Education Catalog

2017 Education & Training Catalog
Key Dates
January 2017 November 2017
January 2 LOMA closed for New Years Day; November 610 Paper exams administered (see page76
LOMAs Contact Center unavailable for dates and times)
January 3 Enrollment opens for May 2017 paper exams November 21 Exam question challenges
deadline for receipt at LOMA
February 2017
November 2324 LOMA closed for Thanksgiving;
February 1 Ed Reps receive certificates and diplomas for
LOMAs Contact Center unavailable
November 2016 paper exams
February 10 Deadline to submit paper enrollment forms December 2017
for May 2017 paper exams December 2 November 2017 paper grades post
February 24 Deadline to submit enrollments via December 25 LOMA closed for Christmas;
learning.loma.org, and late paper enrollment LOMAs Contact Center unavailable
forms deadline for May 2017 paper exams
January 2018
May 2017 January 1 LOMA closed for New Years Day;
May 812 Paper exams administered LOMAs Contact Center unavailable
(see page76 for dates and times) January 2 Enrollment opens for May 2018
May 23 Exam question challenges paper exams
deadline for receipt at LOMA
May 29 LOMA closed for Memorial Day;
LOMAs Contact Center unavailable About This Catalog
June 2017
LOMA is committed to a business partnership with its worldwide
June 3 May 2017 paper grades post
members in the financial services industry to improve their
July 2017 management and operations through quality employee
July 4 LOMA closed for Independence Day; development, research, information sharing, and related products
LOMAs Contact Center unavailable and services.
July 5 Enrollment opens for November 2017 The mission of LOMAs Education & Training Division is to provide
paper exams companies in the insurance and financial services industry with a
quality education to meet their human resources development needs.
August 2017
August 1 Ed Reps receive certificates and diplomas for LOMA does not discriminate on the basis of race, color, national
May 2017 paper exams origin, sex, pregnancy, religion, age, disability, citizenship,
ancestry, service in the uniformed services, sexual orientation,
August 11 Deadline to submit paper enrollment forms marital status, genetic information, or any other factors protected
for November 2017 paper exams
by federal, state and local law in education policies or eligibility
August 25 Deadline to submit enrollments via requirements for its Programs.
learning.loma.org, and late paper enrollment
forms deadline for November 2017 paper All statements in this Catalog are for informational purposes only
exams and should not be construed as the basis of a contract between a
student, Educational Representative (Ed Rep), or participating
August 31 Last day to complete course requirements organization and LOMA. While the provisions of this Catalog will
to attend the 2017 LOMA Annual Conference ordinarily be applied as stated, LOMA reserves the right to
and Conferment
change any provision without any actual notice to students. Every
September 2017 effort will be made to keep students and company Ed Reps
September 4 LOMA closed for Labor Day; advised of any changes. Ed Reps are not agents of LOMA.
LOMAs Contact Center unavailable Project Manager: Kathryn H. Brown, AIRC, ALMI, PCS
September 68 2017 LOMA Annual Conference and Graphic Designer: Amy Stailey, ACS, ALMI
Conferment, San Diego, California
Copyright 2017 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 2017 LL Global, Inc. All rights reserved.
Reproductions or transmissions for any other purpose require the prior written permission of the publisher. LOMA, FLMI, FSRI TM, ASRI TM, ALMI, ACS, AIRC,
ARA, CPFS, CPLHI, CSI, 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 SRI 111 Retirement Marketplace.....................................20
Guidelines for Use of LOMA Materials...........................................3 SRI 121 Retirement Savings and Investments..................20
Who to Contact...........................................................................3 SRI 131 Planning for a Secure Retirement.......................20
SRI 210 Successful Retirement Outcomes.......................20
Overview of Products and Services 4 SRI 220 Retirement Marketing and
Content Updates for DOL.............................................................4 Business Acquisition..........................................21
Professional Designation Programs...............................................4 SRI 230 Retirement Administration..................................21
Designation Courses....................................................................4 SRI 500 Transforming Retirement Security.......................21
Short Online Courses...................................................................4 UND386 Underwriting Life and Health Insurance..............21
Short Online Collections...............................................................4
Instructor-Led Training.................................................................5 Short Online Courses and Course Collections 22
Custom Learning & Development Paths........................................6 Featured Short Online Courses............................................... 22
Customized Solutions...................................................................6 Short Online Course Collections.............................................. 22
Choose your Path to Industry Knowledge......................................6
Course Topic Categories..............................................................7 Course Enrollment, Access and
Designation Programs..................................................................7 Study Materials 24
Languages..................................................................................7 Using your LOMA Learning Account............................................24
Course Types..............................................................................7 Enrolling for Courses..................................................................25
Course Providers.........................................................................7 Student Responsibilities.............................................................25
Professional Designation Programs 8 Accessing Online Study Materials.............................................. 26
Anticipating Curriculum Changes............................................... 26
Fellow, Life Management Institute (FLMI )................................9

Extending Access for Designation Courses................................. 26
Associate, Life Management Institute (ALMI)...........................9
Students with Special Needs......................................................27
Fellow, Secure Retirement Institute (FSRI)...........................10
Purchasing Printed Study Materials............................................27
Associate, Secure Retirement Institute (ASRI).....................10
Shipping....................................................................................27
Associate, Customer Service (ACS)......................................11
Billing Inquiries for Print-Related Study Materials.........................27
Associate, Insurance Regulatory Compliance (AIRC)..............13
Associate, Reinsurance Administration (ARA)......................14 Examinations 28
Designation Course Descriptions Highly Interactive Online Courses and Short Online Courses.........28
Course Portal Courses...............................................................28
and Course Materials 15 I*STAR Exams...........................................................................28
ACS100 Foundations of Customer Service.......................15 Prometric Exams...................................................................... 29
ACS 101 Customer Service for Insurance Professionals......15 Paper Exams............................................................................ 30
AIRC 411 The Regulatory Environment for Exam Procedures & Regulations.................................................31
Life Insurance....................................................15
AIRC 421 Regulation of Life Insurance Products, Sales, Grades, Credit, and Awards 32
& Operations.....................................................15 Short Online Courses................................................................ 32
ARA440 Reinsurance Administration................................16 Highly Interactive Online Courses............................................... 32
LOMA280 Principles of Insurance.......................................16 Course Portal Courses.............................................................. 32
LOMA281 Meeting Customer Needs Retake Policy............................................................................ 32
with Insurance and Annuities.............................16 Regrade Policy......................................................................... 32
LOMA290 Insurance Company Operations..........................17 Credit from Other Programs...................................................... 33
LOMA291 Improving the Bottom Line: Awards.................................................................................... 33
Insurance Company Operations..........................17
LOMA301 Insurance Administration....................................17 International Programs 34
LOMA 302 The Policy Lifecycle: Bahasa Indonesia Programs.............. Bahasa Indonesia.............. 35
Insurance Administration....................................17 Chinese Programs............................ ................................ 36
LOMA307 Business and Financial Concepts French Programs.............................. Franais........................... 45
for Insurance Professionals ...............................18 Korean Programs.............................. ............................ 50
LOMA 308 The Business of Insurance: Portuguese Programs....................... Portugus......................... 56
Applying Financial Concepts..............................18
Spanish Programs............................ Espaol............................ 60
LOMA311 Business Law for Financial Services
Professionals.....................................................18 Fees and Schedules 74
LOMA320 Insurance Marketing..........................................18 Enrollment Fees.......................................................................... 74
LOMA 321 Marketing in Financial Services..........................19 Prometric Fees........................................................................... 74
LOMA335 Operational Excellence in Financial English-Language 2017 Course/Exam Enrollment Fees
Services............................................................19 North America............................................................................75
LOMA 357 Institutional Investing: Principles Additional Fees...........................................................................76
and Practices....................................................19
2017 Paper Exam Schedule........................................................76
LOMA361 Accounting and Financial Reporting
English Language Exams & Study Materials by Course.................77
in Life Insurance Companies..............................19
LOMA371 Risk Management and Product Design for
Insurance Companies........................................20
Advance Your Career
LOMAs Formula for Success

Start with the trusted source for industry knowledge, add LOMA continues to offer new courses in our popular
job-relevant course content and convenient course access, highly-interactive online course format! Engaging
and you have a formula for success that industry content, multimedia delivery, modularized examinations
professionals around the globe rely on to advance their built right into the course all features that help adult
careers! learners make the most of their study time and apply the
learning to their everyday lives! See page 28 for more
Our industry is changingand LOMA is keeping pace with
information.
these changes in many ways!
The new DOL fiduciary rule is the most substantial
Managing the Customer Experience (CX) is a
regulatory change to impact the industry in decades.
balancing act, and every employee in your organization
How can companies make sure everyone is up to
from customer service and claims to marketing and
speed? The LIMRA LOMA Secure Retirement Institute
IT plays a part. LOMAs brand new highly interactive
has an answer. See page 22 for more information on our
online CX game provides a fun way to enhance and
newest course, DOL Fiduciary Basics for Employees.
improve the customer experience you provide. See page
22 for more information. So get started today! Let LOMAs proven formula for success
LOMAs newest professional designation program, the help you advance your career todayfor a better tomorrow!
Fellow, Secure Retirement Institute (FSRI), is a
comprehensive program designed to educate employees
who develop, administer, and support retirement plans
and products. The final course in this exciting program
will be launched in 2017 get started now! See page
10 for more information.
LOMAs diverse content helps you achieve your career goals!

Annuities Digital Marketing Insurance Onboarding Reinsurance
Business Analysis DOL NEW! Legal and Ethics Retirement Planning
Business Insurance Fiduciary Rule Life and Health Sales Support
Communication Finance and Insurance Sales Training
Accounting Management and
Company Operations Securities and
and Administration Financial Services Leadership Suitability
and Financial Product Development
Compliance Social Media
Planning
Customer NEW! Project Management Underwriting
Human Resources
Experience Property/Casualty
Insurance Fraud Insurance
Customer Service
2 1-800-ASK-LOMA (Option 1) n www.loma.org

Advance your career
Disclaimer of Warranty Who to Contact

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 If you have questions about LOMAs Education Programs,
examinations in the given curriculum have been successfully completed. contact your companys LOMA Education Representative
In no way should a students completion of a given LOMA course or
attainment of any LOMA designation be construed to mean that LOMA in
(Ed Rep) first. If you require additional assistance, or if you
any way certifies that students competence, training, or ability to are an independent student, please contact:
perform any given task. LOMAs examinations are to be used solely for
general educational purposes, and no other use of the examinations or LOMAs Contact Center
programs is authorized or intended by LOMA. Furthermore, it is in no 6190 Powers Ferry Road, Suite 600
way the intention of the LOMA curriculum or examinations to describe Atlanta, GA 30339 USA
the standard of appropriate conduct in any field of the financial services
industry, and LOMA expressly repudiates any attempt to so use the
Tel: 1-800-ASK-LOMA (275-5662) (Option 1)
curriculum and examinations. Any such assessment of student 770-984-3761
competence or usual industry practices should instead be based on Fax: 770-984-6415
independent professional inquiry and the advice of competent E-mail: education@loma.org
professional counsel.
Guidelines for Use of LOMA Materials

It is unlawful to make unauthorized copies of LOMA texts, Unless your company has specific written permission from
study aids, exams, software, this Catalog, or any other LOMA in advance, any photocopying, inputting or recording
materials. When companies or students make unauthorized via computer or other storage medium or device, copying of
copies of LOMA materials, they engage in illegal activity, software, storing or accessing materials via company
thereby depriving LOMA of revenues used for association intranets or networks, or incorporation of any LOMA materials
activities such as new research, training, and development of into other works may subject you and your company to
education programs. 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 education@loma.org.
learning.loma.org n education@loma.org3
Overview of Products and Services
As a leading provider of learning solutions for financial Designation Courses

services organizations around the globe, LOMA offers a wide All courses in LOMAs professional designation programs are
range of products and services to meet your learning and delivered online, either in a highly interactive format or in a
development needs. course portal format.
Highly interactive format courses use an engaging,
multimedia approach that often includes integrated
Content Updates for DOL audio, video, and scenario-based learning.
Highly interactive format courses feature several
All LOMA courses have been reviewed and amended as non-proctored, end-of-module exams integrated into
appropriate to reflect our understanding of the DOL fiduciary the course content as part of the learning experience.
rule. The updated content related to DOL fiduciary rule No separate exam enrollment is required.
changes does not affect examinations at this time.
Course portal format courses blend a traditional
Learners enrolled in courses with PDF textbooks available textbook-based study experience (delivered as a PDF)
on course portals should be sure to check the Text with interactive practice questions, a sample exam, and
Corrections page for updates to reflect the new rule. other review tools, all housed in a dedicated mini
As we see what companies do in anticipation of and website, or course portal. Course portal format courses
following the rules applicability date, we will amend the include enrollment in a proctored examination that
content again to reflect trends in implementation and covers the entire course. These exams are
practices that are adopted in response to the rule. administered on paper or on computer at an approved
testing facility.
Short Online Courses

Professional Designation Programs Whether you are new to the insurance and financial services
industry or just want to build new skills, LOMA offers short
Since 1932, LOMA has awarded professional designations in online courses that can help boost your productivity,
insurance and financial services industry education. Each performance and success!
LOMA designation program gives learners a broad
understanding of the industry as a whole, and an Our short online courses engage the learner with interactive
appreciation for how they can contribute to their companies lessons and real-life scenarios that reinforce learning related
success. All LOMA professional designation programs are to the industry and, in many cases, are specific to individual
developed with guidance and support from industry subject businesses or product lines. Online quizzes and knowledge
matter experts, and are globally recognized as being relevant checks provide instant feedback to keep you on track.
and engaging. See page 8 for more information. Most of these courses can be completed in about an hour!
Learn at your own pace with 24/7 on-demand access to
LOMAs short online courses.
If you previously used LOMANET to enroll for and
access LOMAs Designation courses or LOMALearn Short Online Collections
to enroll for LOMAs Short Online Courses or Weve combined several short online courses to form
Course Collections, note that these courses and collections that focus on a specific aspect of the industry.
your student records are now available through Short Online Collections range from 2 to 7 courses, all
available through one convenient enrollment.
our enhanced learning system. Check it out at
learning.loma.org. See page 22 for more information about LOMAs short online
courses and short online course collections.

Instructor-Led Training
LOMA offers instructor-led, activity-based programs
designed for employees who need a broad understanding of
industry fundamentals. Led by skilled facilitators, the
programs include instruction from industry subject matter
experts, participation in group activities, and interaction with
peers. LOMAs popular instructor-led training sessions are
delivered in a variety of formats:
Public Classroom Sessions are held several times
throughout the year in specified locations. These 2
day sessions are lively and fast paced, and move
learners from introduction and understanding to
application and synthesis through focused discussion
about real-world challenges and solutions. Public
classroom sessions are limited to 30 participants.
Custom On-site Classroom Sessions are delivered
on-site at your location by LOMAs trainers. Session
content can be tailored to fit your companys unique
business needs.
Custom Train-the-Trainer Classroom Sessions, in
which LOMA conducts a complete custom on-site
classroom session with your companys facilitators
attending as participants, followed by a one-day
Facilitator Certification Workshop in which your
facilitators learn how to deliver the same program for
maximum impact.
Virtual Classroom Sessions use web-conferencing to
deliver the same great training right to your desk. Virtual
sessions include the expert instruction and small group
activities of the traditional classroom model, and are
available in public sessions or custom sessions
tailored to your companys needs. Virtual classroom
sessions are limited to 30 participants.
Learn More
For more information about LOMAs instructor-led training programs, visit us at www.loma.org, or contact us:
Phone: 770-984-3776
E-mail: insuranceimmersion@loma.org
Additional instructor-led training and development opportunities are available through LIMRA. To learn how these programs
can have a positive impact on your business, contact LIMRA at 888-785-4672 or online at talentsolutions.limra.com.
Custom Learning & Development Paths Choose your Path to Industry Knowledge
LOMA can tailor time-tested course content to meet your LOMA has education and training solutions to fit your needs.
companys unique learning needs with custom learning and And thanks to LOMAs enhanced learning system, navigating
development paths, based on criteria you specify. By your path to industry knowledge has never been easier!
integrating or adapting our courses and designation programs
When you log in to LOMAs learning system, you can see all
into custom learning paths that appeal to a variety of learning
of your LOMA learning options in one place. Advanced online
styles, LOMA can design a development program unique to
learning catalog search features allow you to search for
each functional area within your organization. LOMAs team
LOMA courses based on
of learning and development professionals match learning
content and courses with job families and competencies Course topic category
within jobs for an all-inclusive development solution. Designation program
Customized Solutions Course Type
For companies that need more than a standard off-the-shelf Course Provider
solution, LOMA offers customized solutions to maximize your
training investment. Some of these options include: Language
Certificate programs Keyword or phrase
Blended learning tools
This powerful filtering tool helps you see at a glance all of the
Learning management system (LMS) integrations LOMA learning opportunities that meet your criteria, and how it
Customized courses all fits together to deliver the solution thats just right for you.
For more information about LOMAs customized solutions, If you are working toward a Professional Designation, the
visit www.loma.org, or email membersolutions@loma.org. designation tracking features in LOMAs learning system
will help you stay on target!
The systems user interface is available in a variety of
languages English, French, Spanish, and Chinese
to make your experience better than ever before.

Course Topic Categories Designation Programs

Annuities ACS Associate, Customer Service
Business Skills AIRC Associate, Insurance Regulatory
Compliance/Legal Compliance
Customer Service ALMI Associate, Life Management Institute
Finance/Accounting ARA Associate, Reinsurance Administration
Health Insurance ASRI Associate, Secure Retirement Institute
Life Insurance CPLHI Certified Professional, Life and Health
Management/Leadership
Insurance (Bahasa Indonesia)
Marketing
FLMI Fellow, Life Management Institute

Operations/Administration
FSRI Fellow, Secure Retirement Institute
Property/Casualty Insurance
LCIC LOMA Certified Insurance Consultant
(Spanish)
Reinsurance
PFLP Programa de Formaao LOMA em

Retirement
Portugus (Portuguese)
Sales
PFSL Programa de Formacin en Seguros de
Social Media LOMA (Spanish)
Underwriting
Languages Course Types

English Short Online Course
Spanish Short Online Collection
Portuguese Professional Designations
Chinese (Simplified) Designation Courses
Chinese (Traditional) Instructor Materials/Discussion Guides
French
Korean
Bahasa Indondesia
Course Providers
LOMA
LOGiQ3
Mindset Digital
LRN
NATG
Professional Designation Programs
One of the most recognized and respected professional

education institutions in the world, LOMA is perhaps best From your account in LOMAs learning system, you
known for programs of study that lead to the internationally have access to a complete record of all your learning
recognized professional designations listed below: activity with LOMA. The Learning History tab shows
ACS Associate, Customer Service all of your course enrollments and activity in short
AIRC Associate, Insurance Regulatory Compliance online courses, professional designation courses,
ALMI Associate, Life Management Institute and designation programs.
ARA Associate, Reinsurance Administration
ASRI Associate, Secure Retirement Institute
CPLHI Certified Professional, Life and Health Insurance
(Bahasa Indonesia) Enroll and Access Designation Courses
FLMI Fellow, Life Management Institute Once enrolled, learners access the study materials for
LOMAs designation program courses through LOMAs
FSRI Fellow, Secure Retirement Institute
learning system.
LCIC LOMA Certified Insurance Consultant (Spanish)
Whether you choose the highly interactive online format
PFLP Programa de Formaao LOMA em Portugus
with integrated end-of-module exams, or the course
(Portuguese)
portal format with PDF textbooks and proctored exams,
PFSL Programa de Formacin en Seguros de LOMA LOMA is your one-stop shop for everything you need to
(Spanish) succeed. The charts on pages 75 and 77 show the format
for each designation course.
Track Designation Progress
LOMAs learning system learning.loma.org provides Credit for Retired Designation Courses
quick access to the most current designation program In some cases, learners may receive credit for courses that
information and materials. Although learners may enroll in are no longer offered by LOMA. Most of these situations are
individual courses within any of LOMAs programs without explained in notes to the tables on the following pages.
pursuing a professional designation, the Designation tab in However learners should check their Learning History in
LOMAs learning system makes earning a professional LOMAs learning system for the most up-to-date information
designation easier by helping learners and administrators regarding program requirements and designation progress.
stay on target.
When you enroll in a course that offers credit toward a
designation, this feature automatically displays the
LOMA professional designations that award credit for that
course and allows you to see the progress youve made If you previously used LOMANET to access LOMAs
toward each designation, as well as the remaining courses professional designation programs, note that these
needed to achieve your designation goals. With this tab, courses and all student records are now available
youll always know exactly what your next steps should be in through our enhanced learning system. For details on
order to reach the finish line! accessing this system, see page 24, or check it out at
Want to see what other designations are available? Simply learning.loma.org.
search the Learning catalog and select the Designation
category to see all available designations and the courses
required for each.

