Spectramind Solutions is a Endorsed Education Provider (EEP) of the LOMA and also the I* STAR Test center
Course 1.Bank Insurance Compliance
Bank Insurance Compliance: Fundamentals (BIC) is a self-study course that describes the state and federal regulatory requirements that are imposed on insurance sales by banks and bank-affiliated insurance agencies and broker-dealers.
Who Should Enroll?
The BIC course was developed in cooperation with the American Bankers Insurance Association, an affiliate of the American Bankers Association. It is designed for employees working in bank insurance at financial institutions as well as bank-affiliated agencies and broker-dealers. Insurance company employees who work with the insurance sales areas in banks, their affiliates, and broker-dealer firms, will also benefit from this course.
What Can You Expect to Learn?
When you complete this course, you’ll be able to:
Explain how the state and federal governments divide responsibility for regulating bank insurance operations
Identify the requirements that federal banking laws impose on bank insurance operations
Identify and describe the regulatory requirements that state insurance laws and federal securities laws impose on the marketing and sale of insurance products
Describe how state and federal regulators oversee the operations of insurers and banks that affiliate to market insurance to bank customers
How Can You Enroll?
Students and employees of LOMA member companies may register for the course through their Educational Representative. Members of the ABA, ABIA, independent students, and those less familiar with LOMA's enrollment and exam administration process and requirements may download the BIC Paper Exam Enrollment Form and Instructions to register for the paper exam. Computerized exams are also available to participating member companies via I*STAR, and also at Prometric Testing Centers throughout the United States and Canada.
Can I Get CE Credit or Certification for This Course?
Most states offer CE credit upon successfully passing the BIC examination. To view a chart of states that accept credit for completion of the BIC coursework, click here. Students who wish to earn CE credit or request a Certificate of Course Completion must submit their request in writing.
Students participating at LOMA member companies should apply for CE credit using the BIC CE Credit Request Form.
ABIA, ABA, and Independent students should use the BIC Paper Exam Enrollment Form and Instructions when applying for CE credit.
Additional Benefits of the BIC Course
The textbook and the LOMA-administered examination will each count toward the American Bankers Association Institute of Certified Bankers’ (ICB’s) CRCM (Certified Regulatory Compliance Manager) designation, as follows:
Delivery Method
Credit Hours
LOMA Administered Exam
22.50
Text only
11.25
UND 386
Underwriting Life and Health Insurance
Course Description / Topics
How to Enroll
Ordering Study Materials
For More Information
Course 2.Underwriting Life and Health Insurance
It is a stand-alone self-study course that introduces risk assessment principles applied to underwriting individual and group life and health insurance, including specialized policies and supplemental coverages. Students will benefit by learning the fundamentals of underwriting as they relate to current industry practices. It replaces UND 385.
The basis for the course is Life and Health Insurance Underwriting, 2nd edition, which was revised in 2006.
LOMA's underwriting course (UND 386) will benefit anyone interested in medical impairments and the fundamentals of risk selection as practiced in life and health insurance companies. LOMA designed this course to fill a need expressed by member companies for a survey course to educate new life and health underwriters. However, this introductory course is also suitable for claim reviewers, actuaries, agents, and others in the insurance industry who must understand underwriting terminology and concepts.
Topics Covered:
- Principles of Underwriting
- The Underwriting Position
- Legal Aspects of Underwriting Individual Policies
- Underwriting Activities and Technology
- Underwriting Individual Life Insurance: Medical Factors
- Underwriting Individual Life Insurance: Financial Factors
- Underwriting Individual Life Insurance: Personal Factors
- Underwriting Business Insurance, Specialized Policies, Replacements, and Supplemental Benefits
- Underwriting Individual Health Insurance
- Legal Aspects of Group Insurance Underwriting
- Group Insurance Underwriting Activities
- Risk Assessment for Group Insurance
How to Enroll
Simply log in to LOMANET, LOMA’s internet-based system that allows students and training administrators to access student information, monitor progress, and enroll for exams.
Exam Availability: I*Star/Prometric exams are available year-round. Paper exams are available in May and November.
Course 3.Insurance Immersion
It is the first immersion program developed specifically for the life insurance industry!
