Education & Training Catalog

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2014 Education & Training Catalog

Key Dates December 2013 December 31

August 2014 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

January 2014 January 1

LOMA closed for New Year’s Day; LOMA’s Contact Center unavailable

January 2

LOMANET enrollment opens for May 2014 paper exams

February 2014 February 1 February 21

Ed Reps receive certificates and diplomas for November 2013 paper exams Deadline to submit paper enrollment forms for May 2014 paper exams

March 2014 March 7

Deadline to submit enrollments via LOMANET, and late paper enrollment forms deadline for May 2014 paper exams

March 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

May 2014

August 1

Ed Reps receive certificates and diplomas for May 2014 paper exams

August 8

Deadline to submit paper enrollment forms for November 2014 paper exams

August 22

Deadline to submit enrollments via LOMANET, and late paper enrollment forms deadline for November 2014 paper exams

August 31

Last day to complete course requirements to attend the 2014 LOMA Annual Conference and Conferment

September 2014 September 1

LOMA closed for Labor Day; LOMA’s Contact Center unavailable

September 7–9

2014 LOMA Annual Conference and Conferment, San Francisco, California

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

November 2014 November 3–7

Paper exams administered (see page 75 for dates and times)

November 17

Exam question challenges — deadline for receipt at LOMA

May 12–16

Paper exams administered (see page 75 for dates and times)

November 26

May 26

LOMA closed for Memorial Day; LOMA’s Contact Center unavailable

Fee transfer request deadline for November 2014 paper exams

November 27–28

May 27

Exam question challenges — deadline for receipt at LOMA

LOMA closed for Thanksgiving; LOMA’s Contact Center unavailable

December 2014

May 30

Fee transfer request deadline for May 2014 paper exams

June 2014

December 6

November 2014 paper grades post to LOMANET

December 25

LOMA closed for Christmas; LOMA’s 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

June 7

May 2014 paper grades post to LOMANET

June 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

December 31

July 4

LOMA closed for Independence Day; LOMA’s Contact Center unavailable

January 1

LOMA closed for New Year’s Day; LOMA’s Contact Center unavailable

July 7

LOMANET enrollment opens for November 2014 paper exams

January 2

LOMANET enrollment opens for May 2015 paper exams

July 2014

January 2015

Copyright © 2014 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 © 2014 LL Global, Inc. All rights reserved.” Reproductions or transmissions for any other purpose require the prior written permission of the publisher. LOMA®, FFSI®, FLMI®, FSRI TM, ASRI TM, PCS®, ALMI®, AFSI®, ACS®, 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 Advance Your Career.............................. 2 How to Use This Catalog.......................................................... 2 Guidelines for Use of LOMA Materials....................................... 3

Online Learning...................................... 4 Instructor-Led Training . . ........................ 7 Course Access. . ...................................... 9 Professional Designation Programs. . ...... 10 Fellow, Life Management Institute™ (FLMI®).......................... 11 Associate, Life Management Institute™ (ALMI®)..................... 11 Fellow, Secure Retirement Institute (FSRI™)........................... 13 Associate, Secure Retirement Institute (ASRI™)...................... 13 Fellow, Financial Services Institute™ (FFSI®).......................... 15 Associate, Financial Services Institute™ (AFSI®)..................... 15 Associate, Customer Service™ (ACS®)................................... 17 Associate, Annuity Products and Administration™ (AAPA™)... 19 Associate, Insurance Regulatory Compliance® (AIRC™).......... 20 Associate, Reinsurance Administration™ (ARA™).................. 21

Course Descriptions and Assigned Study Materials. . .............. 22 AAPA 273 — Annuity Principles and Products...................... 22 AAPA 283 — Marketing, Distribution, and Uses of Annuities..................................... 22 AAPA 303 — Annuity Systems and Administration............... 22 AAPA 313 — Financial Aspects of Annuities........................ 22 AAPA 323 — Regulation and Taxation of Annuities............... 23 ACS 100 — Foundations of Customer Service.................... 23 ACS 101 — Customer Service for Insurance Professionals... 23 AIRC 411 — The Regulatory Environment for Life Insurance.. 23 AIRC 421 — Regulation of Life Insurance Products, Sales, & Operations................................................. 23 ARA 440 — Reinsurance Administration............................ 23 LOMA 280 — Principles of Insurance................................... 24 LOMA 281 — Meeting Customer Needs with Insurance and Annuities.......................... 24 LOMA 286 — Principles of Financial Services and Products................................................. 24 LOMA 290 — Insurance Company Operations...................... 24 LOMA 291 — Improving the Bottom Line: Insurance Company Operations...................... 25 LOMA 301 — Insurance Administration................................ 25 LOMA 305 — Personal Financial Planning............................ 25 LOMA 307 — Business and Financial Concepts for Insurance Professionals . .......................... 25 LOMA 311 — Business Law for Financial Services Professionals................................................. 25 LOMA 320 — Insurance Marketing...................................... 26 LOMA 321 — Marketing in Financial Services....................... 26 LOMA 326 — Financial Services Marketing.......................... 26 LOMA 335 — Operational Excellence in Financial Services........................................................ 26 LOMA 357 — Institutional Investing: Principles and Practices................................................. 26

LOMA 361 — Accounting and Financial Reporting in Life Insurance Companies........................... 27 LOMA 371 — Risk Management and Product Design for Insurance Companies..................................... 27 LOMA 380 — Financial Services and Products for Organizations............................................ 27 SRI 111 — Retirement Marketplace................................. 27 SRI 121 — Retirement Savings and Investments............... 28 SRI 131 — Planning for a Secure Retirement.................... 28 SRI 210 — Successful Retirement Outcomes: Decumulation and Income Security................. 28 UND 386 — Underwriting Life and Health Insurance........... 28

Areas of Study .. ..................................... 29 Annuities............................................................................... 29 Customer Service.................................................................. 29 Finance and Accounting......................................................... 29 Financial Services and Financial Planning................................ 29 Legal, Compliance, and Ethics................................................ 29 Life Insurance........................................................................ 30 Management and Leadership................................................. 30 Operations and Administration................................................ 30 Product Development............................................................. 30 Reinsurance.......................................................................... 30 Retirement............................................................................ 30 Functional Mapping............................................................... 30

International Programs. . ........................ 31 Arabic Programs............................. ........................ 31 Bahasa Indonesia Programs............ Bahasa Indonesia............. 32 Chinese Programs.......................... 中文............................... 35 French Programs............................ Français.......................... 43 Korean Programs............................ 한국............................... 48 Portuguese Programs..................... Português........................ 52 Spanish Programs........................... Español........................... 56

Enrollments and Examinations............... 65 Enrolling for Courses and Exams............................................. 65 LOMANET............................................................................. 65 I*STAR Exams....................................................................... 66 Prometric Exams................................................................... 66 Paper Exams......................................................................... 68 Fee Transfers........................................................................ 68 Exam Procedures & Regulations............................................. 69 Exam Grades......................................................................... 69 Awards.................................................................................. 70 Exam Fees............................................................................ 72 2014 Paper Exam Schedule................................................... 75

Study Materials..................................... 76 Determining the Study Materials You Need.............................. 76 Online Study Materials........................................................... 76 Ordering Study Materials........................................................ 76 Study Materials by Language.................................................. 77 Instructor’s Kits..................................................................... 77 English-Language Exams and Study Materials by Course......... 78

Advance Your Career

Welcome to LOMA’s career development opportunities! Your Formula for Success

„„LOMA’s newest professional designation program, the

Start with the trusted source for industry knowledge, include job-relevant content, add enhanced delivery options, and you have a formula for success that industry professionals around the world rely on to advance their careers. In recent years, LOMA has made exciting changes to its education and training programs, and in 2014 the innovation continues. „„All of the courses in LOMA’s FLMI designation program are now available online in a Course Portal. See page 9 for more about Course Portals. „„Two courses in the Associate, Insurance Regulatory

Compliance (AIRC) designation program — AIRC 411 and AIRC 421 — are now available in our online interactive format with examinations integrated within the course materials. See page 9 for more about our online interactive courses. See page 20 for more about the AIRC designation.

Fellow, Secure Retirement Institute (FSRI) offers a comprehensive program to educate employees who develop, administer and support retirement plans and products in companies serving this market. This exciting new program features several courses in an online interactive format. See page 13 for more on LOMA’s Fellow, Secure Retirement Institute program. And remember: Trusted Source + Job-Relevant Content + Enhanced Delivery = Your Formula for Success

How to Use This Catalog LOMA’s 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)

LOMA offers content in the following areas to help you reach your career goals: „„Annuities

„„Financial Services

„„Life and Health

„„Reinsurance

„„Business Analysis

and Financial Planning „„Human Resources „„Insurance Fraud „„Insurance Onboarding „„Legal, Compliance, and Ethics

Insurance „„Management and Leadership „„Product Development „„Project Management „„Property/Casualty Insurance

„„Retirement Planning

„„Business Insurance „„Communication „„Company Operations

and Administration „„Customer Service „„Finance and

Accounting

2    1-800-ASK-LOMA (Option 1)

„„Sales Support „„Sales Training „„Securities and

Suitability

Advance your career

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 student’s completion of a given LOMA course or attainment of any LOMA designation be construed to mean that LOMA in any way certifies that student’s competence, training, or ability to perform any given task. LOMA’s 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.

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 activities such as new research, training, and development of education programs.

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

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 [email protected].

www.loma.org  3

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.

LOMALearnTM — 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.

Online Learning

Short Online Courses and Course Collections! LOMA offers a number of online courses that can be completed in an hour, as well as collections on life insurance, annuities, customer service, and sales support. These collections contain four to six 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.

LOMA Custom Delivery Solutions

Online Designation Learning

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:

Several of LOMA’s 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 online interactive courses that use multi-media features to engage learners include ACS 101, AIRC 411 and AIRC 421, several courses in the Fellow, Secure Retirement InstituteTM Education Program (SRI 111, SRI 121*, and SRI 131*), and LOMA 321*.

„„Learning paths and certificate programs „„Custom learning portals „„Blended learning tools „„Learning management system (LMS) integration „„Customized courses

For more information on LOMA’s Custom Delivery Solutions, visit www.lomalearn.org or call 770-984-3751.

Other designation courses are available through LOMA’s Course Portals, which blend traditional text-based content with interactive online features. See page 9 for more information about accessing LOMA courses, and see page 22 for descriptions of each LOMA course, including details about course access. * These courses will be introduced during 2014.

Soft Skill Courses LOMA offers soft skill courses in 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. For more information, visit www.lomalearn.org.

4    1-800-ASK-LOMA (Option 1)

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.

Online Learning Annuities

Human Resources

Featured Courses: „„Annuity Basics and Participants „„Annuity Products „„Annuities: Why People Buy Them „„Annuities: Overview of Taxation

Featured Courses: „„HR as Business Partner: From Cost Center to Strategic Partner „„Understanding Workplace Diversity „„Attracting and Retaining Talent

Communication Featured Courses: „„Interpersonal Communication: Communicating with Confidence „„Business Writing: How to Write Clearly and Concisely „„Effective Listening

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

Insurance Fraud Featured Courses: „„Anti-Money Laundering Best Practices for the Life Insurance Industry „„Health Care Fraud „„Introduction to Insurance Fraud for Agents

Legal, Compliance & Ethics Featured Courses: „„FMLA Leave and More: An Overview of Legally Protected Leave „„Ethical Conduct in the Insurance Industry „„Ethical Practices

Customer Service Featured Courses: „„Exceptional Customer Service „„Managing Time and Stress „„Working with Upset Customers

Finance & Accounting Featured Courses: „„Basic Investment Concepts „„Overview of Life Insurance Accounting „„Overview of Insurance Company Financial Management

Financial Planning Featured Courses: „„401(k) Plans „„Overview of Retirement Plans „„Asset Allocation „„Analyzing Financial Statement for Non-Financial Professionals

Health Insurance Featured Courses „„How Group Health Insurance Works „„Overview of Disability Income Insurance „„Overview of Medical Expense Insurance

www.loma.org  5

Online Learning

Life Insurance Featured Courses: „„Life Insurance Basics „„Life Insurance Products „„Individual Life Insurance Policy Provisions and Supplemental Benefits „„Replacements of Life Policies and Annuities

Management & Leadership Featured Courses: „„Developing the Capacity to Think Strategically „„Adopting the Appropriate Management Style „„Creating a High-Retention Organizational Culture

Onboarding Featured Courses: „„15-Minute Insurance Industry Overview „„Life of an Insurance Policy „„The Insurance Sales Process

Property-Casualty Insurance Featured Courses: „„Property-Casualty Principles „„Umbrella Liability Coverage „„Personal Lines Endorsement

6    1-800-ASK-LOMA (Option 1)

Retirement Featured Courses: „„Overview of Retirement Plans „„Annuity Products „„Retirement Income Strategies

Sales Support Featured Courses: „„Agency Support Functions (Home Office Staff) „„Distributing Insurance Through Agents (Agency Staff) „„Ethical Conduct „„Exceptional Customer Service (Agency Staff) „„Interacting Effectively with Agents (Home Office Staff) „„Life Insurance Products „„Life of an Insurance Policy „„The Insurance Sales Process

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

Instructor-Led Training

Instructor-Led Training

Insurance Immersion LOMA’s Insurance Immersion™, designed for employees who need a broad understanding of insurance fundamentals, 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.

Delivery Formats In the Classroom Public Sessions Public sessions of Insurance Immersion last 2½ days and include the following content: „„Industry overview, regulation, and compliance „„Life insurance and annuity products, distribution,

pricing, and profitability „„Life insurance and annuity operations, including 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.

address your company’s unique business issues. We offer two-day, one-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 company’s facilitators attending as participants, followed by a one-day Facilitator Certification Workshop.

At Your Desk Virtual Insurance Immersion Programs LOMA’s Insurance Immersion classroom training is also available at your computer! We use web-conferencing to deliver essential industry knowledge in eight two-hour sessions. Virtual Insurance Immersion programs incorporate the highly interactive, activity-based format of our traditional classroom Insurance 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 or in sessions tailored to your company’s needs, and typically covers the following topics: Virtual Insurance Immersion: Life and Annuity Products „„The financial services industry „„Life insurance products and supplemental benefits „„Product distribution, pricing, and profitability „„The annuity product and participants „„How annuities work „„Annuity types „„Annuity sales in the U.S. „„Needs met by annuities

Virtual Insurance Immersion: Life Insurance Operations „„The life cycle of an insurance policy „„Key operational areas in insurance companies

In the Classroom at Your Company

„„New business and underwriting

On-Site and Train-the-Trainer Insurance Immersion

„„Customer service

LOMA can provide its unique Insurance Immersion experience on-site at your location and tailor the content to

„„Claims „„Market conduct compliance „„Operational risk and operational efficiencies

www.loma.org  7

Instructor-Led Training

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, contact LIMRA at 888-785-4672 or www.talentsolutions.limra.com.

8    1-800-ASK-LOMA (Option 1)

Learn More For more information about the public sessions of Insurance Immersion, on-site delivery, Train-the-Trainer, or Virtual Insurance Immersion programs, contact us or visit the Professional Development section of www.loma.org. Classroom and On-Site Insurance Immersion Phone: 770-951-1770, ext. 776 E-mail: [email protected] Virtual Insurance Immersion Phone: 770-951-1770, ext. 776 E-mail: [email protected]

Professional Designation Programs

Course Access

LOMA is pleased to offer a variety of delivery methods for our designation courses. For information about enrolling for and accessing the content for all LOMA professional designation programs, see page 65. For information about pricing, see page 72.

Course Portals Many of LOMA’s courses, including all of the courses in the FLMI program, are offered via Course Portal, an online course website 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 textbook-based study experience (in PDF format) with electronic practice questions, sample exam, and other study and review tools. Many of these courses also include a “Top 10 Tough Topics” tutorial to help learners get extra help with some challenging topics. Course Portals also offer a simplified purchase process. Learners or Ed Reps pay one fee to enroll in the course and receive access to all study materials PLUS an I*STAR or paper exam enrollment. Although Course Portals include a PDF version of all text materials, learners also have the option to purchase a bound version of the textbook—a great reference tool that will last long after the learner has passed the exam!

„„LOMA 291 — Improving the Bottom Line: Insurance

Company Operations „„AIRC 411 — The Regulatory Environment for Life Insurance „„AIRC 421 — Regulation of Life Insurance Products, Sales, & Operations During 2014, LOMA will introduce more online interactive courses, including: „„SRI 121 — Retirement Savings and Investments „„SRI 131 — Planning for a Secure Retirement „„LOMA 321 — Marketing in Financial Services

Traditional Course Access A time-tested approach to self-paced learning, LOMA’s traditional course access to designation courses teach industry topics using printed study materials and proctored examinations. Study materials include print textbooks and Test Preparation Guides (TPG) with printed and electronic versions of the course’s Practice Questions and Sample Exam. Enrollment for an I*STAR, Prometric, or Paper exam is purchased separately through LOMANET.

Online Interactive Courses LOMA’s popular online interactive courses teach important industry concepts through an engaging, highly interactive, multi-media approach that often includes integrated video, audio and scenario-based learning. Online interactive courses are designation courses with integrated exams—the modularized examinations are built right into the course as part of the learning experience. No separate exam enrollment required! The following courses are available in online interactive format: „„ACS 101 — Customer Service for Insurance Professionals „„SRI 111 — Retirement Marketplace „„LOMA 281 — Meeting Customer Needs with Insurance and Annuities www.loma.org  9

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™1 ACS® Associate, Customer Service™ AFSI® Associate, Financial Services Institute™1 AIRC™ Associate, Insurance Regulatory Compliance® ALMI® Associate, Life Management Institute™ ARA™ Associate, Reinsurance Administration™ ASRI™ Associate, Secure Retirement Institute™ CPLHI™ Certified Professional, Life and Health Insurance™ (Indonesia) DLHI™ Diplomate, Life Health Institute™ (Arabic) FFSI® Fellow, Financial Services Institute™1 FLMI® Fellow, Life Management Institute™ FSRI™ Fellow, Secure Retirement Institute™ LCIC™ LOMA Certified Insurance Consultant™ (Spanish) PFLP® Programa de Formaçao LOMA em Português™ (Portuguese) PFSL™ Programa de Formación en Seguros de LOMA™ (Spanish) Individuals may choose to take individual courses within any of LOMA’s programs without pursuing a professional designation. LOMA offers an examination for each professional designation course to assess a participant’s successful completion of the course curriculum. For information about enrolling for LOMA courses and examinations, see page 65. LOMA develops study materials for you to use in preparing for each course’s examination. For some LOMA courses, the assigned materials include both textbooks and study aids. The course materials for a number of LOMA courses are offered via a Course Portal, an online resource for accessing

1

Professional Designation Programs 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 65.

assigned course content and study aids and other special features (see page 9). Other LOMA courses are available in an online, highly interactive format (see page 9).

Student Responsibilities If you choose to participate as a student in LOMA’s professional designation programs, your responsibilities include: „„Knowing designation program requirements and keeping up with program changes as described in LOMA’s 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 „„Taking paper examinations according to the date and time specified in the official exam schedule and/or following your company’s and/or Prometric’s guidelines for I*STAR examinations „„Knowing the number of questions in and the duration of the exam you are taking „„Awareness of enrollment and exam deadlines, exam cancellation rules, and access to study materials „„Reporting any cheating or violations of LOMA examination procedures to LOMA immediately

NOTE: The AAPA, AFSI, and FFSI designations will be offered only through the end of 2015.