Professional Designations Programs
Fellow, Life Management Institute (FLMI) All courses leading to the ALMI are available in two formats
as a Highly Interactive Online course with integrated
and Associate, Life Management Institute modularized exams, or as a Course Portal with a proctored
(ALMI) end-of-course exam. The upper level FLMI courses are only
available in the Course Portal format with a proctored
The Fellow, Life Management Institute (FLMI) program is a end-of-course exam. See Page 28 for more information.
10-course professional designation program that provides
an industry-specific business education in the context of ALMI
the life insurance and annuity industry. Established in 1932,
The five-course ALMI program consists of:
the FLMI program is the worlds largest university-level
education program in insurance and financial services. LOMA 280 or LOMA 281
LOMA 290 or LOMA 291
Level I: Provides need-to-know information about
insurance products and operations so employees quickly LOMA 301 or LOMA 302
gain confidence, serve the customer effectively, and LOMA 307 or LOMA 308
contribute to company success LOMA 320 or LOMA 321
ALMI: Provides job-relevant knowledge about the core
insurance functions and strengthens business and FLMI
financial acumen The five FLMI-level courses cover big picture business
topics important to insurance professionals and managers.
FLMI: Teaches advanced insurance and financial
In general, these courses also cover quantitative and financial
concepts to build a deeper understanding of the
concepts in greater depth. LOMA recommends a course
insurance business
progression that begins with Level I followed by the ALMI
level before enrolling in courses in the FLMI level.
Associate, Life Management Institute (ALMI) and Fellow, Life Management Institute (FLMI)
Required courses
Level I ALMI FLMI
Insurance Insurance Insurance Business & Marketing Law 1
Management 1
Investments1 Accounting Risk
Principles Operations Administration Financial Management
Concepts1 & Product
Design
LOMA280 LOMA290 LOMA301 LOMA307 LOMA320 LOMA311 LOMA335 LOMA357 LOMA361 LOMA371
or or or or or
LOMA281 LOMA291 LOMA 302 LOMA 308 LOMA 321
Level I: LOMA awards a
personalized certificate to
learners upon successful
completion of LOMA280/281 Level 1 plus the ALMI courses are required
and LOMA290/291. to earn the ALMI designation.
Learners must complete ALL required courses to earn the FLMI designation.
1 Learners who have credit for the discontinued courses shown below automatically receive FLMI credit for the applicable course category shown below.
Discontinued Course Course Category

LOMA 351 Business & Financial Concepts
LOMA 310, 315, or 316 Law
LOMA 330 Management
LOMA 340 or 356 Investments
Learners may be eligible for credit for other discontinued
courses. Check your designation progess at learning.loma.org.
Fellow, Secure Retirement Institute (FSRI) Level 3 (FSRI) delivers knowledge of broad challenges
facing society and the retirement industry, as well as
and Associate, Secure Retirement Institute strategic approaches for meeting these challenges, to
(ASRI) equip employees for problem solving, innovation, and
advancement in their careers. Learners who complete
The Fellow, Secure Retirement Institute (FSRI) is a self-study
Levels 1, 2, and 3 will achieve the Fellow, Secure
designation program for industry professionals working in the
Retirement Institute (FSRI) designation.
retirement industry. Designed specifically for employees in
insurance companies, asset management firms, distribution All courses leading to the ASRI are highly interactive online
organizations, and recordkeeping companies, this courses with integrated modularized exams. The final FSRI
comprehensive professional development curriculum covers course is offered in a course portal, with both interactive
the entire retirement planning and income marketplace. The elements and a proctored end-of-course exam.
FSRI will help companies ensure that their employees have LOMA recommends a course progression that begins with
the knowledge and skills to support retirement plans and Level I followed by the ASRI level courses before enrolling in
products, deliver effective service and solutions to clients and the FSRI course.
advisors, and address the challenges and opportunities
presented by the evolving retirement marketplace.
Level 1 (Certificate Level) consists of three courses that FSRI Credit for other
provide an overview of the retirement marketplace and a LOMA Courses
strong foundation in retirement principles, products, and
planning. A Certificate in Retirement Essentials is If you have earned credit for
awarded upon completion of these three courses. LOMA 286 or AAPA 273, you will automatically receive
Level 2 (ASRI) consists of three courses that teach credit for SRI 111
advanced concepts in generating successful retirement LOMA 305, you will automatically receive credit
outcomes and the application of retirement industry for SRI 131
knowledge to marketing, business acquisition, The FFSI, AAPA, or FLMI designation, you will
administration/operations, service, and other functions
automatically receive credit for SRI 220
that support the business. Learners who complete Level 1
This credit will be reflected in your Learning History in
and Level 2 will earn the Associate, Secure Retirement
Institute (ASRI) designation. LOMAs learning system.
Associate, Secure Retirement Institute (ASRI) and Fellow, Secure Retirement Institute (FSRI)
Required courses
Level 1 Level 2 Level 3
Certificate in Retirement Essentials ASRI FSRI
SRI 111 SRI 121 SRI 131 SRI 210 SRI 220 SRI 230 SRI 500
Retirement Retirement Planning for Successful Retirement Retirement Transforming
Marketplace Savings and a Secure Retirement Marketing Administration Retirement
Investments Retirement Outcomes and Business Security
Acquisition
Available in
2017

Associate, Customer Service (ACS)

Employees at all levels can benefit from the Associate, The ACS program provides a course on the foundations of
Customer Service (ACS) program. It is appropriate for customer service, and the programs elective tracks allow
anyone who interacts with internal or external customers on a you to focus your studies within a particular product area.
regular basis. Those pursuing the ACS may choose one of the following
tracks to complete the designation:
The ACS program is designed to help you
ACS Life Insurance
Increase your knowledge of product lines
ACS Property & Casualty (P&C)
Successfully manage customer relationships
Exceed customers expectations
NOTE: The ACS designation is awarded only for the first track
Improve your companys bottom line completed.
ACS Life Insurance

Required courses Elective courses select two
Customer Service Insurance Insurance Operations/ Insurance Business & Marketing
Principles Reinsurance Administration Administration Financial Concepts
ACS100 LOMA280 LOMA290 LOMA 301 LOMA 307 LOMA320
or or or or or or
ACS 101 LOMA281 LOMA291 LOMA302 LOMA308 LOMA 321
or
ARA 440
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. Jointly sponsored by LOMA and The Insurance Institute
Property & Casualty track of the ACS program provides a solid of Canada (IIC), the Canadian Property & Casualty track
understanding of customer service and how it affects property/ of the ACS program provides a solid understanding of
liability, personal and commercial insurance, regulation, claims customer service and how it affects property/liability
and more. Policies and procedures for LOMA-administered insurance, loss adjusting, underwriting, and agent/broker
ACS courses are described in this Catalog. For information on activities. Policies and procedures for LOMA-administered
enrolling for TheInstitutes courses, see the contact information ACS courses are described in this Catalog. For information
below. To send proof of credit to LOMA, complete the form at on enrolling for IIC courses, see the contact information
www.loma.org. below. To send proof of credit to LOMA, complete the
form at www.loma.org.
The Institutes
Customer Service Department
720 Providence Road The Insurance Institute of Canada
Suite 100 18 King Street East, 6th Floor
Malvern, PA 19355-3433 Toronto, ON M5C 1C4
Tel: 800-644-2101 / 610-644-2100 Tel: 866-362-8585 / 416-362-8586
Fax: 610-640-9576 Fax: 416-362-1126
E-mail: customerservice@theinstitutes.org E-mail: iicmail@insuranceinstitute.ca
Web site: http://www.theinstitutes.org Web site: http://www.insuranceinstitute.ca
ACS Property & Casualty (U.S.)

Customer Property/ Personal/ Personal/ Insurance Information Claims Insurance Reinsurance1
Service Liability Commercial Commercial Regulation Technology Services
Principles Insurance Insurance
ACS100 AINS 21 AINS 22 AINS 22 IR 201 AIT 131 AIC 30 AIS 25 ARe 144
or or or
ACS 101 AINS 23 AINS 23
(whichever was
not taken as a
required course)
For details on the required and elective courses offered by The Institutes, visit http://www.theinstitutes.org.
ACS Property & Casualty (Canada)

Customer Insurance Property/ Property/ Loss Advanced Loss Underwriting Agent/
Service Principles/ Liability Liability Adjusting2 Adjusting2 Broker3
Practices Insurance Insurance
ACS100 C11 C12 C12 C110 C111 C120 C130
or or or or or or
ACS 101 C81 and C82 C13 C13 C121 C131
(whichever was not taken
as a required course)
For details on the required and elective courses offered by the IIC, visit http://www.insuranceinstitute.ca.
1 Learners who have credit for ARe 141 may receive ACS credit for the Reinsurance course.
2 Learners who have credit for C15 or C17 may receive ACS credit for the Loss Adjusting or Advanced Loss Adjusting courses.
3 Learners who have credit for C71 may receive ACS credit for the Agent/Broker course.

Associate, Insurance Regulatory Certificate in Regulatory Compliance

Compliance (AIRC) Essentials
Compliance is one of the most critical issues facing insurers LOMA recognizes that everyone in your organization not
today. LOMAs Associate, Insurance Regulatory Compliance just those working towards an AIRC designation needs a
(AIRC) program provides a comprehensive knowledge base solid foundation in Compliance. Thats why learners who
of the complex issues surrounding state and federal successfully complete AIRC 411 and AIRC 421 will be
regulation of the life insurance industry and products in the awarded the Certificate in Regulatory Compliance
United States. Courses in this designation program are Essentials.
frequently updated to reflect evolving regulations.
NOTE: Learners may not apply existing credit for AIRC 410 or
The AIRC program helps you understand
AIRC 420 toward earning the Certificate. Our Contact Center
Compliance concepts, terms, processes, and regulatory representatives are available to help explain your options.
requirements Call us at 1-800-ASK-LOMA (option 1).
How states and the U.S. 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 and annuities
When, how, and why U.S. federal securities laws apply
to the sale of financial products
What specific regulations govern insurance, including
life, pensions, annuities, credit insurance, and group
products
Associate, Insurance Regulatory Compliance (AIRC)

Required courses
Principles Insurance Operations Law1 Marketing2 Compliance 1 Compliance 2
LOMA280 LOMA290 LOMA311 LOMA320 AIRC 4113 AIRC 4214
or or or
LOMA281 LOMA291 LOMA 321
LOMA awards a Certificate in Regulatory
Compliance Essentials to learners
upon successful completion of
AIRC 411 and AIRC 421.
Learners must complete ONE course from each subject category to earn the AIRC designation.
1 Learners who have credit for LOMA 310 or LOMA 315 automatically receive AIRC credit for the Law course.
2 Learners who have credit for LOMA 326 automatically receive AIRC credit for the Marketing course.
3 Learners who have credit for AIRC 410 automatically receive credit for AIRC 411.
4 Learners who have credit for AIRC 420 automatically receive credit for AIRC 421.
Associate, Reinsurance Administration

(ARA)
Reinsurance plays a vital role in the financial services The ARA program describes:
industry. LOMAs Associate, Reinsurance Administration Key players and the reasons for using reinsurance
(ARA) program will help you grasp reinsurance principles,
Laws and regulations affecting reinsurance transactions
the importance of the written reinsurance agreement, and
the administration and auditing of reinsurance business. 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 Insurance Law/Compliance1 Accounting Reinsurance
Operations Administration Administration
LOMA280 LOMA290 LOMA301 LOMA311 LOMA361 ARA440
or or or or
LOMA281 LOMA291 LOMA 302 AIRC 411
or
AIRC 421
Learners must complete ONE course from each category to earn the ARA designation.
1 Learners who have credit for LOMA 310, LOMA 315, AIRC 410, or AIRC 420 automatically receive ARA credit for the Law/Compliance course.

Designation Course Descriptions
and Course Materials
All LOMA courses updated as needed to reflect the DOL fiduciary rule
ACS 101
How to Use This Section Customer Service for
Insurance Professionals
This section provides brief course descriptions for all LOMA
ACS 101 uses a variety of media to provide a comprehensive
Designation courses. Courses are listed alphabetically by
overview of the role of customer service in insurance and
designation, and then numerically by course numbers.
financial services organizations and the skills service providers
See page 24 for Course Enrollment and Access need to deliver exceptional customer service. The course
information. describes important customer service functions, processes,
See page 75 for Course Fees. and technologies and offers opportunities for students to
learn and improve their listening, speaking and writing skills
Now you can also take your search for designation
so that they can interact effectively with customers.
courses online! Detailed course descriptions and learning
outcomes are also available in LOMAs enhanced learning This course is delivered as a highly interactive online course,
system. Visit www.loma.org for more information. and non-proctored, end-of-module exams are integrated
within the course.
AIRC 411
The Regulatory Environment
ACS100 for Life Insurance
Foundations of Customer Service AIRC 411 discusses the compliance function in a life
ACS100 provides a comprehensive introduction to customer insurance company and how the state and federal
service in a financial services environment. The course governments regulate life insurance companies operating in
explores the knowledge and skills employees need to the United States.
understand and deliver exceptional customer service.
This course is delivered as a highly interactive online course,
This course includes access to the Course Portal, as well as and non-proctored, end-of-module exams are integrated
enrollment in a proctored examination. within the course.
Foundations of Customer Service, Third Edition
(LL Global, Inc., 2015) AIRC 421
ISBN 978-1-57974-448-9 Regulation of Life Insurance
Test Preparation Guide for ACS100(LL Global, Inc., 2015) Products, Sales, & Operations
ISBN 978-1-57974-449-4 AIRC 421 explains state and federal regulation of life
insurance and annuity product design in the United States.
Optional printed textbook(not included in enrollment fee)
The course also describes the regulation of life company
See Order Form.
operations, including underwriting, claims, reinsurance,
Foundations of Customer Service, Third Edition market analysis and examinations.
(LL Global, Inc., 2015)
ISBN 978-1-57974-448-9 This course is delivered as a highly interactive online course,
PBD Order # 100-10-15 and non-proctored, end-of-module exams are integrated
within the course.
Designation Course Descriptions and Course Materials
ARA440 LOMA280 Updated!

Reinsurance Administration Principles of Insurance
ARA440 shows how reinsurance strengthens the insurance LOMA280 introduces the principles of insurance, the
industry and increases the likelihood that insurance process of becoming insured, and the policyowners
companies will have sufficient funds to pay anticipated contractual rights. The course includes information on the
claims. This course also discusses reinsurance principles, features of individual and group life insurance, health
regulation of reinsurance, typical provisions in a reinsurance insurance, and annuity products.
agreement, the administration of reinsurance business, and This course includes access to the Course Portal, as well as
the importance of quality control for reinsurance. enrollment in a proctored examination.
This course includes access to the Course Portal, as well as Enrollments purchased before January 3, 2017 will be
enrollment in a proctored examination. based on the following text assignment:
Principles of Reinsurance, Second Edition Principles of Insurance (LL Global, Inc., 2011)
(LL Global, Inc., 2013) ISBN 978-1-57974-351-2
ISBN 978-1-57974-414-4 Test Preparation Guide for LOMA 280 (LL Global, Inc., 2011)
Test Preparation Guide for ARA440 ISBN 987-1-57974-352-9
(LL Global, Inc., 2013) Optional printed textbook (not included in enrollment fee).
ISBN 978-1-57974-413-7 See Order Form.
Optional printed textbook (not included in enrollment fee). Principles of Insurance (LL Global, Inc., 2011)
See Order Form. ISBN 978-1-57974-351-2
Principles of Reinsurance, Second Edition PBD Order # 280-10-11
(LL Global, Inc., 2013) Enrollments purchased on or after January 3, 2017 will be
ISBN 978-1-57974-412-0 based on the following text assignment:
PBD Order # 440-10-13 Principles of Insurance, Second Edition
ISBN 978-1-57974-455-7
Test Preparation Guide for LOMA280(LL Global, Inc., 2017)
ISBN 978-1-57974-456-4
Optional printed textbook (not included in enrollment fee)
See Order Form.
Principles of Insurance, Second Edition
ISBN 978-1-57974-455-7
PBD Order # 280-10-17
LOMA281
Meeting Customer Needs
with Insurance and Annuities
Part of the Need 2 Know series, LOMA281 uses a variety of
media to teach principles of insurance, insurance products,
and the policyowners contractual rights. The course
describes the features of individual and group life insurance
and annuity products, and emphasizes how insurance
companies serve customers and meet customer needs
through the products they provide.
and non-proctored, end-of-module exams are integrated
within the course.
LOMA290 LOMA301
Insurance Company Operations Insurance Administration
LOMA 290 describes how life insurance companies operate LOMA301 provides a detailed discussion of the activities of
in todays global environment: how they are organized, how insurance administration for individual and group life
they are managed, and the roles of functional and support coverages, focusing on underwriting, reinsurance, claims,
units in developing, distributing, issuing, and administering and customer service.
life insurance and annuity products. Learners who take this This course includes access to the Course Portal, as well as
course will better understand how an individual job fits into enrollment in a proctored examination.
the entire scope of the company as well as the importance of
each employees contribution to overall organizational Insurance Administration, Fourth Edition
success.
ISBN 978-1-57974-354-3
This course includes access to the Course Portal, as well as
Test Preparation Guide for LOMA301
enrollment in a proctored examination.
Insurance Company Operations, Third Edition ISBN 978-1-57974-355-0
Optional printed textbook (not included in enrollment fee)
ISBN 978-1-57974-380-2
See Order Form.
Test Preparation Guide for LOMA290 Insurance Administration, Fourth Edition
(LL Global, Inc., 2012) (LL Global, Inc., 2011)
ISBN 978-1-57974-381-9 ISBN 978-1-57974-354-3
Optional printed textbook(not included in enrollment fee) PBD Order # 301-10-11
See Order Form.
Insurance Company Operations, Third Edition LOMA 302
(LL Global, Inc., 2012) The Policy Lifecycle:
ISBN 978-1-57974-380-2 Insurance Administration
PBD Order # 290-10-12 LOMA 302 uses a variety of media to trace the lifecycle of a
life insurance policy and explore insurance administration
LOMA291 functions through real-world examples. Learners will closely
Improving the Bottom Line: examine the underwriting processes, customer service
Insurance Company Operations practices, reinsurance protocols, and claims evaluation
Part of the Need 2 Know series, LOMA291 uses a variety procedures to gain an understanding of how insurers carry
of media to teach operations, functions, and product out a broad range of administrative activities. Case studies
development basics unique to the insurance organization. provide opportunities for learners to apply what theyve
In addition, the course will teach that (1) a companys learned to real-life scenarios.
success depends on its operational efficiency and This course is delivered as a highly interactive online course,
effectiveness, and (2) every employee has a role in and non-proctored, end-of-module exams are integrated
ensuring the companys financial success. within the course.
within the course.
LOMA307 LOMA311
Business and Financial Concepts Business Law
for Insurance Professionals for Financial Services Professionals
LOMA307 introduces industry employees to basic financial LOMA311 presents the basic features and principles of the
concepts and terminology and relates these concepts to the legal environment in which financial services companies
business of insurance and company operations and around the world operate.
profitability. This course includes access to the Course Portal, as well as
This course includes access to the Course Portal, as well as enrollment in a proctored examination.
enrollment in a proctored examination. Business Law for Financial Services Professionals,
Business and Financial Concepts for Insurance Second Edition (LL Global, Inc., 2012)
Professionals(LL Global, Inc., 2010) ISBN 978-1-57974-396-3
ISBN 978-1-57974-349-9 Test Preparation Guide for LOMA 311 (LL Global, Inc., 2012)
Test Preparation Guide for LOMA307 ISBN 978-1-57974-397-0
(LL Global, Inc., 2010) Optional printed textbook (not included in enrollment fee)
ISBN 978-1-57974-350-5 See Order Form.
Optional printed textbook (not included in enrollment fee) Business Law for Financial Services Professionals,
See Order Form. Second Edition (LL Global, Inc., 2012)
Business and Financial Concepts for Insurance ISBN 978-1-57974-396-3
Professionals(LL Global, Inc., 2010) PBD Order # 311-10-12
ISBN 978-1-57974-349-9
PBD Order # 307-10-10
LOMA320 Updated!
Insurance Marketing
LOMA 308 LOMA320 covers marketing principles and the functions of
The Business of Insurance: marketing as an integral aspect of the life and health
Applying Financial Concepts insurance industry.
LOMA 308 uses a variety of media to present basic This course includes access to the Course Portal, as well as
economic, financial, and business concepts and practices enrollment in a proctored examination.
related to insurance company management, operations, Enrollments purchased before April 3, 2017 will be based
solvency, and profitability. The course utilizes extensive on the following text assignment:
examples and exercises that enable learners to understand
and apply important financial concepts and principles in their Insurance Marketing (LOMA, 2010)
own work environments. ISBN 978-1-57974-321-5
Test Preparation Guide for LOMA 320 (LOMA, 2010)
and non-proctored, end-of-module exams are integrated ISBN 987-1-57974-322-2
within the course. Optional printed textbook (not included in enrollment fee).
See Order Form.
Insurance Marketing (LOMA, 2010)
ISBN 978-1-57974-321-5
PBD Order # 320-10-10