Designed by LOMA and highly-respected insurance professionals
An intensive, interactive 2 ½ day learning experience
The fastest, most effective way to learn about the industry
This program provides the essential knowledge and tools necessary for success. It's ideal for:
Recently assigned mid-level managers responsible for a major unit in a North American life, annuity or retirement products company but who have limited industry experience
Experienced/credentialed technical professionals (IT, HR, etc.) who need an understanding of the North American life, annuity and retirement products industry
Insurance Immersion Accelerate Your Transition!
- Are you new to the insurance industry?
- Do you need to accelerate your understanding of the business in a short amount of time?
- Participate in Insurance Immersion, the only program designed by a life insurance association to give participants a thorough introduction to the life insurance and annuity industry.
- It’s an interactive, 2½-day learning experience that delivers industry-specific knowledge essential to success in the life insurance and annuity environment.
Insurance Immersion is Designed For:
- Recently-assigned mid-level managers who have responsibility for a major unit in a life or annuity company but have limited or no industry experience
- Experienced/credentialed technical professionals previously employed in another industry or industry sector who will benefit from a broad understanding of the life and annuity industry
Program Content Includes:
- Industry overview
- Product development, product management, and marketing
- Life insurance and annuity operations,including underwriting, customer service,and claims
- Solvency, profitability, and enterprise risk management
- Compliance and ethical behavior
Don’t miss your chance to accelerate your transition into a successful career!
A One-of-a Kind Experience:
Industry Focus. The program highlights the unique role of insurance companies and provides a comprehensive overview of insurance products and operations as well as regulatory, compliance,and solvency and profitability issues.
Interactive Activities. Insurance Immersion utilizes a hands-on approach to learning, where participants will underwrite a life insurance case, check the suitability of an annuity for a customer, examine the benefits and challenges of various distribution channels for specific products, and
much more.
Expert Instructors. Insurance Immersion gives participants the opportunity to learn from expert instructors with years of experience in the financial services industry. The instructors use their onsiderable industry knowledge to answer questions and offer “real-world” perspective by providing
specific examples to illustrate the course content.
Here’s what Insurance Immersion participants have to say:
- “Great class—well worth it.”
- “It provides an almost all-encompassing look at the life insurance field.”
- “Hit the mark for what I needed.”
- “Good mix of team activities and presentation material.”
- “Very beneficial and great value.”
- “This was a very valuable experience.”
Course 4.Fellow, Financial Services Institute®
FFSI…Setting The Standard of Excellence for Leaders in Financial Services Available world-wide, the FFSI program provides critical and timely education for individuals who develop manage, administer, and support financial services products.
About the Program
A ground-breaking education program for financial service professionals, the FFSI is a 10-credit designation program that provides broad contextual information through seven core courses and customized, job-specific learning through the FFSI’s unique Professional Achievement Credits (PACs). To earn the FFSI designation, students must successfully complete seven self-study courses, which are divided into two levels, and earn a total of three PACs. PACSs are
credits granted by LOMA for demonstrated professional achievement in financial services product areas such as annuities, mutual funds/brokerages, retirement plans, securities, and banking. Students earn PACs by completing courses or by earning designations, licenses or certificates that LOMA has approved for use in the FFSI Program. Students must have credit for three PACs to earn the FFSI.
Who Should Enroll
The FFSI Program provides insight for individuals who develop, manage, administer, and support wealth accumulation products, retirement plans, employee benefits, banking products, mutual funds, and other financial products.
FFSI courses provide a foundation for understanding financial services, and students can customize their learning experience with the Program’s required Professional Achievement Credits (PACs). By earning the FFSI designation, you will demonstrate significant commitment to the industry and your career, distinguish yourself as an industry expert and excel with the specialized
knowledge you possess. Obtaining this designation displays personal motivation to establish yourself as an industry resource and further demonstrates your commitment to professionalism in the financial services industry. In addition, you will receive LOMA’s award-winning industry publications and an invitation to celebrate your accomplishments at the LOMA Annual
Conference and Conferment.
Other Additional Statistics:
90% state earning a LOMA designation helped their career
75% apply knowledge gained through LOMA courses to their jobs
60% believe their LOMA designation enhances their credibility
55% were promoted after earning a LOMA designation
FFSI Courses
FFSI Level One—
Designed to give students a solid introduction to financial services, Level One consists of two courses:
LOMA 286—Principles of Financial Services and Products
LOMA 305—Personal Financial Planning
Upon successful completion of LOMA 286 and LOMA 305, students are awarded a certificate of completion.