10    1-800-ASK-LOMA (Option 1)

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 world’s largest university-level 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

Credit for Courses Previously Passed but Which Are No Longer Offered by LOMA In some cases, learners 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, learners 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 65.

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

Associate, Life Management Institute (ALMI) The five-course ALMI program consists of: „„LOMA 280 or LOMA 281 „„LOMA 290 or LOMA 291 „„LOMA 301 „„LOMA 307 „„LOMA 320 or LOMA 3211

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. 1

LOMA 321 will be introduced in 2014.

www.loma.org  11

Professional Designation Programs

Associate, Life Management Institute (ALMI) Required courses Level I

ALMI

Insurance Principles

Insurance Operations

Insurance Administration

Business & Financial Concepts

Marketing

LOMA 280 or LOMA 281

LOMA 290 or LOMA 291

LOMA 301

LOMA 307

LOMA 320 or LOMA 321

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

ALMI

FLMI

Insurance Principles

Insurance Operations

Insurance Administration

Business & Financial Concepts*

Marketing

Law*

Management*

Investments*

Accounting

Risk Management & Product Design

LOMA 280 or LOMA 281

LOMA 290 or LOMA 291

LOMA 301

LOMA 307

LOMA 320 or LOMA 321

LOMA 311

LOMA 335

LOMA 357

LOMA 361

LOMA 371

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, 315, or 316 LOMA 330 LOMA 340 or 356

Course Category Business & Financial Concepts Law Management Investments

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

12    1-800-ASK-LOMA (Option 1)

Professional Designation Programs

FSRI and ASRI Designations The Fellow, Secure Retirement Institute (FSRI) is a self-study designation program for industry professionals working in the retirement industry. Designed specifically for employees in insurance companies, asset management firms, distribution organizations, and recordkeeping companies, this comprehensive professional development curriculum covers the entire retirement planning and income marketplace. The FSRI will help companies ensure that their employees have the knowledge and skills to support retirement plans and products, deliver effective service and solutions to clients and advisors, and address the challenges and opportunities presented by the evolving retirement marketplace.

Level 3 (FSRI) delivers knowledge of broad challenges facing society and the retirement industry, as well as strategic approaches for meeting these challenges, to equip employees for problem solving, innovation, and advancement in their careers. Learners who complete Levels 1, 2, and 3 will achieve the Fellow, Secure Retirement Institute (FSRI) designation.

Level 1 (Certificate Level) provides an overview of the retirement marketplace and a strong foundation in retirement principles, products, and planning. A Certificate in Retirement Essentials is awarded upon completion of these three courses, which are delivered in an online interactive format with integrated exams (described on page 9). Level 2 (ASRI) teaches advanced concepts in generating successful retirement outcomes and the application of retirement industry knowledge to marketing, business acquisition, administration/operations, service, and other functions that support the business. Level 2 consists of three text-based, blended learning courses delivered online via Course Portals (described on page 9). Learners who complete Level 1 and Level 2 will earn the Associate, Secure Retirement Institute (ASRI) designation.

FSRI Credit for other LOMA Courses If you have earned credit for „„LOMA 286 or AAPA 273, you will automatically receive credit for SRI 111 „„LOMA 305, you will automatically receive credit for SRI 131 Learners who have completed the FFSI, AAPA, or FLMI designation will receive credit for SRI 220 when that course is available. Note that LOMA 286, LOMA 305, and AAPA 273 will only be offered until the end of 2014, and the FFSI and AAPA designations will only be awarded until the end of 2015. Learners should check their LOMANET record for the most up-to-date information regarding program requirements. Visit www.lomanet.org for more information. Our Contact Center representatives are available to help. Call us at 1-800-ASK-LOMA (option 1).

Associate, Secure Retirement Institute (ASRI) and Fellow, Secure Retirement Institute (FSRI) Required courses Level 1 Certificate in Retirement Essentials SRI 1111 Retirement Marketplace

Available in 2013

SRI 121 Retirement Savings and Investments

Available in 2014

SRI 1312 Planning for a Secure Retirement

Available in 2014

Level 2 ASRI SRI 210 Successful Retirement Outcomes: Decumulation and Income Security (working title) Projected for 2014

SRI 2203 Retirement Marketing and Business Acquisition

Projected for 2015

Level 3 FSRI SRI 230 Retirement Administration and the Customer Experience

Projected for 2015

SRI 500 Transforming Retirement Security (working title)

Projected for 2016

1

Learners who have credit for LOMA 286 or AAPA 273 automatically receive credit for SRI 111.

2

Learners who have credit for LOMA 305 automatically receive credit for SRI 131.

3

Learners who have completed the FFSI, AAPA, or FLMI designation will receive credit for SRI 220 when that course is available.

www.loma.org  13

Cultivate Your Knowledge Professional Designation Programs

14    1-800-ASK-LOMA (Option 1)

Professional Designation Programs

FFSI and AFSI Designations LOMA’s Fellow, Financial Services Institute (FFSI) 10-credit designation program provides broad contextual information through seven core courses and customized, job-specific learning through the FFSI’s unique Professional Achievement Credits (PACs). The FFSI’s 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 learners’ 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. Learners earn PACs by passing courses, obtaining licenses, or earning designations offered by LOMA and other organizations around the world. LOMA’s Associate, Financial Services Institute (AFSI) five-course designation provides recognition for a learner’s achievement in mastering the knowledge to reach the halfway point of the FFSI program requirements. Learners can take courses toward FFSI and AFSI designations in any order they choose, but LOMA recommends a course progression that begins with Level I.

Important Note about Discontinuing FFSI/AFSI LOMA is currently developing an exciting new program—the Fellow, Secure Retirement Institute (FSRI)— that reflects an increased focus within the industry on meeting customer needs for retirement planning and income. (See page 13 for more information.) The FSRI and the Associate, Secure Retirement Institute (ASRI) programs will eventually replace the FFSI and AFSI programs. Individual courses within the FFSI and AFSI programs will be phased out in 2014 and 2015, and the last opportunity for participants to earn the FFSI and AFSI designations will be December 31, 2015. However, LOMA will maintain recognition of the FFSI and AFSI designation programs on the LOMA website and in other publications and FFSI/AFSI designation holders will be encouraged to continue to use these designations indefinitely without restriction. We also encourage FFSI and AFSI designation holders to enhance their industry knowledge through participation in LOMA’s new retirement program, the Fellow, Secure Retirement Institute (FSRI). Three required courses in the FFSI program — LOMA 311, LOMA 335, and LOMA 357 — are also required in other LOMA programs, and will continue to be available. However, a learner who does not complete all courses required in the FFSI curriculum before December 31, 2015 will not qualify to earn the FFSI designation. In other words, a learner who completes the discontinued courses before the end of 2015 but still lacks one or more of the courses that are being continued (including PACs) will not be able to earn the FFSI designation. Some courses from the AFSI and FFSI programs can be used for credit in the new FSRI program. If you are just beginning your studies, consider whether courses in the new program would better meet your needs. If you have already completed some of the requirements for the AFSI or FFSI, take careful note of the course and program discontinuation dates and cross-credit opportunities before deciding which program to pursue. Our Contact Center representatives are available to help explain your options. Call us at 1-800-ASK-LOMA (option 1).

www.loma.org  15

Professional Designation Programs

Associate, Financial Services Institute (AFSI) Required courses

Elective courses — select two Level II

Level I Principles

Financial Planning

Investments3

Law

Marketing

Management 4

Employee Benefits

LOMA 2861

LOMA 3051

LOMA 357

LOMA 311

LOMA 3262

LOMA 335

LOMA 3802

Level I: LOMA awards a personalized certificate to learners upon successful completion of LOMA 286 and LOMA 305. Learners must complete THREE required courses and TWO electives to earn the AFSI designation. NOTE: The AFSI designation will be offered only through the end of 2015.

Fellow, Financial Services Institute (FFSI) Required courses Level II

Level I Principles

Financial Planning

Investments

LOMA 2861

LOMA 3051

LOMA 357

3

Law

Marketing

Management4

Employee Benefits

Professional Achievement Credits

LOMA 311

LOMA 3262

LOMA 335

LOMA 3802

Three Professional Achievement Credits (PACs). For more information on PACs, visit www.loma.org.

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

Learners must complete ONE course from each column shown and earn THREE PACs to earn the FFSI designation. NOTE: The FFSI designation will be offered only through the end of 2015. 1

LOMA 286 and LOMA 305 will be offered only through the end of 2014.

2

LOMA 326 and LOMA 380 will be offered only through the end of 2015.

3

Learners who earned credit for LOMA 356 automatically receive credit for the AFSI or FFSI Investments course.

4

Learners who earned credit for LOMA 351 automatically receive credit for the AFSI or FFSI Management course.

16    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 program’s 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

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 company’s bottom line

„„ACS — Annuities „„ACS — Property & Casualty (P&C)

ACS — Life Insurance Required courses

Elective courses — select two

Customer Service

Insurance Principles

Insurance Operations/ Reinsurance Administration

Insurance Administration

Business & Financial Concepts

Marketing

ACS 100 or ACS 101

LOMA 280 or LOMA 281

LOMA 290 or LOMA 291 or ARA 440

LOMA 301

LOMA 307

LOMA 320 or LOMA 321

Learners must complete three required courses and two electives to earn the ACS designation.

ACS — Annuities Required courses

Elective courses — select two

Customer Service

Annuity Principles and Products

Annuity Systems and Administration

Marketing Annuities

Management1

Investments2

Compliance/ Law3

ACS 100 or ACS 101

AAPA 2734

AAPA 3035

AAPA 2835

LOMA 335

LOMA 357

AIRC 411 or LOMA 311

Learners must complete THREE required courses and TWO electives to earn the ACS designation. NOTE: The ACS - Annuities track will be offered only until the end of 2015. 2

Learners who have credit for LOMA 330 automatically receive ACS credit for this elective. Learners who have credit for LOMA 340 or LOMA 356 automatically receive ACS credit for this elective.

3

Learners who have credit for LOMA 310, LOMA 315, or AIRC 410 automatically receive ACS credit for this elective.

4

AAPA 273 will be offered only through the end of 2014.

5

AAPA 283 and AAPA 303 will be offered only through the end of 2015.

1

www.loma.org  17

Professional Designation Programs

ACS — Property & Casualty (U.S.) Required courses

Elective courses — select two

Customer Service

Property/ Liability Principles

Personal/ Commercial Insurance

Personal/ Commercial Insurance

Insurance Regulation

Information Technology

Claims

Insurance Services

Reinsurance1

ACS 100 or ACS 101

AINS 21

AINS 22 or AINS 23

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

IR 201

AIT 131

AIC 30

AIS 25

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.)

ACS — Property & Casualty (Canada)

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.

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 Institutes Customer Service Department 720 Providence Road Suite 100 Malvern, PA 19355-3433 Tel: 800-644-2101 Fax: 610-640-9576 E-mail: [email protected] Web site: www.theinstitutes.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: [email protected] Web site: www.insuranceinstitute.ca

ACS — Property & Casualty (Canada) Required courses

Elective courses — select two

Customer Service

Insurance Principles/ Practices

Property/ Liability Insurance

Property/ Liability Insurance

Loss Adjusting2

Advanced Loss Adjusting2

Underwriting

Agent/ Broker3

ACS 100 or ACS 101

C11 or C81 and C82

C12 or C13

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

C110

C111

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 2 3

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.

18    1-800-ASK-LOMA (Option 1)

Professional Designation Programs

Associate, Annuity Products and Administration (AAPA)

Important Note about Discontinuing AAPA

The courses in LOMA’s 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.

LOMA is currently developing an exciting new program—the Fellow, Secure Retirement Institute (FSRI)—that reflects an increased focus within the industry on meeting customer needs for retirement planning and income. (See page 13 for more information.) The FSRI and Associate, Secure Retirement Institute (ASRI) programs will eventually replace the AAPA program. Individual courses within the AAPA program will be phased out in 2014 and 2015, and the last opportunity for participants to earn the AAPA designation will be December 31, 2015. However, LOMA will maintain recognition of the AAPA designation program on the LOMA website and in other publications. AAPA designation holders are encouraged to continue to use this designation indefinitely without restriction. We also encourage AAPA designation holders to enhance their industry knowledge through participation in LOMA’s new retirement program, the Fellow, Secure Retirement Institute (FSRI).

The AAPA will provide you with knowledge of „„The differences among the various annuity products and their uses „„The financial aspects of annuities „„The role of technology in annuity administration „„The marketing and distribution of annuities „„Laws and regulations affecting annuities

Some courses from the AAPA program can be used for credit in the new FSRI program. If you are just beginning your studies, consider whether courses in the new FSRI program would better meet your needs. If you have already completed some of the requirements for the AAPA, take careful note of the course and program discontinuation dates and crosscredit opportunities before deciding which program to pursue. Our Contact Center representatives are available to help explain your options. Call us at 1-800-ASK-LOMA (option 1).

Associate, Annuity Products and Administration (AAPA) Required courses Annuity Principles

Marketing, Distribution, and Uses of Annuities

Systems and Administration

Financial Aspects

Regulation and Taxation

AAPA 2731

AAPA 2832

AAPA 3032

AAPA 3132

AAPA 3232

Learners must complete all of these courses to earn the AAPA designation. NOTE: The AAPA designation will be offered only through the end of 2015. 1

AAPA 273 will be offered only through the end of 2014.

2

AAPA 283, AAPA 303, AAPA 313 and AAPA 323 will be offered only through the end of 2015.

www.loma.org  19

Professional Designation Programs

Associate, Insurance Regulatory Compliance (AIRC)

Certificate in Regulatory Compliance Essentials

Compliance is one of the most critical issues facing life and health insurers today. LOMA’s 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

LOMA recognizes that everyone in your organization – not just those working towards an AIRC designation – needs a solid foundation in Compliance. That’s why we offer the Certificate in Regulatory Compliance Essentials. Learners who successfully complete AIRC 411 and AIRC 421 will be awarded the Certificate.

„„Compliance concepts, terms, processes, and regulatory

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

Associate, Insurance Regulatory Compliance (AIRC) Required courses Principles

Insurance Operations

Law2

Marketing

Compliance 14

Compliance 25

LOMA 280 or LOMA 281 or LOMA 2861

LOMA 290 or LOMA 291

LOMA 311

LOMA 320 or LOMA 321 or LOMA 3263

AIRC 411

AIRC 421

Learners must complete one course from each subject category to earn the AIRC designation. 1

LOMA 286 will be offered only through the end of 2014.

2

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

3

LOMA 326 will be offered only thorugh the end of 2015.

4

Learners who have credit for AIRC 410 automatically receive credit for AIRC 411.

5

Learners who have credit for AIRC 420 automatically receive credit for AIRC 421.

20    1-800-ASK-LOMA (Option 1)

Professional Designation Programs

Associate, Reinsurance Administration (ARA) Reinsurance plays a vital role in the financial services industry. LOMA’s 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 „„Key players and the reasons for using reinsurance „„Laws and regulations affecting reinsurance 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

Insurance Operations

Insurance Administration

Law/Compliance2

Accounting3

Reinsurance Administration

LOMA 280 or LOMA 281 or LOMA 2861

LOMA 290 or LOMA 291

LOMA 301

LOMA 311 or AIRC 411 or AIRC 421

LOMA 361

ARA 440

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

LOMA 286 will be offered only through the end of 2014.

2

Learners who have credit for LOMA 310, LOMA 315, AIRC 410, or AIRC 420 automatically receive ARA credit for the Law/Compliance course.

3

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

www.loma.org  21

Course Descriptions and Assigned Study Materials

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 LOMA’s designation programs and detailed course descriptions, visit www.loma.org. For descriptions of LOMA’s 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 NOTE: AAPA 273 will be offered only through the end of 2014.

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 NOTE: AAPA 283 will be offered only through the end of 2015.

22    1-800-ASK-LOMA (Option 1)

Course Descriptions and Assigned Study Materials AAPA 303 Annuity Systems and Administration AAPA 303 describes the tasks involved in annuity administration and the various internal, regulatory, and 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 NOTE: AAPA 303 will be offered only through the end of 2015.

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 NOTE: AAPA 313 will be offered only through the end of 2015.

Course Descriptions and Assigned Study Materials

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 72.

AIRC 411 The Regulatory Environment for Life Insurance

N e w!

AIRC 411 discusses the compliance function in a life insurance company and how the state and federal governments regulate life insurance companies operating in the United States. Register for this course at www.lomanet.org. Examinations are integrated within the course 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

AIRC 421 Regulation of Life Insurance Products, Sales, & Operations

NOTE: AAPA 323 will be offered only through the end of 2015.

ARA 440 Reinsurance Administration

ACS 100 Foundations of Customer Service

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.

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

ACS 101 Customer Service for Insurance Professionals 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.

N e w!

AIRC 421 explains state and federal regulation of life insurance and annuity product design. The course also describes the regulation of life company operations, including underwriting, claims, reinsurance, market analysis and examinations. Register for this course at www.lomanet.org. Examinations are integrated within the course materials.

Access to a printable PDF of this textbook and TPG is included with course enrollment (bundled fee) and delivered via the ARA 440 Course Portal. For more information on bundled fees, see page 72. Principles of Reinsurance, Second Edition (LOMA, 2013) ISBN 978-1-57974-414-4 Test Preparation Guide for ARA 440(LOMA, 2013) ISBN 978-1-57974-413-7 Optional printed textbook (not included in bundled fee). See Order Form. Principles of Reinsurance, Second Edition (LOMA, 2013) ISBN 978-1-57974-412-0 PBD Order # 440-10-13

www.loma.org  23

Course Descriptions and Assigned Study Materials

LOMA 280 Principles of Insurance LOMA 280 introduces the principles of insurance, the process of becoming insured, and the policyowner’s 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 72. 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

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 policyowner’s 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.

24    1-800-ASK-LOMA (Option 1)

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 NOTE: LOMA 286 will be offered only through the end of 2014.

LOMA 290 Insurance Company Operations LOMA 290 describes how life insurance companies operate in today’s 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 employee’s 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 72. 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

Course Descriptions and Assigned Study Materials

LOMA 291 Improving the Bottom Line: Insurance Company Operations

LOMA 307 Business and Financial Concepts for Insurance Professionals

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 company’s success depends on its operational efficiency and effectiveness and (2) every employee has a role in ensuring the company’s financial success.

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 72.

Register for this course at www.lomanet.org. Examinations are integrated within the course materials.

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 72. 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

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

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

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. 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 72. 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

NOTE: LOMA 305 will be offered only through the end of 2014. www.loma.org  25

Course Descriptions and Assigned Study Materials

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 72. 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 321 Marketing In Financial Services

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LOMA 321 is an online interactive course that uses a variety of media to present basic marketing principles and to show how these principles are used in the financial services industry to satisfy customers’ financial needs and to create profitable customer relationships. The course utilizes extensive examples and interactive exercises so that learners will be able to understand and apply the marketing principles in their own work environments. Register for this course at www.lomanet.org. Examinations are integrated within the course materials. NOTE: LOMA 321 will become available in mid-2014.

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 NOTE: LOMA 326 is available only through the end of 2015.