Enrollments purchased on or after April 3, 2017 will be LOMA 357

based on the following text assignment: Institutional Investing: Principles and Practices
Insurance Marketing, Second Edition(LL Global, Inc., 2017) LOMA 357 provides an understanding of the investment
ISBN 978-1-57974-457-1 regulatory environment and investing for life insurance
Test Preparation Guide for LOMA320(LL Global, Inc., 2017) companies and similar institutions. This course takes
ISBN 978-1-57974-458-8 investments out of the black box! Youll learn about
investment returns and risks, investment performance, and
Optional printed textbook (not included in enrollment fee) fund options for retirement products and other products with
See Order Form. fund options. Youll also learn about investment types and
Insurance Marketing, Second Edition strategies important for institutional investors, including
(LL Global, Inc., 2017) fixed-income investments, real estate-related investments,
ISBN 978-1-57974-457-1 equity investments, and derivatives.
PBD Order # 320-10-17
LOMA 321 enrollment in a proctored examination.
Marketing In Financial Services Institutional Investing: Principles and Practices
LOMA 321 uses a variety of media to present basic (LL Global, Inc., 2013)
marketing principles and to show how these principles are ISBN 978-1-57974-420-5
used in the financial services industry to satisfy customers Test Preparation Guide for LOMA 357 (LL Global, Inc., 2013)
financial needs and to create profitable customer ISBN 978-1-57974-419-9
relationships. The course utilizes extensive examples and
interactive exercises so that learners will be able to Optional printed textbook (not included in enrollment fee)
understand and apply the marketing principles in their own See Order Form.
work environments. Institutional Investing: Principles and Practices
ISBN 978-1-57974-418-2
within the course. PBD Order # 357-10-13
LOMA335 LOMA361
Operational Excellence in Financial Services Accounting and Financial Reporting
in Life Insurance Companies
LOMA335 presents financial services from the perspective
of a companys operations management. This course focuses LOMA361 provides a broad exposure to financial and
on practical techniques to accomplish the everyday tasks of managerial accounting in life insurance companies, including
providing financial services as efficiently as possible. the corporate and regulatory environment in which
accounting functions occur.
enrollment in a proctored examination. This course includes access to the Course Portal, as well as
Operational Excellence in Financial Services
(LL Global, Inc., 2011) Accounting and Financial Reporting
ISBN 978-1-57974-378-9 in Life Insurance Companies(LOMA, 2010)
ISBN 978-1-57974-338-3
Test Preparation Guide for LOMA335(LL Global, Inc., 2011)
ISBN 978-1-57974-379-6 Test Preparation Guide for LOMA361(LOMA, 2010)
ISBN 978-1-57974-339-0
Optional printed textbook(not included in enrollment fee)
See Order Form. Optional printed textbook (not included in enrollment fee)
See Order Form.
Operational Excellence in Financial Services
(LL Global, Inc., 2011) Accounting and Financial Reporting
ISBN 978-1-57974-378-9 in Life Insurance Companies(LOMA, 2010)
PBD Order # 335-10-11 ISBN 978-1-57974-338-3
PBD Order # 361-10-10
LOMA 371 SRI 121

Risk Management and Product Design Retirement Savings and Investments
for Insurance Companies SRI 121 uses a variety of media to describe the range of
LOMA 371 describes technical product design for life individual and group products and plans that individuals use
insurance and annuities and the current state of risk to save and/or provide an income for retirement, as well as
management in insurance companies. 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.
Risk Management and Product Design for Insurance
Companies, Second Edition (LL Global, Inc., 2012) This course is delivered as a highly interactive online course,
and non-proctored, end-of-module exams are delivered
ISBN 978-1-57974-392-5
within the course.
Test Preparation Guide for LOMA 371
(LL Global, Inc., 2012) SRI 131
ISBN 978-1-57974-393-2 Planning for a Secure Retirement
Optional printed textbook (not included in enrollment fee) SRI 131 uses a variety of media to describe the tools and
See Order Form. other resources people can use to create a retirement plan
Risk Management and Product Design for Insurance that helps them reach their retirement goals, outlining steps
Companies, Second Edition (LL Global, Inc., 2012) in the planning process and behavioral factors that explain
ISBN 978-1-57974-392-5 why people should, but often dont, create retirement plans.
It also describes some of the important components of a
PBD Order # 371-10-12
comprehensive retirement plan, including decisions facing
SRI 111 people as they near retirement and strategies they can use to
Retirement Marketplace accumulate assets and then turn those assets into a steady
stream of retirement income.
SRI 111 uses a variety of media to provide an overview of the
retirement savings and income environment, with This course is delivered as a highly interactive online course,
descriptions of the income needs and available resources of and non-proctored, end-of-module exams are integrated
consumers during their pre-retirement and retirement years. within the course.
It also identifies the companies operating in the retirement
marketplace and the types of retirement services and SRI 210
solutions they provide. Other topics address the personal and Successful Retirement Outcomes
financial risks people face before and during retirement, the SRI 210 uses a variety of media to describe the components,
relationships between risks and returns, and some of the considerations, and planning that are critical to attaining
techniques individuals can use to manage risks, as well as retirement income security, with key topics that address
important concepts related to retirement income and savings, retirement readiness, sources of retirement income,
such as the time value of money and portfolio management. developing and monitoring strategies for distributing assets in
This course is delivered as a highly interactive online course, retirement and protecting those assets with health and
and non-proctored, end-of-module exams are integrated long-term care protection. Armed with an understanding of
within the course. these elements, learners in retirement organizations can
better support company initiatives that achieve successful
retirement outcomes for their participants and clients.
within the course.

SRI 220 This course covers the emergence of the retirement system,
Retirement Marketing and current federal and state regulation, and future regulatory
Business Acquisition reform. It examines forces for change, public policy,
megatrends that impact the retirement system, and also
SRI 220 uses a variety of media to introduce learners to the views the retirement system in a global context, describing
various parties in the marketing process and the steps retirement systems in selected countries. In addition to
involved in acquiring and growing retirement business in both examining the achievements of the current retirement
retail and institutional markets. The course focuses on the system, this course also explores the potential for driving
distinctive features and needs of the retirement market, innovation to enhance and possibly transform the retirement
including market positioning, segmentation, and system of the future.
communications, provides detailed instruction on product and
plan design across market segments, and describes various This course includes access to the Course Portal, as well as
measures of success in the retirement market. enrollment in a proctored examination (I*STAR or Prometric
only). There are no printed textbooks or test preparation
This course is delivered as a highly interactive online course, guides offered for this course. Study materials are accessible
and non-proctored, end-of-module exams are integrated via the SRI 500 Course Portal.
within the course.
Transforming Retirement Security (LL Global, Inc., 2017)
SRI 230 available in PDF format only
Retirement Administration ISBN 978-1-57974-452-6
SRI 230 uses a variety of media to deliver knowledge about Test Preparation Guide for SRI 500 (LL Global, Inc., 2017)
administration functions for existing retirement products, available in PDF and Interactive Study Aid formats only
accounts, and plans. Topics include financial and non- ISBN 978-1-57974-453-3
financial transactions, ongoing management of retirement
NOTE: This course will become available on April 3, 2017.
plans, reporting and disclosure, and customer service, as
well as the regulatory, information technology, risk UND386
management, and quality management issues associated
Underwriting Life and
with these activities. While the course focuses on the
functions performed by employees of retirement industry
Health Insurance
product and service providers, it also presents information UND386 introduces risk assessment principles applied to
from the perspectives of individuals (retail customers and underwriting individual and group life and health insurance,
plan participants), plan sponsors, and financial advisors. including specialized policies and supplemental coverages.
This course is delivered as a highly interactive online course, This course includes access to the Course Portal, as well as
and non-proctored, end-of-module exams are integrated enrollment in a proctored examination.
within the course. Life and Health Insurance Underwriting, Third Edition
SRI 500 ISBN 978-1-57974-417-5
Transforming Retirement Coming
Soon! Test Preparation Guide for UND 386
Security (LL Global, Inc., 2013)
SRI 500 provides an overview of the current retirement ISBN 978-1-57974-416-8
system (Social Security, employer-sponsored retirement
plans, individual retirement accounts, etc.) and the Optional printed textbook (not included in enrollment fee).
See Order Form.
environment for delivering retirement security in the United
States. Life and Health Insurance Underwriting,
Third Edition (LL Global, Inc., 2013)
ISBN 978-1-57974-415-1
PBD Order # 386-10-13
Short Online Courses and Course Collections
LOMAs library of short online courses and course collections Short Online Course Collections
cover various topics relating to insurance and financial
Our short online collections combine several related short
services. Perfect for onboarding new employees or as a
online courses with one easy purchase, you get access to
refresher for more experienced staff, LOMAs short online
the entire collection. These collections provide an excellent
content will help boost productivity, performance, and
way for new employees to get up to speed quickly, or for
success within your organization.
more seasoned employees to get a refresher or learn about a
Short Most courses can be completed in less than new area.
an hour!
Interactive A variety of activities and demonstrations Exceeding Customer Expectations: Customer Service
reinforce learning, and online quizzes and tests measure Course Collection
your learning quickly and provide instant feedback to Designed for those who want a solid introduction to customer
keep you on track. service, this series of four short courses covers areas such
Flexible Learn at your own pace with 24/7 on- as how to provide exceptional customer service, personal
demand access to our courses. planning, priority lists, and handling conflicts with customers.
Convenient No matter where you are, if you have
Internet access, you can log in and learn! Know Your Business: Annuities Course Collection
Providing a brief overview of annuities, this collection of five
Featured Short Online Courses short courses focuses on the fundamental concepts of
Managing the Customer Experience (CX) is important
annuities and annuity operations.
to you and your company. How can you integrate the
voice of the customer (VOC) into operations? How can Know Your Business: Life Insurance Course Collection
understanding the touchpoints along the customer
This series of four short courses provides a solid introduction
journey help you see everything from the customers
to the life insurance industrys principles and products. It
NEW! point of view? LOMAs new highly interactive CX game covers areas such as characteristics of insurable risks, risk
can help every employee at your organization from
customer service and claims to marketing and IT classification, types of life insurance, how different policies
become a customer experience advocate and improve work, policy provisions, and policyowner rights.
your customers experience.
DOL Fiduciary Basics for Employees presents an
The Sales Support Collection: For Home Office
unbiased, simple explanation of what the DOL fiduciary Employees
Now Home Office employees who support the sales function are
Available rule means to your company and your employees. This
course provides foundational knowledge about the rule, critical to ensuring that the sales process runs efficiently
establishes a common language and understanding from beginning to end. They need to understand the big
within the organization, and helps employees understand picture of the life insurance industry, as well as how they,
the operational changes the company is making to their company, and its sales force work together to serve the
comply with the new rule. customer. The seven courses in this collection focus on
Through our partnership with LOGiQ3, we offer a various life insurance products and the many functions that
comprehensive online training program for life the Field and Home Office touch.
underwriters. This series of short online courses
covers 200+ topics (medical, non-medical, and financial
risks) in all areas of underwriting, and has been carefully
designed to complement LOMA courses as well as the
FALU designation, offered by the Academy of Life
Underwriting (ALU).

Short Online Courses and Course Collections
The Sales Support Collection: For Field Office

Employees
To do their sales support jobs effectively, Field Office
employees need a solid knowledge of the life insurance
industry, its products, and the insurance distribution and
sales process. The seven courses in this collection provide
an overview of the industry, such as products, distribution
systems, and the key stages in a policys lifecycle planning,
product development, application, underwriting, service, and
claim administration.
Leading in a Social World Collection

As a leader, you already know that connecting with others is
critical to your success. But do you know how to extend your
leadership strengths online? With Leading in a Social World
youll learn how to use LinkedIn and Twitter to build on your
traditional strengths. We'll show you how to expand your
network, advocate for your company and brand, engage with
stakeholders and team members, and grow your thought
leadership.
Social Media Collection

These days, the average Internet user has five social media
accounts. Has your marketing strategy kept pace? Social
Mediaa series of three highly visual, fast-paced online
courseswill show you how to tap into the power of social
channels to reach and engage your customers, prospects
and even your current employees. Youll learn practical tips
and key strategies designed to help you leverage Facebook,
Twitter and LinkedIn to connect with your audience, build
your brand, and raise your online visibility.
Digital Outreach Collection

Online Americans spend an average of 7 hours a day on the
Internetand a third of that time is on mobile devices.
Digital Outreach will help make sure you can reach your
audience as they search, shop, socialize and connect online.
In a series of three highly visual, fast-paced online courses,
well guide you through the latest in digital advertising,
search engine optimization and mobile marketinghelping
you expand your audience, increase your reach, and remain
relevant in a digital age.
Digital Marketing U Collection

Learn how digital channels can help you win new customers,
reach new audiences, drive deeper connections, and
increase sales. The Digital Marketing U collection combines
the Social Media and Digital Outreach collections, giving you
a practical guide to the latest approaches to digital marketing
and what drives online behavior.
Course Enrollment, Access, and Study Materials
LOMA Takes Your If You Had a Learning Record in LOMANET:

LOMANET was LOMAs previous learning system for
Professional Education managing your LOMA designation program learning. Follow
Experience Online! these steps if you had a learning record in LOMANET.
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In our online learning system, find descriptions of our
yyAccess your new learning record by visiting
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Log in to LOMAs learning system to access a wealth of file in LOMANET:
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information for your company. Plus, youll be able to purchase for assistance in accessing your account.
course enrollments, access any courses youve enrolled in,
If You Had a Learning Record in LOMALearn:
view your learning history, and see your progress toward
professional designations. LOMALearn was LOMAs previous learning system for
managing your LOMA short online course learning. If you had
Using Your LOMA Learning Account a learning record in LOMALearn:
To unlock all the great features and benefits, simply log in to yyAccess your new learning record by visiting
LOMAs learning system and get started. To maintain www.loma.org, follow the prompts to login and learn,
confidentiality, a login ID and password are required to and enter your LOMALearn login ID.
access your learning account. yyClick Forgot Your Password? and a new password
If You Are a New User: will be sent to the email address you had on file in
Registering on LOMAs learning system is easy and free! your LOMALearn account.
Visit www.loma.org, and follow the prompts to login and NOTE: If you had different login IDs for LOMALearn and
learn. From the learning systems login screen, click LOMANET, or if you are unsure which login ID to use, click
Create Account. Complete the online registration form Forgot your login ID? for assistance.
to create your account. Make sure to provide a valid
e-mail address. Enrollment confirmations and other
important study reminders are sent via e-mail.
TIP: It is a good idea to check your account information
NOTE: To receive your companys membership benefits of in your LOMA learning account at least once per year to
lower course enrollment fees, be sure to enter your
make sure your contact information is correct!
companys Organization/Company ID in the online registration
form. Contact your companys Ed Rep to request this
information.

Enrolling for Courses

Enrolling for courses through LOMAs learning system is as easy as 1-2-3!
Log In to LOMAs Learning System
Step Go to www.loma.org. Follow the instructions to login to LOMAs learning system and create your new
1 learning account (new users) or access your learning account using your previous LOMANET or
LOMALearn login ID.
Select Your Courses

Step All of LOMAs course offerings are listed in the systems Learning Catalog. Use the search filters to
2 narrow your search by language, topic, course type, and more. Each courses description includes
details about the course format, learning objectives, cost, and demos (when available).
After reviewing the courses description, click Add to Cart to enroll for the course. You can return to
the catalog to continue searching for courses or to add additional items to your shopping cart.
Once you have selected all the items you would like to purchase, click on the shopping cart icon at the
top of the screen to complete your purchase.
NOTE to Ed Reps: Ed Reps can also enroll students in courses using LOMAs learning system.
To enroll more than 20 students at a time, contact LOMAs Office of the Registrar to learn
about a time-saving enrollment feature.
Complete Your Purchase

Step
Review your shopping cart to make sure all of your selections are correct, then click Check Out.
3
You must accept LOMAs Terms and Conditions, then click Buy Now to complete your purchase.
An enrollment confirmation will be e-mailed to you.
Student Responsibilities
If you choose to participate as a student in LOMA education, you are responsible for:
Knowing course and program requirements and keeping up with changes as described in LOMAs Education & Training
Catalog and in LOMAs learning system
Enrolling for the correct course(s) you wish to take to achieve your professional development goals
Studying from the correct editions of all assigned study materials for each course in which you enroll
Adhering to LOMAs rules and standards to guarantee the integrity of LOMA courses, programs, and designations
Taking proctored examinations according to LOMAs official paper exam schedule and/or following the specific
computerized examination guidelines set by your company and/or Prometric
Adhering to all deadlines, Terms of Use, License Agreements, Honesty Statements, procedures, and regulations
Reporting any cheating or violations of Terms of Use, License Agreements, Honesty Statements, procedures, or
regulations to LOMA immediately
All LOMA course enrollments are considered individual enrollments, and are for your own personal educational purposes only. Use
of any part of a LOMA course or course materials for any other purpose requires a separate license agreement from LOMA. Each
course contains specific Terms of Use to which users are bound as participants in LOMAs education programs. Contact us at
education@loma.org to inquire about separate license agreements or to report violation of LOMAs Terms of Use.
Accessing Online Study Materials Anticipating Curriculum Changes

Once your purchase is complete, the courses you enrolled in When a new edition of assigned study materials for a
will appear on your Upcoming Learning page, along with proctored designation course is anticipated, the release date
the expiration date of your course access period. To access will be noted in the Designation Course Descriptions and
the course, click on the course title in Upcoming Learning. Course Materials section of this Catalog (see page 15), as
well as in the online Learning Catalog in LOMAs learning
Short Online Courses system.
The access period for a short online course or short online
course collection is six months from the date of enrollment. Changes in curriculum will be introduced on the first business
In order to receive credit for a short online course, you must day of a quarter (January, April, July, or October). After a
successfully complete all examination components built into courses assigned study materials change, digital and print
the online course during the course access period. versions of those outgoing materials will only be available
from LOMA or PBD Worldwide for six months, to allow
Highly Interactive Online Designation Courses students whose enrollments are based on those outgoing
Study materials and integrated end-of-module examinations materials to complete their courses. However, any new
for highly interactive designation courses are available online. enrollments in the course will be based on the new text
The access period for a highly interactive online designation assignment. Be aware that students enrolled in the same
course is six months from the date of enrollment. In order to course may be studying from different materials, depending
receive credit for a highly interactive online designation upon when they enrolled in the course. It is the students
course, you must successfully complete all examination responsibility to study from the correct materials. Please
components built into the online course during the course contact LOMAs Office of the Registrar if you have any
access period. questions.
Course Portal Designation Courses Extending Access for Designation Courses

As a student enrolled in a Course Portal designation course, If you have not completed your Designation programs online
it is your responsibility to ensure that you study from the course requirements or proctored examination requirements
correct assigned materials. Enrollment in a designation by the end of the courses six-month access period shown in
course with a proctored exam requirement (I*STAR, your student record, you may re-enroll to extend your course
Prometric, or paper) typically includes access to all of the access for an additional six-month period.
necessary study materials via an online Course Portal for
For highly interactive online courses, re-enrolling allows
six months from the date of enrollment. LOMA also offers
you to retain your progress in the course, as long as the
most textbooks in a traditional printed format for an additional
fee. (see Purchasing Printed Study Materials on page 27) courses materials have not been substantially revised since
your original enrollment date. For Course Portal courses,
NOTE: Course Portal access periods for paper exam re-enrolling extends your access to the Course Portal and
enrollments are associated with a paper examination cycle allows you to select a new proctored exam date, as long as
May or November. Please see the chart of paper examination you have not already taken the proctored exam for the
dates on page 76 for details. course. (See page 32 for information on retaking a proctored
A learner enrolled in a Course Portal course is entitled to print exam.)
for personal use one copy of the PDF text and one copy of Course extensions can also be used to
the PDF Test Preparation Guide. If you choose to print your
Change the language of the proctored exam for which
study materials or to study offline via a PDF, be sure that your
you are enrolled.
materials are current. The assigned study materials for each
course are listed in the Designation Course Descriptions Change the type of proctored exam enrollment
and Course Materials section beginning on page 15, as well between paper and I*STAR. (Additional fees and
as in the online Learning Catalog in LOMAs learning system. restrictions may apply if changing to a Prometric
exam type or rescheduling a Prometric exam.
Past exams are not recommended as study aids, and are not See page 29 for details.)
available from LOMA or PBD Worldwide.