FFSI Level Two—
Level Two of the FFSI program consists of five self-study courses and three Professional Achievement Credits (PACs). The five courses include the following:
LOMA 311—Business Law for Financial Services Professionals
or
LOMA 316 – Business Law for Financial Services Professionals – Canada
LOMA 326—Financial Services Marketing
LOMA 351—Financial Services Environment
LOMA 356—Investment Principles and Institutional Investing
LOMA 380—Financial Services and Products for Organizations
PACs—Recognizing Your Past Achievements
In addition to the seven core courses, the FFSI designation requires a total of three Professional Achievement Credits (PACs). PACs are a unique and exciting component of the FFSI and allow students to customize the designation to be relevant to their career.
PAC credit is earned by completing courses or by earning designations, licenses, or certificates for demonstrated professional achievement in financial services product areas such as
- Annuities - Check out LOMA's annuity education program
- Mutual funds/brokerages
- Retirement plans
- Securities
- Banking and more
The underlying content in each educational experience must be comparable in quality and rigor to the typical LOMA course or designation to be considered for PAC credit. LOMA has put together the following comprehensive listing of courses, designations, licenses, and certificates currently recognized for PAC credit
Course 5.Fellow, Life Management Institute®
FLMI®…The Global Standard of Excellence
The award-winning FLMI Program is a 10-course, professional development program that provides a comprehensive business education in the context of the insurance and financial services industry. Established in 1932, the FLMI Program is the world’s largest university-level education program in insurance and financial services. More than 80,000 students throughout the world have earned the FLMI designation. The FLMI Program has received worldwide recognition, and many courses are available in English, Spanish, Portuguese, Bahasa Indonesia, Simplified Chinese and Traditional Chinese, Korean, and French.
About the Program
The FLMI curriculum provides key knowledge of how this complex industry operates and an individual's role in the industry’s continued strength in the global economy. The 10 courses provide a comprehensive business education in the context of the insurance and financial services industry. To earn the FLMI designation, students must successfully complete 10 self-study courses.
The FLMI program features a solid introduction to industry terms, functional areas, processes, and area and product-specific knowledge in marketing, administration, and financial reporting.
Who Should Enroll
FLMI courses provide a foundation of insurance knowledge to foster your success in the insurance and financial services industry and teach the principles of business in a framework of policies, practices and examples relevant to
the financial services industry, with a focus on life insurance within that industry.
By earning the FLMI designation, you will demonstrate significant commitment to the industry and your career, distinguish yourself as an industry expert and
excel with the specialized knowledge you possess.
Other Additional Statistics:
90% state earning a LOMA designation helped their career
75% apply knowledge gained through LOMA courses to their jobs
60% believe their LOMA designation enhances their credibility
55% were promoted after earning a LOMA designation
FLMI Courses
Level I—Fundamentals of Life and Health Insurance
This introductory level of the program is designed to give you a foundation of knowledge to foster your success in the life and health insurance industry. Two courses comprise FLMI Level I.
LOMA 280—Principles of Insurance: Life, Health & Annuities
LOMA 290—Insurance Company Operations
Level II—Functional Aspects of Life and Health Insurance
This advanced level is designed to further your career development by providing a detailed understanding of business concepts with the emphasis on life and health insurance, financial services, and related subjects.
LOMA 301—Insurance Administration
LOMA 311—Business Law for Financial Services Professionals
LOMA 316—Business Law for Financial Services Professionals (Canada)
LOMA 320—Life and Health Insurance Marketing
LOMA 330—Management Principles and Practices
LOMA 351—Financial Services Environment
LOMA 356—Investment Principles and Institutional Investing
LOMA 361—Accounting and Financial Reporting in Life Insurance Companies
LOMA 371—Managing for Solvency and Profitability in Life Insurance Companies
Program Update
LOMA 310 and LOMA 315 have been replaced in the FLMI Program curriculum with LOMA 311—Business Law for Financial Services Professionals and LOMA 316—Business Law for Financial Services Professionals - Canada. Students who already have credit for LOMA 310 or LOMA 315, which are no longer offered, will automatically receive FLMI credit for the Law course.
When you successfully complete LOMA 280 and LOMA 290, you will receive a personalized certificate of completion for Level One. Once you have completed all 10 courses, you will earn the prestigious FLMI designation.