26    1-800-ASK-LOMA (Option 1)

LOMA 335 Operational Excellence in Financial Services LOMA 335 presents financial services from the perspective of a company’s 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 72. 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 357 Institutional Investing: Principles and Practices LOMA 357 provides an understanding of the investment regulatory environment and investing for life insurance companies and similar institutions. This course takes investments out of the black box! You’ll learn about investment returns and risks, investment performance, and fund options for retirement products and other products with fund options. You’ll also learn about investment types and strategies important for institutional investors, including fixedincome investments, real estate-related investments, equity investments, and derivatives. Access to a printable PDF of this textbook and TPG is included with course enrollment (bundled fee) and delivered via the LOMA 357 Course Portal. For bundled fees, see page 72. Institutional Investing: Principles and Practices (LOMA, 2013) ISBN 978-1-57974-420-5 Test Preparation Guide for LOMA 357 (LOMA, 2013) ISBN 978-1-57974-419-9 Optional printed textbook (not included in bundled fee) See Order Form. Institutional Investing: Principles and Practices (LOMA, 2013) ISBN 978-1-57974-418-2 PBD Order # 357-10-13

Course Descriptions and Assigned Study Materials

LOMA 361 Accounting and Financial Reporting in Life Insurance Companies

LOMA 380 Financial Services and Products for Organizations

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.

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.

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 72. 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

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 72. 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

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 NOTE: LOMA 380 will be available only through the end of 2015.

SRI 111 Retirement Marketplace

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This online course provides an overview of the retirement savings and income environment, with descriptions of the income needs and available resources of consumers during their pre-retirement and retirement years. It also identifies the companies operating in the retirement marketplace and the types of retirement services and solutions they provide. Other topics address the personal and financial risks people face before and during retirement, the relationships between risks and returns, and some of the techniques individuals can use to manage risks, as well as important concepts related to retirement income and savings, such as the time value of money and portfolio management. Register for this course at www.lomanet.org. Examinations are integrated within the course materials.

www.loma.org  27

Course Descriptions and Assigned Study Materials

SRI 121 Retirement Savings and Investments

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This online course describes the range of individual and group products and plans that individuals use to save and/or provide an income for retirement, as well as their advantages and disadvantages and taxation. Various types of annuities, individual investments, individual retirement arrangements (IRAs), and employer-sponsored retirement plans are examined in detail. Register for this course at www.lomanet.org. Examinations are integrated within the course materials. NOTE: SRI 121 will be available early 2014.

SRI 131 Planning for a Secure Retirement

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This online course describes the tools and other resources people can use to create a retirement plan that helps them reach their retirement goals, outlining steps in the planning process and behavioral factors that explain why people should, but often don’t, create retirement plans. It also describes some of the important components of a comprehensive retirement plan, including decisions facing people as they near retirement and strategies they can use to accumulate assets and then turn those assets into a steady stream of retirement income. Register for this course at www.lomanet.org. Examinations are integrated within the course materials. NOTE: SRI 131 will be available mid-2014.

Comin SRI 210 Soon! Successful Retirement Outcomes: Decumulation and Income Security (working title)

SRI 210 describes the major components of retirement income security, including key topics such as retirement readiness, sources of retirement income, developing and monitoring a strategy for decumulating assets in retirement, and protecting assets using health and long-term care products. Armed with an understanding of these components, learners in retirement organizations can help their companies contribute to successful retirement outcomes for their participants and clients. Access to a printable PDF of this textbook and TPG is included with course enrollment (bundled fee) and delivered via the SRI 210 Course Portal. For bundled fees, see page 72. NOTE: SRI 210 will be available late 2014. Successful Retirement Outcomes: Decumulation and Income Security (working title) (LL Global, 2015) ISBN 978-1-57974-443-4 PBD Order # 210-10-15 Test Preparation Guide for SRI 210 (LL Global, 2015) ISBN 978-1-57974-444-1

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 this textbook and TPG is included with course enrollment (bundled fee) and delivered via the UND 386 Course Portal. For bundled fees, see page 72. Life and Health Insurance Underwriting, Third Edition (LOMA, 2013) ISBN 978-1-57974-417-5 Test Preparation Guide for UND 386 (LOMA, 2013) ISBN 978-1-57974-416-8 Optional printed textbook (not included in bundled fee). See Order Form. Life and Health Insurance Underwriting, Third Edition (LOMA, 2013) ISBN 978-1-57974-415-1 PBD Order # 386-10-13

28    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.

Annuities Professional Designation Courses AAPA 273 — Annuity Principles and Products1 AAPA 283 — Marketing, Distribution, and Uses of Annuities2 AAPA 303 — Annuity Systems and Administration2 AAPA 313 — Financial Aspects of Annuities2 AAPA 323 — Regulation and Taxation of Annuities2 LOMA Professional Designations Associate, Annuity Products and Administration (AAPA)3 Associate, Secure Retirement Institute (ASRI) Fellow, Secure Retirement Institute (FSRI)

Customer Service Professional Designation Courses ACS 100 — Foundations of Customer Service ACS 101 — Customer Service for Insurance Professionals LOMA Professional Designations Associate, Customer Service (ACS) ACS  —  Life Insurance ACS  —  Annuities4 ACS  —  Property & Casualty

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

Financial Services and Financial Planning Professional Designation Courses LOMA 286 — Principles of Financial Services and Products1 LOMA 305 — Personal Financial Planning1 LOMA 307 — Business and Financial Concepts for Insurance Professionals LOMA 311 — Business Law for Financial Services Professionals LOMA 326 — Financial Services Marketing2 LOMA 357 — Institutional Investing: Principles and Practices LOMA 380 — Financial Services and Products for Organizations2 LOMA Professional Designations Associate, Financial Services Institute (AFSI)3 Fellow, Financial Services Institute (FFSI)3 Associate, Secure Retirement Institute (ASRI) Fellow, Secure Retirement Institute (FSRI)

Legal, Compliance, and Ethics Professional Designation Courses LOMA 311 — Business Law for Financial Services Professionals AAPA 323 — Regulation and Taxation of Annuities2 AIRC 411 — The Regulatory Environment for Life Insurance AIRC 421 — Regulation of Life Insurance Products, Sales, & Operations LOMA Professional Designation Associate, Insurance Regulatory Compliance (AIRC)

1

AAPA 273, LOMA 286, and LOMA 305 will be offered only through the end of 2014.

2

AAPA 283, AAPA 303, AAPA 313, AAPA 323, LOMA 326, and LOMA 380 will be offered only though the end of 2015.

3

The AAPA, AFSI, and FFSI designations will be offered only through the end of 2015.

4

The ACS — Annuities track will be offered only through the end of 2015.

www.loma.org  29

Areas of Study

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 320 — Insurance Marketing LOMA 321 — Marketing in Financial Services LOMA 335 — Operational Excellence in Financial Services LOMA 357 — Institutional Investing: Principles and Practices LOMA 361 — Accounting and Financial Reporting in Life Insurance Companies LOMA 371 — Risk Management and Product Design for Insurance Companies

Functional Mapping Functional Mapping is LOMA’s approach for customizing our time-tested course content to meet your company’s 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. LOMA’s 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 LOMA’s 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 [email protected].

LOMA Professional Designations Associate, Life Management Institute (ALMI) Fellow, Life Management Institute (FLMI)

Reinsurance

Management and Leadership

LOMA Professional Designation Associate, Reinsurance Administration (ARA)

Professional Designation Course 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 Administration1 UND 386 — Underwriting Life and Health Insurance

Product Development Professional Designation Courses AAPA 313 — Financial Aspects of Annuities1 LOMA 371 — Risk Management and Product Design for Insurance Companies

Professional Designation Course ARA 440 — Reinsurance Administration

Retirement Professional Designation Courses SRI 111 — Retirement Marketplace SRI 121 — Retirement Savings and Investments SRI 131 — Planning for a Secure Retirement SRI 210 — Successful Retirement Outcomes: Decumulation and Income Security2 SRI 220 — Retirement Marketing and Business Acquisition2 SRI 230 — Retirement Administration and the Customer Experience2 SRI 500 — Transforming Retirement Security (working title)2 LOMA Professional Designations Associate, Secure Retirement Institute (ASRI) Fellow, Secure Retirement Institute (FSRI)

AAPA 303, AAPA 313, and AAPA 323 will only be offered through the end of 2015.

1

Courses planned but not yet available.

2

30    1-800-ASK-LOMA (Option 1)

‫‪International Programs—Arabic‬‬

‫‪International‬‬ ‫‪Programs‬‬

‫‪Arabic Programs‬‬ ‫ﻳﺴﺮ ﻟﻮﻣﺎ ‪ LOMA‬ﺑﺎﻟﺘﻌﺎون ﻣﻊ ﻣﺮﻛﺰ روﻳﻞ أن ﺗﻌﻠﻦ ﻋﻦ دﺑﻠﻮم‬ ‫ﺗﺄﻣﻴﻦ اﻟﺤﻴﺎة و اﻟﺼﺤﻲ ) ‪ ( DLHI‬و ﻫﻮ ﺑﺮﻧﺎﻣﺞ ﺗﻌﻠﻴﻤﻲ ﻳﺮﺗﻜﺰ‬ ‫ﻋﻠﻰ ﺷﻬﺎدة اﻟﺘﺨﺼﺺ ﻓﻲ ﺗﺄﻣﻴﻦ اﻟﺤﻴﺎة ﻣﻦ ﻟﻮﻣﺎ ‪ LOMA‬و‬ ‫ﻣﺘﺮﺟﻢ اﻟﻰ اﻟﻠﻐﺔ اﻟﻌﺮﺑﻴﺔ‪ .‬ﻣﻦ ﺧﻼل دراﺳﺔ ﻫﺬا اﻟﺪﺑﻠﻮم‬ ‫ﻳﻜﺘﺴﺐ اﻟﻄﺎﻟﺐ اﻟﻤﻌﻠﻮﻣﺎت اﻟﺮﺋﻴﺴﻴﺔ واﻷﺳﺎﺳﻴﺔ اﻟﻤﺘﻌﻠﻘﺔ‬ ‫ﺑﻤﻨﺘﺠﺎت اﻟﺘﺄﻣﻴﻦ وﺳﻮق اﻟﺘﺄﻣﻴﻦ و ﻋﻤﻞ ﺷﺮﻛﺎت اﻟﺘﺄﻣﻴﻦ‪.‬‬ ‫ﻣﻦ أﺟﻞ اﻟﺤﺼﻮل ﻋﻠﻰ دﺑﻠﻮم ﺗﺄﻣﻴﻦ الﺣﻴﺎة واﻟﺼﺤﻲ ) ‪ ، ( DLHI‬ﻳﺠﺐ‬ ‫ﻋﻠﻰ اﻟﻤﺘﻘﺪم أن ﻳﺠﺘﺎز ﻣﺎدة واﺣﺪة ﻋﻠﻰ اﻷﻗﻞ ﺑﻻﻠﻐﺔ اﻟﻌﺮﺑﻴﺔ‬

‫اﻟﻤﻮاد اﻟﻤﻄﻠﻮﺑﺔ‬

‫اﻻﻣﺘﺤﺎﻧﺎت‬ ‫اﻣﺘﺤﺎﻧﺎت ﻫﺬه اﻟﻤﻮاد ﻣﺘﻮﻓﺮة ﻣﻦ ﺧﻼل ﻟﻮﻣﺎ ‪ LOMA‬ﻣﺮﺗﻴﻦ ﻓﻲ‬ ‫اﻟﺴﻨﺔ )أﺑﺮﻳﻞ‪/‬أﻳﺎر و ﻧﻮﻓﻤﺒﺮ‪/‬ﺗﺸﺮﻳﻦ اﻟﺜﺎﻧﻲ( وﻳﺘﻢ ﺗﻘﺪﻳﻢ‬ ‫اﻻﻣﺘﺤﺎﻧﺎت وﻓﻖ اﻟﺠﺪول اﻟﺮﺳﻤﻲ اﻟﻤﺒﻴﻦ ﻓﻲ اﻟﺼﻔﺤﺔ ‪.xx‬‬ ‫‪.78‬‬ ‫ﻟﻼﺳﺘﻔﺴﺎر ﻋﻦ اﻟﺪراﺳﺔ‪:‬‬ ‫ﻟﻤﻌﺮﻓﺔ اﻟﻤﺰﻳﺪ ﻋﻦ ‪ LOMA‬ﺑﺎﻟﻠﻐﺔ اﻟﻌﺮﺑﻴﺔ‪,‬‬ ‫اﻟﺮﺟﺎء زﻳﺎرة اﻟﻤﻮاﻗﻊ اﻟﺘﺄﻟﻴﺔ‪:‬‬

‫‪LOMA 280‬‬ ‫ﺗﺄﻣﻴﻦ اﻟﺤﻴﺎة واﻟﺼﺤﻲ ووﺛﺎﺋﻖ دﻓﻌﺎت اﻟﺤﻴﺎة‬

‫ﻣﺮﻛﺰ روﻳﺎل‬ ‫ﺑﺮﻳﺪ اﻟﻜﺘﺮوﻧﻲ‪[email protected] :‬‬ ‫ﻣﻮﻗﻊ اﻟﻜﺘﺮوﻧﻲ‪www.royal-center.com :‬‬

‫ﺗﻌﻄﻲ ﻫﺬه اﻟﻤﺎدة ﻣﺒﺎدئ اﻟﺘﺄﻣﻴﻦ وﻋﻤﻠﻴﺔ اﻟﺘﺄﻣﻴﻦ وﺣﻘﻮق‬ ‫ﻣﺎﻟﻚ اﻟﻮﺛﻴﻘﺔ اﻟﺘﻌﺎﻗﺪﻳﺔ‪ .‬ﻛﻤﺎ ﺗﺘﻀﻤﻦ ﻫﺬه اﻟﻤﺎدة ﻣﻌﻠﻮﻣﺎت‬ ‫ﺣﻮل ﺗﺄﻣﻴﻦ اﻟﺤﻴﺎة اﻟﻔﺮدي و اﻟﺠﻤﺎﻋﻲ واﻟﺘﺄﻣﻴﻦ اﻟﺼﺤﻲ‬ ‫وﻣﻨﺘﺠﺎت دﻓﻌﺎت اﻟﺤﻴﺎة‪.‬‬

‫‪LOMA‬‬ ‫ﺑﺮﻳﺪ اﻟﻜﺘﺮوﻧﻲ‪[email protected] :‬‬ ‫ﻣﻮﻗﻊ اﻟﻜﺘﺮوﻧﻲ‪www.loma.org :‬‬

‫اﻟﻜﺘﺎب ﻣﺘﻮﻓﺮ ﺣﺎﻟﻴﺎ‪.‬‬ ‫اﻻﻣﺘﺤﺎن ﻣﺘﻮﻓﺮة ﻓﻲ أﺑﺮﻳﻞ‪/‬أﻳﺎر و ﻧﻮﻓﻤﺒﺮ‪/‬ﺗﺸﺮﻳﻦ اﻟﺜﺎﻧﻲ‬ ‫ﻣﻦ ﻛﻞ ﺳﻨﺔ‪.‬‬

‫‪LOMA 290‬‬ ‫ﻋﻤﻠﻴﺎت ﺷﺮﻛﺎت اﻟﺘﺄﻣﻴﻦ‬ ‫ﺷﺮح ﻟﻠﺘﻨﻈﻴﻢ داﺧﻞ ﺷﺮﻛﺎت اﻟﺘﺄﻣﻴﻦ و اﻟﻤﻨﺎخ اﻟﺬي ﺗﻌﻤﻞ ﺿﻤﻨﻪ‬ ‫ﻣﻊ اﻟﺘﺮﻛﻴﺰ ﻋﻠﻰ اﻫﻢ اﻟﻌﻤﻠﻴﺎت ﻣﺜﻞ اﻟﺘﺴﻮﻳﻖ واﻟﻌﻤﻠﻴﺎت‬ ‫اﻻﻛﺘﻮرارﻳﺔ واﻻﻛﺘﺘﺎب واﻷﻧﺸﻄﺔ اﻟﻤﺎﻟﻴﺔ‪.‬‬ ‫اﻟﻜﺘﺎب ﻣﺘﻮﻓﺮ ﺣﺎﻟﻴﺎ‪.‬‬ ‫اﻻﻣﺘﺤﺎن ﻣﺘﻮﻓﺮة ﻓﻲ أﺑﺮﻳﻞ‪/‬أﻳﺎر و ﻧﻮﻓﻤﺒﺮ‪/‬ﺗﺸﺮﻳﻦ اﻟﺜﺎﻧﻲ‬ ‫ﻣﻦ ﻛﻞ ﺳﻨﺔ‪.‬‬

‫‪LOMA 320‬‬ ‫ﺗﺴﻮﻳﻖ اﻟﺘﺄﻣﻴﻦ اﻟﺼﺤﻲ و اﻟﺤﻴﺎة‬ ‫ﺗﻐﻄﻲ أﺳﺎﺳﻴﺎت اﻟﺘﺴﻮﻳﻖ و ﻣﻬﺎم اﻟﺘﺴﻮﻳﻖ ﻛﺠﺰء ﻻ ﻳﺘﺠﺰأ ﻣﻦ‬ ‫ﺻﻨﺎﻋﺔ اﻟﺘﺄﻣﻴﻦ اﻟﺼﺤﻲ و اﻟﺤﻴﺎة‪.‬‬ ‫اﻟﻜﺘﺎب ﻣﺘﻮﻓﺮ ﺣﺎﻟﻴﺎ‪.‬‬ ‫اﻻﻣﺘﺤﺎن ﻣﺘﻮﻓﺮة ﻓﻲ أﺑﺮﻳﻞ‪/‬أﻳﺎر و ﻧﻮﻓﻤﺒﺮ‪/‬ﺗﺸﺮﻳﻦ اﻟﺜﺎﻧﻲ‬ ‫ﻣﻦ ﻛﻞ ﺳﻨﺔ‪.‬‬

‫‪www.loma.org  31‬‬

‫ﻟﻄﻠﺐ ﻛﺘﺐ اﻟﺪراﺳﺔ ﻣﻦ ‪ LOMA‬ﺑﺎﻟﻠﻐﺔ اﻟﻌﺮﺑﻴﺔ‪:‬‬ ‫ﻣﺮﻛﺰ روﻳﺎل‬ ‫ﺻﻨﺪوق ﺑﺮﻳﺪ ‪182328‬‬ ‫دﺑﻲ اﻻﻣﺎرات اﻟﻌﺮﺑﻴﺔ اﻟﻤﺘﺤﺪة‬ ‫ﻫﺎﺗﻒ‪+ 971 50 551 9677 :‬‬ ‫ﻓﺎﻛﺲ‪+ 971 4 208 7823 :‬‬ ‫ﺑﺮﻳﺪ اﻟﻜﺘﺮوﻧﻲ‪[email protected] :‬‬

International Programs—Bahasa 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 ) „„ACS (Associate in Customer Service) „„ARA (Associate, Reinsurance Administration) dan lainnya.

CPLHI (Certified Professional, Life & Health Insurance) Kursus Prinsip-prinsip Asuransi

Pengoperasian Perusahaan Asuransi

Administrasi Asuransi

LOMA 280

LOMA 290

LOMA 301

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

32    1-800-ASK-LOMA (Option 1)

Untuk keterangan lebih lanjut serta pemesanan buku atau pendaftaran ujian silahkan hubungi: Zaiqun Du Member Benefit Manager Asia Region Phone: 770-984-3738 Fax: 770-984-6420 E-mail: [email protected]

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. Untuk mendapatkan gelar CPLHI, seorang murid harus mengambil setidaknya satu pelajaran di dalam Bahasa Indonesia.

International Programs—Bahasa Indonesia

3 Kursus CPLHI

Hasil Ujian LOMA

LOMA 280 Prinsip-prinsip Asuransi

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.