The cost for re-enrolling varies, depending upon when you Access to all assigned study materials is available via Course
re-enroll. Portal for English and most non-English proctored
If you re-enroll within one month of the end of your designation courses. It is the students responsibility to
original course access period (or for the next paper study from the correct printed study materials.
exam cycle, if you were enrolled for a paper exam You may wish to purchase printed study materials to use as a
administration), you qualify for a discounted course desk reference. Printed study materials for most English
extension price of $50. The discounted price will language courses are sold at:
automatically be reflected in your Shopping Cart when
you re-enroll via LOMAs learning system. PBD Worldwide
Web site: www.lomabookstore.com
After the expiration of the discount period, you may
Email: LNH@pbd.com
re-enroll at the courses full price. This full price will Tel: 800-887-3723 / 770-280-4178
automatically be reflected in your Shopping Cart when Fax: 770-280-4150
you re-enroll via LOMAs learning system.
When ordering print-related study materials, please include
Students with Special Needs your LOMA Organization ID to receive member company
LOMA makes every effort to accommodate the needs of pricing.
students with special needs by granting permission for
Shipping
special arrangements on a case-by-case basis. Contact
LOMAs Office of the Registrar for more details. Delivery of all in-stock items can be expected within three to
ten business days from receipt of your order. All orders must
Purchasing Printed Study Materials be prepaid in U.S. dollars unless other arrangements are
Each courses detailed course description in the Learning made directly with PBD Worldwide.
Catalog in LOMAs learning system specifies the materials Due to the differing costs and regulations of the customs
that are assigned for each LOMA course, and how to access offices of each country, PBD Worldwide and LOMA cannot be
those materials. Enrollment in most LOMA courses includes responsible for additional customs charges incurred with
access to all assigned study materials, either within the orders. These costs are not included in the shipping or
online course itself, or via an online Course Portal. handling fees. Please take note of your countrys 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
Tel: 800-887-3723 / 770-280-4178
Fax: 770-280-4150
E-mail: LNH@pbd.com
Examinations
All LOMA courses include an examination component, and Computerized exams delivered at a Prometric Testing
successful completion of examination components is required Center (U.S. & Canada only)
in order to receive credit for the course. Paper exams administered on specified examination
This section provides information about examination formats. dates, typically twice a year (see page 76 for the paper
For a complete list of English-language courses, study exam administration schedule)
materials, examination length, and other course-specific Exams vary in length from two to three hours and in the
details, see page 77. number of questions, depending on language. For specific
information about non-English courses, see the relevant
Highly Interactive Online Courses and language section in this Catalog.
Short Online Courses
LOMAs highly interactive online format professional I*STAR Exams
designation courses and short online format courses include I*STAR (Individually Scheduled Test and Results) is LOMAs
several short, non-proctored, end-of-module examinations, Internet-based system for providing computerized exams.
which are integrated into the course content as part of the I*STAR testing is available to students at companies that
learning experience. No separate exam enrollment is have installed the I*STAR testing system.
required. While these exam components are delivered in a
Advantages of I*STAR include the convenience and flexibility
non-proctored environment, system controls prevent learners
of year-round testing, as well as immediate online grade
from accessing the course materials while taking the exam
reporting.
components.
Before taking an I*STAR exam, you must be enrolled for the
In order to receive credit for these courses, you must I*STAR version of the course through LOMAs learning
successfully complete all examination components built into system.
the course during the course access period. (See page 32 for
information on grades.)
Course Portal Courses

Many of LOMAs professional designation courses include
proctored exam requirements. These courses are often
referred to as Course Portal Courses because all study
materials for the courses are delivered via online course
portals, and enrollment in the course includes access to the
Course Portal as well as enrollment in the proctored
examination.
Exams for these courses are administered in LOMA member
organizations and at independent testing locations around the
world, following LOMAs strict proctoring requirements.
At the time of enrollment in a course with a proctored exam
requirement, you will select the type of environment in which
you plan to take the exam. There are three types of exam
options:
Computerized exams delivered via LOMAs I*STAR
system at your companys testing center

Examinations
Important Information about I*STAR Enrollments, Fees, At least 48 hours after purchasing your enrollment, log
Cancellations, and Testing: on to www.Prometric.com/LOMA or call 1-800-998-
I*STAR enrollments cannot be canceled.1 5662 to schedule an exam appointment at a Prometric
If you do not sit for your exam before the end of your
Testing Center. Prometric appointments are scheduled
course access period (six months from date of on a first-come, first-served basis, and seating is
enrollment), your course access will expire and all fees subject to availability. Appointments can fill up quickly,
will be forfeited unless you purchase a course extension so schedule as early as possible to make sure that you
within one month of the end of your original course can complete your exam before your course access
access period. To purchase a course extension, simply period expires.
re-enroll in the course through LOMAs learning system. Arrive at the Prometric Testing Center 30 minutes before
If you qualify for a discounted course extension, your your scheduled appointment. Bring the enrollment
fees will be adjusted automatically in your Shopping confirmation that was emailed to you at the time of
Cart. (See page 26 for more information about course enrollment, plus 2 forms of ID bearing your name and
extensions.) LOMA will not refund enrollment fees if signature (one of which MUST include a recent photo2).
you do not sit for your examination. Examples of valid forms of photo ID include: passport,
Fees are nontransferable between paper and I*STAR drivers license with photo and signature, a state ID
exams unless you purchase a course extension, and card, and a military ID. Acceptable forms of secondary
may be subject to enrollment deadlines. ID include a credit card, an ATM card, or a citizenship
Your LOMA Test ID and password will be required at the
card. Your name on the ID must exactly match the name
time of your I*STAR exam. on the enrollment confirmation email.
A designation proctor must monitor I*STAR testing.
If the ID does not match, you will not be allowed to
Specific I*STAR procedures and room conditions are take your exam and there will be no refund of your
outlined for proctors in the I*STAR Certification form enrollment fees. Name discrepancies must be
available on www.loma.org resolved at least 7 days prior to your appointment.
If you do not sit for your exam before the end of your
Prometric Exams course access period (six months from date of
You may also take computerized exams at Prometric Testing enrollment), your course access will expire and all fees
Centers throughout the United States and Canada. Prometric will be forfeited unless you purchase a course extension
offers students the flexibility of taking exams after regular within one month of the end of your original course
business hours and on Saturdays. access period. To purchase a course extension, simply
re-enroll in the course through LOMAs learning system.
NOTE: Prometric charges an administration fee of $95,
If you qualify for a discounted course extension, your
which is in addition to the course enrollment fee. See pages
fees will be adjusted automatically in your Shopping
7576 for information about Fees.
Cart. (See page 26 for more information about course
Important Information about Prometric Enrollments, extensions. Also see page 30 for more details about
Fees, Cancellations, and Testing: rescheduling Prometric exams.) LOMA will not refund
You must be enrolled for the Prometric version of the enrollment fees if you do not sit for your
course through LOMAs learning system at least 48 examination.
hours before scheduling your exam appointment at a Fees are nontransferable between paper and Prometric
Prometric Testing Center. exams unless you purchase a course extension, and
When you enroll for the course, through LOMAs learning may be subject to enrollment deadlines.
system, you will receive an enrollment confirmation
email. You must print this confirmation and present
it to the Prometric Testing Center when you arrive
to take your exam. If you lose this confirmation e-mail,
you can access a copy in the My Messages section in
your LOMA learning account.
1 If, during the enrollment process, you enroll for the wrong course or type of exam by mistake, you must contact LOMA within 72 hours of your
enrollment to have the error corrected at no charge.
2 If you do not have a photo ID for religious purposes, you may present an ID with a physical description.
Examinations
Prometric Exam Rescheduling Requirements

To reschedule your appointment at a Prometric Testing Center, visit www.prometric.com/loma or call 1-800-998-5662.
Prometrics automated voice response system is available 24/7.
NOTE: Rescheduling your appointment with Prometric does NOT automatically change your enrollment in the course
through LOMAs learning system. Likewise, re-enrolling in a course through LOMAs learning system does NOT
automatically change your scheduled Prometric exam appointment. Before rescheduling an exam at a Prometric Testing
Center, you must make sure you have not reached the end of your course access period in LOMAs learning system.
If your course access period has expired, you must first log into LOMAs learning system and re-enroll in the course.
See page 26 for more information about course extensions.
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 below. Please note that Monday through Saturday are considered business days.
Category Reschedule Period Prometric Rescheduling Fee

1 30 or more days before test date. None
As long as a student reschedules the exam appointment 30 or more days before the test date,
there is no Prometric rescheduling fee.
2 2 to 29 days before scheduled test date. $35

If a student reschedules the exam appointment in the period 229 days before the currently (Collected by Prometric when
scheduled test date, Prometric will charge a $35 rescheduling fee. The fee will be charged the exam appointment is
each time the exam appointment is rescheduled. The fee may be paid by Visa, MasterCard or rescheduled.)
American Express.
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) arrives at the Prometric Testing Center more than fifteen (15) minutes after the scheduled start time for taking the test and is
refused admission.
Paper Exams
Paper exams are typically offered in May and/or November. Important Information about Paper Enrollments, Fees,
The Paper Exam Schedule on page 76 indicates the exam Cancellations, and Testing:
dates and times for each course. All paper exams, Enrollments made by authorized member company
regardless of language or location of testing, must be students, independent students, and Ed Reps must
administered according to this schedule. meet LOMAs official enrollment deadlines in the list of
Before taking a paper exam, you must be enrolled for the Key Dates shown on the inside front cover of this
paper version of the course through LOMAs learning system. Catalog to avoid additional fees. Please note, your
When enrolling, keep in mind that you cannot enroll companys enrollment deadlines may be earlier than
LOMAs official enrollment deadlines.
For an exam scheduled on a day your company will be
Enrollments may not be canceled for any reason after
closed, e.g., a national or company holiday
the official enrollment deadline.
For more than one exam scheduled on the same day at
Enrollments are nontransferable between paper and
the same time.
I*STAR or Prometric exams unless you purchase a
LOMA does not limit the number of exams you may take in course extension (see page 26).
each testing period. You are the best person to determine the Enrollments are nontransferable between students or
number of exams you can prepare for in one cycle. between courses. Switching courses without paying for
the new course enrollment is prohibited. Credits and/or
refunds will not be given for the course for which you
initially enrolled.

Examinations
If you do not sit for your paper exam on the published Exam Question Challenges
exam administration date, your course access will expire If you believe a question on a paper, I*STAR, or Prometric
and all fees will be forfeited unless you purchase a exam was misleading, unfair, or contained errors, you may
course extension for the next paper exam administration submit an exam question challenge. All challenges are
cycle, or unless you purchase a course extension for an researched by LOMA staff.
I*STAR or Prometric administration within one month of
Challenges to paper examinations must be submitted
your originally scheduled paper exam administration
within one week of the exam administration date.
date. To purchase a course extension, simply re-enroll in
Deadlines for submitting challenges for paper
the course through LOMAs learning system. If you
examinations are found in the Key Dates list on the
qualify for a discounted course extension, your fees will
inside front cover of this Catalog.
be adjusted automatically in your Shopping Cart. (See
page 26 for more information about course extensions.) Challenges to computerized (I*STAR or Prometric)
LOMA will not refund enrollment fees if you do not examinations must be submitted within ten business
sit for your examination. days of your exam administration.
Guidelines for submitting exam question challenges are
Exam Procedures & Regulations included in LOMAs official Exam Proctor instructions.
Proctored Exams I*STAR, Prometric, and Paper Proctors or Ed Reps can fax exam questions challenge to
You may be required to furnish photo ID when taking a 770-984-3742, or e-mail education@loma.org.
proctored exam.
End-of-Module Exams Highly Interactive Online
All I*STAR and Prometric exams must be taken
Courses
according to the scheduling guidelines determined by You must accept and abide by the Honesty Statement
your company and/or by Prometric.
included in each end-of-module examination for highly
All paper exams must be taken according to LOMAs interactive online designation courses.
Paper Exam Schedule. (See page 76.)
You may not consult, discuss, review, or in any way use
Plan to arrive at the exam site 30 minutes before your anyone elses answers or accept unauthorized
exam begins. If you arrive after the scheduled starting assistance during any examination.
time for your paper exam, the exam may not be
During end-of-module exams, students must not refer to
accepted by LOMA for grading.
any outside materials, nor try to circumvent LOMAs
Official Exam/Proctor Instructions, mailed along with
system controls designed to prevent access to course
examinations to all paper exam proctors, must be materials while answering end-of-module exam
followed. questions.
Students may not consult, discuss, review, or in any way
Any end-of-module exam questions that require the use
use anyone elses answers or accept unauthorized
of a calculator will include links to an online calculator
assistance during any examination. Please note that
approved for use.
LOMA uses specially designed software to detect
Additional procedures, regulations, and information are
possible cheating on LOMA exams.
posted at www.loma.org.
During the exam, students may not have in their
possession any outside materials including, but not limited Violations of Exam Administration Procedures
to, notes; textbooks; tables; charts; graphs; cell phones; To protect the integrity of LOMA designations while ensuring the
pagers; Personal Digital Assistants (PDAs), e.g. Palm credibility and rights of organizations and individuals participating
Pilots or BlackBerrys; or digital media players, e.g. iPods. in LOMA Programs, a due process procedure is used when
Only calculators bearing the official LOMA logo are violations of standards governing exam administration are
permitted in the exam room. The official LOMA suspected. The due process procedure involves:
calculator is sold through PBD Worldwide [PBD Order #
CALC-01]. 1. Determining the existence of a possible violation
Paper exam booklets must be returned to the proctors 2. Investigating the suspected violation
after the exam. The booklets will not be returned to 3. Communicating the findings and sanctions imposed,
students. if any, to the affected parties
Additional procedures, regulations, and information are
The complete due process policy can be found on LOMAs
posted at www.loma.org. Web site at www.loma.org.
Grades, Credit, and Awards
Grades for any LOMA course that includes a scored Important Note about Grades for Prometric Exams
examination are recorded on the Learning History page in Prometric will provide you with an unofficial grade report
your LOMA Learning record. This section highlights unique when you complete your exam. Your official grade will be
features of scoring by the type of course. Note that an Ed e-mailed to you within two business days. You may also log
Rep in your organization can access your Learning History to into your LOMA learning account and view your official score
view course progress and to assist you; however, for your on the Learning History tab.
privacy, Ed Reps are unable to view any numeric scores on
your Learning History record. Retake Policy
Students who receive a grade of F or F+ on a proctored
Short Online Courses examination (I*STAR, Prometric, or paper exam) may retake
Many short online courses include a scored test integrated the exam at a discounted cost. Retake fees vary by location
within the course. In most cases, a minimum passing score the cost of a retake will be automatically reflected in your
of 70 percent is required to successfully complete the shopping cart when you re-enroll. In order to receive the
course. You can take the exam for an online course as many retake discount, the student must re-enroll for the course
times as desired during the course access period. The grade within six months after sitting for the original exam.
reflected on the Learning History page in your LOMA learning
record will reflect the highest score of all exam attempts NOTE: This differs from a $50 discounted Course Extension
during the course access period. in that Course Extensions are only available if the student has
not yet taken the proctored examination for the course, and if
Highly Interactive Online Courses re-enrollment takes place within the period specified for
LOMAs highly interactive online designation courses include the type of enrollment (I*STAR, Prometric, or paper).
a series of short, end-of-module tests which are integrated (See page 26 for details about course extensions.)
within the course. While these exam components are Regrade Policy
delivered in a non-proctored environment, system controls
prevent learners from accessing the course materials while You may request a regrade of your paper exam by submitting
answering exam questions. a request in writing within three months of the exam date. A
fee of $50 (U.S.) is required to manually regrade your exam.
Successful completion of a highly interactive online course Fees will be refunded if LOMA discovers any errors were
requires a minimum passing score of 70 percent on each made during the initial grading process.
end-of-module exam. When you successfully complete all
end-of-module exams for your course, the course status in
your Learning History in LOMAs learning system will show
as COMPLETED.
Individual Student Performance Analysis!
Course Portal Courses Students who complete a proctored exam I*STAR,
The minimum passing score on proctored examinations Prometric, or paper will receive an e-mail containing
(I*STAR, Prometric, or paper) for Course Portal courses is 70 their official grade on the exam, as well as an individual
percent. Scores below 70 are listed only as F+ (within 10 Performance Analysis Report showing their
points of passing) or F. performance on each chapter of the assigned study
materials. Note that this Performance Analysis Report is
sent to students, but not to Ed Reps.

Grades, Credit, and Awards
Credit from Other Programs For short online course collections, a Certificate of
Completion is also available upon completion of all courses
LOMA grants course credit for some other insurance-related
within the collection. This printable Certificate is accessible
designation programs. To see the complete list of approved
from the Learning History page in your LOMA learning
credit and the request form, visit www.loma.org. Students
record.
may apply to receive credit for up to three LOMA courses
by virtue of having completed other related designation Printed Awards
programs. The fee to apply for this credit is $70 per LOMA provides printed, personalized awards upon
course credit. completion of certain levels of LOMA Education Programs:
Using LOMA Courses Toward Bachelors A Certificate for successful completion of:
and Masters Degrees ALMI/FLMI Level 1
Many prestigious colleges and universities grant credit for Certificate in Retirement Essentials
LOMA courses, thus helping insurance and financial services Certificate in Regulatory Compliance Essentials
professionals earn a college degree more quickly and easily
than ever before. A Diploma for successful completion of:
any Associate designation
The National College Credit Recommendation Service
any Professional designation
(National CCRS) evaluates LOMA courses and recommends
semester credit hours for each course. To see what courses any Fellow designation
have been evaluated by National CCRS and download a Names appear on awards as they are listed on LOMA student
Transcript Request Form, visit www.loma.org. records and do not include other designations or titles.
Awards earned each month are printed and mailed to
CE Credit company Ed Reps or directly to Independent Students.
(Awards for the November paper examinations are sent in
Some states and provinces grant Life and Health February and in August for the May paper exams.) LOMA
agent continuing education (CE) credit for LOMA cannot be responsible for lost awards in the event a student
education courses however, LOMA is unable to has moved and not updated the mailing address in LOMAs
facilitate the CE application or submission process for learning system.
learners. Each state and province has its own set of
requirements for granting CE credit, and CE credit is Awards will arrive approximately ten weeks after the last
not granted automatically; the learner must submit course is posted in your Learning History. Designation
proof of course credit directly to the state or province credentials may be used immediately upon successfully
upon completion of a LOMA course. Courses may not completing program requirements.
be approved for all categories of licenses, and all Replacement awards can be ordered for $35 (U.S.). To download a
states and provinces reserve the right to deny CE replacement award form, see www.loma.org.
credit at any time. Please check with your state or
province to determine the requirements for CE credit Awards With Honors/With Distinction
application that apply to your individual situation. LOMA developed its line of highly interactive online course
offerings in response to requests from member companies.
These courses offer an alternative to the traditional LOMA
designation courses, and they have been widely adopted
Awards throughout the industry. With the increased number of these
Printable Awards course options, however, LOMA is unable to calculate a
learners true average score across all courses in a
A Notice of Completion is available for any course you
designation path. As a result, LOMA discontinued
successfully complete. This printable Notice is accessible
awarding designations with honors or with
from the Learning History page in your LOMA learning
distinction in 2013.
record.
International Programs