Course 6. AFSI: Associate, Financial Services Institute
Associate, Financial Services Institute (AFSI)
A New Level of Recognition for Financial Services Professionals
Quick Reference:
Overview
Courses
Order Study Materials
Enroll for Exams
For More Information
Frequently Asked Questions
Companies in the competitive financial services industry need employees who understand financial products and the operational aspects of the financial institutions that create and administer those products. The new Associate-level designation, Associate, Financial Services Institute (AFSI) recognizes and rewards achievement of industry professionals who have completed five courses within the Fellow, Financial Services Institute (FFSI) Program.
The AFSI rewards professionals who go beyond the basics in acquiring critical industry knowledge, and provides for a higher level of customization in learning paths, based on job-specific learning needs.
Program Overview
Courses in the program provide a comprehensive business education in the context of the financial services industry, and at the same time provide achievable goals, with recognition at three levels: certificate, associate-level diploma, and fellow-level diploma.
Requirements for the AFSI include LOMA 286, LOMA 305, LOMA 356, plus any two other required FFSI courses (See "Courses" for details.)
Find out more about earning the FFSI.
Find out about keeping your grandfathered credit.
AFSI and FFSI Award Structure:
Award Designation Requirements Number of courses
Certificate None LOMA 286 + LOMA 305 2 required courses
Diploma AFSI Certif. + LOMA 356 + any 2 other required FFSI courses + 3 required courses
Diploma FFSI AFSI + remaining 5 FFSI requirements (includes PACs) + 5 requirements
Courses
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.
LOMA 305—Personal Financial Planning
LOMA 305 provides ideas an understanding of the concepts, decision-making tools, and applications involved in financial planning. Reviews key aspects of financial planning including retirement planning, asset allocation, investing in bonds, renting versus buying a house, and much more.
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. The course also provides an orientation to investing in an institutional setting, including roles, administrative systems and processes, goal setting, performance review, and risk management.
Course 7. ALMI: Associate, Life Management Institute
Associate, Life Management Institute (ALMI)
A New Level of Recognition for Insurance and Financial Services Professionals
Quick Reference:
Overview
Courses
Intro Level Courses Now Online!
Order Study Materials
Enroll for Exams
For More Information
Frequently Asked Questions
Companies in the competitive insurance and financial services industry need employees who understand financial products and the operational aspects of the financial institutions that create and administer those products. The new Associate-level designation, Associate, Life Management Institute (ALMI) recognizes achievement of industry professionals who have completed five courses within the Fellow, Life Management Institute (FLMI) program curriculum.
The ALMI rewards professionals who go beyond the basics in acquiring critical industry knowledge.
Program Overview
Courses in the program provide a comprehensive business education in the context of the life and health insurance industry, and at the same time provide achievable goals, with recognition at three levels: certificate, Associate-level diploma, and Fellowship-level diploma.
Requirements for the ALMI include LOMA 280, LOMA 290, LOMA 356, plus any two other required FLMI courses (See "Courses" for details).
Find out more about earning the FLMI.
ALMI and FLMI Award Structure:
Award Designation Requirements Number of courses
Certificate None LOMA 280 + LOMA 290 2 required courses
Diploma ALMI Certif. + LOMA 356 + any 2 other required FLMI courses 5 required courses
Diploma FLMI ALMI + remaining 5 required FLMI courses 10 required courses
Courses
LOMA 280—Principles of Insurance: Life, Health, and Annuities
Also available in Spanish, French, Traditional and Simplified Chinese, Korean, Portuguese and Bahasa Indonesia.
Explain how life and health insurance help people manage risk
Describe the features of individual and group life and annuity coverages, riders, policy provisions, and settlement options
Identify and describe the major types of managed care coverages and compare plan features with features of traditional indemnity health plans
Distinguish among various types of retirement income and pension plans
Identify effective solutions for internal and external customers’ questions and problems
LOMA 290—Insurance Company Operations
Also available in Spanish, French, Bahasa Indonesia, Traditional and Simplified Chinese, Portuguese and Korean.
Describe the essential operations of life insurance companies, including identifying target customers, developing and distributing products, underwriting, administering claims, protecting solvency, managing information, and strategic decision making
Explain changes in the regulatory environment and the insurer’s role in the economy
Discuss the need for cooperation among all functional areas of an insurance company
LOMA 356—Investments and Institutional Investing
Also available in Spanish, French, Traditional and Simplified Chinese, Korean and Portuguese.