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.

Ujian dan Materi Pendidikan Anda dapat memilih 2 jenis ujian yaitu: ujian tertulis (Paper Exam) Hanya dalam Bahasa Inggris 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.

www.loma.org  33

International Programs—Bahasa Indonesia

Helping You To...

34    1-800-ASK-LOMA (Option 1)

International Programs—Chinese

2014年LOMA中文教育培訓 資格認證課程目錄及介紹 2014年,國際金融保險管理協會(LOMA)繼續向大中 華地區推出以下各類中文認證課程: QQ FLMI 壽險管理師........................................................ 36 QQ ALMI 准壽險管理師.................................................... 36 QQ FFSI 財富管理規劃師................................................ 37 QQ AFSI 准財富管理規劃師............................................ 37 QQ ACS 客戶服務師......................................................... 38 QQ 課程簡介及教材資訊............................................... 38 QQ LOMA网络中文课程................................................... 42

從2014年春季考試開始,LOMA286和LOMA305 的 中、英文紙筆考試每年只舉行一次:LOMA286 只 安排在五月份考試,LOMA305只安排在十一月 份 考試。同時,終止英文版的LOMA326,LOMA380 和AAIA200紙筆考試,這些科目今後只提供線上考 試(I*STAR)。

如果您 對此目錄的內容或資訊有疑問, 歡迎和我們聯繫,我們會隨時為您提供幫助。 LOMA的聯繫方式如下:

LOMA

2300 Windy Ridge Parkway, Suite 600 Atlanta, GA 30339, USA Phone: 770-984-3738 Fax: 770-984-6420 E-mail: [email protected] 欲查詢其他更詳細的資訊,請訪問 www.loma.org 網址。

LOMA教材的中文简体版已经全部上线,以受版权 保护的PDF格式供已经注册考试的考生使用。但 是,LOMA 没有305和LOMA 356的版权,所以这两本 书的中文版不能上线。 中国财经出版社(CFEPH)于2014年12月31号以前负责 出售 LOMA 305《个人理财规划》 Item Number: LOMA 305CS-10-04 LOMA 356《投资基础》 Item Number: LOMA 356CS-10-05 中国财经出版社 (CFEPH) 地址 : 北京市海淀区阜城路甲28号新知大厦 902房间 电话 : 10-8819-0964 传真 : 10-8819-0940 电子邮件 : [email protected] *面向中国大陆考生

LOMA教材的中文繁體版已經全部上線,以受版 權保護的PDF格式供已經註冊考試的考生使用。 是,LOMA沒有LOMA 305和LOMA 356的版權,所以這 兩本書的中文版不能上線。 高峰進修學院(VTC/PEAK)於2014年12月31號以前 負責出售 LOMA 305《個人理財規劃》 Item Number: LOMA 305CT-10-04 LOMA 356《投資基礎》 Item Number: LOMA 356CT-10-05

Vocational Training Council (VTC)

地址 : 9/F VTC Tower, 27 Wood Road, Wanchai, Hong Kong 電話 : 2919-1543 or 2836-1861 傳真 : 2891-5707 電子郵件 : [email protected] *面向臺灣和香港考生

英文版課程教材 PBD Worldwide Atlanta, USA LOMA International Sales 電話 : 770-280-4178 傳真 : 770-280-4150 電子郵件 : [email protected] 网址 : www.lomabookstore.com

www.loma.org  35

International Programs—Chinese

准壽險管理師 (ALMI) 必修課程 保險原理

保險公司的 運作

保險行政業務 管理

保險從業人員業 務及財務理念

保險行銷

LOMA 280 或 LOMA 281

LOMA 290 或 LOMA 291

LOMA 301

LOMA 307

LOMA 320

完成這兩門課程後、會得到LOMA頒 發的初級證書

課程數目:五門必修課程

壽險管理師 (FLMI) 必修課程 Level 1

Level 2

Level 3

保險原理

保險公司 的運作

保險行 政業務 管理

保险从业 人员业务 及财务理 念*

保險行銷

金融服務 領域的商 業法*

金融服務 的卓越 運營*

投資原理 與機構 投資

人壽保險 公司會計 與財務 編報

人壽保險公 司償付能力 與獲利能力 管理

LOMA 280

LOMA 290

LOMA 301

LOMA 307

LOMA 320

LOMA 311

LOMA 335

LOMA 3561

LOMA 361

LOMA 371

LOMA 281

LOMA 291





完成這兩門課程後、 會得到LOMA頒發的初 級證書

課程數目:十門必修課程

中文FLMI教育培訓課程 — 壽險管理師 自1932年以來,FLMI資格認證已經被全世界的保險、金 融行業公認為衡量本行業員工專業水準的標準。自1998 年初開始,LOMA逐年推出中文課程。中文FLMI教材出版 以後,考生便可以選用中文參加已推出的FLMI中文課程 的考試,並獲得與通過相應英文課程考試同等效力的資 格認證。 1

LOMA 357 將於2014年12月31日取代 LOMA 356。

* 已經通過LOMA 351, LOMA 310, LOMA 315, LOMA 316, LOMA 330, LOMA 340 和 LOMA 356課程考試的考生將自動取得這些課程新 版本考試在FLMI專業資格認證中的學分。

36    1-800-ASK-LOMA (Option 1)

International Programs—Chinese

中文FFSI教育培訓課程 — 財富管理規劃師 財富管理規劃師教育培訓課程(Fellow, Financial Services Institute—FFSI) 涵蓋金融服務產品、設計、支援、行銷和 管理各個領域的專業知識,為金融、保險服務行業的專 業人士提供了最新、最完整的產業知識結構。 中文FFSI是以英文FFSI為基礎設計的。與英文FFSI相同, 中文FFSI也由七門核心課程和三個專業成就選修學分 (Professional Achievement Credits, PACs) 組成。 專 業成就選修學分 (PACs) 必須經LOMA認可。PACs是 對 專業人士在共同基金、股票經紀、退休計劃、及銀行 等金融服務領域已經取得成績的認可。PACs可以使從 事金融服務領域工作的專業人士根據自己的需要來規 劃學習,

並將非LOMA的學習成就運用于財富管理規劃師(FFSI) 的資格認證。LOMA要求考生必須在金融服務領域,如 年金、共同基金/投資、退休計畫和銀行進行深入的學 習,以獲得總數為三門的專業成就選修學分。這三門學 分的修習領域不限定於單一產品,也不限定於LOMA所 開設的課程,但必須被LOMA所承認。 請訪問:www.LOMA.org 網站洽詢最新的訊息。 在FFSI的七門核心課程中,LOMA已經推出了五門中文版 的課程教材(LOMA286, LOMA305, LOMA311, LOMA335 和 LOMA356), LOMA將FFSI分為三個階段,完成每個階段學習的考生都 能取得相應的資格認證。

准財富管理規劃師(AFSI)和財富管理規劃師( FFSI)的專業資格認證到2015底終止。

財富管理規劃師 (FFSI) 必修課程 金融服務及 產品的原理

個人理財 規劃

金融服務領 域的商業法

金融服務 市場經營

金融服務的 卓越運營2

投資原理與 機構投資

團體機構的金 融服務與產品

LOMA 2863

LOMA 3053

LOMA 311

LOMA 3264

LOMA 335

LOMA 3561

LOMA 3804

完成這兩門課程後、會得到 LOMA頒發的初級證書

三個專業 成就選 修學分 (Professional Achievement Credits, PACs)

課程數目: 十門必修課程

准財富管理規劃師 (AFSI) 必修課程 金融服務及產 品的原理

個人理財規劃

金融服務領域 的商業法

金融服務的 卓越運營2

投資原理與機 構投資

LOMA 2863

LOMA 3053

LOMA 311

LOMA 335

LOMA 3561

完成這兩門課程後、會得到 LOMA頒發的初級證書

課程數目: 五門必修課程 LOMA 357 將於2014年12月31日取代 LOMA 356。 已經通過LOMA 351課程考試的考生將自動取得准財富管理規劃師(AFSI)和財富管理規劃師( FFSI)專業資格認證中 LOMA 335的學分。 3 LOMA 286和LOMA 305 將於2014年底終止。 4 LOMA 326 和LOMA 380將於2015年底終止。 1 2

www.loma.org  37

International Programs—Chinese

中文ACS教育培訓課程 — 客戶服務師 LOMA設計的中文ACS客戶服務師教育培訓課程 專門培 養具備專業知識和技巧的保險、金融業客戶服務人 才。ACS課程如下:

中文ACS教育培訓計劃 必修課程

選修課 — 選擇其中兩門

客戶服務基礎

保險原理

保險公司的運作

保險行政業務管理

保險從業人員業務及財務理念

保險行銷

ACS 100

LOMA 280

LOMA 290

LOMA 301

LOMA 307

LOMA 320

請注意﹕考生必需完成以上三門必修課和兩門選修課才可以獲得ACS教育培訓計劃 ─ 客戶服務師的認證

課程簡介及教材資訊 中文LOMA 280 保險原理 LOMA 280介紹了保險原理,被保險人的保險過程和保單 所有人的權益。這套教材同時也包括了個人和團體人 壽、健康保險以及年金的內容和特點。

繁體 《保險原理》 出版時間:2011年12月 ISBN: 978-1-57974-384-0 《LOMA280應試指南 保險原理》 出版時間: 2011年12月 ISBN: 978-1-57974-385-7

简体 《保险原理》 出版时间:2011年12月 ISBN: 978-1-57974-382-6 《LOMA280应试指南 保险原理》 出版时间:2011年12月 ISBN: 978-1-57974-383-3

中文LOMA 286 金融服務及產品的原理 LOMA 286課程綜觀銀行、保險及投資產品,其架構包括 金融服務的主要類別:現金管理、信貸、資產保值、資 產累積與管理、以及資產分配。

繁體 《金融服務及產品的原理》 出版時間:2004年7月 ISBN 986-7506-19-7

简体 《金融服务及产品的原理》 出版時間:2004年7月 ISBN 7-5005-7364-2/F.6433 注意:LOMA 286 將於2014年底終止。 1

LOMA 357 將於2014年12月31日取代 LOMA 356。

38    1-800-ASK-LOMA (Option 1)

中文LOMA 290 保險公司的運作 LOMA 290描述了壽險公司如何在當今全球經濟環境中的 運營:包括公司如何組建、如何管理、功能領域和支持 領域對壽險產品和年金產品的開發、分銷、簽單、和保 全。本教程的學習使用者能夠了解每一個員工在公司整 體中的位置,并認識每一個員工的貢獻對公司整體成功 的重要性。

繁體 《保險公司的運作(第三版)》 出版時間:2012年8月 ISBN 978-1-57974-404-5 《LOMA 290應試指南 保險公司的運作(第三版)》 出版時間:2012年8月 ISBN 978-1-57974-405-2

简体 《保险公司的运作(第三版)》 出版时间:2012年8月 ISBN 978-1-57974-402-1 《LOMA 290应试指南 保险公司的运作(第三版)》 出版时间:2012年8月 ISBN 978-1-57974-403-8

中文LOMA 301 保險行政業務管理 LOMA 301闡述了個人和團體人壽、健康保險和年金行業 中的行政管理機制,著重描述了核保、再保險理賠和保 單所有人服務。

繁體 《保險行政業務管理》(第二版) 出版時間:2008年10月 ISBN 978-1-57974-331-4 《保險行政業務管理應試指南》(第二版) 出版時間:2008年10月 ISBN 978-1-57974-333-8

International Programs—Chinese 简体 《保险行政业务管理》(第二版) 出版时间:2008年10月 ISBN 978-1-57974-330-7 《保险行政业务管理应试指南》(第二版) 出版时间:2008年10月 ISBN 978-1-57974-332-1

中文LOMA 305 個人理財規劃 LOMA 305讓您瞭解個人財務規劃中的觀念、決策工具及 應用層面與方式。

繁體 《個人理財規劃》 出版時間:2004年7月 ISBN 986-7491-89-0 訂購書號:LOMA 305 CT-10-04

简体

中文LOMA 311 金融服務領域的商業法 LOMA 311這一課程函蓋了適合全球金融保險服務公司使 用的基本法律及原理。

繁體 《金融服務領域的商業法》 出版時間:2008年1月 ISBN 978-1-57974-327-7 《金融服務領域的商業法應試指南》 出版時間:2008年1月 ISBN 978-1-57974-328-4

简体 《金融服务领域的商业法》 出版时间:2008年1月 ISBN 978-1-57974-325-3 《金融服务领域的商业法应试指南》 出版时间:2008年1月 ISBN 978-1-57974-326-0

《个人理财规划》 出版时间:2004年7月 ISBN 7-5005-8179-3/F.7151 订购书号:LOMA 305 CS-10-04 注意:LOMA 305 將於2014年底終止。

中文LOMA 320 保險行銷

中文LOMA 307 保險從業人員業務及財務理念

繁體

旨在幫助員工學習與保險公司運作有關的基本財務概 念。 LOMA 307有助於員工清楚理解影響保險公司盈利 能力的關鍵經濟和財務指標。

LOMA 320從人壽、健康保險業的整體需要,介紹了市場 的原理和市場的功能。 《保險行銷》 出版時間:2010年8月 ISBN 978-1-57974-360-4 《LOMA320保險行銷應試指南》 出版時間:2010年8月 ISBN 978-1-57974-361-1

繁體

简体

《保險從業人員業務及財務理念》 出版時間:2011年2月 ISBN 978-1-57974-370-3

《保险营销》 出版时间:2010年8月 ISBN 978-1-57974-358-1

《LOMA307應試指南 保險從業人員業務及財務理念》 出版時間:2011年2月 ISBN 978-1-57974-371-0

《LOMA320保险营销应试指南》 出版时间:2010年8月 ISBN 978-1-57974-359-8

简体 《保险从业人员业务及财务理念》 出版时间:2011年2月 ISBN 978-1-57974-368-0 《LOMA307应试指南 保险从业人员业务及财务理念》 出版时间:2011年2月 ISBN 978-1-57974-369-7

LOMA 335 金融服務的卓越運營 LOMA 335以公司運營管理為視角闡述了金融服務。這一 課程著眼於完成日常工作任務的實用技能,教導專業人 士以盡可能卓有成效的方式提供金融領域的客戶服務。

繁體 《金融服務的卓越運營》 (LOMA, 2014) ISBN 978-1-57974-426-7 《LOMA335應試指南》 (LOMA, 2014) ISBN 978-1-57974-427-4

简体 《金融服务的卓越运营》 (LOMA, 2014) ISBN 978-1-57974-428-1 《LOMA335应试指南》 (LOMA, 2014) ISBN 978-1-57974-429-8

www.loma.org  39

International Programs—Chinese

中文LOMA 356 投資原理與機構投資

中文LOMA 361 人壽保險公司會計與財務編報

LOMA 356講述投資環境及投資個別證券與證券投資組合 的基本原則。引導考生由機構投資者的角度來理解投 資,包括在市場中的角色、管理系統與程式、投資目標 設定、績效回顧、及風險管理。

LOMA 361詳細地介紹了人壽保險公司會計和財務的類別 和不同的使用方法,並討論了人壽保險公司的財務報 表的記錄和應用。本書還介紹了資產會計,負債會計, 資本盈餘會計和收益會計,並全面地探討了各類預算形 式,預算的用途及制定。

繁體 《投資基礎》 出版時間:2005年1月 ISBN 986-154-079-2 訂購書號:LOMA 356 CT-10-05

繁體

简体

《人壽保險公司財務會計和編報要求》 出版時間:2003年11月 ISBN 1-57974-222-X

《投资基础》 出版时间:2005年1月 ISBN 7-5005-8539-X 订购书号:LOMA 356 CS-10-05

2015年1月出版

《人壽保險公司會計職能和管理會計》 出版時間:2003年11月 ISBN 1-57974-221-1

《人壽保險公司會計和財務編報應試指南》 出版時間:2003年11月 ISBN 1-57974-223-8

简体

LOMA 357 機構投資:原理與實務

《人寿保险公司会计职能和管理会计》 出版时间:2003年11月 ISBN 1-57974-218-1

LOMA 357 深入探討了投資的監管環境、壽險公司和其 它類型公司的投資環境。這一課程昭示了黑箱做業的投 資,使讀者不僅可以藉此瞭解投資的風險與回報、投資 的表現、和退休產品的基金選項,而且可以藉此瞭解投 資的類型、和機構投資策略的重要性、包括固定收入型 投資、不動產型投資、權益型投資和投資衍生工具。

《人寿保险公司会计和财务编报应试指南》 出版时间:2003年11月 ISBN 1-57974-220-3

繁體 《機構投資:原理與實務》 (LOMA, 2015) ISBN 978-1-57974-437-3 《LOMA357應試指南》 (LOMA, 2015) ISBN 978-1-57974-438-0

简体 《机构投资:原理与实务》 (LOMA, 2015) ISBN 978-1-57974-439-7 《LOMA357应试指南》 (LOMA, 2015) ISBN 978-1-57974-440-3 注意:LOMA 357 將於2014年12月31日取代 LOMA 356。

《人寿保险公司财务会计和编报要求》 出版时间:2003年11月 ISBN 1-57974-219-X

中文LOMA 371 人壽保險公司償付能力與獲利能力管理 人壽保險公司償付能力與獲利能力管理 LOMA 371介紹 了直接影響金融服務機構的盈利和償付能力的產品設計 和資本管理等諸多重要的課題。

繁體 《保險公司風險管理與產品設計》 出版時間:2009年11月 ISBN 978-1-57974-343-7 《LOMA371應試指南 保險公司風險管理與產品設計》 出版時間:2009年11月 ISBN 978-1-57974-344-4

简体 《保险公司风险管理与产品设计》 出版时间:2009年11月 ISBN 978-1-57974-341-3 《LOMA371应试指南 保险公司风险管理与产品设计》 出版时间:2009年11月 ISBN 978-1-57974-342-0

40    1-800-ASK-LOMA (Option 1)

International Programs—Chinese

中文ACS100 客戶服務基礎 ACS100闡述了客戶服務的基本原理和基本策略,介紹了 客戶服務型的企業文化,建立了客戶服務評估的標準, 還強調了培養具有奉獻精神的客戶服務員工的重要性。

繁體 《客戶服務基礎》 出版時間:2003年1月 ISBN 1-57974-178-9 《客戶服務基礎應試指南》 出版時間:2003年1月 ISBN 1-57974-180-0

简体 《客户服务基础》 出版时间:2003年1月 ISBN 1-57974-177-0 《客户服务基础应试指南》 出版时间:2003年1月 ISBN 1-57974-179-7

LOMA中文教材及其考試 考題數目

考試時限

筆試

ISTAR考試

考試報名費用包括

ACS 100

75

3小時

60

2小時

 

教科書及其應試指南的PDF版本

LOMA 280 LOMA 286

75

3小時

LOMA 290

60

2小時

LOMA 301

75

3小時

LOMA 305

75

3小時

LOMA 307

60

2小時

LOMA 311

75

3小時

LOMA 320

60

2小時

LOMA 335*

60

2小時

LOMA 356**

75

3小時

LOMA 361

75

3小時

LOMA 371

75

3小時

            

課程編號

教科書及其應試指南的PDF版本 教科書及其應試指南的PDF版本

 

教科書及其應試指南的PDF版本 教科書及其應試指南的PDF版本 僅限於筆試 ~

   

教科書及其應試指南的PDF版本 教科書及其應試指南的PDF版本 教科書及其應試指南的PDF版本 教科書及其應試指南的PDF版本 僅限於筆試 ~

 