International ProgramsBahasa Indonesia
Bahasa Indonesia Programs pendidikan LOMA lainnya yang ditawarkan dalam bahasa
Inggris dan berbagai bahasa asing lainnya sebagai gelar
CPLHI (Certified Professional, profesi resmi dibidang asuransi jiwa, kesehatan dan anuitas.
Untuk keterangan lebih lanjut tentang program terbaru kami,
Life & Health Insurance) kunjungi: www.loma.org.
3 Program Dasar FLMI Dalam Bahasa Indonesia Untuk mendapatkan gelar CPLHI, seorang murid harus
CPLHI adalah Program pendidikan Professional LOMA mengambil setidaknya satu pelajaran di dalam Bahasa
dengan pengakuan International yang merupakan 3 program Indonesia.
dasar FLMI (Fellow, Life Management Institute). Program
CPLHI (Certified Professional, Life & Health Insurance) dapat 3 Kursus CPLHI
ditempuh bagi siapa saja, khususnya para professional yang LOMA280, Prinsip-prinsip Asuransi
berkecimpung dalam bidang asuransi jiwa, kesehatan, Prinsip-prinsip dasar Asuransi Jiwa, Kesehatan dan Anuitas
anuitas, bancassurance, reasuransi, dan jasa keuangan. yang fundamental bagi segala kegiatan suatu perusahaan
3 Gelar Dasar FLMI ini juga dapat diakreditasikan dan asuransi, reasuransi dan bancassurance termasuk
dijadikan fundamental bagi gelar professional LOMA yang penguraian berbagai produk asuransi yang paling banyak
terkenal lainnya seperti: dipasarkan dan kelangsungan berbagai produk tersebut.
ALMI (Associate in Life Management Institute ) LOMA290, Pengoperasian Perusahaan Asuransi
ACS (Associate in Customer Service) Pembahasan secara meluas berbagai cakupan disiplin
ARA (Associate, Reinsurance Administration) dan lainnya. spesiliasi di dalam pengoperasian perusahaan asuransi Jiwa,
seperti: Aktuaria, Underwriting, Administrasi Klaim,
IUntuk keterangan lebih lanjut serta pemesanan manajemen investasi menyangkut informasi dan sebagainya,
buku atau pendaftaran ujian silahkan hubungi: dan proses pengembanganya.
Zaiqun Du
Member Benefit Manager LOMA301, Administrasi Asuransi
Asia Region Penjelasan fungsi-fungsi administrasi, serta praktek-praktek
Phone: 770-984-3738 dan prosedur yang diterapkan leh Perusahaan Asuransi dalam
Fax: 770-984-6420 menjalankan Administrasi, baik Asuransi Perorangan atau
E-mail: du@loma.org Asuransi kumpulan, organisasi Departemen Underwriting,
masalah-masalah hukum yang berkaitan dengan Reasuransi,
Administrasi Klaim dan kegiatan Customer Service.
Designasi & Pengakuan CPLHI
Designasi CPLHI telah diakui secara resmi oleh Direktorat Ujian dan Materi Pendidikan
Asuransi & Jasa Keuangan, Departemen Keuangan Republik Anda dapat memilih 2 jenis ujian yaitu: ujian tertulis (Paper
Indonesia melalui surat pengakuan no. S-086/LK.3/2003 Exam) Hanya dalam Bahasa Inggris yaitu ujian serentak
tanggal 28 Februari 2003, demikian pula telah diakui oleh diseluruh penjuru dunia yang diadakan setiap bulan Mei &
Asosiasi Asuransi Jiwa Indonesia (AAJI) sebagai Program November setiap tahunnya.
Designasi Profesional Resmi yang diterjemahkan dalam Atau melalui I*STAR (On Line Exam) yang flexibel karena
Bahasa Indonesia guna peningkatan mutu sumber daya dapat disesuaikan dengan jadwal Anda & kesiapan Anda
manusia Indonesia berskala global. Kesemua institusi dalam menempuh ujian.
tersebut diatas juga telah mengakui FLMI dan program
CPLHI (Certified Professional, Life & Health Insurance)

Member Non Member
Course in I*STAR I*STAR Number of Time limit to take What comes with the price?
Bahasa exam questions exam (in hours)
LOMA280 $126 $252 60 2 PDF of the study material + I*STAR exam
LOMA290 $126 $252 60 2 PDF of the study material + I*STAR exam
LOMA301 $106 $212 75 3 PDF of the textbook ONLY (no TPG) + I*STAR exam
Students can also obtain the CPLHI by taking LOMas online interactive courses, LOMA 281, LOMA 291 and LOMA 302,
as long as at least one course is taken in Bahasa Indonesia.
These prices are valid for LOMAs courses in BAHASA INDONESIA only.
International ProgramsChinese
2017LOMA

2017LOMA LOMA

QQ FLMI ........................................................ 37 LOMA
6190 Powers Ferry Road, Suite 600
QQ ALMI .................................................... 37 Atlanta, GA 30339, USA
QQ ACS ......................................................... 38 Phone: 770-984-3738
Fax: 770-984-6420
QQ ............................................... 39
E-mail: intl@loma.org
QQ LOMA................................................... 42

www.loma.org

PBD Worldwide
Atlanta, USA
LOMA International Sales
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: 770-280-4150
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1) 1)n www.loma.org
FLMI
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1998
LOMAFLMI
FLMI
* LOMA LOMA 351, LOMA 310, LOMA 315, LOMA 316, LOMA 330, LOMA 340 LOMA 356
FLMI
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LOMA280 LOMA290 LOMA301 LOMA307 LOMA320

LOMA281 *LOMA291 *LOMA302 *LOMA308 *LOMA 321
LOMA
(FLMI)

Level 1 Level 2 Level 3

* *
*

LOMA281 *LOMA291 *LOMA302 *LOMA308 *LOMA 321
LOMA
ACS

LOMAACS

ACS
ACS

ACS100 LOMA280 LOMA290 LOMA301 LOMA307 LOMA320

*ACS 101 LOMA 281 *LOMA 291 *LOMA302 *LOMA308 *LOMA 321
ACS

LOMA280 LOMA290

LOMA280 LOMA 290

201112 ISBN: 978-1-57974-384-0

LOMA280
201112 ISBN: 978-1-57974-385-7
20128 ISBN 978-1-57974-404-5

LOMA 290
20128 ISBN 978-1-57974-405-2
201112 ISBN: 978-1-57974-382-6

LOMA280

201112 ISBN: 978-1-57974-383-3
20128 ISBN 978-1-57974-402-1
LOMA 281 LOMA 290
20128 ISBN 978-1-57974-403-8


LOMA301 LOMA320

LOMA301 LOMA320,

20108 ISBN 978-1-57974-360-4
200810 ISBN 978-1-57974-331-4
LOMA320
20108 ISBN 978-1-57974-361-1
200810 ISBN 978-1-57974-333-8

200810 ISBN 978-1-57974-330-7 20108 ISBN 978-1-57974-358-1
LOMA320
200810 ISBN 978-1-57974-332-1 20108 ISBN 978-1-57974-359-8
LOMA307 LOMA 335

LOMA 335
LOMA307

(LOMA, 2014) ISBN 978-1-57974-426-7

20112 ISBN 978-1-57974-370-3
LOMA335
LOMA307
(LOMA, 2014) ISBN 978-1-57974-427-4
20112 ISBN 978-1-57974-371-0

(LOMA, 2014) ISBN 978-1-57974-428-1
20112 ISBN 978-1-57974-368-0
LOMA335
LOMA307 (LOMA, 2014) ISBN 978-1-57974-429-8
20112 ISBN 978-1-57974-369-7
LOMA311
LOMA311
20081 ISBN 978-1-57974-327-7
20081 ISBN 978-1-57974-328-4
20081 ISBN 978-1-57974-325-3
20081 ISBN 978-1-57974-326-0
LOMA 357 LOMA371

LOMA 357 LOMA371

200911 ISBN 978-1-57974-343-7

LOMA371
200911 ISBN 978-1-57974-344-4
(LOMA, 2015) ISBN 978-1-57974-437-3

LOMA357
(LOMA, 2015) ISBN 978-1-57974-438-0 200911 ISBN 978-1-57974-341-3
LOMA371
200911 ISBN 978-1-57974-342-0
(LOMA, 2015) ISBN 978-1-57974-439-7
LOMA357
ACS100
(LOMA, 2015) ISBN 978-1-57974-440-3
ACS100
LOMA361

LOMA361

20031 ISBN 1-57974-178-9

20031 ISBN 1-57974-180-0

200311 ISBN 1-57974-221-1 20031 ISBN 1-57974-177-0

200311 ISBN 1-57974-222-X 20031 ISBN 1-57974-179-7

200311 ISBN 1-57974-223-8

200311 ISBN 1-57974-218-1

200311 ISBN 1-57974-219-X

200311 ISBN 1-57974-220-3

LOMA 2017
2017
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9 LOMA 280 LOMA 290 LOMA 301 LOMA 311 LOMA 320
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ACS 100 $160 $183 $320 $366 75 3
LOMA 280 $105 $123 $210 $246 60 2
LOMA 281 $106 $212
LOMA 290 $105 $123 $210 $246 60 2
LOMA 301 $105 $123 $210 $246 75 3
LOMA 307 $105 $123 $210 $246 60 2
LOMA 311 $105 $123 $210 $246 75 3
LOMA 320 $105 $123 $210 $246 60 2
LOMA 335 $105 $123 $210 $246 60 2
LOMA 357 $105 $123 $210 $246 60 2
LOMA 361 $105 $123 $210 $246 75 3
LOMA 371 $105 $123 $210 $246 75 3
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International ProgramsFrench
Les programmes en Franais Les cours interactifs utilisent une approche intressante,
multimdia, qui comprend souvent audio, vido, et une
Les programmes ALMI, FLMI et ACS sont tous offerts en mthode dapprentissage fonde sur des mises en situation.
franais. Les examens en franais de ces programmes sont Les cours interactifs comprennent plusieurs examens non
offerts sur I*STAR. Les examens I*STAR sont disponibles surveills en fin de module, intgrs dans le contenu du
toute lanne et peuvent tre passs au moment qui convient cours pour crer une exprience dapprentissage unique.
ltudiant et la compagnie. Linscription doit se faire en Linscription spare lexamen nest pas ncessaire.
avance sur le systme dapprentissage de LOMA, learning.
LOMA.org et ltudiant obtient ses rsultats immdiatement. Lorsque les examens sont passs en franais, les diplmes
et certificats sont en franais doffice; pour les recevoir en
Les tudiants peuvent passer les examens I*STAR dans leur anglais, il faut faire une demande cet effet au pralable.
propre compagnie si le systme I*STAR a t install, ou ils
peuvent aller dans un des centres I*STAR du Canada. (Pour Pour avoir de plus amples renseignements au sujet des
savoir comment obtenir I*STAR dans votre compagnie, programmes de LOMA en franais ou pour obtenir de laide,
rendez-vous sur www.loma.org.) veuillez prendre contact avec le reprsentant LOMA de votre
compagnie. (Les tudiants indpendants peuvent se rendre
Tous les examens sont sous forme de questions choix sur notre site Internet pour savoir comment sinscrire
multiples. un examen.) Vous pouvez galement communiquer
Disponible en 2017 Un cours interactif en franais ! directement avec LOMA en tlphonant au 770-984-3741,
Pour la premire fois, LOMA offre lun de ses cours ou par tlcopie au 770-984-6415, ou par courriel
interactifs trs populaires le LOMA 281 en franais. frenchsupport@loma.org.
ALMI (Associate, Life Management Institute)

Cours obligatoires
Principes des Exploitation des Administration de Concepts commerciaux Marketing
assurances compagnies lassurance et financiers
ou ou ou ou ou
LOMA2811 (en franais) LOMA291 (en anglais) LOMA302 (en anglais) LOMA 308 (en anglais) LOMA 321
(en anglais)
Certificat de Niveau I
1 LOMA 281 sera disponible en franais mi-2017.
FLMI (Fellow, Life Management Institute)
Cours obligatoires
Niveau 1 Niveau 2 Niveau 3
Principes Exploitation Administration Concepts Marketing Droit des Gestion des Investissement Comptabilit Solvabilit/
des des de lassurance commerciaux affaires organisations rentabilit
assurances compagnies et financiers
ou ou ou ou ou ou
LOMA2811 LOMA291 LOMA302 LOMA 308 LOMA 321 LOMA 357
(en franais) (en anglais) (en anglais) (en anglais) (en anglais) (en anglais)
Certificat de Niveau I
ACS (Associate, Customer Service)
Cours obligatoires Options choisir 2 cours
Service la Principes des Exploitation des Administration Concepts commerciaux Marketing
clientle assurances compagnies et financiers
ACS100 LOMA280 LOMA290 LOMA301 LOMA307 LOMA320
ou ou ou ou ou ou
ACS 101 LOMA2811 LOMA291 LOMA302 LOMA 308 LOMA 321
(en anglais) (en franais) (en anglais) (en anglais) (en anglais) (en anglais)
Le matriel dtude
1. Depuis janvier 2010, le matriel dtude pour les cours des programmes de formation LOMA en franais est disponible en
ligne sous forme de fichiers PDF. Ltudiant a accs aux fichiers PDF du matriel dtude du cours voulu une fois inscrit
un examen.
2. Le matriel dtude qui na pas t publi par LOMA nest pas disponible en ligne et doit toujours tre
achet chez PBD Worldwide. Cette liste inclut les manuels suivants (les supplments et guides pour ces cours sont
disponibles en ligne voir tableau ci-aprs).
a. LOMA356 Principes dinvestissement et linvestissement institutionnel (2005)
3. Le matriel dtude et les examens intgrs de fin de module pour les cours de dsignation interactifs sont disponibles en
ligne. La priode daccs un cours de dsignation interactif est de six mois compter de la date dinscription. Afin de
recevoir un crdit pour un cours de dsignation interactif, vous devez terminer avec succs tous les examens intgrs
dans le cours durant la priode daccs au cours.
4. Les frais de reprise ci-dessous sont valables si un tudiant se rinscrit pour passer le mme examen dans les 30 jours
aprs lchec de lexamen.
5. Pour savoir comment obtenir accs au matriel dtude en ligne, veuillez contacter LOMA au
770-984-3741 ou par email frenchsupport@loma.org.
Les fichiers PPDF suivants

Frais pour les cours LOMA en franais sont inclus avec les frais Examens
dinscription
Tarif Rduit pour les Tarif pour les
Membres Non-membres Lexamen I*STAR
Nombre de Limite de
Cours est inclus avec chaque
Frais de Frais de questions temps
Frais Frais inscription
reprise reprise
LOMA280 $240 $140 $460 $360 Manuel, Guide de prparation 60 2h
60 questions au total
LOMA281
1
$240 $140 $460 $360 Matriel d'tude interactif en
intgres dans les examens
ligne
de fin de module
LOMA356 $200 $140 $380 $320 Guide de prparation 75 3h
LOMA361 $200 $140 $380 $320 Manuels, Guide de prparation 75 3h
LOMA371 $200 $140 $380 $320 Manuels, Guide de prparation 75 3h
ACS100 $295 $195 $570 $470 Manuel, Guide de prparation 60 2h
1 LOMA 281 sera disponible en franais mi-2017
La surcharge Canadienne de $20 est incluse dans ces tarifs.

La taxe GST doit tre paye sur tout examen pass au Canada. LOMA n'encaisse pas la taxe GST. Les compagnies canadiennes et les tudiants
indpendants doivent valuer eux-mmes la taxe qu'ils doivent.
Pour tous les autres frais, rendez vous la page 7778.

LOMA280 LOMA301
Principes des assurances Administration de lassurance
LOMA 280 introduit les principes de lassurance, le LOMA 301 fournit une analyse dtaille des activits de
processus de devenir assur, et les droits contractuels du ladministration de lassurance vie pour les couvertures
titulaire de la police dassurance. Le cours comprend des individuelles et en groupe, en se concentrant sur la
informations sur les caractristiques de lassurance vie tarification, la rassurance, les rclamations, et le service
individuelle et de groupe, assurance sant, et des produits de client.
rente. Administration de lassurance 3me dition
Principes des assurances de personnes (LOMA, 2011) (LOMA, 2009)
ISBN 978-1-57974-372-7 ISBN 978-1-57974-319-2
Guide de prparation lexamen LOMA280 Guide de prparation lexamen LOMA301
(LOMA, 2011) (LOMA, 2009)
ISBN 978-1-57974-373-4 ISBN 978-1-57974-320-8
LOMA 281 Bientt LOMA 307

Satisfaire les besoins des clients avec disponible Concepts commerciaux et financiers
des produits dassurance et de rente pour les professionnels de lassurance
Premier cours de la srie Need 2 Know, le LOMA 281 utilise LOMA 307 prsente aux employs de lindustrie les concepts
une varit de mdias pour enseigner les principes de financiers et la terminologie de base et relie ces concepts au
lassurance, les produits dassurance, et les droits domaine de lassurance et lexploitation et la rentabilit
contractuels du titulaire de la police dassurance. Le cours de lentreprise.
dcrit les caractristiques de lassurance-vie individuelle et Concepts commerciaux et financiers pour les
collective et des rentes. Il met laccent sur la faon dont les professionnels de lassurance(LOMA, 2011)
compagnies dassurance servent leurs clients et rpondent ISBN 978-1-57974-362-8
leurs besoins par le biais des produits quelles fournissent. Guide de prparation lexamen LOMA 307
Ce cours est offert en ligne en format interactif, et des (LOMA, 2011)
examens de fin de module non surveills sont intgrs dans ISBN 978-1-57974-363-5
le cours.
LOMA316
NOTE: Ce cours sera disponible en franais mi-2017
Le droit des affaires pour
LOMA 290 les professionnels des services financiers
Exploitation des compagnies dassurance (Canada)
LOMA 290 dcrit comment les compagnies dassurance vie LOMA 316 prsente les caractristiques et les principes
fonctionnent dans lenvironnement mondial daujourdhui: fondamentaux de lenvironnement juridique dans lequel les
comment elles sont organises, comment elles sont gres, socits de services financiers au Canada fonctionnent.
et les rles des units fonctionnelles et de soutien dans le Le droit des affaires pour les professionnels
dveloppement, la distribution, lmission, et ladministration des services financiers Canada(LOMA, 2006)
de lassurance vie et des produits de rente. Les apprenants ISBN 1-57974-301-3
qui prennent ce cours comprendront mieux comment leur Guide de prparation lexamen LOMA316
travail individuel sinscrit dans lensemble du primtre de (LOMA, 2006)
lentreprise ainsi que limportance de la contribution de ISBN 1-57974-302-1
chaque employ la russite globale de lorganisation.
Exploitation des compagnies dassurance, 2nde dition
(LOMA, 2012)
ISBN 978-1-57974-400-7
Guide de prparation lexamen LOMA 290
(LOMA, 2012)
ISBN 978-1-57974-401-4
LOMA 320 Le manuel principal du LOMA 356 en franais pour le

Le marketing des assurances programme du FLMI est en vente uniquement chez
LOMA 320 couvre les principes de marketing et les fonctions PBD Worldwide.
de marketing comme partie intgrante de lindustrie de
PBD Worldwide
lassurance vie et maladie.
Web site: www.lomabookstore.com
Le marketing des assurances (LOMA, 2013) E-mail: lomaintl@pbd.com
ISBN 978-1-57974-430-4 Tel: 800-887-3723 / 770-280-4178
Guide de preparation lexamen LOMA 320 Fax: 770-280-4150
(LOMA, 2013)
ISBN 978-1-57974-431-1
LOMA 335
Lexcellence oprationnelle dans LOMA 361
les services financiers Comptabilit et dclarations financires des
LOMA 335 prsente les services financiers du point de vue compagnies dassurances
de la gestion oprationnelle. Ce cours se concentre sur les de personnes
techniques pratiques qui permettent daccomplir les tches
LOMA 361 fournit une vaste exposition la comptabilit
quotidiennes pour fournir des services financiers le plus
financire et de gestion dans les compagnies dassurance
efficacement possible.
vie, y compris lenvironnement de lentreprise et
Lexcellence oprationnelle dans les services financiers rglementaire dans lequel les fonctions de comptabilit se
(LOMA, 2015) produisent.
ISBN: 978-1-57974-441-0
Fonction comptabilit et comptabilit de gestion
Guide de prparation lexamen (LOMA, 2015) dans les compagnies dassurance vie(LOMA, 2002)
ISBN: 978-1-57974-442-7 ISBN 1-57974-163-0
Comptabilit gnrale et exigences de communication
LOMA356 de linformation financire dans les compagnies
Principes dinvestissement dassurance vie(LOMA, 2002)
et linvestissement institutionnel ISBN 1-57974-164-9
LOMA 356 fournit une comprhension de lenvironnement Guide PREP FLMI 361(LOMA, 2002)
dinvestissement et les principes gnraux de ISBN 1-57974-165-7
linvestissement dans les titres individuels et les portefeuilles
de valeurs mobilires. 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 dinvestissement et linvestissement
institutionnel(Pearson, LOMA, 2005)
ISBN 2-7440-7058-0
PBD numro de stock : 356-F10-05
Guide de prparation lexamen LOMA356
(LOMA, 2005)
ISBN 1-57974-237-8

LOMA371 ACS100
Gestion en fonction de la solvabilit Fondements du
et de la rentabilit dans les compagnies service la clientle
dassurances de personnes ACS 100 prsente une introduction globale au service la
LOMA 371 dcrit la conception de produits techniques pour clientle dans lenvironnement des services financiers. Le
lassurance vie et des rentes et dcrit ltat actuel de gestion cours explore les connaissances et les comptences dont les
des risques dans les compagnies dassurance. employs ont besoin pour fournir un service la clientle
exceptionnel.
Conceptions de produits : Assurance vie et rentes
(LOMA, 2002) Fondements du service la clientle(LOMA, 2016)
ISBN 1-57974-132-0 ISBN 978-1-57974-450-2
Gestion de capital pour les compagnies dassurance Guide de prparation lexamenACS 100
(LOMA, 2002) (LOMA, 2016)
ISBN 1-57974-133-9 ISBN 978-1-57974-451-9
Guide PREP FLMI 371(LOMA, 2002)
ISBN 1-57974-134-7
International ProgramsKorean
FLMI
FLMI, ALMI ACS , ,
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LOMA280 LOMA290 LOMA301 LOMA307 LOMA320 LOMA311* LOMA330 LOMA 356 LOMA361* LOMA371*

LOMA281* LOMA291* LOMA 302* LOMA 308* LOMA321* LOMA 335* LOMA 357*
LOMA
FLMI .
ACS

ACS100 LOMA280 LOMA290 LOMA301 LOMA320

ACS 101* LOMA281* LOMA291* LOMA 302* LOMA321*
ACS
.