Understand the investment environment and general principles of investing
Learn the principals of investing in both individual securities and portfolios of securities
Explain roles, administrative systems and processes, goal setting, performance review, and risk management of institutional investing
Course 8. PCS: Professional, Customer Service
Professional, Customer Service®
PCS®…Knowledge That Makes a Difference
A professional, highly-trained customer service team can make a positive impact on your customers’ perceptions and on your company's bottom line.
About the Program
LOMA’s Professional, Customer Service (PCS) Program consists of a series of advanced courses focused exclusively on customer service and its many new dimensions.
Who Should Enroll
The PCS Program is designed especially for individuals in customer contact positions in the financial services industry such as call center staff, customer service representatives, claim representatives, and managers. It is beneficial for anyone who wants to:
Serve customers better by understanding factors that drive customer motivation and behavior
Develop and improve customer relationships
Gain insights into the industry's best thinking
Enhance your job, distinguish yourself, and improve your professional outlook
PCS Courses
PCS 391—Customer Behavior
PCS 392—Customer Contacts: Strategies and Operations
PCS 393—Customer Relationship Management
AND
Completion of LOMA's Associate, Customer Service (ACS) Program
When you successfully complete the three courses in LOMA's PCS Program, you will receive a certificate of completion. If you have earned your Associate, Customer Service (ACS) designation prior to completing the PCS Program, you will receive a personalized diploma and may replace the ACS designation with PCS after your name.
Course 9. AAPA: Associate, Annuity Products & Administration
Associate, Annuity Products & Administration (AAPA)
Setting a New Standard of Excellence for Annuity Professionals
The AAPA Program is designed for those who work in all areas of annuities, including those in product development, marketing and sales, administration, customer service, information systems, investments, accounting, and legal/compliance.
What Can You Expect to Learn?
The AAPA Program provides examples of real business scenarios that annuity professionals encounter on the job. You’ll learn
How to differentiate the various annuity products and their uses
The role of technology in annuity administration
How annuities are marketed and distributed
Funding arrangements for pension products
Laws and regulations affecting annuities
Begin your annuities education today!
AAPA Requirements
To earn the AAPA, students must pass LOMA’s five annuity-specific courses. The five-course requirement for students to earn the AAPA designation no longer includes an elective.
AAPA Designation Program Courses
LOMA developed the AAPA courses in conjunction with industry annuity experts from LOMA's Equity Products & Annuity Committee. The courses in the AAPA Designation Program include:
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
Course 10. ACS: Associate, Customer Service Program
Associate, Customer Service™
ACS® Life is About Choices, So is Your Success
The financial services industry is constantly changing, but one thing remains constant—customers expect more from your company. They want accurate answers from you that they can trust. With LOMA’s revised Associate, Customer Service (ACS) Program you can be prepared to meet these new demands.
About the Program
LOMA's Associate, Customer Service (ACS) Program allows you to select courses from several "line of business" tracks, so you can tailor the designation to your career objectives. The ACS Program will help you
Increase your knowledge of financial services
Understand customer expectations, patterns, and behavior
Organize an effective customer service team
Why You Should Enroll
Employees at all levels can benefit from the ACS Program. If you interact with internal or external customers on a regular basis, you should pursue the ACS so you can
Communicate effectively and with confidence
Increase your knowledge of product lines
Manage customer relationships successfully
Exceed customers' expectations
Improve your company's bottom line
ACS "Line of Business" Tracks
The ACS Program offers several "line of business" tracks that allow you to complete the program with a concentration that fits your position within the financial services industry. Each track of the ACS Program consists of five courses: three required courses and two elective courses from a specified set of electives.
Click on the links below to learn about specific requirements of each of the following tracks.
ACS–Life Insurance
ACS–Annuities
ACS–Reinsurance
ACS-Property & Casualty - U.S.
ACS-Property & Casualty - Canada
The Life Insurance Track of the ACS Program is also available in French, Spanish and Chinese.
Course 11. AIAA: Associate, Insurance Agency Administration
Associate Insurance Agency Administration™
(AIAA)
LOMA's Associate, Insurance Agency Administration (AIAA) Program helps you maximize sales while minimizing office headaches. You'll gain the knowledge and tools you need to service your clients effectively and keep your office running smoothly, efficiently, and economically.
Who should enroll?
Employees in agency offices–branch offices, field offices, and brokerages–or home office employees who interact with agency offices.
What will the AIAA Program do for you?
