 770-280-4178 Fax: 770-280-4150 E-mail: LNH@pbd.com

Instructors Kits
A LOMA-published Instructors Kit for LOMA 286 may be purchased from PBD to facilitate classroom teaching. Commercially-published instructors kits are made available only to course instructors for LOMA 380, PCS 391, and AIAA 200. To order, contact LOMA directly.

www.loma.org

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English-Language Exams and Study Materials by Course


The table below shows whether English-language exams are available on paper and in which period May or November. (I*STAR exams are available for all courses.) All paper exams must be administered according to LOMAs official schedule
Exam Details Course number Number of questions Time limit Paper exam available

(see page 69). U.S. and Canadian students whose companies do not offer exams via I*STAR may sit for exams in a Prometric Testing Center. Students should contact their Ed Rep for details.
Study Materials Enrollment includes Textbook available for purchase

LOMA 280 LOMA 281 LOMA 286 LOMA 290 LOMA 291 LOMA 301 LOMA 305 LOMA 307 LOMA 311 LOMA 3111 LOMA 3162 LOMA 320 LOMA 326 LOMA 335 LOMA 356 LOMA 361 LOMA 371 LOMA 380 ACS 100 ACS 101 AIAA 200 AIAF 4003 AIRC 410 AIRC 420 AAPA 273 AAPA 283 AAPA 303 AAPA 313 AAPA 323 ARA 440 PCS 3914 PCS 3924 PCS 3934 UND 386
1

60 questions 75 questions 60 questions 60 questions 75 questions 60 questions 75 questions 60 questions 75 questions 60 questions 75 questions 60 questions 75 questions 60 questions 60 questions 75 questions 75 questions 50 questions 75 questions 50 questions 50 questions 50 questions 50 questions 50 questions 50 questions 50 questions 50 questions 75 questions 75 questions 75 questions 50 questions
2

2 hours No proctored exam 3 hours 2 hours No proctored exam 2 hours 3 hours 2 hours 3 hours 2 hours 3 hours 2 hours 3 hours 2 hours 3 hours 2 hours 2 hours 3 hours 3 hours No proctored exam 2 hours 3 hours 2 hours 2 hours 2 hours 2 hours 2 hours 2 hours 2 hours 2 hours 3 hours 3 hours 3 hours 2 hours
3

Yes May only Yes Yes Nov. only Yes Yes Yes No Yes No Yes Yes Yes Yes No Yes No No May only Nov. only No No No No No Nov. only May only Nov. only May only Yes
4

Course Portal, PDF of text and TPG All study materials in online format Exam only Course Portal, PDF of text and TPG All study materials in online format Course Portal, PDF of text and TPG Exam only Course Portal, PDF of text and TPG Exam only Course Portal, PDF of text and TPG Exam only Course Portal, PDF of text and TPG Exam only Course Portal, PDF of text and TPG Exam only Course Portal, PDF of text and TPG Course Portal, PDF of text and TPG Exam only Exam only All study materials in online format Exam only PDF of Learning Guide PDF of text and TPG Exam only Exam only Exam only Exam only Exam only Course Portal, PDF of text and TPG PDF of TPG Exam only Exam only Exam only PDF of text and TPG

Yes No Yes Yes No Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes No Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes

Effective July 1, 2012 with publication of new study materials

As of July 1, 2012, LOMA 316 will be offered only in French.

AIAF 400 and the AIAF designation are being discontinued as of December 31, 2012.

The three courses in the PCS curriculum will be offered only through the end of 2012. The last opportunity for learners to complete the PCS under the current requirements is December 31, 2012. The May 2012 exams are the last ones for PCS 391 and PCS 393. The November 2012 exam is the last one for PCS 392.

72

1-800-ASK-LOMA (Option 1)

On Your MarkGet Set Go Towards Success!


Deadlinesstressbeing asked to do more with lessdoes that sound familiar?
Achieve a superior understanding of core insurance functions and financial literacy with the Associate, Life Office Management (ALMI) designation. The knowledge you gain will propel you to improved performance and boost your career development. The ALMI is only five online courses! Simply take LOMA 280/281 and LOMA 290/291 plus: LOMA 301 Insurance Administration LOMA 307 Business and Financial Concepts for Insurance Professionals LOMA 320 Insurance Marketing We may not be able to help you run faster, but we can increase your knowledge of the insurance industry and accelerate your success.

Visit www.loma.org to get started today!

2011-04-119

www.loma.org

We cant give you super powers


but we can help you become super productive.

Our Need 2 Know courses offer an innovative approach to providing important information that will help you be more productive. Need 2 Know courses provide:

n Insight into insurance and financial products, vocabulary and concepts n Short, online lessons with engaging, multi-media delivery n Job-applicable and industry-specific training

We cant teach you how to leap tall buildings, but we can help you become super.

www.loma.org
EDCT2012