ACS100 LOMA320

Foundations of Customer Service Life and Health Insurance Marketing
ACS100
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* LOMA 320 .
.
* LOMA 320 I*STAR .
LOMA280 LOMA330

Principles of Insurance: Life, Health, and
Annuities Management Principles and Practices
, ,
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. * LOMA 330 .
* LOMA 330 I*STAR .
LOMA290
LOMA356
Insurance Company Operations
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LOMA301 * LOMA 356 .
* LOMA 356 I*STAR .

Insurance Administration LOMA361 *
, Accounting and Financial Reporting
in Life Insurance Companies
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LOMA307 .

Business and Financial Concepts for Insurance LOMA371 *
Professionals Managing for Solvency and Profitability
LOMA 307 in Life Insurance Companies
, ,

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LOMA311 *
Business Law for Financial Services
Professionals
*
.
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ACS 100 $181 $214 $362 $428 75 3 . .
LOMA 280 $112 $146 $224 $292 60 2 . .
LOMA 290 $112 $146 $224 $292 60 2 . .
LOMA 301 $112 $146 $224 $292 75 3 . .
LOMA 307 $112 $146 $224 $292 60 2 . .
LOMA 320 $112 $224 75 3 . .
LOMA 330 $112 $224 75 3 . .
LOMA 356 $112 $224 75 3 . .
* LOMA . .
* 70% . 70% F F+(60%-69%) .
DN (did-not-sit) .
*LOMA 320, LOMA 330, LOMA 356 , . I*STAR . LOMA 330
, LOMA 335 . LOMA 356 , LOMA 357 .
*LOMA 281, LOMA 291, LOMA 302, LOMA 308, LOMA 311, LOMA 321, LOMA 335, LOMA 357, LOMA361, LOMA 371, ACS 101
.
2017
2017 5
5 8 () 5 9 () 5 10 () 5 11 () 5 12 ()
9 LOMA 280 LOMA 290 LOMA 301 LOMA 311* LOMA 320
LOMA 307
1 LOMA 335* LOMA 357* ACS 100 LOMA 361* LOMA 371*
2017 11
11 6 () 11 7 () 11 8 () 11 9 () 11 10 ()
9 LOMA 280 LOMA 290 LOMA 301 LOMA 311* LOMA 320
LOMA 307
1 LOMA 335* LOMA 357* ACS 100 LOMA 361* LOMA 371*
International ProgramsPortuguese
Programas em Portugus
Descrio do Programa PFLP
O Programa de Formao LOMA em Portugus (PFLP) Os estudantes podem obter a certificao intermediaria,
composto por nove cursos que abordam as atividades e as completando duas etapas obrigatrias, e mais uma dentre as
operaes das seguradoras atuais. Todos os cursos eletivas. Para obter o Diploma PFLP, ser necessrio
permitem o estudo individualizado. Exames por computador completar todas as nove etapas do PFLP.
so oferecidos durante todo o ano.
PFLP Level 1
Etapas Obrigatrias
Princpios Operaes
PFLP280 PFLP290
ALMI (Associate, Life Management Institute)

Etapas Obrigatrias
Princpios Operaes Administrao Conceitos Marketing
Financeiros
PFLP280 PFLP290 PFLP301 PFLP 307 PFLP320
ACS (Associate, Customer Service)

Etapas Obrigatrias Eletivas Selecione dois
Servios ao Princpios Operaes Administrao Conceitos Marketing
Cliente Financeiros
PFLP100 PFLP280 PFLP290 PFLP 301 PFLP 307 PFLP320
PFLP
Etapas Obrigatrias
Princpios Operaes Servios ao Administrao Marketing Investimentos Solvncia e a Subscrio Resseguro
Cliente e Investimento Lucratividade
Institucional
PFLP280 PFLP290 PFLP100 PFLP301 PFLP320 PFLP356 PFLP371 PFLP386 PFLP440
Para obter o Diploma PFLP, ser necessrio completar todas as NOVE etapas do PFLP.

Cursos do Programa PFLP PFLP100

Fundamentos do Servio
PFLP280 de Atendimento ao Cliente
Princpios dos Seguros de Vida, Sade,
e de Rendas Vitalcias O PFLP100 prov uma introduo abrangente do
atendimento ao cliente no ambiente de servios financeiros.
O PFLP280 apresenta os princpios do seguro, o processo O curso explora o conhecimento e as habilidades das quais
de se tornar um segurado, e os direitos contratuais de um um empregado precisa para compreender e prestar um
segurado. O curso inclui informaes sobre as caractersticas excepcional atendimento ao cliente.
do seguro de vida individual e em grupo, seguro sade e
anuidades. Fundamentos do Servio de Atendimento ao Cliente
(LOMA, 2007)
Todos os materiais de estudo para o curso PFLP280 esto ISBN 1-57974-245-9
agora disponveis em um formato PDF Protegido para ser Caderno de Exerccios para o Curso PFLP100
baixado. Os estudantes matriculados para esse curso podem (LOMA, 2007)
imprimir o material de estudo. ISBN 1-57974-246-7
Princpios dos Seguros de Vida, Sade, e Rendas
Vitalcias(LOMA, 2010) PFLP301
ISBN 978-1-57974-345-1 Administrao de Seguros
Caderno de Exerccios para o curso PFLP280 O PFLP301 prov uma discusso detalhada sobre as
(LOMA, 2010) atividades da administrao de seguros para coberturas de
ISBN 978-1-57974-346-8 vida e sade individuais e em grupo, focando a subscrio, o
resseguro, sinistros e o atendimento ao cliente.
PFLP 290
As Operaes de uma Administrao de Seguros, 2 edio(LOMA, 2005)
Seguradora ISBN 1-57974-201-7
Caderno de Exerccios para o curso PFLP301
Este curso descreve como as seguradoras de vida operam (LOMA, 2005)
no ambiente globalizado dos dias de hoje: como esto ISBN 1-57974-202-5
organizadas, como so gerenciadas, e os papis das
unidades funcionais e de suporte no desenvolvimento, PFLP 307
distribuio, emisso e administrao dos produtos de Conceitos de Negcios e Finanas para
seguros de vida e anuidades. Os estudantes que fizerem este Profissionais de Seguros
curso passaro a compreender melhor como um trabalho
individual se contextualiza no escopo total da companhia, PFLP 307 apresenta aos profissionais da indstria de
assim como a importncia da contribuio de cada seguros os conceitos bsicos e a terminologia de finanas,
funcionrio para o sucesso empresarial como um todo. relacionando esses conceitos aos negcios, s operaes e
lucratividade de uma companhia de seguros.
As Operaes de uma Seguradora (LOMA, 2013)
ISBN 978-1-57974-406-9 Conceitos de Negcios e Finanas para Profissionais
de Seguros (LOMA, 2013)
Caderno de Exerccios para o curso PFLP 290
(LOMA, 2013) ISBN 978 -1-57974-424-3
ISBN 978-1-57974-407-6 Exerccios para o curso PFLP 307 (LOMA, 2013)
ISBN 978-1-57974-425-0
Se voc tem dvidas sobre os Programas Educacionais da LOMA Ronny Martins

oferecidos em portugus, ou mesmo para solicitar a compra de Gerente Acadmico Administrativo
livros, por favor entre em contato com: Escola Superior Nacional de Seguros de So Paulo
Maria Luiza de Oliveira Martins Av. Paulista, 2421 1 andar
Gerente de Planejamento, Desenvolvimento e Parcerias Consolao So Paulo SP
Escola Nacional de Seguros CEP: 01311-300
Rua Senador Dantas, 74 3 andar Brasil
Centro Rio de Janeiro RJ Tel.: 55 11 3062-2025
CEP: 20031-205 e-mail: ronnymartins@esns.org.br
Brasil
Tel.: 55 21 3380-1081
e-mail: mluizamartins@esns.org.br
parcerias@esns.org.br
PFLP320 PFLP371
Marketing Gerenciamento de Riscos
O PFLP320 aborda os princpios e as funes do marketing e Desenho de Produtos para
como aspecto integral da indstria dos seguros de vida e Companhias de Seguros
sade. O PFLP371 explica questes de gerenciamento que
Marketing do Seguro de Vida e Sade, Terceira Edio envolvem o gerenciamento de riscos empresariais, capital,
(LOMA, 2007) desenvolvimento de produto e desenho de produto para
Caderno de Exerccios para o PFLP320(LOMA, 2007) seguro de vida e anuidades.
Gerenciamento de Riscos e Desenho de Produtos para
PFLP356 Companhias de Seguros(LOMA, 2010)
Princpios de Investimentos ISBN 978-1-57974-376-5
e Investimento Institucional Caderno de Exerccios Preparatrios para o Curso
O PFLP356 prov a compreenso do ambiente de PFLP371 Gerenciamento de Riscos e Desenho de
Produtos para Companhias de Seguros(LOMA, 2010)
investimentos e os princpios gerais de investimento em
ttulos individuais e carteiras de ttulos. Neste curso, voc ISBN 978-1-57974-377-2
aprender sobre os relatrios de desempenho de
investimentos, monitoramento de desempenho de
PFLP386
investimentos, desempenho de investimentos, e mais. Subscrio Seguros de Vida e Sade
Princpios de Investimentos(LOMA, 2005) O PFLP386 apresenta os princpios de avaliao de riscos
ISBN 85-88639-15-7 aplicados subscrio no seguro de vida e sade individual
e em grupo, incluindo aplices especializadas e coberturas
Investimento Institucional CD-ROM(LOMA, 2005)
suplementares.
ISBN 85-88639-20-3
Subscrio de Seguros de Vida e Sade(LOMA, 2008)
Caderno de Exerccios para o curso PFLP356
(LOMA, 2005) Caderno de Exerccios para o curso PFLP386
(LOMA, 2008)
ISBN 1-57974-239-4

PFLP440 Excepcional atendimento ao cliente

Administraao de Resseguro Descrio: O atendimento excepcional ao cliente se
O PFLP440 mostra como o resseguro refora a indstria do concentra no atendimento ao cliente no setor de servios
seguro e aumenta a capacidade das seguradoras de pagar financeiros: o que , como ele fornecido e porque
sinistros antecipados. Este curso tambm discute princpios importante. O curso analisa:
de resseguro, regulao de resseguro, clusulas tpicas em A natureza do atendimento excepcional ao cliente
um acordo de resseguro, a administrao do negcio do
resseguro, e a importncia do controle de qualidade no Os tipos de clientes de servios financeiros
resseguro. A oferta do atendimento ao cliente nos nveis individuais
Fundamentos de Resseguro(LOMA, 2008) e organizacionais
Caderno de Exerccios para o curso PFLP440 Os desafios do atendimento ao cliente
(LOMA, 2008)
Reteno e fidelizao dos clientes
Cursos Online No importa se voc um novo representante do
atendimento ao cliente lidando com clientes pela primeira vez
O Processo de Venda de Seguros
ou um profissional experiente procura de aperfeioamento,
Descrio: Esse curso descreve a importncia da venda este curso pode ajud-lo a reforar a sua compreenso do
pessoal para companhias de seguro e as etapas inclusas no atendimento ao cliente.
processo de venda de seguros. O curso tambm descreve os Fornecedor: LOMA
comportamentos que os clientes exibem ao tomarem Nmero de Aulas: 1
decises de compra e as etapas do processo de deciso
Tempo estimado de concluso do curso: 1 hora
pela compra. Outros tpicos importantes relatados nesse
curso incluem mtodos de identificar, contatar e classificar Preo para Associado LOMA: US$42.00
clientes em potencial com nfase nas maneiras pelas quais Preo para No-associado LOMA: US$84.00
corretores de seguros colhem informaes, analisam as
necessidades de clientes e preparam propostas que atendam
tais necessidades.
Fornecedor: LOMA
Nmero de Aulas: 1
Tempo estimado de concluso do curso: 1 hora
Preo para Associado LOMA: US$42.00
Preo para No-associado LOMA: US$84.00
International ProgramsSpanish
Programas Profesionales de desarrolla documentos estratgicos de mejores prcticas.

Igualmente, nuestros cursos de formacin tcnica en seguros
Titulaciones Acadmicas son de altsima calidad, los cuales estamos comprometidos
en aliarnos con nuestras compaas miembro en todo el
Bienvenido! mundo para apoyarlos en mejorar la gestin y procesos
Nos complace saber de su inters en nuestros cursos y operativos. La investigacin ha demostrado que los cursos y
programas que le permiten obtener una titulacin tcnica. las Titulaciones Acadmicas de LOMA mejoran el desarrollo
Nuestras Titulaciones Acadmicas son de reconocimiento de sus empleados, lo ayudan a optimizar las operaciones de
profesional y prestigio a nivel internacional en el mbito de la la compaa, aumentando sus ingresos.
industria de seguros. Personas que han alcanzado su Titulacin Acadmica de
PFSL Programa de Formacin en Seguros de LOMA LOMA en todo el mundo dan testimonio y estn convencidos
ACS Grado Asociado en Customer Service de que recuperaron la inversin que hicieron en su
capacitacin:
ALMI Grado de Asociado en Gestin de Compaas de
Seguros 90% afirma que obtener las Titulaciones Acadmicas de
LOMA los ha ayudado en sus carreras
LCIC Asesor de Seguros Certificado de LOMA
87% cree que los programas de LOMA han aumentado
Cada curso se disea bajo la orientacin de un grupo de su nivel competitivo en el negocio de seguro
profesionales expertos en la industria de servicios financieros
y seguros. Los conocimientos especializados de este grupo, Si est interesado en obtener acceso a todo un mundo de
garantizan que el material de estudio est actualizado y sea conocimiento en la industria y tener una buena fundacin
relevante para el trabajo y la carrera de los estudiantes. para su crecimiento profesional, contctese con LOMA para
empezar.
Durante casi 100 aos, LOMA ha servido a la industria como
la fuente confiable de conocimiento. Contamos con un No se limite, aprenda a pensar en grande con LOMA, el
equipo de investigacin que ejecuta, recopila y comparte lder mundial en capacitacin y para su desarrollo
estudios que proporcionan investigaciones confiables y profesional! Inscrbase hoy!

Qu dicen nuestros estudiantes de los cursos de LOMA y sus titulaciones acadmicas?
En mis 30 aos en el mundo del seguro, he En gran medida la titulacin acadmica PFSL de
podido constatar que la responsabilidad que LOMA ha contribuido a mis logros en el trabajo ya
adquirimos al asesorar a nuestros clientes, en que el contenido y los conocimientos que obtuve
reas tan delicadas, como el seguro de vida con la titulacin se ajustaron perfectamente a mis
y el seguro mdico, requieren de nosotros necesidades profesionales, adems de que esto se
un alto nivel de tica y preparacin. Participar dio en el momento oportuno para obtener un p uesto
en el estudio de los programas de LOMA, de mayor responsabilidad. Concluir la titulacin
me han permitido reforzar mis conocimientos acadmica PFSL signific un gran logro profesional y
actualizarlos. Son sin duda, los programas
personal ya que no soy especialista en el campo
de formacin de seguro ms completos y y esto me abri oportunidades profesionales
profesionales a nuestro alcance. en funcin de las competencias adquiridas.
Johnny Sordo, PFSL, ACS, LCIC Rubi M. Viruegas Benitez, PFSL, ACS
Vicepresidente Ejecutivo Asistente General
Obtener las titulaciones academicas ACS y PFSL

de LOMA ha sido una experiencia verdaderamente
Las titulaciones acadmicas de LOMA me han
enriquecedora para m, tanto por los conocimientos
ayudado tanto profesional como personalmente
adquiridos, como por el nivel acadmico alcanzado,
ya que con los conocimientos adquiridos he
lo que me ha abierto las puertas a un mundo de
logrado mejorar la calidad de mi trabajo;
valiosas oportunidades para aspirar a nuevas y
aumentar mi seguridad al tomar decisiones,
mejores posiciones en el campo laboral.
aumentar el respeto que siento por mi trabajo,
aumentar el respeto de mis compaeros Constantino Kafaltis C., ACS, PFSL
hacia mi trabajo; satisfaccin de sentir Vice-Presidente Adjunto Mercadeo Vida
que soy til, mejores evaluaciones de
desempeo laboral. Estos son algunos de los
beneficios y lo mejor, es que los llevo conmigo,
no se quedan en mi escritorio, ya que muchos de
La titulacin acadmica ALMI me ayudo a construir
estos conocimientos pueden ser aplicados en
un fundamento slido en diferentes aspectos de la
otros aspectos de la vida. Me siento orgullosa
industria de seguros
de las titulaciones acadmicas alcanzadas.
Janice Alfonso, FLMI
Zoraida Cotto, ACS, PFSL, AALU
Marketing
Examinadora de Reclamaciones II
Para Mayor Informacion,

Contactarse con el Representante Educativo de LOMA en su compaa o revise la informacin a continuacin
para los programas de LOMA. Tambin nos puede inscribir al e-mail intl@loma.org
Titulaciones Acadmicas en
Espaol
PFSL (Programa de Formacin en
Seguros de LOMA)
Diseado especialmente para estudiantes de habla hispana, Descubrir capacidades que se aplican directamente a
el ttulo PFSL consta de seis cursos de LOMA que su trabajo en la industria de servicios financieros y de
proporcionan el conocimiento, las aptitudes profesionales y la seguros
confianza en s mismos que necesitan para triunfar en el Centrarse en conceptos importantes usando las ayudas
entorno competitivo de hoy. Los cursos proporcionan de auto-estudio incluidas en el material
informacin sobre los principios bsicos del seguro, las
Estudiar segn su propio ritmo
operaciones de las compaas aseguradoras, la
administracin de seguros, el mercadeo de los seguros de Realizar las pruebas en la oficina: sin necesidad de
vida y de salud, los fundamentos del servicio al cliente y Desplazarse
adems finanzas o principios de la inversin y la inversin Obtener reconocimiento mediante su progreso educativo
institucional. A travs del plan de estudio del PFSL, los
estudiantes podrn realizar lo siguiente:
El Plan de Estudios para la Titulacin Acadmica PFSL

Cursos Obligatorios
Principios del Seguro Operaciones Administracin Finanzas/Inversin Mercadeo Servicio al Cliente
de Vida de Seguros
PFSL280 PFSL290 PFSL301 PFSL307 PFSL320 PFSL100
o
Nivel 1: Estudiantes recibirn un certificado PFSL 356
personalizado al trmino de los cursos
PFSL280 y 290
ACS (Grado Asociado, Servicio al Cliente)

El programa (ACS) Grado Asociado, Servicio al Cliente ofrece ACS tiene como fin que los estudiantes puedan realizar lo
una excelente forma de aprender acerca de los fundamentos siguiente:
del servicio al cliente para los profesionales de seguros.
Aumentar su conocimiento sobre servicios financieros
Los empleados pueden obtener beneficios del Programa ACS Comprender los tipos de clientes, sus comportamientos
en todos los niveles, y est diseado para cualquier persona y sus expectativas
que interacta con clientes internos o externos. El programa
Organizar un equipo efectivo de servicio al cliente
El Plan de Estudios para la Titulacin Acadmica ACS