It will help you
Organize your agency office
Provide excellent customer service for internal and external companies
Use technology to enhance communications between agency offices and the home office
Identify compliance and ethical issues that affect agencies
Make efficient use of your office's financial and human resources
Develop leadership and problem-solving skills
Supervise employees and encourage teamwork
The six courses required for the AIAA designation are as follows:
LOMA 280—Principles of Insurance: Life, Health, and Annuities
OR
LOMA 286—Principles of Financial Services and Products
LOMA 290—Insurance Company Operations
LOMA 320—Marketing Life and Health Insurance
OR
LOMA 301—Insurance Administration
OR
LOMA 326—Financial Services Marketing
ACS 100—Foundations of Customer Service
AIAA 200—Agency Administration
AIRC 410—Regulatory Compliance: Companies, Producers, and Operations
OR
AIRC 420—Regulatory Compliance: Insurance and Annuity Products
OR
LOMA 316—Legal Aspects of Life and Health Insurance (Canada)
LOMA recommends that Canadian students not needing a background in the U.S. compliance/regulatory environment take LOMA 316. We suggest that students outside of North America take either AIRC 410 or AIRC 420 so that they will benefit from learning how U.S. compliance laws are applied
Course 12. AIAF: Associate in Insurance Accounting & Finance (Life/Health Track)
Associate, Insurance Accounting and Finance (AIAF)
Jointly sponsored by LOMA and the American Institute for Chartered Property Casualty Underwriters / Insurance Institute of America (AICPCU/IIA), 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 the ideal program for you if you work in accounting or other financial areas, or if you work in Information Services and use financial data to evaluate insurer performance.
Why You Should Enroll
When you complete the five AIAF Program courses, you will
Be familiar with accounting procedures used in the life and health insurance industry
Know the statutory accounting requirements that insurance companies must follow
Distinguish between statutory accounting, GAAP, and tax-basis accounting
Understand the insurance accountant's role in planning, budgeting, and management reporting
Be familiar with cost allocation, treasury management, and asset/liability matching operations within insurance companies
AIAF Program Courses
Beginning January 1, 2007, the AIAF life/health track consists of the following courses:
LOMA 290—Insurance Company Operations (LOMA)
LOMA 356—Investment Principles and Institutional Investing (LOMA)
or AIAF 113—Insurance Company Finance (AICPCU/IIA, discontinued in 2007)
LOMA 371—Managing for Solvency and Profitability in Life Insurance Companies (LOMA)
AIAF 112—Insurance Information Systems (AICPCU/IIA)
AIAF 400—Statutory Accounting for Life and Health Insurers (LOMA)
Course 13. AIRC: Associate, Insurance Regulatory Compliance
Associate, Insurance Regulatory Compliance® (AIRC)
Compliance is one of the most critical issues facing life and health insurers today. LOMA's Associate, Insurance Regulatory Compliance (AIRC) Program provides you with a comprehensive knowledge base for the complex issues surrounding state and federal regulation of the life and health insurance industry and products. The AIRC Program will provide you with a better understanding of compliance concepts, terms, processes, and regulatory requirements so you can
Avoid unfavorable consequences for your company
Speed up the product approval process
What You'll Learn
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.
AIRC Designation Program Courses
To earn the AIRC designation, you must successfully complete six courses:
LOMA 280—Principles of Insurance: Life, Health, and Annuities
or
LOMA 286—Principles of Financial Services and Products
LOMA 290—Insurance Company Operations
LOMA 311—Business Law for Financial Services Professionals
or
LOMA 316—Business Law for Financial Services Professionals – Canada
LOMA 320—Life and Health Insurance Marketing
or
LOMA 326—Financial Services Marketing
AIRC 410—Regulatory Compliance: Companies, Producers, and Operations
AIRC 420—Regulatory Compliance: Insurance and Annuity Products
After completing these courses, you'll receive a personalized diploma from LOMA and can use the professional designation AIRC after your name.
Course 14. ARA: Associate, Reinsurance Administration
Course 15. CPFS: Certified Professional in Financial Services Program
Other certifications avaialble :
ii. CII
iii. AICPCU - American Institute of CPCU and IIA - Insurance Institute of America
iv. SII - Securities & Investment Institute
Contact Details:
Mr. Vijay- INDIA , HYDERABAD
Phone: 040-6456 8797
Mobile: 0 94400 89341
Mr Vijay - UK , LONDON
Mobile : 07503587379
Register Online: moc.snoitulosdnimartceps|ofni#moc.snoitulosdnimartceps|ofni
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