教科書及其應試指南的PDF版本 教科書及其應試指南的PDF版本

* LOMA 335 《金融服務的卓越運營》將於2014年1月1日取代 LOMA 330《管理原理與實務》。 ** LOMA 357《機構投資:原理與實務》將於2015年1月1日取代 LOMA 356《投資基礎》。 LOMA 356 教材的最後一次筆試時間為2014年秋季。 ~ 關於LOMA 305 和 LOMA 356 教材的訂購,請參閱35頁。

www.loma.org  41

International Programs—Chinese

LOMA 2014 年中文課程筆試時間表 2014 年春季 考試開始時間

5月12號 星期一

5月13號 星期二

5月14號 星期三

5月15號 星期四

5月16號 星期五

上午9點

LOMA 280

LOMA 290

LOMA 301

LOMA 311

LOMA 320

LOMA 307

LOMA 361

LOMA 371

下午1點

LOMA 286

LOMA 305

LOMA 335

LOMA 356*

ACS 100

2014 年秋季 考試開始時間

11月3號 星期一

11月4號 星期二

11月5號 星期三

11月6號 星期四

11月7號 星期五

上午9點

LOMA 280

LOMA 290

LOMA 301

LOMA 311

LOMA 320

下午1點

LOMA 335

LOMA 356*

LOMA 307

LOMA 361

LOMA 371

LOMA 305 ACS 100 * 這是 LOMA 356 教材的最後一次筆試,LOMA 357 教材的筆試將於2015年春季取代 LOMA 356 教材的筆試。

LOMA線上中文課程

保險公司如何使用寿险賺錢

退休計畫概述

本課程能夠幫助您瞭解保險公司(包括您的公司)如何 將各種業務活動有機地組織起來以實現公司的總體目 標。如果您能明確這些目標,您就能夠明確如何為實現 這些目標做出更多的貢獻,使自己成為一名更好的雇 員,在自己的職業生涯中發展進步。

為使讀者全面瞭解相關內容,本課程概述了各種類型的 個人退休計畫和雇主資助的退休儲蓄計劃,包括: QQ 傳統個人退休帳戶與Roth個人退休帳戶 QQ 利潤分享和股票分紅計畫 QQ 401(k),403(b)和457 計畫 QQ SEPs、SIMPLE IRAs和401(k)計畫、Keogh計畫

本課程的討論包括退休計畫的結構和運營、合規要求、 稅收優惠、給付方式的選擇、以及用於計算計畫給付額 的方法;並比較了定額給付計畫和定額分擔計畫的計 算公式。

保險行業15分鐘瀏覽 本課程專門為剛加入保險行業的新雇員設計,幫助他們 儘快進入工作狀態。透過短時間的學習,新雇員就可以 很快地瞭解保險公司在為個人和家庭提供經濟保護中所 發揮的重要作用,並瞭解他們為之服務的保險公司在金 融服務行業中所占的位置。同時,本課程還介紹了 壽險產品以及各式各樣的金融服務產品。

42    1-800-ASK-LOMA (Option 1)

卓越的客戶服務 本課程重點探討了在金融服務行業裡提供優質服務的重 要性;闡述了什麼是優質服務、怎樣才能提供優質務。 不論您是剛入行的員工,還是資深的專業人士,這一課 程都能加深您對客戶服務的認知。

International Programs—French

Les programmes en Français

Lorsque les examens sont passés en français, les diplômes et certificats sont en français d’office; pour les recevoir en anglais, il faut faire une demande à cet effet au préalable.

Les programmes ALMI, FLMI et ACS sont tous offerts en français. Les examens en français de ces programmes sont offerts uniquement sur I*STAR. Les examens I*STAR sont disponibles toute l’année et peuvent être passés au moment qui convient à l’étudiant et à la compagnie. L’inscription doit se faire en avance sur LOMANET et l’étudiant obtient ses résultats immédiatement.

Pour avoir de plus amples renseignements au sujet des programmes de LOMA en français ou pour obtenir de l’aide, veuillez prendre contact avec le représentant LOMA de votre compagnie. (Les étudiants indépendants peuvent se rendre sur notre site Internet pour savoir comment s’inscrire à un examen.) Vous pouvez également communiquer directement avec LOMA en téléphonant au 770-984-3741, ou par télécopie au 770-984-6415, ou par courriel à [email protected].

Les étudiants peuvent passer les examens I*STAR dans leur propre compagnie si le système I*STAR a été installé, 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.)

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 d’information.)

Tous les examens sont sous forme de questions à choix multiples.

ALMI (Associate, Life Management Institute) Cours obligatoires Principes des assurances

Exploitation des compagnies

Administration de l’assurance

Concepts commerciaux et financiers

Marketing

LOMA 280 ou LOMA 281 (en anglais)

LOMA 290 ou LOMA 291 (en anglais)

LOMA 301

LOMA 307

LOMA 320 ou LOMA 321 (en anglais)

Certificat de Niveau I

FLMI (Fellow, Life Management Institute) Cours obligatoires Niveau 1

Niveau 2

Principes des assurances

Exploitation des compagnies

Administration de l’assurance

Concepts commerciaux et financiers

LOMA 280 ou LOMA 281 (en anglais)

LOMA 290 ou LOMA 291 (en anglais)

LOMA 301

LOMA 307

Niveau 3 Marketing

Droit des affaires

LOMA 320 LOMA 316

Gestion des organisations

Investissement

Comptabilité

Solvabilité/ rentabilité

LOMA 330*

LOMA 356

LOMA 361

LOMA 371

Certificat de Niveau I * Nouveau LOMA 335 sera disponible en français à partir du 1er janvier 2015.

ACS (Associate, Customer Service) Cours obligatoires

Options — choisir 2 cours

Service à la clientèle

Principes des assurances

Exploitation des compagnies

Administration

Concepts commerciaux et financiers

Marketing

ACS 100 ou ACS 101 (en anglais)

LOMA 280 ou LOMA 281 (en anglais)

LOMA 290 ou LOMA 291 (en anglais)

LOMA 301

LOMA 307

LOMA 320 ou LOMA 321 (en anglais)

www.loma.org  43

International Programs—French

Le matériel d’étude 1. Depuis janvier 2010, le matériel d’étude pour les cours des programmes de formation LOMA en français est disponible en ligne sous forme de fichiers PDF. L’étudiant a accès aux fichiers PDF du matériel d’étude du cours voulu une fois inscrit à un examen. Les manuels et guides imprimés sont toujours vendus par l’intermédiaire de PBD Worldwide jusqu’à ce qu’il n’y ait plus d’inventaire. 2. Le matériel d’étude qui n’a pas été publié par LOMA n’est pas disponible en ligne et doit toujours être acheté chez PBD Worldwide. Cette liste inclut les manuels suivants (les suppléments et guides pour ces cours sont disponibles en ligne — voir tableau ci-après). a. LOMA 330 — Principes et pratiques de gestion, 2ème édition (2003) b. LOMA 356 — Principes d’investissement et l’investissement institutionnel (2005) 3. Les frais de reprise ci-dessous valables si un étudiant se réinscrit pour passer le même examen dans les 7 mois après l’échec à l’examen. 4. Pour savoir comment obtenir accès aux fichiers PDF en ligne, veuillez contacter LOMA au 770-984-3741 ou par email à [email protected].

Frais pour les cours LOMA en français Tarif Réduit pour les Membres Cours

Tarif pour les Non-membres

Les fichiers PPDF suivants sont inclus avec les frais d’inscription

Examens

L’examen I*STAR est inclus avec chaque inscription

Nombre de Limite de questions temps

Frais

Frais de reprise

Frais

Frais de repris

LOMA 280

$210

$110

$400

$300

Manuel, Guide de préparation

60

LOMA 290

$210

$110

$400

$300

Manuel, Guide de préparation

60

2h

LOMA 301

$185

$125

$350

$290

Manuel, Guide de préparation

75

3h

LOMA 307

$250

$150

$480

$380

Manuel, Guide de préparation

60

2h

LOMA 316

$185

$125

$350

$290

Manuel, Guide de préparation

75

3h

LOMA 320

$250

$150

$480

$380

Manuel, Guide de préparation

60

2h

LOMA 330

$185

$125

$350

$290

“Statistiques et Science décisionnelle”, Guide de prép.

75

3h

LOMA 356

$185

$125

$350

$290

Guide de préparation

75

3h

LOMA 361

$185

$125

$350

$290

Manuels, Guide de préparation

75

3h

LOMA 371

$185

$125

$350

$290

Manuels, Guide de préparation

75

3h

ACS 100

$240

$180

$460

$400

Manuels, Guide de préparation

75

3h

2h

La surcharge Canadienne de $20 est inclue dans ces tarifs. La taxe GST doit être payée sur tout examen passé au Canada. LOMA n'encaisse pas la taxe GST. Les compagnies Canadiennes et les étudiants indépendants doivent évaluer eux-mêmes la taxe qu'ils doivent. Pour tous autres frais, rendez vous sur les pages 72–73.

44    1-800-ASK-LOMA (Option 1)

International Programs—French

LOMA 280 Principes des assurances

LOMA 301 Administration de l’assurance

LOMA 280 introduit les principes de l’assurance, le processus de devenir assuré, et les droits contractuels du titulaire de la police d’assurance. Le cours comprend des informations sur les caractéristiques de l’assurance vie individuelle et de groupe, assurance santé, et des produits de rente. Principes des assurances de personnes (LOMA, 2011) ISBN 978-1-57974-372-7 Guide de préparation à l’examen — LOMA 280 (LOMA, 2011) ISBN 978-1-57974-373-4

LOMA 301 fournit une analyse détaillée des activités de l’administration de l’assurance vie pour les couvertures individuelles et en groupe, en se concentrant sur la tarification, la réassurance, les réclamations, et le service client.

LOMA 290 Exploitation des compagnies d’assurance LOMA 290 décrit comment les compagnies d’assurance vie fonctionnent dans l’environnement mondial d’aujourd’hui: comment elles sont organisées, comment elles sont gérées, et les rôles des unités fonctionnelles et de soutien dans le développement, la distribution, l’émission, et l’administration de l’assurance vie et des produits de rente. Les apprenants qui prennent ce cours comprendront mieux comment leur travail individuel s’inscrit dans l’ensemble du périmètre de l’entreprise ainsi que l’importance de la contribution de chaque employé à la réussite globale de l’organisation. Exploitation des compagnies d’assurance, 2nde édition (LOMA, 2012) ISBN 978-1-57974-400-7 Guide de préparation à l’examen — LOMA 290 (LOMA, 2012) ISBN 978-1-57974-401-4

Les manuels en français pour les programmes ALMI, FLMI, et ACS sont en vente uniquement chez PBD Worldwide. PBD Worldwide Web site: www.lomabookstore.com E-mail: [email protected] Tel: 800-887-3723 / 770-280-4178 Fax: 770-280-4150

Administration de l’assurance 3ème édition (LOMA, 2009) ISBN 978-1-57974-319-2 PBD numéro de stock : 301-F10-09 Guide de préparation à l’examen — LOMA 301 (LOMA, 2009) ISBN 978-1-57974-320-8 PBD numéro de stock : 301-F40-09

LOMA 307 Concepts commerciaux et financiers pour les professionnels de l’assurance LOMA 307 présente aux employés de l’industrie les concepts financiers et la terminologie de base et relie ces concepts au domaine de l’assurance et à l’exploitation et à la rentabilité de l’entreprise. Concepts commerciaux et financiers pour les professionnels de l’assurance(LOMA, 2011) ISBN 978-1-57974-362-8 Guide de préparation à l’examen — LOMA 307 (LOMA, 2011) ISBN 978-1-57974-363-5

LOMA 316 Le droit des affaires pour les professionnels des services financiers (Canada) LOMA 316 présente les caractéristiques et les principes fondamentaux de l’environnement juridique dans lequel les sociétés de services financiers au Canada fonctionnent. Le droit des affaires pour les professionnels des services financiers — Canada(LOMA, 2006) ISBN 1-57974-301-3 PBD numéro de stock : 316-F10-06 Guide de préparation à l’examen — LOMA 316 (LOMA, 2006) ISBN 1-57974-302-1 PBD numéro de stock : 316-F40-06

www.loma.org  45

International Programs—French

LOMA 320 Le marketing des assurances LOMA 320 couvre les principes de marketing et les fonctions de marketing comme partie intégrante de l’industrie de l’assurance vie et maladie. Le marketing des assurances (LOMA, 2013) ISBN 978-1-57974-430-4 Guide de preparation à l’examen — LOMA 320 (LOMA, 2013) ISBN 978-1-57974-431-1

LOMA 330 Gestion des organisations: Principes et pratiques LOMA 330 présente la théorie et la pratique de la gestion des organisations, en mettant l’accent sur les fonctions essentielles de la gestion et les contextes organisationnels et environnementaux dans lesquelles ces fonctions sont exécutées. Ce cours examine également l’utilisation de la science décisionnelle et des statistiques. Principes et pratiques de gestion, 2ème édition (Houghton Mifflin Company, 2003) ISBN 1-57974-181-9 PBD numéro de stock : 330-F10-03 Les statistiques et la science décisionnelle dans la gestion de l’information(LOMA, 2005) ISBN 1-57974-233-5 PBD numéro de stock : 330-F11-05 Guide de préparation à l’examen — LOMA 330 (LOMA, 2005) ISBN 1-57974-232-7 PBD numéro de stock : 330-F40-05

46    1-800-ASK-LOMA (Option 1)

LOMA 335 L’excellence opérationnelle dans les services financiers

édition Nouvelletir de à par 015 janvier 2

LOMA 335 présente les services financiers du point de vue de la gestion opérationnelle. Ce cours se concentre sur les techniques pratiques qui permettent d’accomplir les tâches quotidiennes pour fournir des services financiers le plus efficacement possible. L’excellence opérationnelle dans les services financiers (LOMA, 2015) ISBN: 978-1-57974-441-0 Guide de préparation à l’examen (LOMA, 2015) ISBN: 978-1-57974-442-7

LOMA 356 Principes d’investissement et l’investissement institutionnel LOMA 356 fournit une compréhension de l’environnement d’investissement et les principes généraux de l’investissement dans les titres individuels et les portefeuilles de valeurs mobilières. Dans ce cours, vous apprendrez au sujet des rapports du rendement des placements, du suivi de la performance des investissements, du rendement des placements, et plus encore. Principes d’investissement et l’investissement institutionnel(Pearson, LOMA, 2005) ISBN 2-7440-7058-0 PBD numéro de stock : 356-F10-05 Guide de préparation à l’examen — LOMA 356 (LOMA, 2005) ISBN 1-57974-237-8 PBD numéro de stock : 356-F40-05

International Programs—French

LOMA 361 Comptabilité et déclarations financières des compagnies d’assurances de personnes LOMA 361 fournit une vaste exposition à la comptabilité financière et de gestion dans les compagnies d’assurance vie, y compris l’environnement de l’entreprise et réglementaire dans lequel les fonctions de comptabilité se produisent. Fonction comptabilité et comptabilité de gestion dans les compagnies d’assurance vie(LOMA, 2002) ISBN 1-57974-163-0 PBD numéro de stock : 361-F10-02 Comptabilité générale et exigences de communication de l’information financière dans les compagnies d’assurance vie(LOMA, 2002) ISBN 1-57974-164-9 PBD numéro de stock : 361-F11-02 Ensemble des 2 manuels (F10 et F11) pour le cours LOMA 361(LOMA, 2002) PBD numéro de stock : 361-F12-02 Guide PREP — FLMI 361(LOMA, 2002) ISBN 1-57974-165-7 PBD numéro de stock : 361-F90-02

LOMA 371 Gestion en fonction de la solvabilité et de la rentabilité dans les compagnies d’assurances de personnes LOMA 371 décrit la conception de produits techniques pour l’assurance vie et des rentes et décrit l’état actuel de gestion des risques dans les compagnies d’assurance. Conceptions de produits : Assurance vie et rentes (LOMA, 2002) ISBN 1-57974-132-0 PBD numéro de stock : 371-F10-02 Gestion de capital pour les compagnies d’assurance (LOMA, 2002) ISBN 1-57974-133-9 PBD numéro de stock : 371-F11-02 Ensemble des 2 manuels (F10 et F11) pour le cours LOMA 371(LOMA, 2002) PBD numéro de stock : 371-F12-02 Guide PREP — FLMI 371(LOMA, 2002) ISBN 1-57974-134-7 PBD numéro de stock : 371-F90-02

ACS 100 Fondements du service à la clientèle ACS 100 présente une introduction globale au service à la clientèle dans l’environnement des services financiers. Le cours explore les connaissances et les compétences dont les employés ont besoin pour fournir un service à la clientèle exceptionnel. Le service à la clientèle en assurance: Principes et pratiques, 2ème édition(LOMA, 2001) ISBN 1-57974-128-2 PBD numéro de stock : 100-F10-01 Le service à la clientèle en assurance : Perfectionnement(LOMA, 2001) ISBN 1-57974-130-4 PBD numéro de stock: 100-F11-01 Guide de préparation à l’examen pour Fondements du service à la clientèle(LOMA, 2001) ISBN 1-57974-131-2

www.loma.org  47

International Programs—Korean

한국어 FLMI 프로그램

시험

전 세계적으로 널리 알려진 LOMA의 Fellow, Life Management Institute (FLMI) 프로그램이 한국어로 번역되고 있습니다. 엄격한 10개 과정으로 구성된 FLMI 프로그램은 보험 및 금융서비스 산업환경에서 종합 비즈니스 교육을 제공하는 직무 전문 자격과정입니다. FLMI 과정은 영어와 한국어 중 선택하여 수강할 수 있습니다.

LOMA 311은 현재 영어 프로그램만 이용가능하며 법규 과정으로 대체될 수 있습니다.

한국어 FLMI 시험은 연 2회 필기시험으로 실시됩니다. (5월과 11월)

LOMA 281, LOMA 291, LOMA 357, LOMA 361, LOMA 371 과정은 한국어 시험이 실시되지 않습니다.

FLMI 프로그램의 각 과정은 보헙업계 용어, 기능별 영역, 프로세스 등에 대한 충실한 소개를 제공하고 있습니다. 또한 상품별, 영역별로 마케팅, 보험관리, 재무보고 등에 관한 구체적인 지식을 제공합니다.

LOMA는 FLMI의 필수 프로그램 중 절반을 이수할 경우에 Associate, Life Management Institute (ALMI) 자격증을 승인합니다.

FLMI 프로그램의 10개 과정을 이수하면 최고의 FLMI 자격증을 수여받게 됩니다.

ALMI 프로그램의 각 과정은 보헙업계 용어, 기능별 영역, 프로세스 등에 대한 충실한 소개를 제공하고 있습니다.

본 자격증을 취득함으로, 자신의 역량 향상을 위해 최선을 다하고 있음을 확실히 증명할 수 있게 될 것입니다.

또한 상품별, 영역별로 마케팅, 보험관리, 재무보고 등에 관한 구체적인 지식을 제공합니다.

ALMI 프로그램 ALMI 프로그램 원리

운영

LOMA 280 LOMA 290 또는 또는 LOMA 281* LOMA 291*

필수과정 보험 관리

투자

마케팅

LOMA 301

LOMA 307

LOMA 320

LOMA 인증 부여 ALMI 인증을 취득하기 위해서는 모든 필수 과정을 이수해야 합니다.