Cursos Obligatorios Cursos Electivos Elijan 2
Servicio al Cliente Principios del Seguro Operaciones Administracin Finanzas Mercadeo
de Vida
PFSL100 PFSL280 PFSL290 PFSL301 PFSL307 PFSL320

ALMI (Grado de Asociado en Gestin de

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

Cursos Obligatorios
Principios del Seguro Operaciones Administracin Finanzas Mercadeo
de Vida de Seguros
PFSL280 PFSL290 PFSL301 PFSL307 PFSL320
Nivel 1: Estudiantes recibirn un certificado

personalizado al trmino de los cursos
PFSL280 y 290
LCIC (Asesor de Seguros Certificado de

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

Cursos Obligatorios
Principios del Seguro de Vida Mercadeo Servicio al Cliente
10 cursos cortos en lnea (18 horas)
PFSL280 PFSL320 PFSL100
En qu Consiste la Distribucin de seguros a travs de los agentes

Titulacin Acadmica LCIC? La mayora de los seguros de vida son distribuidos a travs
de los agentes de seguro, conocidos tambin como
El programa LCIC, est compuesto de 3 cursos de auto estudio productores. En este curso aprender sobre varios aspectos
y 10 cursos cortos en lnea (18 horas), los cuales cuentan con de la distribucin del seguro basada en los agentes.
exmenes en lnea. Al completar los trece cursos el estudiante Tiempo estimado de estudio: 1 hora
recibir el diploma que lo acredita con la titulacin acadmica de
LOMA Certified Insurance Consultant (LCIC). El proceso de la venta de seguros
Este curso describe la importancia de la venta personal para
Textos de Auto Estudio: las compaas de seguros y los pasos incluidos en el proceso
PFSL 280: Principios del Seguro de Vida, Salud y de venta del seguro.
Rentas Vitalicias
Tiempo estimado de estudio: 1 hora
PFSL 320: Mercadeo en la Industria del Seguro de Vida
y Salud Capacitacin en ventas para los productores de
PFSL 100: Fundamentos de Servicio al Cliente seguros
Este curso est diseado para ayudar a los agentes de
Adicionalmente tiene la posibilidad de adquirir un conocimiento
ventas con o sin experiencia y al personal de apoyo, a
tcnico con los cursos de auto estudio antes mencionados y
entender la importancia del proceso de ventas para generar
continuar el proceso de educacin continua hacia la obtencin
negocios y crear relaciones a largo plazo con los clientes.
del Diplomado de Seguros de LOMA (PFSL).
Tiempo estimado de estudio: 5 horas
Los 10 Cursos Cortos En Lnea:
Conducta tica en la industria de seguros
Perspectiva general de los productos de seguros de
Este curso se concentra en la responsabilidad de las
vida compaas de seguros y sus productores o agentes, de
Este curso define los trminos del seguro de vida y describe las actuar ticamente y tomar decisiones ticas apropiadas al
caractersticas del seguro temporal, de valor en efectivo y dotal. llevar a cabo los negocios de seguros.
Tiempo estimado de estudio: 2 horas Tiempo estimado de estudio: 1 hora
Perspectiva general de los productos de anualidades Introduccin a las ventas bsicas de acuerdo a las
Este curso ofrece una visin general bsica de las caractersticas necesidades
de los productos de rentas vitalicias variable y fija. Este curso explica la importancia de las ventas de acuerdo a
Tiempo estimado de estudio: 1 hora las necesidades, cual es el proceso que un productor sigue
para disear una cartera de seguros que satisfaga las
Seleccin de riesgos del seguro de vida individual necesidades de los clientes, de sus familiares y
Este curso analiza los principios y los prcticas dependientes.
fundamentales de la seleccin de riesgo del seguro de vida Tiempo estimado de estudio: 3 horas
individual.
Tiempo estimado de estudio: 2 horas Reemplazo de las plizas de vida y anualidades
Este curso proporciona una revisin rigurosa sobre los
Perspectiva general del reaseguro reemplazos de las plizas de seguro de vida y anualidades.
Este curso ofrece una introduccin sobre los fundamentos Tiempo estimado de estudio: 1 hora
del reaseguro incluyendo el proceso de transferir el riesgo
entre aseguradores directos o cedentes, reaseguradores y Precios
retrocesionarios. Todos los 10 cursos cortos en lnea para el programa
Tiempo estimado de estudio: 1 hora de LCIC son $45 para miembros de LOMA y $90 para
no-miembros, por curso.
Precios de los cursos de auto estudio, consulte con la
seccion Tarifas de Cursos y Exmenes.

Descripcin de Cursos y PFSL280

Principios del Seguro de Vida, Salud
Material y Rentas Vitalicias
Introduce los principios fundamentales de las operaciones de
las compaas de seguros, los derechos del suscriptor y los
Cursos de Auto Estudio procesos para comprar un seguro. El curso incluye
informacin sobre las caractersticas principales del seguro
Todos materiales de estudio con la excepcin de PFSL de vida y salud en plizas individuales o de grupo y la de
356, estn disponibles al momento que realice su otros productos como rentas y pensiones.
matrcula y a travs de un portal que incluye el texto en Principios del Seguro de Vida, Salud y Rentas Vitalicias,
formato de archivos PDF y una gua de preparacin para Tercera Edicin(LOMA, 2009), ISBN 978-1-57974-336-9
el examen.
Gua de Preparacin Principios del Seguro de Vida,
El texto PFSL 356 es un libro comercial y no es de Salud y Rentas Vitalicias, Tercera Edicin(LOMA, 2009)
propiedad de LOMA, (Texto Base de Estudio) por lo tanto ISBN 978-1-57974-337-6
no estar disponible en formato PDF y deber ser
adquirido por separado a travs de nuestro distribuidor PFSL 290
en Estados Unidos PBD Worldwide. Operaciones de las Compaas de Seguros
Los 8 cursos listados PFSL 100, 280, 290, 301, 307,
PFSL 290 describe como las compaas de seguros operan
320, 356 y UND 386 a continuacin son de auto estudio en el ambiente global de hoy como estn organizadas, como
y contienen un examen de practica en el portal de curso. se manejan, y el rol de las unidades funcionales y de apoyo
El examen final es supervisado y se presenta a travs de en el desarrollo, distribucin, emisin y administracin del
la aplicacin I*STAR de LOMA. seguro de vida y rentas vitalicias. Aprendices quienes toman
Nota: Para mayor informacin consulte con la seccin que este curso entendern mejor como su trabajo se acomoda
anota Exmenes en I*STAR dentro del esquema total de la empresa, as como tambien
la importancia de la contribucin de cada uno de ellos al
xito total de la organizacin.
Operaciones de las Compaas de Seguros, Segunda
PFSL100 edicin (LOMA, 2013), ISBN 978-1-57974-408-3
Fundamentos del Servicio al Cliente Gua de Preparacin Operaciones de las Compaas
Est diseado para ofrecerle conocimientos bsicos acerca de Seguros (LOMA, 2013), ISBN 978-1-57974-409-0
de conceptos y estrategias de servicio al cliente, la creacin
y mantenimiento de una cultura de servicio, el desarrollo de PFSL301
una estrategia de servicio de calidad, conocimiento del Administracin de Seguros
cliente y entendimiento real de los estudios de servicio,
Analiza y describe las actividades administrativas involucradas
establecimiento y medicin de los sistemas de servicio al
en rentas vitalicias y seguros de vida y salud en plizas
cliente y desarrollo de empleados dedicados a ofrecer
individuales y colectivas, haciendo nfasis en la seleccin de
servicio de calidad.
riesgos, el reaseguro, reclamos y servicio al cliente.
Fundamentos del Servicio al Cliente(LOMA, 2004),
Administracin de Seguros, Segunda Edicin
ISBN 1-57974-265-3 (LOMA, 2002), ISBN 1-57974-143-X
Gua de Preparacin Fundamentos del Servicio Gua de Preparacin Administracin de Seguros
al Cliente(LOMA, 2004), ISBN 1-57974-266-1 (LOMA, 2002), ISBN 1-57974-144-4
PFSL307 PFSL356
Conceptos de Negocios y Finanzas para LIBRO Fsico y Un CD (conjunto)
Profesionales de Seguros Fundamentos de Inversin (LOMA, 2005),
PFSL307 presenta a los empleados de la industria una ISBN 1-57974-242-4
introduccin bsica de conceptos y terminologa financiera y
Introduccin a la Inversin Institucional(LOMA, 2005),
relaciona estos conceptos al negocio y la rentabilidad de las
operaciones de las compaas de seguros. ISBN 1-57974-244-0
Conceptos de Negocios y Finanzas para Profesionales Gua de Preparacin para el PFSL356(LOMA, 2005),
de Seguros(LOMA, 2011), ISBN 978-1-57974-364-2 ISBN 1-57974-243-2PFSL*
Gua de Preparacin- Conceptos de Negocios y
Finanzas para Profesionales de Seguros(LOMA, 2011), PBD Worldwide
ISBN 978-1-57974-365-9 Web site: www.lomabookstore.com
E-mail: lomaintl@pbd.com
PFSL320
Mercadeo en la Industria del Seguro Tel: 800-887-3723 / 770-280-4178
de Vida y Salud Cdigo para el pedido del libro fsico a PBD:
Analiza los principios de mercadotecnia y las funciones de PFSL 356-S10-05
mercadeo como parte integral de la industria del seguro de En caso de prdida o dao del CD, se puede
vida y salud. reemplazar con PBD.
Mercadeo en la Industria del Seguro de Vida y Salud,
Tercera Edicin(LOMA, 2003), ISBN 1-57974-183-5
Gua de Preparacin Mercadeo en la Industria del UND386
Seguro de Vida y Salud (LOMA, 2003), Seleccin de Riesgos
ISBN 1-57974-184-3 en el Seguro de Vida y Salud
UND386 proporciona una visin general de los factores
PFSL356 mdicos y no mdicos, financieros y personales que se
Fundamentos de Inversin consideran durante la seleccin de riesgos, segn se
y la Inversin Institucional practica en las compaas de seguro de vida y salud.
PFSL356 proporciona conocimientos sobre y los principios Seleccin de riesgos en el seguro de vida y salud
generales de las inversiones en valores individuales y de (LOMA, 2006)
carteras. El curso discute el establecimiento y la puesta en ISBN 1-57974-295-5
marcha de objetivos de inversin en vista del equilibrio entre Gua de preparacin para UND386(LOMA, 2006)
riesgo y retorno.
ISBN 1-57974-296-3
Nota: Usted puede entender el material presentado en el
curso UND386 ms fcilmente si tiene un conocimiento
Importante*: PFSL 356 incluye el valor del examen y
bsico de los principios del seguro y los productos de las
el acceso a la gua de preparacin en formato de PDF.
operaciones de las compaas de seguro y la administracin
El libro fsico de estudio se deber adquirir a un
del seguro. LOMA recomienda que usted complete los cursos
costo adicional a travs del distribuidor PBD a
PFSL280, PFSL290 y PFSL301 antes de tomar este curso.
continuacin:
Cursos Adicionales en Lnea
Se ha preguntado cmo capacitar a su personal en temas
complejos tales como liderazgo, toma de decisiones, manejo
de proyectos, riesgo, calidad, manejo y entendimiento de
cualidades que se necesitan para el servicio y para la venta?
No se pregunte ms. LOMA pone a disposicin de sus
miembros un catalogo completo de cursos en espaol
destinados a formar y capacitar a los participantes
en estos temas. Para ms informacin, visite
http://learning.loma.org/Catalog/TrainingCatalog.aspx
Ingresar, Inscripcin de Si ha Tenido un Perfil o Usuario en la Plataforma

Anterior:
Curso, y Obtener el Material LOMANET y LOMALearn era la plataforma que LOMA haba
de Estudio utilizado anteriormente para administrar su programa de
titulacin acadmica. Ahora ser necesario seguir los
El Catlogo de Cursos digital incluye todas las descripciones siguientes pasos para activar su cuenta:
del curso de manera que le permite filtrar por tema, idioma,
En caso de que Usted tiene alguna inscripcin o actividad
y programa para facilitar su seleccin de aprendizaje que
desde enero de 2015 y su e-mail actual esta en su perfil:
pueda alcanzar sus objetivos y preferencias.
yyPuede acceder su cuenta visitando el sitio web
Aunque tenemos informacin disponible en nuestro sitio web learning.loma.org
www.loma.org, asegrese de acceder nuestro catlogo digital yyIngrese su Login ID (nmero de estudiante) o
http://learning.loma.org/public/searchresults.aspx para tener (nombre de usuario) de la plataforma anterior.
acceso an a ms informacin.
yyHaga Clic Forgot Your Password? (Olvide mi
Usuario Registrado contrasea) y una nueva contrasea ser enviada al
Como usuario registrado en la plataforma learning.loma.org, e-mail que estaba en su perfil anteriormente.
usted tendr acceso a: NOTA: Si usted no puede recordar su usuario (Login ID),
Precios de los cursos de su compaa (miembro o no seleccione la opcin Forgot your login ID (Olvide mi usuario)
miembro) Como Habilitar su Usuario en la Nueva Plataforma?
Acceder a los materiales de estudio
La nueva plataforma activo solo los estudiantes que
Realizar inscripciones de los cursos ingresaron peridicamente y tomaron cursos despus del
Informarse sobre la fecha de vencimiento para concluir 2015 de enero. Esta medida se implement con el fin de
el curso y examen garantizar calidad e integridad de la informacin.
Ver su historial de aprendizaje y calificacin Si usted continuara con sus estudios en la nueva plataforma
Acceso al catlogo digital de todos los cursos LOMA y desea activar su usuario realice los siguientes pasos:
Informarse acerca de su progreso hacia la obtencin de Contactarse al e-mail education@loma.org, con el
su titulacin acadmica Departamento de Registros para la activacin del usuario.
y mucho mas En la solicitud por favor enviar la siguiente informacin:
yyAsunto: Please migrate my user to the new system
Ingresando en la Plataforma de LOMA
yyDescripcin breve en su e-mail: Dear Registrar
Para mantener la confidencialidad, un login ID (nombre de
usuario) y la contrasea son necesarios para acceder a su Office, Please mgrate my information.
yySu nombre completo:
cuenta de aprendizaje.
yySu e-mail anterior:
Si Usted es un Nuevo Usuario:
Su nombre de compaa (si usted estaba con otra
El registro de su usuario es fcil y gratis! compaa anterior):
Visite learning.loma.org Student ID# (nmero de estudiante):
En la pantalla de inicio haga clic en Crear Nuevo Fecha de Nacimiento:
Usuario o en CREATE ACCOUNT.
NOTA: Usted recibir una respuesta entre 1-2 das hbiles
Complete el formulario de inscripcin en lnea para crear
con su LOGIN ID e su contrasea (Temporary password).
su cuenta. Asegrese de proveer un e-mail vlido tanto
de trabajo como personal. Todas las confirmaciones de Con esta informacin puede ingresar a la nueva plataforma,
inscripciones, informes importantes y recordatorios de learning.loma.org y continuar sus estudios LOMA hacia su
su estudio se enviarn a su de e-mail. titulacin acadmica.
NOTA: En LOMA asignamos a cada compaa un nmero,

asegrese de incluirlo en el formulario de registro en lnea
para recibir los beneficios de tarifas siendo miembros de
nuestros productos y servicios. Consulte con su
Representante Educativo de su compaa para solicitar sta
informacin y confirmar el status de membresa con LOMA.
Cmo puedo realizar la inscripcin?

PASO UNO: Ingrese a la Plataforma de LOMA
Paso Ir al sitio web learning.loma.org. Ingrese en el sistema de LOMA para crear su cuenta o usuario;
1 de no contar con uno o para solicitar que su usuario sea activado nuevamente, revise la seccin previa
Como Habilitar su Usuario en la Nueva Plataforma?
PASO DOS: Seleccione sus Cursos

Paso Todos los cursos que LOMA ofrece estn en el Catlogo de Cursos. Utilice los filtros de bsqueda para
2 restringir la bsqueda por idioma, por tema, tipo de curso, y mucho ms. La descripcin de cada curso
incluye detalles sobre el formato del curso, objetivos de aprendizaje, costo y demos (cuando est
disponible).
Despus de revisar la descripcin del curso, haga clic en Agregar al carrito para inscribirse en el curso.
Puede regresar al catlogo para seguir buscando cursos o para aadir productos adicionales en su carrito
de compras.
Una vez que haya seleccionado todos los productos que desea comprar, haga clic en el icono del carrito de
compra situado en la parte arriba de la pantalla para finalizar la compra.
Nota para Ed Reps: Ed Reps tambin pueden inscribir a los estudiantes en los cursos de Loma.
Para inscribir a ms de 20 estudiantes a la misma vez, consulte con el Contact Center de LOMA
para aprender acerca de una caracterstica de inscripcin que le ahorra tiempo.
PASO TRES: Finalizar su Compra

Paso Revise su carrito de compras para confirmar que todas las selecciones estn correctas. Si tiene un cdigo
3 de descuento o promocin para obtener un precio reducido en un solo producto, ingrsela ahora en el
campo de Cdigo de descuento. Haga clic en Aplicar cdigo(s) de descuento para ver el monto
reducido en su carrito de compras, despus haga clic en Comprar Ahora.
Usted debe aceptar los Trminos y Condiciones de LOMA, a continuacin, haga clic en Comprar Ahora
para finalizar su compra. Una confirmacin de la inscripcin ser enviada por e-mail.
Responsabilidades de Estudiantes
Si usted elije participar como estudiante en la capacitacin de LOMA, usted es responsable de:
Conocer el curso y los requisitos del programa y mantenerse al tanto de los cambios como estn escritos en el
Catalogo de Cursos y Entrenamiento LOMA; y en el sistema de aprendizaje de LOMA.
Inscribirse en el (los) curso(s) correspondientes que desea realizar para alcanzar sus objetivos de capacitacin
profesional.
Estudiar las ediciones correctas y correspondientes de todos los materiales asignados de estudio para cada curso
que est inscrito.
Adherirse a las reglas y normas de LOMA para garantizar la integridad de los cursos, programas y titulaciones
acadmicas.
Tomar exmenes supervisados segn el calendario oficial de LOMA para el examen en papel y/o adherir a las
directrices del examen computarizado I*STAR establecidas por su compaa.
Adherir a todos los plazos de fecha lmite, Trminos de Uso, Los Acuerdos de Licencia, La declaracin de
Honestidad, procedimientos y reglamentos.
Denunciar cualquier acto deshonesto en los exmenes o violaciones de Trminos de Uso, acuerdos de licencia, la
declaracin de Honestidad, procedimientos o reglamentos a LOMA inmediatamente