FLMI 프로그램 필수과정 수준 1 원리

ALMI

운영

LOMA 280 LOMA 290 또는 또는 LOMA 281* LOMA 291*

FLMI

보험 관리

투자

마케팅



관리 원칙과 실무

투자

회계

수익성과 지급능력

LOMA 301

LOMA 307

LOMA 320

LOMA 311*

LOMA 330

LOMA 356 또는 LOMA 357*

LOMA 361*

LOMA 371*

LOMA 인증 부여

FLMI 인증을 취득하기 위해서는 모든 필수 과정을 이수해야 합니다. *영어로만 가능

48    1-800-ASK-LOMA (Option 1)

International Programs—Korean

ACS (Associate, Customer Service) 고객 서비스의

원리

ACS 100

LOMA 280 또는 LOMA 281*

필수과정 운영 LOMA 290 또는 LOMA 291*

보험 관리

마케팅

LOMA 301

LOMA 320

ACS 인증을 취득하기 위해서는 모든 필수 과정을 이수해야 합니다. *영어로만 가능

필수과정

LOMA 301: 보험 관리

ACS 100: 고객 서비스의 기초

언더라이팅, 금융업무와 같은 구체적인 회사운영에 초점을 두고 보험회사의 조직과 회사의 운영환경에 대해 설명합니다.

Foundations of Customer Service

ACS 100은 금융 서비스 분야의 고객 서비스에 대한 내용을 포괄적으로 다룹니다. 탁월한 고객 서비스를 위해 필요한 지식과 스킬에 관한 정보를 제공하고 있습니다.

LOMA 280: 보험의 원칙

Principles of Insurance: Life, Health, and Annuities 생명, 건강 및 연금보험의 원리와 보험가입 절차, 보험 계약자의 계약상 권리에 대해 소개합니다. 본 과정에는 개인 및 단체 생명보험, 건강 보험, 연금상품의 특징에 대한 내용이 담겨있습니다.

LOMA 290: 보험 회사 운영 Insurance Company Operations

생명보험회사의 조직과 관리, 회사 운영에 대해 설명합니다. 상품 개발, 홍보, 운영에 관한 구체적인 내용에 대해서도 다루고 있습니다. 이를 통해, 회사내에서의 각각의 역할에 대한 이해를 도울 수 있습니다.

Insurance Administration

LOMA 307: 보험 전문가를 위한 비즈니스 및 금융 개념

Business and Financial Concepts for Insurance Professionals LOMA 307 보험 전문가를 위한 비즈니스 및 금융 개념은 기본적인 경제, 금융, 비즈니스 개념 및 보 험 업계만의 특유한 금융 관행에 관한 정보를 제공합니다.

LOMA 311: 금융 서비스* 전문가를 위한 상법

Business Law for Financial Services Professionals 전세계 금융서비스 기업들이 운영되고 있는 법적 환경의 기본적인 특징과 원칙에 대해 소개합니다.

LOMA 320: 생명 및 건강보험 마케팅 Life and Health Insurance Marketing

생명 및 건강보험 산업의 필수요소인 마케팅 원칙과 마케팅 기능에 대해 살펴봅니다.

LOMA 330: 관리원칙과 실무 Management Principles and Practices

관리의 본질적인 기능과 이러한 기능이 수행되는 조직적, 환경적 배경을 역설하며 관리의 이론과 실무를 소개합니다.

*영어로만 가능

www.loma.org  49

International Programs—Korean

I*STAR는 LOMA 온라인 시험 시스템으로, 응시자들은 필기시험이나 I*STAR 중 선택하셔서 LOMA시험을 응시하실 수 있습니다. 한글로 I*STAR를 응시하시려면, 새로운 버전으로 업데이트하셔야 합니다. 이를 신청하기 위해서는 아래 사이트의 해당 양식을 작성하셔서 신청하시면 됩니다. (I*STAR 신청양식: http://www.loma.org/content/ public/documents/ISTAR5CertificationForm.pdf) 다른 문의사항이 있으시면, [email protected]로 문의하시기 바랍니다.

LOMA 356: 투자원칙과 기관투자

Investment Principles and Institutional Investing 개별 주식과 주식 포트폴리오 투자에 대한 투자환경과 전반적인 투자원칙에 대한 이해를 높입니다.

LOMA 361: 생명 보험사의* 회계 및 재무보고 Accounting and Financial Reporting in Life Insurance Companies

회계기능이 발생되는 법인 및 규제환경 등 생명보험사의 재무와 관리 회계에 대해 폭넓게 소개합니다.

LOMA 371: 생명보험사의* 지불능력 및 수익성 관리

Managing for Solvency and Profitability in Life Insurance Companies 금융서비스 제공업체의 수익성과 지급여력에 영향을 미치는 상품 설계와 자산관리 이슈에 대해 설명합니다.

*영어로만 가능

50    1-800-ASK-LOMA (Option 1)

문의사항

LOMA 2300 Windy Ridge Parkway, Suite 600 Atlanta, GA 30339, U.S.A 전화: 770-984-3738 팩스: 770-984-6420 이메일: [email protected] 한글 교재 주문

Alpaco Co.,Ltd. 전화: 82-2-2163-5700 팩스: 82-2-2635-9439 웹사이트: www.alpaco.co.kr 이메일: [email protected] 영문 교재 주문

PBD Worldwide

Atlanta, USA Tel:770-280-4178 Fax:770-280-4150 E-mail:[email protected] Web site:www.lomabookstore.com 영문교재 중 일부(Bundled course)는 LOMANET의 Course Portal을 통해서도 제공됩니다. (PDF 형태)

International Programs—Korean 아래 차트는 한글 시험에 관한 내용입니다. 영어로 된 시험에 관한 문의사항은 78쪽을 참고하시기 바랍니다. 한글 시험과 코스 안내 출제 문제

시험 시간

필기시험 가능여부

ISTAR 가능여부

ACS 100

75

3시간





LOMA 280

60

2시간





LOMA 290

60

2시간





LOMA 301

75

3시간



LOMA 307

60

2시간



LOMA 320

75

3시간



LOMA 330

75

3시간



LOMA 356

75

3시간



과정명



*합격 기준은 과목별 70% 이상입니다. 70%이하인 경우에는 F 혹은 F+(60%-69%)로 표시됩니다. 해당 시험 기간 동안에 시험을 치르지 않은 경우에는 DN (did-not-sit)으로 표시됩니다.

2014 필기 시험 일정 2014년 5월 시간

월요일 5월 12일

화요일 5월 13일

수요일 5월 14일

오전 9시

LOMA 280

LOMA 290

LOMA 301

오후 1시

LOMA 330

LOMA 356

LOMA 307 ACS 100

목요일 5월 15일

금요일 5월 16일 LOMA 320

2014년 11월 시간

월요일 11월 3일

화요일 11월 4일

수요일 11월 5일

오전 9시

LOMA 280

LOMA 290

LOMA 301

오후 1시

LOMA 330

LOMA 356

LOMA 307 ACS 100

목요일 11w월 6일

금요일 11월 7일 LOMA 320

www.loma.org  51

International Programs—Portuguese

Programas em Português Descrição do Programa PFLP Os estudantes podem obter a certificação intermediaria, completando duas etapas obrigatórias, e mais uma dentre as eletivas. Para obter o Diploma PFLP, será necessário completar todas as nove etapas do PFLP.

O Programa de Formação LOMA em Português (PFLP) é composto por nove cursos que abordam as atividades e as operações das seguradoras atuais. Todos os cursos permitem o estudo individualizado. Exames por computador são oferecidos durante todo o ano.

PFLP Intermediate Level Etapas Obrigatórias

Eletivas — Selecione Um

Princípios

Operações

Serviços ao Cliente

Administração

Marketing

Investimentos e Investimento Institucional

Solvência e a Lucratividade

Subscrição

Resseguro

PFLP 280

PFLP 290

PFLP 100

PFLP 301

PFLP 320

PFLP 356

PFLP 371

PFLP 386

PFLP 440

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

PFLP Etapas Obrigatórias Princípios

Operações

Serviços ao Cliente

Administração

Marketing

Investimentos e Investimento Institucional

Solvência e a Lucratividade

Subscrição

Resseguro

PFLP 280

PFLP 290

PFLP 100

PFLP 301

PFLP 320

PFLP 356

PFLP 371

PFLP 386

PFLP 440

Para obter o Diploma PFLP, será necessário completar todas as NOVE etapas do PFLP.

ALMI (Associate, Life Management Institute) Etapas Obrigatórias Princípios

Operações

Administração

Conceitos Financeiros

Marketing

PFLP 280

PFLP 290

PFLP 301

LOMA 307

PFLP 320

ACS (Associate, Customer Service) Etapas Obrigatórias

Eletivas — Selecione dois

Serviços ao Cliente

Princípios

Operações

Administração

Conceitos Financeiros

Marketing

PFLP 100

PFLP 280

PFLP 290

PFLP 301

PFLP 307

PFLP 320

52    1-800-ASK-LOMA (Option 1)

International Programs—Portuguese

Cursos do Programa PFLP PFLP 280 Princípios dos Seguros de Vida, Saúde, e de Rendas Vitalícias O PFLP 280 apresenta os princípios do seguro, o processo de se tornar um segurado, e os direitos contratuais de um segurado. O curso inclui informações sobre as características do seguro de vida individual e em grupo, seguro saúde e anuidades. Todos os materiais de estudo para o curso PFLP 280 estão agora disponíveis 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 será enviado diretamente para o email de cadastro do estudante. Princípios dos Seguros de Vida, Saúde, e Rendas Vitalícias(LOMA, 2010) ISBN 978-1-57974-345-1 Caderno de Exercícios para o curso PFLP 280 (LOMA, 2010) ISBN 978-1-57974-346-8

PFLP 290 As Operações de uma Seguradora Este curso descreve como as seguradoras de vida operam no ambiente globalizado dos dias de hoje: como estão organizadas, como são gerenciadas, e os papéis das unidades funcionais e de suporte no desenvolvimento, distribuição, emissão e administração dos produtos de seguros de vida e anuidades. Os estudantes que fizerem este curso passarão a compreender melhor como um trabalho individual se contextualiza no escopo total da companhia, assim como a importância da contribuição de cada funcionário para o sucesso empresarial como um todo. As Operações de uma Seguradora (LOMA, 2013) ISBN 978-1-57974-406-9 Caderno de Exercícios para o curso PFLP 290 (LOMA, 2013) ISBN 978-1-57974-407-6

PFLP 100 Fundamentos do Serviço de Atendimento ao Cliente O PFLP 100 provê uma introdução abrangente do atendimento ao cliente no ambiente de serviços 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 Serviço de Atendimento ao Cliente (LOMA, 2007) ISBN 1-57974-245-9 Caderno de Exercícios para o Curso PFLP 100 (LOMA, 2007) ISBN 1-57974-246-7

PFLP 301 Administração de Seguros O PFLP 301 provê uma discussão detalhada sobre as atividades da administração de seguros para coberturas de vida e saúde individuais e em grupo, focando a subscrição, o resseguro, sinistros e o atendimento ao cliente. Administração de Seguros, 2ª edição(LOMA, 2005) ISBN 1-57974-201-7 Caderno de Exercícios para o curso PFLP 301 (LOMA, 2005) ISBN 1-57974-202-5

PFLP 307 Conceitos de Negócios e Finanças para Profissionais de Seguros PFLP 307 apresenta aos profissionais da indústria de seguros os conceitos básicos e a terminologia de finanças, relacionando esses conceitos aos negócios, às operações e à lucratividade de uma companhia de seguros. Conceitos de Negócios e Finanças para Profissionais de Seguros (LOMA, 2013) ISBN 978 -1-57974-424-3 Exercícios para o curso PFLP 307 (LOMA, 2013) ISBN 978-1-57974-425-0

www.loma.org  53

International Programs—Portuguese

Se você tem dúvidas sobre os Programas Educacionais da LOMA oferecidos em português, ou mesmo para solicitar a compra de livros, por favor entre em contato com: Maria Luiza de Oliveira Martins Gerente de Planejamento, Desenvolvimento e Parcerias Escola Nacional de Seguros Rua Senador Dantas, 74 – 3º andar Centro – Rio de Janeiro – RJ CEP: 20031-205 Brasil Tel.: 55 21 3380-1081 e-mail: [email protected] [email protected]

PFLP 320 Marketing O PFLP 320 aborda os princípios e as funções do marketing como aspecto integral da indústria dos seguros de vida e saúde. Marketing do Seguro de Vida e Saúde, Terceira Edição (LOMA, 2007) Caderno de Exercícios para o PFLP 320(LOMA, 2007)

PFLP 356 Princípios de Investimentos e Investimento Institucional O PFLP 356 provê a compreensão do ambiente de investimentos e os princípios gerais de investimento em títulos individuais e carteiras de títulos. Neste curso, você aprenderá sobre os relatórios de desempenho de investimentos, monitoramento de desempenho de investimentos, desempenho de investimentos, e mais. Princípios de Investimentos(LOMA, 2005) ISBN 85-88639-15-7 Investimento Institucional CD-ROM(LOMA, 2005) ISBN 85-88639-20-3 Caderno de Exercícios para o curso PFLP 356 (LOMA, 2005) ISBN 1-57974-239-4

54    1-800-ASK-LOMA (Option 1)

Ronny Martins Gerente Acadêmico Administrativo Escola Superior Nacional de Seguros de São Paulo Av. Paulista, 2421 – 1º andar Consolação – São Paulo – SP CEP: 01311-300 Brasil Tel.: 55 11 3062-2025 e-mail: [email protected]

PFLP 371 Gerenciamento de Riscos e Desenho de Produtos para Companhias de Seguros O PFLP 371 explica questões 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 Exercícios Preparatórios para o Curso PFLP 371 — Gerenciamento de Riscos e Desenho de Produtos para Companhias de Seguros(LOMA, 2010) ISBN 978-1-57974-377-2

PFLP 386 Subscrição Seguros de Vida e Saúde O PFLP 386 apresenta os princípios de avaliação de riscos aplicados à subscrição no seguro de vida e saúde individual e em grupo, incluindo apólices especializadas e coberturas suplementares. Subscrição de Seguros de Vida e Saúde(LOMA, 2008) Caderno de Exercícios para o curso PFLP 386 (LOMA, 2008)

International Programs—Portuguese

PFLP 440 Administraçao de Resseguro O PFLP 440 mostra como o resseguro reforça a indústria do seguro e aumenta a capacidade das seguradoras de pagar sinistros antecipados. Este curso também discute princípios de resseguro, regulação de resseguro, cláusulas típicas em um acordo de resseguro, a administração do negócio do resseguro, e a importância do controle de qualidade no resseguro. Fundamentos de Resseguro(LOMA, 2008) Caderno de Exercícios para o curso PFLP 440 (LOMA, 2008)

Cursos Online O Processo de Venda de Seguros Descrição: Esse curso descreve a importância da venda pessoal para companhias de seguro e as etapas inclusas no processo de venda de seguros. O curso também descreve os comportamentos que os clientes exibem ao tomarem decisões de compra e as etapas do processo de decisão pela compra. Outros tópicos importantes relatados nesse curso incluem métodos de identificar, contatar e classificar clientes em potencial com ênfase nas maneiras pelas quais corretores de seguros colhem informações, analisam as necessidades de clientes e preparam propostas que atendam tais necessidades. Fornecedor: LOMA Número de Aulas: 1 Tempo estimado de conclusão do curso: 1 hora Preço para Associado LOMA: US$37.00 Preço para Não-associado LOMA: US$74.00

Excepcional atendimento ao cliente Descrição: O atendimento excepcional ao cliente se concentra no atendimento ao cliente no setor de serviços financeiros: o que é, como ele é fornecido e porque é importante. O curso analisa: „„A natureza do atendimento excepcional ao cliente „„Os tipos de clientes de serviços financeiros „„A oferta do atendimento ao cliente nos níveis individuais

e organizacionais „„Os desafios do atendimento ao cliente „„Retenção e fidelização dos clientes

Não importa se você é um novo representante do atendimento ao cliente lidando com clientes pela primeira vez ou um profissional experiente à procura de aperfeiçoamento, este curso pode ajudá-lo a reforçar a sua compreensão do atendimento ao cliente. Fornecedor: LOMA Número de Aulas: 1 Tempo estimado de conclusão do curso: 1 hora Preço para Associado LOMA: US$38.00 Preço para Não-associado LOMA: US$76.00

www.loma.org  55

International Programs—Spanish

Programas en Español

ACS (Associate, Customer Service)

PFSL (Programa de Formación en Seguros de LOMA)

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.

Diseñado especialmente para estudiantes de habla hispana, la designación PFSL consta de seis cursos de LOMA que proporcionan el conocimiento, las aptitudes profesionales y la confianza en sí mismos que necesitan para triunfar en el entorno competitivo de hoy en día. Los cursos proporcionan información sobre los principios básicos del seguro, las operaciones de las compañías aseguradoras, la administración de seguros, el mercadeo de los seguros de vida y de salud, los fundamentos del servicio al cliente y además finanzas o principios de la inversión y la inversión institucional. A través del plan de estudio del PFSL, los estudiantes podrán realizar lo siguiente: „„Descubrir capacidades que se aplican directamente a

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 según 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 exámenes por Internet durante todo el año a través del sistema I*STAR. El reconocimiento de los logros y el estimulo a los estudiantes son fundamentales en nuestra misión educativa. Razón por la cual, una vez completen los primeros dos cursos de la designación PFSL, los estudiantes obtienen un certificado de Nivel 1, y al finalizar el curso completo reciben el certificado de la designación PFSL.

56    1-800-ASK-LOMA (Option 1)

Los empleados pueden obtener beneficios del Programa ACS en todos los niveles, y está diseñado para cualquier persona que interactúa 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 designación ALMI de LOMA necesita solo eso! El programa ALMI se centra en las operaciones de servicios financieros y de seguros más importantes y brinda una representación profunda de los conceptos financieros que son relevantes para quien trabaja en la industria: ¡usted! Mientras cursan el ALMI, los estudiantes consolidarán su visión financiera y aprenderán sobre los aspectos operacionales y sobre las funciones de ventas o mercadeo que hacen único al sector financiero y de seguros. Una vez que completen los primeros dos cursos de la designación ALMI, los estudiantes obtienen un certificado de Nivel 1 y cuando completen los tres cursos restantes, los estudiantes reciben el certificado de la designación ALMI.

Importante: 1. Todos los materiales de estudio en Español están disponibles en formato de archivos protegidos PDF para ser descargados por los estudiantes cuando sean inscritos. Copias fisicas de los textos pueden ser adquiridas hasta que se agote el inventario. 2. El texto PFSL 356 es un libro comercial y no es de propiedad de LOMA, (Texto Base de Estudio) por lo tanto no estará disponible en formato PDF; por lo tanto debera ser adquirido a través de nuestro distribudor tradicional en Estados Unidos PBD Worldwide. 3. Para mayor información o si tiene preguntas escribanos a: [email protected].