Como Obtener el Material Extensin del Acceso al Curso/Examen de Acreditacin

Acadmica
de Estudio y Extension del Si no ha culminado con los requisitos del curso en lnea del
Examen? programa de su titulacin acadmica o no presento el
examen supervisado de I*STAR al final del plazo de seis
Acceder Los Materiales de Estudio en Lnea meses o la fecha limite listada en el expediente acadmico
Una vez que su compra est finalizada, usted podr obtener del estudiante, puede nuevamente inscribirse para extender
los materiales del texto en formato de PDF para los cursos de un plazo adicional de seis meses.
Auto Estudio. Para acceder al curso: El costo de inscribirse nuevamente vara, dependiendo de la
Ingrese en el sitio: https://learning.loma.org/Default.aspx fecha lmite y cuando se inscriba nuevamente.
Asegrese que est en la pgina de Inicio de A continuacin, debe de notar las observaciones:
Capacitacin y haga clic en el ttulo de curso
Se puede extender un plazo adicional de 6 meses antes
Bajo la casilla de Titulo haga clic en el enlace/link de de la fecha limite listada en el expediente acadmico.
Portal de Curso y seleccione Abrir Elemento Simplemente se realiza, con efectuando la inscripcin
Acepte los trminos para acceder su material de del mismo curso y el precio reducido de $50.00 dlares
estudio y obtener el examen de practica de I*STAR se reflejar automticamente en su carrito de compras.
Solo se podr extender el plazo de un examen o curso
Cursos Cortos Online (En Lnea) cuando el estudiante tenga una calificacin DN o no
presento el examen. La extensin no es transferible
El plazo para acceder a los materiales de estudio y tomar los
entre los estudiantes, tampoco se permite el cambio
cursos cortos online es de seis meses, a partir de la fecha
para otros cursos.
de inscripcin. Para recibir crdito o culminacin del curso,
La extensin de $50.00 dlares para el mismo curso y
usted debe completar satisfactoriamente todos los exmenes
integrados en el curso en lnea durante el plazo en que est examen se deben adquirir en un plazo mximo de 30 das
tomando el curso. contados a partir de la fecha de vencimiento o fecha lmite
del plazo de inscripcin. Despus del plazo mximo de
30 das (un mes) se cobrar el curso a precio de lista.
Cursos de Acreditacines Acadmicas
(Auto-Estudio) Estudiantes con necesidades especiales
La inscripcin en un curso de acreditacin acadmica con un LOMA se esfuerza al mximo para dar solucin a los
requisito de examen I*Star normalmente incluye acceso a requerimientos de estudiantes con necesidades especiales
todos los materiales necesarios para autoestudio en formato mediante la concesin de permisos para hacer acuerdos
PDF a travs de un portal de curso en lnea durante un plazo especificos dependiendo de cada caso. Contacte las Oficinas
de seis meses a partir de la fecha de inscripcin. de LOMA directamente para obtener ms informacin.
Se le permite imprimir una copia del texto en PDF y una
copia de la Gua de Preparacin del examen para su uso
personal. La nica excepcin es el curso PFSL 356, el cual
requiere la adquisicin del libro fsico a un costo adicional. Si
usted decide imprimir su material de estudio o descargarlo
en una tableta, laptop u otro dispositivo que le permite abrir
el PDF asegrese de que sus materiales sean actuales. Cada
curso se enumera en esta seccin del catlogo en espaol,
as como en el Catlogo digital.
Usted tiene acceso al examen de prctica en el portal de
curso. El examen final se presenta a travs de internet en la
aplicacin I*STAR por separado y debe de ser supervisado.
Estudiar con los exmenes anteriores no son recomendables
como guas de estudio, y no estn disponibles en LOMA.
Presentando los Exmenes Matriculndose para Exmenes en I*STAR

de Auto Estudio y Cursos Antes de realizar el examen final en I*STAR, usted debe estar
matriculado en el curso a travs del sistema de LOMA
Cortos en Linea learning.loma.org.
LOMA ofrece un examen para cada curso que haga parte Informacin importante sobre exmenes en I*STAR:
tanto de una titulacin profesional como los cursos cortos en Matriculas en I*STAR no pueden ser canceladas
lnea para evaluar el dominio de cada estudiante en el
despues de 72 horas. Debe comunicarse con LOMA
contenido del curso.
dentro del plazo de 72 horas siguientes de su
inscripcin para que el error pueda ser corregido sin
Estos exmenes se presentan para los: ningn cargo.
Cursos de Auto Estudio: PFSL 100, PFSL 280, Si por alguna razn Usted no presenta el examen dentro
PFSL 290, PFSL 301, PFSL 307, PFSL 320, del plazo listado en su matrcula ya no ser vlida a
PFSL 356, UND 386: El examen se presenta en menos que se compre una extensin de examen.
un formato electrnico y requiere instalar la Nota: Consulte con la seccin del catalogo que anota
aplicacin de I*STAR. Esto exmenes son extensin del examen.
administrados en las compaas miembros o no Las matriculas no son transferibles entre estudiantes o
miembros de LOMA que estn registradas y entre cursos.
autorizadas para la toma de exmenes. Consulte Cambiar de curso sin pagar por el nuevo curso no es
con su representante educativa de su compaa permitido. Devoluciones o crditos no sern realizados
para mas informacin. Tambin hay en algunas por el curso para el que inicialmente se matriculo.
localidades que estn aprobadas por LOMA para
administrar exmenes a estudiantes Su nombre de usuario y su contrasea sern necesarios en
independientes. Las fechas para rendir el el momento de tomar su examen.
examen son a la discrecin de cada compaa y Los procedimientos y las condiciones del lugar en donde se
se presentan dentro del plazo de inscripcin. toman los exmenes de I*STAR son especficas y bastante
Cursos Cortos en Lnea: Los exmenes estn estrictas, y deben ser aplicadas por la persona encargada de
integrados en el curso y se presentan en lnea. vigilar el examen y estn explicadas en el formulario de
No se requiere ninguna aplicacin adicional para certificacin de I*STAR disponible en la pgina Web de
presentar el examen. LOMA.
Presentando el Examen en I*STAR Nuevamente,

si No Aprob
Exmenes en I*STAR En el caso que un estudiante no aprob un examen en
I*STAR (Individually Scheduled Test and Results) es la I*STAR, podr nuevamente matricularse en el curso/examen
aplicacin de LOMA para tomar exmenes. Estos exmenes con un descuento de $30 USD sobre el precio de lista.
estn disponibles para los estudiantes en las empresas que
han instalado este sistema. Solo los Representantes El estudiante se deber inscribir en el mismo curso dentro de
Educativos autorizados por LOMA y supervisores de un plazo mximo de seis meses despus de haber
exmenes tienen acceso a esta aplicacin. Para poder presentado el examen inicial. El plazo para cancelar
realizar un examen de practica antemano y durante su cualquier matricula es de 72 horas contando desde el
tiempo de estudio, usted puede utilizar el examen de muestra momento en que se realiz la transaccin. Transcurrido este
en su portal de curso. plazo, LOMA no podr hacer ningn cambio en su matrcula.
Las ventajas de I*STAR incluyen:

La comodidad y la flexibilidad de poder presentar
exmenes durante todo el ao
Obtener la calificacin del examen de inmediato una vez
terminado el examen
Anlisis de rendimiento del estudiante despus del
examen

Violaciones de los Procedimientos para la

Administracin de Exmenes Para ms Informacin:
Para proteger las designaciones de LOMA y al mismo tiempo Departamento Internacional de LOMA
asegurar la credibilidad y los derechos de las organizaciones Telfono: 770-984-3730
e individuos participantes en los programas de LOMA, hemos Fax: 770-984-6420
establecido un procedimiento especfico que se utiliza Correo electrnico: intl@loma.org
cuando encontramos que las normas que rigen el examen
han sido violadas o se sospecha de falencias en la Gina M. Castaeda
administracin del examen. Member Benefits Manager
Dicho procedimiento implica: Latinoamrica
Telfono: +57 (1) 670 4988
1. Determinar la existencia de una posible violacin E-mail: gcastaneda@limra.com
2. Investigar la sospecha de violacin
Carlos Islas Murgua
3. Comunicar a las partes afectadas las conclusiones de la Member Development Director
investigacin y las sanciones que han de ser impuestas Representante de Mxico
en caso de haber alguna. Cell: +52 553 805 2175
Si necesita ms informacin a este respecto, el proceso Email: cmurguia@limra.com
completo puede ser encontrado en nuestra pgina Web:
www.loma.org.
Diploma, Calificaciones, Calificacin de Exmenes y un Anlisis de

Rendimiento
Costo y Duracin del Examen La calificacin para aprobar los exmenes de LOMA es de
Certificados y/o Diplomas 70 puntos para todos los cursos. LOMA provee a los
El reconocimiento de los logros y el estmulo a los estudiantes sus calificaciones numricas para los grados de
estudiantes son fundamentales en nuestra misin educativa. 70 puntos en adelante. Los puntajes inferiores a 70 aparecen
slo como F + (significa que el estudiante estuvo a menos de
Con la finalizacin y el aprobado de los cursos se le
10 puntos de pasar el examen), F si la calificacin obtenida
entregar un certificado o diploma a continuacin que
fue de menos de 60 puntos.
acreditar los conocimientos aprendidos durante la cursada:
Observaciones:
Si usted no toma su examen antes de que se termine el
Certificado Personalizado al culminar los dos
plaza para el que est inscrito, su puntuacin ser DN
primeros cursos de auto estudio PFSL 280 Y
(significa no presento el examen).
PFSL 280 (nivel 1)
Anlisis de rendimiento: Todos los exmenes de I*STAR
Diploma Personalizado al culminar cualquier
contiene un reporte de desempeo para su revision.
Titulacin Acadmica
Este reporte contiene el porcentaje de preguntas que
yyPFSL contesto correctamente y por captulo. Para mayor
yyALMI informacin ingrese a su expediente acadmico y
yyACS seleccione la opcin de reporte de desempeo o
yyLCIC
performance report. en la casilla de accin
Puede retomar el examen si no aprob, con un
Cabe anotar que LOMA no entrega certificaciones por
cada curso individualmente. descuento sobre el precio de lista. Consulte con la
seccin Presentando los Exmenes de Auto Estudio.
Los diplomas mencionados anteriormente se les enviara al

Representante Educativo por correro aproximadamente 10
semanas despus de que el ltimo curso que lo hizo
acreedor de la titulacin acadmica en que fue aprobado.
En caso de extraviar su diploma, este puede ser reemplazado
por un costo de $35 dlares. Para obtener un formulario de
reemplazo, consulte www.loma.org, en la seccion de
aprendizaje y desarrollo, bajo la opcion de representates
educativos.

Costo y Duracin del Tarifas de los Exmenes I*STAR
Examen Las tarifas de los exmenes se basa en el estatus de una

compaa al ser o no miembros de LOMA, al igual que el tipo
Desafos con Preguntas en el Examen de examen (I*STAR), y el lugar donde se administra el
examen. El valor cubre el costo del examen, revisin y crdito
Si usted cree que una pregunta en su examen de I*STAR fue
para la titulacin acadmica.
dudosa, injusta, o contiene errores, puede pedir una revisin
de dicha pregunta en su examen. Los alumnos independientes debern pagar las tarifas en el
momento de la inscripcin. Las empresas miembros y no
Estas peticiones deben presentarse dentro de los 10 das
miembros sern facturadas por el valor de los exmenes.
hbiles del examen. Puede enviar un fax al 770-984-3742 o
Todas las tarifas estn expresadas en dlares americanos y
un e-mail a education@loma.org.
se deben pagar en dlares americanos con tarjeta de crdito
VISA, MasterCard, American Express, o transferencia
bancaria. Las inscripciones no son transferibles entre los
estudiantes, ni se permite el cambio de cursos.
2017 Tarifas de Cursos y Exmenes Amrica Latina (Espaol)

Compaas
Compaas
No Miembro/
Miembros
Estudiante
de LOMA
Independiente
Duracin
# de del
Curso I*STAR I*STAR Que est incluido con el precio de curso?
preguntas examen
horas
PFSL 100 $161 $322 75 3 Incluye el Material para autoestudio en formato PDF + examen I*STAR
Incluye solamente el examen I*STAR y acceso a la gua de
PFSL 3561 $111 $222 75 3
preparacin en el formato PDF 1
UND 386 $335 $468 50 2 Incluye el Material para autoestudio en formato PDF + examen I*STAR
Por favor de notar que estos precios son vlidos para los cursos LOMA slo en espaol. Las tarifas pueden variar dependiendo de la localidad.
1 PFSL356 incluye el valor del examen y el acceso a la gua de preparacin (TPG) en PDF. El libro fsico de estudio se deber adquirir a un costo
adicional a travs del distribuidor PBD al web: https://www.lomabookstore.com
Otros Cargos Compaas Miembros Compaas No Miembro y Estudiantes

Independientes
Costo para extender el plazo del curso o examen1 $50 $50
Presentando el Examen I*STAR Nuevamente, $30 (Descuento del precio de Lista) $30 (Descuento del precio de Lista)
si No Aprob2
Reemplazo de Certificados $35 $35
Transcripciones de Calificaciones y Cursos de $35 $35
LOMA
1 Para leer las condiciones, Consulte con la seccin de Extensin del Examen
2 Para mayor informacin Consulte con la seccin de Presentando Los Exmenes de Auto Estudio (Este descuento solo aplica para I*STAR)
Fees and Schedules
Enrollment Fees
Enrollment fees vary by course and are based on a The chart on page 75 shows the LOMA discounted member
companys LOMA membership status, the type of course and non-member course enrollment fees for courses
delivery format selected, and the location where the course delivered in North America. Log in to your LOMA learning
will be administered. Participation in LOMA Education record for pricing specific to your membership status, course
Programs or activities does not constitute LOMA delivery format, and geographic location.
membership, nor does it qualify an organization for member Fee exceptions for independent students are available online
company rates. To receive your companys membership at www.loma.org.
benefits of lower course enrollment fees, be sure that your
companys Organization/Company ID is entered in your Prometric Fees
Learning Account profile in LOMAs learning system. Contact Prometric charges several fees in addition to the course
your companys Ed Rep to request this information. enrollment fees. Be sure to consult the table of Prometric
fees on page 7576 for more information.

Fees and Schedules
English-Language 2017 Course/Exam Enrollment Fees North America

Discounted Member Price Non-Member Price
Courses Exam Delivery Format Exam Delivery Format
Designation Courses Highly Course Portal Highly Course Portal
Interactive Interactive
Online I*STAR Prometric Paper Online I*STAR Prometric Paper
ALMI/FLMI Programs
LOMA 280, 290 $220 $315 $245 $440 $545 $490
LOMA 281, 291 $220 $440
LOMA 301, 307, 320 $255 $350 $275 $510 $605 $550
LOMA 302, 308, 321 $255 $510
LOMA 311, 335, 357, 361, 371 $295 $390 $315 $590 $685 $630
ASRI/FSRI Programs
SRI 111, 121, 131 $235 $353
SRI 210, 220, 230 $275 $413
SRI 500 $315 $410 $473 $568
Specialized Courses/Associate Programs

ACS 100 $275 $370 $295 $550 $645 $590
ACS 101 $275 $550
AIRC 411, 421 $315 $630
ARA 440 $335 $430 $365 $670 $765 $730
UND 386 $335 $430 $365 $670 $765 $730
Short Online Courses Discounted Member Price Non-Member Price

LOMA-Owned Courses
LOMA short online Prices range from $45 $105 Prices rage from $90 $210
courses
LOMA short online Prices range from $105 $130 Prices range from $210 $260
course collections
Partner-Owned Courses
LOGiQ3 Prices range from $80 $130 Prices range from $160 $260
LRN Prices range from $75 $105 Prices range from $150 $210
Mindset Digital Courses $219 $219
Mindset Digital Course Prices range from $395 $1099 Prices range from $395 $1099
Collections
North American Training Group $45 $90
Note: Prices are subject to change without notice.
Fees and Schedules
Additional Fees
Additional Course/Exam Fees
I*STAR Prometric Paper
Canadian surcharge1 $20 $20 $20
Late enrollment fee 2
$50
Missed deadline fee 2
$125
Discounted course extension 3
$50 $50 $50
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 If you re-enroll in I*STAR or Prometric courses within one month of the end of your course access period, or for the next paper exam
administration cycle for paper exams, you qualify for the discounted course extension fee. Otherwise, you may re-enroll at the full course price.
Note: Prices are subject to change without notice.
2017 Paper Exam Schedule

May 2017
Time Monday Tuesday Wednesday Thursday Friday
May 8 May 9 May 10 May 11 May 12
9 a.m. LOMA 280 LOMA 290 LOMA 301 LOMA 311 LOMA 320
UND 386
1 p.m. LOMA 335 LOMA 357 LOMA 307 LOMA 361 LOMA 371
ACS 100
November 2017
Time Monday Tuesday Wednesday Thursday Friday
November 6 November 7 November 8 November 9 November 10
9 a.m. LOMA 280 LOMA 290 LOMA 301 LOMA 311 LOMA 320
UND 386 ARA 440
1 p.m. LOMA 335 LOMA 357 LOMA 307 LOMA 361 LOMA 371
ACS 100

Fees and Schedules
English-Language Exams and Study Materials by Course

The table below shows exam and study material details for schedule (see page76). U.S. and Canadian students whose
each designation course LOMA offers. (I*STAR exams are companies do not offer exams via I*STAR may sit for exams in
available for all courses with a proctored exam.) All paper a Prometric Testing Center. Students should contact their Ed
exams must be administered according to LOMAs official Rep for details.
Exam Details Study Materials

Course Number Time Paper exam Enrollment includes Textbook available
number of questions limit available for purchase
ACS100 60 questions 2 hours Yes Course Portal, PDF of text and TPG Yes
ACS101 60 question total across all end-of-module exams All study materials in online format
SRI 111 60 question total across all end-of-module exams All study materials in online format
SRI500* 50 questions 2 hours No Course Portal, PDF of text and TPG
LOMA280 60 questions 2 hours Yes Course Portal, PDF of text and TPG Yes
LOMA281 60 question total across all end-of-module exams All study materials in online format
LOMA 311 60 questions 2 hours Yes Course Portal, PDF of text and TPG Yes
LOMA 321 60 question total across all end-of-module exams All study materials in online format
UND386 50 questions 2 hours Yes Course Portal, PDF of text and TPG Yes
AIRC411 50 question total across all end-of-module exams All study materials in online format
AIRC421 50 question total across all end-of-module exams All study materials in online format
ARA440 50 questions 2 hours Nov. only Course Portal, PDF of text and TPG Yes
* Course will become available in 2017.
The DOL Fiduciary Rule:
What Your Employees Need to Know
DOL Fiduciary Basics for Employees provides everyone in your organization with
essential, foundational knowledge about the DOL Fiduciary Rule.
Developed by the LIMRA LOMA Secure Retirement InstituteTM, this course offers an
unbiased explanation of what the rule means to industry professionals and your
company.
RECOMMENDED SIZE FOR FRONT
OF DOCUMENTS
DOL Fiduciary Basics for Employees is presented in 13 short multimedia videos,

each being several minutes in duration. The course is packaged for cost-effective,
enterprise-wide distribution and can be easily integrated with company-specific
training and education.
Find out more at loma.org/DOL

or at membersolutions@loma.org.

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2017 Education & Training Catalog

LOMAs Formula for Success

LOMAs diverse content helps you achieve your career goals!

2 1-800-ASK-LOMA (Option 1) n www.loma.org

Disclaimer of Warranty Who to Contact

Guidelines for Use of LOMA Materials

As a leading provider of learning solutions for financial Designation Courses

Short Online Courses

4 1-800-ASK-LOMA (Option 1) n www.loma.org

6 1-800-ASK-LOMA (Option 1) n www.loma.org

Course Topic Categories Designation Programs

Languages Course Types

One of the most recognized and respected professional

8 1-800-ASK-LOMA (Option 1) n www.loma.org

Discontinued Course Course Category

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Associate, Customer Service (ACS)

ACS Life Insurance

ACS Property & Casualty (U.S.)

ACS Property & Casualty (Canada)

12 1-800-ASK-LOMA (Option 1) n www.loma.org

Associate, Insurance Regulatory Certificate in Regulatory Compliance

Associate, Insurance Regulatory Compliance (AIRC)

Associate, Reinsurance Administration

Associate, Reinsurance Administration (ARA)

14 1-800-ASK-LOMA (Option 1) n www.loma.org

ARA440 LOMA280 Updated!

18 1-800-ASK-LOMA (Option 1) n www.loma.org

Enrollments purchased on or after April 3, 2017 will be LOMA 357

LOMA 371 SRI 121

20 1-800-ASK-LOMA (Option 1) n www.loma.org

22 1-800-ASK-LOMA (Option 1) n www.loma.org

The Sales Support Collection: For Field Office

Leading in a Social World Collection

Social Media Collection

Digital Outreach Collection

Digital Marketing U Collection

LOMA Takes Your If You Had a Learning Record in LOMANET:

24 1-800-ASK-LOMA (Option 1) n www.loma.org

Enrolling for Courses

Select Your Courses

Complete Your Purchase

Accessing Online Study Materials Anticipating Curriculum Changes

Course Portal Designation Courses Extending Access for Designation Courses

26 1-800-ASK-LOMA (Option 1) n www.loma.org

Course Portal Courses

28 1-800-ASK-LOMA (Option 1) n www.loma.org

Prometric Exam Rescheduling Requirements

Category Reschedule Period Prometric Rescheduling Fee

2 2 to 29 days before scheduled test date. $35

30 1-800-ASK-LOMA (Option 1) n www.loma.org

32 1-800-ASK-LOMA (Option 1) n www.loma.org

34 1-800-ASK-LOMA (Option 1) n www.loma.org

CPLHI (Certified Professional, Life & Health Insurance)

LOMA280 LOMA290 LOMA301 LOMA307 LOMA320

ACS100 LOMA280 LOMA290 LOMA301 LOMA307 LOMA320

38 1-800-ASK-LOMA (Option 1) n www.loma.org

LOMA307 LOMA 335

(LOMA, 2014) ISBN 978-1-57974-426-7

20081 ISBN 978-1-57974-327-7

20081 ISBN 978-1-57974-328-4

20081 ISBN 978-1-57974-325-3

20081 ISBN 978-1-57974-326-0

LOMA 357 LOMA371