International Programs—Spanish

PFSL (Programa de Formación en Seguros de LOMA) Cursos Obligatorios Principios del Seguro de Vida

Operaciones

Administración de Seguros

Mercadeo

Finanzas/Inversión

Servicio al Cliente

PFSL 280

PFSL 290

PFSL 301

PFSL 320

PFSL 307 o PFSL 356

PFSL 100

Nivel 1: Estudiantes recibirán un certificado personalizado al término de los cursos PFSL 280 y 290

ALMI (Associate, Life Management Institute) Cursos Obligatorios Principios del Seguro de Vida

Operaciones

Administración de Seguros

Finanzas

Mercadeo

PFSL 280

PFSL 290

PFSL 301

PFSL 307

PFSL 320

Nivel 1: Estudiantes recibirán un certificado personalizado al término de los cursos PFSL 280 y 290

ACS (Associate, Customer Service) Cursos Obligatorios

Cursos Electivos — Elijan 2

Servicio al Cliente

Principios del Seguro de Vida

Operaciones

Administración

Finanzas

Mercadeo

PFSL 100

PFSL 280

PFSL 290

PFSL 301

PFSL 307

PFSL 320

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

PFSL 290 Operaciones de las Compañías de Seguros

Introduce los principios fundamentales de las operaciones de las compañías de seguros, los derechos del suscriptor y los procesos para comprar un seguro. El curso incluye información sobre las características principales del seguro de vida y salud en pólizas individuales o de grupo y la de otros productos como rentas y pensiones.

PFSL 290 describe como las compañías de seguros operan en el ambiente global de hoy en día: como están organizadas, como se manejan, y el rol de las unidades funcionales y de apoyo en el desarrollo, distribución, emisión y administración del seguro de vida y rentas vitalicias. Aprendices quienes toman este curso entenderán mejor como su trabajo se acomoda dentro del esquema total de la empresa, así como tambien la importancia de la contribución de cada uno de ellos al éxito total de la organización.

Principios del Seguro de Vida, Salud y Rentas Vitalicias, Tercera Edición(LOMA, 2009) ISBN 978-1-57974-336-9 Guía de Preparación — Principios del Seguro de Vida, Salud y Rentas Vitalicias, Tercera Edición(LOMA, 2009) ISBN 978-1-57974-337-6

Operaciones de las Compañías de Seguros, Segunda edición (LOMA, 2013) ISBN 978-1-57974-408-3 Guía de Preparación — Operaciones de las Compañías de Seguros (LOMA, 2013) ISBN 978-1-57974-409-0

www.loma.org  57

International Programs—Spanish

PFSL 100 Fundamentos del Servicio al Cliente Está diseñado para ofrecerle conocimientos básicos acerca de conceptos y estrategias de servicio al cliente, la creación 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, establecimiento y medición 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 Código de PBD: PFSL100-S10-04 Guía de Preparación — Fundamentos del Servicio al Cliente(LOMA, 2004) ISBN 1-57974-266-1 Código de PBD: PFSL100-S90-04

PFSL 301 Administración de Seguros Analiza y describe las actividades administrativas involucradas en rentas vitalicias y seguros de vida y salud en pólizas individuales y colectivas, haciendo énfasis en la selección de riesgos, el reaseguro, reclamos y servicio al cliente. Administración de Seguros, Segunda Edición (LOMA, 2002) ISBN 1-57974-143-X Código de PBD: PFSL301-S10-02 Guía de Preparación — Administración de Seguros (LOMA, 2002) ISBN 1-57974-144-4 Código de PBD: PFSL301-S90-02

58    1-800-ASK-LOMA (Option 1)

PFSL 307 Conceptos de Negocios y Finanzas para Profesionales de Seguros PFSL 307 presenta a los empleados de la industria una introducción básica de conceptos y terminología financiera y relaciona estos conceptos al negocio y la rentabilidad de las operaciones de las compañías de seguros. Conceptos de Negocios y Finanzas para Profesionales de Seguros(LOMA, 2011) ISBN 978-1-57974-364-2 Guía de Preparación- 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 Edición(LOMA, 2003) ISBN 1-57974-183-5 Código de PBD: PFSL320-S10-03 Guía de Preparación — Mercadeo en la Industria del Seguro de Vida y Salud (LOMA, 2003) ISBN 1-57974-184-3

International Programs—Spanish

PFSL 356 Fundamentos de Inversión y la Inversión Institucional

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

PFSL 356 proporciona conocimientos sobre 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 inversión en vista del equilibrio entre riesgo y retorno.

UND 386 proporciona una visión general de los factores médicos y no médicos, financieros y personales que se consideran durante la selección de riesgos, según se practica en las compañías de seguro de vida y salud.

Fundamentos de Inversión(LOMA, 2005) ISBN 1-57974-242-4 Introducción a la Inversión Institucional(LOMA, 2005) ISBN 1-57974-244-0 Importante: El texto de estudio base debera ser adquirido a través de nuestro distribuidor PBD Worldwide en USA. Solamente la guia de ejercicio y el examen serán distribuidos en formato de archivos PDF.

PFSL 356 LIBRO y CD Fundamentos de Inversión y la Introducción a la Inversión Institucional están disponibles como un conjunto compuesto de un libro y un CD. Código de PBD: PFSL 356-S10-05 En caso de pérdida o daño del CD-ROM, Introducción a la Inversión Institucional, se puede reemplazar efectuando un pedido a PBD Worldwide. Guía de Preparación para el PFSL 356(LOMA, 2005) ISBN 1-57974-243-2 Código de PBD: PFSL 356-S40-05

El material de estudio del curso PFSL 356 solo está disponible a través de PBD Worldwide. PBD Worldwide Web site: www.lomabookstore.com E-mail: [email protected] Tel: 800-887-3723 / 770-280-4178

Selección de riesgos en el seguro de vida y salud (LOMA, 2006) ISBN 1-57974-295-5 Código de PBD: UND 386-S10-06 Guía de preparación para UND 386(LOMA, 2006) ISBN 1-57974-296-3 Código de PBD: UND 386-S40-06 Nota: Usted puede entender el material presentado en el curso UND 386 más fácilmente si tiene un conocimiento básico de los principios del seguro y los productos de las operaciones de las compañías de seguro y la administración del seguro. LOMA recomienda que usted complete los cursos PFSL 280, PFSL 290 y PFSL 301 antes de tomar este curso.

Glosario de Términos de Seguros Español/Inglés en Línea Hoy en día es vital que sus empleados tanto los que trabajan en la parte operativa y aún más los que trabajan en la parte comercial cuenten con los conocimientos y el vocabulario técnicos a fin de poder no solo prestar un mejor servicio sino tambien desempeñar sus labores de manera eficiente. LOMA pone a disposición un Diccionario de Términos de Seguros en línea a fin de que las empresas lo puedan integrar en su Intranet o en su plataforma de educación en línea; no solo como una fuente de consulta sino tambien 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 términos utilizados por profesionales en la industria de los seguros de vida, salud y finanzas. Está dirigido tanto a estudiantes como agentes, personal operativo y expertos profesionales dentro de la industria. Para más información, precios u ordenar un Glosario de Términos para su compañía, por favor contactar el Departamento Internacional de LOMA a [email protected] o 770-984-3730.

Cursos Adicionales en Línea 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 más. LOMA pone a disposición de sus miembros un catalogo completo de cursos en español destinados a formar y capacitar a los participantes en estos temas. Para más información, visite www.lomalearn.org. www.loma.org  59

International Programs—Spanish

LOMA Certified Insurance Consultant (LCIC)

Selección de riesgos del seguro de vida individual

Asesor de Seguros Certificado de LOMA Especialmente diseñado para agentes y corredores (brokers) el programa LOMA Certified Insurance Consultant (LCIC), ha sido creado a fin de satisfacer las necesidades de capacitación y conocimiento que hoy en día 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 estratégico acerca de productos, ventas y temas que hoy en día representan una ventaja competitiva, y que los agentes y correderores necesitan para sobresalir en un ambiente competitivo y demandante.

LCIC Cursos Obligatorios Principios del Seguro de Vida

Mercadeo

Servicio al Cliente

PFSL 280

PFSL 320

PFSL 100

10 cursos en línea (40 horas)

¿En qué consiste el LCIC? El programa LCIC, está compuesto de 10 cursos en línea y 3 cursos de auto estudio, los cuales cuentan con exámenes en línea. Al completar los trece cursos el estudiante recibirá el diploma que lo acredita con la designación de LOMA Certified Insurance Consultant (LCIC).

Los 10 Cursos En Línea Comprenden: Aproximadamente 18 horas de estudio que le otorgaran el certificado: Fundamentos de LCIC

Perspectiva general de los productos de seguros de vida Este curso define los términos del seguro de vida y describe las características del seguro temporal, de valor en efectivo y dotal. Tiempo estimado de estudio: 2 horas

Perspectiva general de los productos de anualidades Este curso ofrece una visión general básica de las características de los productos de rentas vitalicias variable y fija. Tiempo estimado de estudio: 1 hora

60    1-800-ASK-LOMA (Option 1)

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

Perspectiva general del reaseguro Este curso ofrece una introducción 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

Distribución de seguros a través de los agentes La mayoría de los seguros de vida son distribuidos a través de los agentes de seguro, conocidos también como productores. En este curso aprenderá sobre varios aspectos de la distribución del seguro basada en los agentes. Tiempo estimado de estudio: 1 hora

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

Capacitación en ventas para los productores de seguros Este curso está diseñado 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

Conducta ética en la industria de seguros Este curso se concentra en la responsabilidad de las compañías de seguros y sus productores o agentes, de actuar éticamente y tomar decisiones éticas apropiadas al llevar a cabo los negocios de seguros. Tiempo estimado de estudio: 1 hora

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

International Programs—Spanish

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

Precios Todos los cursos en línea para el programa de LCIC son $40 para miembros de LOMA y $80 para no-miembros, por curso.

Textos de Auto Estudio: Al completar los 3 cursos de auto estudio técnico podrá 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 tiene la posibilidad de adquirir un conocimiento técnico con los cursos de auto estudio antes mencionados y continuar el proceso de educación continua hacia la obtención del Diplomado de Seguros de LOMA (PFSL).

Información General Importante Matriculas para exámenes y cursos “Bundled” LOMA ofrece un examen para cada curso que haga parte de una designación profesional para evaluar el dominio de cada estudiante en el contenido del curso. Estos exámenes están disponibles en formatos electrónicos y son administrados en las organizaciones miembros o no miembros de LOMA que esten registradas y autorizadas para la toma de examenes, y en algunas localidades aprobadas para administrar exámenes a estudiantes independientes. La duración de los exámenes de LOMA varía entre 2 o 3 horas. Consulte en su guía de preparación (TPG) o con su representante educativo para obtener la información específica acerca de la duración de su examen. Algunos cursos de LOMA han sido actualizados y el número de preguntas para los exámenes puede variar. Los exámenes anteriormente constaban de 75 preguntas con un límite de tiempo de 3 horas y en la actualidad constan de 60 preguntas y tienen un tiempo límite de 2 horas.

Si se inscribe para un examen, Usted es responsable por estudiar el material específicamente asignado para ese curso. El material de estudio asignado para cada curso puede ser verificado comenzando en la página 57, en donde tenemos la descripción de cada curso. Si Usted se inscribe para un curso “BUNDLED”, el valor de los materiales de estudio asignados se incluyen en el valor de su inscripción y son accesibles ingresando a la siguiente dirección electrónica: https://ppdf.loma.org/Download/ Para la inscripción de exámenes LOMA ofrece: Matriculas en línea a través de LOMANET, nuestro sistema de administración de educación a través de Internet. Si la empresa desea inscribir más de 20 estudiantes en un periodo, ya sea para uno o diferentes exámenes, el Ed Rep debe contactarnos para recibir las indicaciones necesarias, ya que podremos ahorrarle mucho tiempo al hacerlo a través de nuestro departamento de sistemas.

www.loma.org  61

International Programs—Spanish

LOMANET

„„Ver un análisis del rendimiento de su examen

Si olvido su contraseña, y su dirección de correo electrónico actual ha sido ingresada en LOMANET, Usted puede ir a www.lomanet.org, y a través de la opción de “Password Request” solicitar que su contraseña le sea enviada por correo electrónico. También la puede solicitar mediante el envío de un correo electrónico a [email protected].

„„Ver la historia de los cursos rendidos y el progreso hacia

Registrarse en LOMANET es fácil y gratuito!

LOMANET™ permite a los alumnos: „„Inscribirse a nuestros cursos „„Revisar las calificaciones obtenidas

la obtención de designaciones „„Actualizar información personal „„Compra de transferencias de exámenes „„Accesar el material de estudio de algunos cursos en línea Para mantener la confidencialidad, su número de identificación de estudiante y su contraseña son requeridos para tener acceso a su registro de estudiante en LOMANET. Póngase en contacto con la Oficina de Asistencia de LOMANET llamando al: 1-800-ASK-LOMA (opción 1), 770-984-3782 o escribanos a: [email protected], para solicitar esta información en caso de requerirla.

1. En su navegador ingrese a www.lomanet.org. 2. Seleccione “Register”. 3. Complete y envíe el formulario de registro en línea: Asegúrese de proporcionar una dirección de correo electrónico válida, ya que las confirmaciones de matriculas y el material de estudio de algunos cursos son enviados a través de correo electrónico. 4. Una vez hecho esto, recibirá un número de identificación de estudiante y una contraseña para tener acceso a LOMANET, la cual podrá cambiar en el momento que desee. Para recibir los beneficios de la membresía de su compañía, necesitará su número de empresa y el apellido de su Ed Rep al momento de registrarse.

Para más Información:

2014 Cursos “Bundled” / Valor Matricula Exámenes — América Latina (Español) Cursos

LOMA Compañías Miembros

Compañías no Miembros / Estudiantes Independientes

I*STAR

I*STAR

Exámenes Supervisados — Español

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 guía de preparación (TPG) en PDF. El libro de texto se debe comprar por separado.

62    1-800-ASK-LOMA (Option 1)

Departamento Internacional de LOMA Teléfono: 770-984-3730 Fax: 770-984-6420 Correo electrónico: [email protected]

Representantes Locales para: México, Belize, Costa Rica, El Salvador, Guatemala, Honduras, Nicaragua y Panama: Hector De la Lanza Teléfono: +52 55 5689 9113 E-mail: [email protected] Colombia, Ecuador, Peru, Puerto Rico, Venezuela: Gina Castañeda Teléfono: +57 (1) 800-4370 E-mail: [email protected] Chile: Luis Higuera Teléfono: +56 2245 3840 E-mail: [email protected]

International Programs—Spanish

Estudiantes con necesidades especiales LOMA se esfuerza al máximo para dar solución a los requerimientos de estudiantes con necesidades especiales mediante la concesión de permisos para hacer acuerdos especificos dependiendo de cada caso. Contacte las Oficinas de LOMA directamente para obtener más información.

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

exámenes durante todo el año „„Obtener la calificación del examen de inmediato una vez terminado el examen „„Análisis de rendimiento del estudiante después del examen

Matriculándose para exámenes en I*STAR Antes de tomar un examen en I*STAR, Usted tiene que estar matriculado en el curso a través de LOMANET. Cuando Usted se inscribe en un curso “Bundled” o en curso con libro físico para tomar el examen en I*STAR, siempre debe seleccionar el período durante el cual Usted desea tomar su examen. Los períodos de pruebas son: Enero-Marzo, Abril-Junio, Julio-Septiembre y Octubre–Diciembre. Información importante sobre exámenes en I*STAR matriculas, precios y cancelaciones:

Su número de identificación de estudiante en LOMANET y su contraseña serán necesarios en el momento de tomar su examen y para ingresar a su material de estudio protegido. Los procedimientos y las condiciones del lugar en donde se toman los exámenes de I*STAR son específicas y bastante estrictas, y deben ser aplicadas por la persona encargada de vigilar el examen y están explicadas en el formulario de certificación de I*STAR disponible en la página Web de LOMA. Si durante el proceso de inscripción Usted matriculo el curso o el periodo equivocado, debe comunicarse con LOMA dentro de las 72 horas siguientes de su inscripción para que el error pueda ser corregido sin ningún cargo.

Transferencias de Exámenes Si por algún 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 través de LOMANET ingresando a la opción: “Check enrollment status”. Si el periodo en el que debía tomar su examen ya termino y en su calificación aparece “DN”, entonces Usted debe adquirir la transferencia ingresando a través de la opción: “Course History”. Las transferencias de exámenes 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 automática. Si Usted no se inscribe para el próximo período de pruebas de examen, Usted pierde el valor pagado por el curso y además el valor que pago por la transferencia.

„„Las matriculas en I*STAR no pueden ser canceladas

despues de 72 horas. „„Si por alguna razón Usted no toma el examen dentro del periodo escogido, su matrícula ya no será válida a menos que se compre una transferencia de examen. „„Las matriculas no son transferibles entre estudiantes o entre cursos. „„Cambiar de curso sin pagar por el nuevo curso no es permitido. Devoluciones o créditos no serán realizados por el curso para el que inicialmente se matriculo.

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International Programs—Spanish

Violaciones de los procedimientos para la administración de exámenes 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 específico que se utiliza cuando encontramos que las normas que rigen el examen han sido violadas o se sospecha de falencias en la administración del examen. Dicho procedimiento implica: 1. Determinar la existencia de una posible violación 2. Investigar la sospecha de violación 3. Comunicar a las partes afectadas, las conclusiones de la investigación y las sanciones que han de ser impuestas en caso de haber alguna. Si necesita más información a este respecto, el proceso completo puede ser encontrado en nuestra página Web: www.loma.org. Las tarifas de los exámenes se basa en el estatus de una compañía 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, revisión y crédito para las designaciones. Los alumnos independientes deberán pagar las tarifas en el momento de la inscripción. Las empresas miembros y no miembros serán facturadas por el valor de los exámenes. Todas las tarifas están expresadas en dólares americanos y se deben pagar en dólares americanos con tarjeta de crédito VISA, MasterCard, American Express, cheque, giro postal o transferencia bancaria. La mayoría de los cursos 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 después 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 transacción. Transcurrido este plazo, LOMA no podrá hacer ningún cambio en su matrícula.

Calificación de exámenes La calificación para aprobar los exámenes de LOMA es de 70 puntos para todos los cursos. LOMA provee a los estudiantes sus calificaciones numéricas para los grados de 70 puntos en adelante. Los puntajes inferiores a 70 aparecen sólo como F + (significa que el estudiante estuvo a menos de 10 puntos de pasar el examen), ó F si la calificación obtenida fue de menos de 60 puntos. Si usted no toma su examen antes de que se termine el período para el que está inscrito, su puntuación será DN (significa no se presento a la prueba).

64    1-800-ASK-LOMA (Option 1)

Puede recibir sus grados a través de correo electrónico si selecciona esa opción de entrega en su perfil de LOMANET. También puede ver sus calificaciones bajo “course history” en su registro de LOMANET.

Desafíos con preguntas en el examen Si usted cree que una pregunta en su examen de I-STAR fue dudosa, injusta, o contiene errores, puede pedir una revisión de dicha pregunta en su examen. Estas peticiones deben presentarse dentro de los 10 días hábiles del examen. Puede enviar un fax al 770-984-3742 o un correo electrónico a [email protected].

Certificados y/o Diplomas Usted recibirá un certificado de terminación de la designación FLMI nivel 1 al completar los cursos PFSL 280 y PFSL 290. Usted recibirá un diploma al completar cualquier designación de las que se mencionan dentro de este catalogo. Cabe anotar que LOMA no entrega certificaciones por cada curso individualmente. Los diplomas mencionados anteriormente llegarán aproximadamente 10 semanas después de que el último curso que lo hizo acreedor de la designación fue aprobado. La función «Check Designation Progress» en LOMANET le permite ver los cursos que ha completado como también llevar un seguimiento de su progreso hacia una designación. Algunas designaciones pueden ser obtenidas “Con honores” o con “Distinción” al obtener un promedio de 85% o más, sin fallas en ciertos cursos. En caso de extraviar su diploma, este puede ser reemplazado por un costo de $35 dólares. Para obtener un formulario de reemplazo, consulte www.loma.org, en la seccion de aprendizaje y desarrollo, bajo la opcion de representates educativos.

Enrollments and Examinations

Enrollments and Examinations Many of LOMA’s courses are offered via Course Portals, an online resource from which learners access everything they need to study and prepare for the proctored examination. LOMA’s traditional designation courses teach industry topics using printed study materials and a proctored examination. A growing number of courses are now available in an online interactive format with modularized examinations built into the course.

materials for each course are listed in the “Course Descriptions” section, beginning on page 22. If you enroll for a bundled course delivered through a LOMA Course Portal, the assigned study materials are included in your enrollment and are accessible via the Course Portal. For a more complete description of your responsibilities as a student in LOMA’s professional designation programs, please refer to the “Professional Designation Programs” section on page 10.

Enrolling for and Accessing Course Materials for Courses Delivered through Course Portals

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 75) „„Computerized/I*STAR exams at your company „„Computerized/I*STAR exams at Prometric Testing Centers (available in the United States and Canada only)

Enrolling for courses delivered through Course Portals is easy. If you are not already registered in LOMANET, follow the instructions on page 66. 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 you’ve 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 66 for full instructions on selecting an exam date and the process for purchasing fee transfers.

Enrolling For Exams and Bundled Courses LOMA requires proctored examinations for many of its professional designation courses. 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 two–three hours. Consult your Test Preparation Guide (TPG) or see page 78 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. If you enroll for an examination, you are responsible for studying the correct assigned materials. The assigned study

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 LOMA’s Office of the Registrar to learn about a time-saving enrollment feature.

LOMANET LOMANET® allows learners to: „„Enroll online for exams, bundled courses, and online interactive 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 [email protected] to request this information. www.loma.org  65

Enrollments and Examinations

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 [email protected].

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 company’s membership benefits of lower fees, you will need your company number and Ed Rep’s last name upon registration.

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 LOMA’s Office of the Registrar directly for more information.

I*STAR Exams I*STAR® (Individually Scheduled Test and Results) is LOMA’s 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 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: January–March, April–June, July–September, and October–December.

66    1-800-ASK-LOMA (Option 1)

Important Information About I*STAR Enrollments, Fees, Cancellations, and Testing: „„I*STAR enrollments cannot be canceled. „„If you do not sit for your exam before the end of the

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 LOMA’s 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.

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, [email protected]. 2. Select the testing period in which you would like to take your exam (January–March, April–June, July– September, or October–December). 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. 3. Submit payment for the Prometric examination fee (see page 72) 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.

Enrollments and Examinations

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 driver’s license with photo and signature, a state ID card, and a military ID. In states where a photo is not included on the driver’s 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.”

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. 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 two 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 two–29 day period before your currently scheduled test date. In the event that you reschedule your exam less than two days prior to the test or fail to appear, your exam fee will be forfeited. See below. Please note that Monday through Saturday are considered business days. Failure to reschedule more than two 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. Prometric’s Automated Voice Response System is available 24 hours a day, seven days a week.

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

Reschedule Period

Prometric Rescheduling Fee

1

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.

None

2

Two-29 days before scheduled test date. If a student reschedules his exam appointment in the period two–29 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.

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

3

The full Exam/Testing fee for the rescheduled test will be charged if the student a) reschedules less than two days before test date, or b) fails to appear for a scheduled test, or c) presents himself more than fifteen (15) minutes after the scheduled start time for taking the test and is refused admission.

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Enrollments and Examinations

If your rescheduled appointment is near the end of one of LOMA’s 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.

Paper Exams Paper exams are typically offered in May and/or November. The “Paper Exam Schedule” on page 75 indicates the exam dates and times. See “Key Dates” on the inside front cover for LOMA’s official enrollment deadlines for paper exams. Please note, your company’s enrollment deadlines may be earlier than LOMA’s official enrollment deadlines.

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 „„for an exam scheduled on a day your company will be

closed, e.g., a national or company holiday „„for more than one exam scheduled on the same day at 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.

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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.

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 LOMA’s 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.

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.

Enrollments and Examinations

Exam Procedures & Regulations Except where noted, the following procedures apply to the administration of paper, I*STAR, and Prometric examinations: „„All paper exams must be taken according to LOMA’s

“Paper Exam Schedule.” (See page 75.) „„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 else’s 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 Worldwide [PBD Order # CALC-01]. „„Additional procedures, regulations, and information are posted in both the Student Services and Ed Rep Resources sections of LOMA’s 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.

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

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.”

Exam Grades – Online Interactive Courses LOMA’s online interactive courses include a series of short non-proctored exams, which are integrated with the course materials and do not require a separate exam enrollment. Courses delivered in the online interactive format include: „„ACS 101 „„SRI 131 „„LOMA 321 „„SRI 111 „„LOMA 281 „„AIRC 411 „„SRI 121 „„LOMA 291 „„AIRC 421 Successful completion of these courses requires a 70 percent score on all course tests; however, course credit for online interactive courses is recorded in LOMANET as a P (pass). If you do not successfully complete all course exams during your six month course access period, your score will be recorded as a DN (did-not-sit). You may review your grades for these courses under “Course History” in your LOMANET record.

Exam Grades – All Other Courses Numerical grades are available for courses that are not delivered in the online interactive format. The passing grade for all exams is 70 percent. 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.

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.

The complete due process policy can be found on LOMA’s Web site at www.loma.org. www.loma.org  69

Enrollments and Examinations

Exam Question Challenges

CE Credit

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 ten business days of the exam. Fax your challenge to 770‑984‑3742 or e-mail [email protected].

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.

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 $70 per course credit.

Awards You will receive a Certificate for successful completion of the FLMI and FFSI Level I courses (see pages 12 and 16). You will receive a diploma for completing any Associate, Professional, or Fellow designation. These awards will arrive approximately ten 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 Please note: “With Honors” and “With Distinction” were discontinued as of December 31, 2013. Replacement awards can be ordered for $35 (U.S.). To download a replacement award form, see www.loma.org.

LOMA Courses Toward Bachelor’s and Master’s 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.

70    1-800-ASK-LOMA (Option 1)

NOTE: LOMA monitors the frequency of customer requests for CE credit for its programs, and balances this demand against the administrative expense associated with complying with individual states’ requirements for their respective CE programs. As a result of declining demand and increasing administrative expense, LOMA has determined that it will not offer CE credit for its courses and programs after December 31, 2014. Students can continue to apply for and obtain CE credit for LOMA courses that are completed by December 31, 2014; however, because CE credit for select courses in some states may expire in the months leading up to the discontinuation date, please check the State Approval Chart, which is consistently updated, to ensure availability. For additional information, please contact [email protected].

Connect with LOMA! As you’re working towards your Designation, we'd love for you to keep in touch with us: Like us on Facebook (LOMA) Connect with us on Linkedin (Official LOMA Updates) Follow us on Twitter (@LOMA_Updates)

®

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Enrollments and Examinations

English-Language 2014 Course/Exam Enrollment Fees — North America Discounted Member Price Exam Delivery Format

Courses Courses

Non-Member Price Exam Delivery Format

Integrated 1

I*STAR

Prometric

Paper

Integrated 1

I*STAR

Prometric

Paper

LOMA 280 (Bundled)

N/A

$190

$285

$220

N/A

$380

$475

$440

2

LOMA 281

$190

N/A

N/A

N/A

$380

N/A

N/A

N/A

LOMA 286

N/A

$130

$225

$155

N/A

$260

$335

$310

LOMA 290 (Bundled)2

N/A

$190

$285

$220

N/A

$380

$475

$440

LOMA 291

$190

N/A

N/A

N/A

$380

N/A

N/A

N/A

N/A

$230

$325

$255

N/A

$460

$555

$510

N/A

$130

$225

$155

N/A

$260

$355

$310

LOMA 307 (Bundled)2

N/A

$230

$325

$255

N/A

$460

$555

$510

LOMA 311 (Bundled)

N/A

$270

$365

$295

N/A

$540

$630

$590

N/A

$230

$325

$255

N/A

$460

$555

$510

LOMA 301 (Bundled)

2

LOMA 305 2

LOMA 320 (Bundled)

2

LOMA 321

$250

N/A

N/A

N/A

$500

N/A

N/A

N/A

LOMA 326

N/A

$130

$225

N/A

N/A

$260

$355

N/A

2

LOMA 335 (Bundled)

N/A

$270

$365

$295

N/A

$540

$635

$590

2

LOMA 357 (Bundled)

N/A

$270

$365

$295

N/A

$540

$635

$590

2

LOMA 361 (Bundled)

N/A

$270

$365

$295

N/A

$540

$635

$590

LOMA 371 (Bundled)2

N/A

$270

$365

$295

N/A

$540

$635

$590

LOMA 380

3

N/A

$130

$225

N/A

N/A

$260

$355

N/A

4

$220

N/A

N/A

N/A

$330

N/A

N/A

N/A

SRI 121

$220

N/A

N/A

N/A

$330

N/A

N/A

N/A

SRI 111

4

$220

N/A

N/A

N/A

$330

N/A

N/A

N/A

4

N/A

$250

$345

N/A

N/A

$375

$470

N/A

ACS 100

N/A

$190

$285

$215

N/A

$380

$475

$430

ACS 101

$250

N/A

N/A

N/A

$500

N/A

N/A

N/A

AAPA 273

N/A

$190

$285

N/A

N/A

$380

$475

N/A

AAPA 283

N/A

$190

$285

N/A

N/A

$380

$475

N/A

AAPA 303

N/A

$190

$285

N/A

N/A

$380

$475

N/A

N/A

$190

$285

N/A

N/A

$380

$475

N/A

N/A

$305

$400

N/A

N/A

$610

$705

N/A

AIRC 411

$300

N/A

N/A

N/A

$600

N/A

N/A

N/A

AIRC 421

SRI 131

4

SRI 210

AAPA 313 AAPA 323 (Bundled)

2

$300

N/A

N/A

N/A

$600

N/A

N/A

N/A

ARA 440 (Bundled)2

N/A

$320

$415

$350

N/A

$640

$735

$700

UND 386 (Bundled)2

N/A

$320

$415

$350

N/A

$640

$735

$700

1 2

3 4

Integrated. This is the total course fee. Examinations are integrated within the course materials and do not require separate payment. Bundled. 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, $90 is the LOMA 280 I*STAR retake fee for member company students who qualify for the retake discount. Some bundled courses also have a printed textbook available for an additional fee. LOMA 321 - Marketing in Financial Services is a new online, interactive course with an integrated exam that may be taken in place of LOMA 320. SRI 111, SRI 121, SRI 131, and SRI 210 are the first four courses in LOMA’s new Fellow, Secure Retirement Institute (FSRI) Program.

Note: Prices are subject to change without notice.

72    1-800-ASK-LOMA (Option 1)

Enrollments and Examinations

Additional Fees Member Price

Non-Member Price

Additional Course/Exam Fees I*STAR

Prometric

Paper

I*STAR

Prometric

Paper

Canadian surcharge

$20

$20

$20

$20

$20

$20

Fee transfer

$50

$50

$50

$50

$50

$50

Late enrollment fee2

N/A

N/A

$50

N/A

N/A

$50

Missed deadline fee

N/A

N/A

$125

N/A

N/A

$125

1

2

Other Fees PAC fee (one-time fee)

$100

$200

Replacement awards

$35

$35

LOMA transcript

$35

$35

Transfer credit

$70

$70

3

1

Certain exams administered in Canada, including those for independent students, are subject to a $20 (U.S.) per exam surcharge. This fee is in addition to the base exam fee and other applicable fees. The Canadian surcharge applies only to FLMI exams and the exams for ACS 100 and ACS 101. All exams administered in Canada are subject to the Canadian Goods and Services Tax (GST). The GST applies to the course/exam fee, the Canadian student surcharge, and any applicable Prometric Fees. LOMA does not collect the GST; Canadian companies and independent students must self-assess any liability they incur.

2

Enrollments received after paper enrollment deadlines require additional administrative processing; therefore, a late fee per student, per exam is charged. Late enrollment and missed deadline fees apply to paper exams only.

3

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.

www.loma.org  73

Enrollments and Examinations

Course Enrollment Fees

Course Portals

Course enrollment fees are based on a company’s LOMA membership status, the type of exam delivery format, 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.

The fee for courses offered via a Course Portal includes online access to study materials (textbook PDF and Test Preparation Guide) and enrollment in a proctored exam. See page 73 for additional fees that may apply.

The chart on page 72 shows the LOMA member and non-member course enrollment fees for each course and exam delivery format option for 2014. LOMA member and non-member companies will be invoiced for course enrollment 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. After LOMA’s official enrollment deadline, paper enrollments may not be canceled. Fees are subject to change without notice.

74    1-800-ASK-LOMA (Option 1)

Online Interactive Courses The fee for courses offered in the online interactive format includes access to all online study materials. Non-proctored exams are integrated within these courses, and are included in the course enrollment fees.

Enrollments and Examinations

2014 Paper Exam Schedule

Non-English Exam Information, by Language

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

administered according to this schedule. „„Students must not enroll for two exams given on the same day at the same time. „„Ed Reps must not enroll students for an exam scheduled for a day on which their company will be closed, e.g., a national or company holiday. „„LOMA exams vary in length from two–three 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.

For exam availability and information in Arabic........................... . ............see page 31 Bahasa Indonesia......................................see page 32 Chinese......................... 中文...................see page 35 French.......................... Français...............see page 43 Korean.......................... 한국...................see page 48 Portuguese.................... Português............see page 52 Spanish......................... Español................see page 56

May 2014 Time

Monday May 12

Tuesday May 13

Wednesday May 14

Thursday May 15

Friday May 16

9 a.m.

LOMA 280 LOMA 286

LOMA 290

LOMA 301 UND 386

LOMA 311

LOMA 320

1 p.m.

LOMA 335

LOMA 357

LOMA 307 ACS 100

LOMA 361

LOMA 371

Time

Monday November 3

Tuesday November 4

Wednesday November 5

Thursday November 6

Friday November 7

9 a.m.

LOMA 280

LOMA 290 LOMA 305

LOMA 301 UND 386

LOMA 311

LOMA 320 ARA 440

1 p.m.

LOMA 335

LOMA 357

LOMA 307 ACS 100

LOMA 361

LOMA 371

November 2014

www.loma.org  75

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 PDF files via Course Portals. The PDFs 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

November 2013

I*STAR/ Prometric

January 1, 2014

Paper Exams

May 2014

May or June 2014 July 1, 2014

November 2014

November 2014

May 2015

January 1, 2015

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 (May–June or November–December) following the new or revised edition’s publication dates to sit for exams based on previously assigned study materials. There are no planned curriculum changes for 2014. However, text materials for the following courses will be discontinued at the end of 2014: „„LOMA 286 „„LOMA 305 „„AAPA 273

76    1-800-ASK-LOMA (Option 1)

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 22. Note the title, edition, and/or copyright date of all assigned study materials. Please confirm your company’s policies regarding obtaining LOMA study materials before ordering. Past exams are not recommended as study aids and are not available from LOMA or PBD Worldwide.

Online Study Materials Study materials for some LOMA designation courses are available in an online format. SRI 111, SRI 121, SRI 131, LOMA 281, LOMA 291, LOMA 321, ACS 101, AIRC 411, and AIRC 421 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.

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 Web site: www.lomabookstore.com E-mail: [email protected] Tel: 800-887-3723 / 770-280-4178 Fax: 770-280-4150 When ordering print-related study materials, please include your LOMA company number to receive Member pricing.

Study Materials

Study Materials and Billing Inquiries by Language For information on how to order books in Arabic...........................

. ............see page 31

Bahasa Indonesia......................................see page 32

Instructor’s Kits A LOMA-published Instructor’s Kit for LOMA 286 may be purchased from PBD Worldwide to facilitate classroom teaching. Commercially-published instructor’s kits are made available only to course instructors for LOMA 380. To order, contact LOMA directly.

Chinese......................... 中文...................see page 35 French.......................... Français...............see page 43 Korean.......................... 한국...................see page 48 Portuguese.................... Português. ...........see page 52 Spanish......................... Español................see page 56

Shipping Delivery of all in-stock items can be expected within three to ten business days from receipt of your order. All orders must be prepaid in U.S. dollars unless other arrangements are made directly with PBD Worldwide. Due to the differing costs and regulations of the customs offices of each country, PBD Worldwide 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 country’s customs regulations when placing an order. Companies that want customized service arrangements should contact PBD Worldwide before placing orders for study materials. LOMA assumes no responsibility for any special arrangements made with PBD Worldwide concerning order handling.

Billing Inquiries for Print-Related Study Materials If you have questions about a study materials invoice or billing-related matter, contact: PBD Worldwide P.O. Box 930108 Atlanta, Georgia 31193-0108 800-887-3723 / 770-280-4178 Tel: Fax: 770-280-4150 E-mail: [email protected]

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 LOMA’s 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 H. Brown, ALMI, PCS Graphic Designer: Allison Ayers-Molette

www.loma.org  77

Study Materials

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 with a proctored exam.) All paper exams must be administered according to

LOMA’s official schedule (see page 75). 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.

Exam Details Course number

SRI 111 SRI 121 SRI 131 SRI 210 LOMA 280 LOMA 281 LOMA 2861 LOMA 290 LOMA 291 LOMA 301 LOMA 3051 LOMA 307 LOMA 311 LOMA 320 LOMA 321 LOMA 3262 LOMA 335 LOMA 357 LOMA 361 LOMA 371 LOMA 3802 ACS 100 ACS 101 AIRC 411 AIRC 421 AAPA 2731 AAPA 2832 AAPA 3032 AAPA 3132 AAPA 3232 ARA 440 UND 386

Number of questions

60 questions 60 questions 75 questions 60 questions 60 questions 75 questions 60 questions 60 questions 60 questions 75 questions 60 questions 60 questions 60 questions 60 questions 75 questions 75 questions

50 questions 50 questions 50 questions 50 questions 50 questions 50 questions 50 questions

Time limit

Study Materials Paper exam available

No proctored exam No proctored exam No proctored exam 2 hours No 2 hours Yes No proctored exam 3 hours May only 2 hours Yes No proctored exam 2 hours Yes 3 hours Nov. only 2 hours Yes 2 hours Yes 2 hours Yes No proctored exam 3 hours No 2 hours Yes 2 hours Yes 2 hours Yes 2 hours Yes 3 hours No 3 hours Yes No proctored exam No proctored exam No proctored exam 2 hours No 2 hours No 2 hours No 2 hours No 2 hours No 2 hours Nov. only 2 hours Yes

Enrollment includes

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

1

LOMA 286, LOMA 305, and AAPA 273 will be offered only through the end of 2014.

2

LOMA 326, LOMA 380, AAPA 283, AAPA 303, AAPA 313, and AAPA 323 will be offered only through the end of 2015.

78    1-800-ASK-LOMA (Option 1)

Textbook available for purchase

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

Engaging…Interactive…Online!

With Customer Service for

Insurance Professionals (ACS 101), you’ll enjoy a dynamic, interactive learning experience which provides a comprehensive view of the customer service role, along with skills-based training, that’s focused on our industry.

This new course: • Blends extensive use of multi-media with learning activities • Provides learners with job relevant opportunities to practice customer service skills • Counts as credit toward the popular Associate, Customer Service (ACS) designation

So don’t wait! Take learning – and your career – to the next level with LOMA!

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