2018 Education & Training Catalog Looking for the …

1 2019 Education & Training CatalogNovember 2019 November 4 8 Paper exams administered (see page 78 for dates and times)November 19 Exam question challenges deadline for receipt at LOMAN ovember 28 29 LOMA closed for Thanksgiving; LOMA s Contact Center unavailableDecember 2019 November 30 November 2019 paper grades post December 25 LOMA closed for Christmas; LOMA s Contact Center unavailableJanuary 2020 January 1 LOMA closed for New Year s Day; LOMA s Contact Center unavailableJanuary 2 Enrollment opens for May 2020 paper examsJanuary 2019 January 1 LOMA closed for New Year s Day; LOMA s Contact Center unavailableJanuary 2 Enrollment opens for May 2019 paper examsFebruary 2019 February 1Ed Reps receive certificates and diplomas for November 2018 paper examsFebruary 8 Deadline to submit paper enrollment forms for May 2019 paper examsFebruary 22 Deadline to submit enrollments via , and late paper enrollment forms deadline for May 2019 paper examsMay 2019 May 13 17 Paper exams administered (see page 78 for dates and times)May 27 LOMA closed for Memorial Day.

2 LOMA s Contact Center unavailableMay 28 Exam question challenges deadline for receipt at LOMAJune 2019 June 8 May 2019 paper grades postJuly 2019 July 1 Enrollment opens for November 2019 paper examsJuly 4 LOMA closed for Independence Day; LOMA s Contact Center unavailableAugust 2019 August 1Ed Reps receive certificates and diplomas for May 2019 paper examsAugust 9 Deadline to submit paper enrollment forms for November 2019 paper examsAugust 23 Deadline to submit enrollments via , and late paper enrollment forms deadline for November 2019 paper examsAugust 31 Last day to complete course requirements to attend the 2019 LOMA Annual Conference and ConfermentSeptember 2019 September 2 LOMA closed for Labor Day; LOMA s Contact Center unavailableSeptember 4 62019 LOMA Annual Conference and Conferment, Boston, MAKey DatesCopyright 2019 LL Global, Inc.

3 All rights 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 2019 LL Global, Inc. All rights reserved. Reproductions or transmissions for any other purpose require the prior written permission of the publisher. LOMA , FLMI , FSRITM, ASRITM, ALMI , ACS , AIRC , ARA , CPFS , CPLHI , CSI , LCIC , PFLP , PFSL , and I*STAR are service marks of LOMA, and use for purposes not authorized by LOMA is This CatalogLOMA is committed to a business partnership with its worldwide members in the financial services industry to improve their management and operations through quality employee development, research, information sharing, and related products and mission of LOMA s Education & Training Division is to provide companies in the insurance and financial services industry with a quality Education to meet their human resources development does not discriminate on the basis of race, color.

4 National origin, sex, pregnancy, religion, age, disability, citizenship, ancestry, service in the uniformed services, sexual orientation, marital status, genetic information, or any other factors protected by federal, state and local law in Education policies or eligibility requirements for its statements in this Catalog are for informational purposes only and should not be construed as the basis of a contract between a student, Educational Representative (Ed Rep), or participating organization and LOMA. While the provisions of this Catalog will ordinarily be applied as stated, LOMA reserves the right to change any provision without any actual notice to students. Every effort will be made to keep students and company Ed Reps advised of any changes.

5 Ed Reps are not agents of Manager: Kathryn H. Brown, AIRC, ALMI, ASRI, PCSG raphic Designer: Allison MoletteTable of ContentsAdvance Your Career 2 Guidelines for Use of LOMA Materials ..3 Who to Contact ..3 Overview of Products and Services 4 Professional Designation Programs ..4 Designation Courses ..4 Short Online Courses ..4 Short Online Collections ..4 Instructor-Led Training ..5 Custom Learning & Development Paths ..6 Customized Solutions ..6 Choose your Path to Industry Knowledge ..6 Course Topic Categories ..7 Languages ..7 Certificates ..7 Designation Programs ..7 Course Types ..7 Course Providers ..7 Professional Designation Programs 8 Fellow, Life Management Institute (FLMI ).

6 10 Associate, Life Management Institute (ALMI ) ..10 Fellow, Secure Retirement Institute (FSRI ) ..11 Associate, Secure Retirement Institute (ASRI ) ..11 Associate, Customer Service (ACS ) ..12 Associate, Insurance Regulatory Compliance (AIRC ) ..14 Associate, Reinsurance Administration (ARA ) ..15 Designation Course Descriptions and Course Materials 16 ACS 100 Foundations of Customer Service ..16 ACS 101 Customer Service for Insurance Professionals ..16 AIRC 411 The Regulatory Environment for Life Insurance ..16 AIRC 421 Regulation of Life Insurance Products, Sales, & Operations ..16 ARA 440 Reinsurance Administration ..17CX 50 Impact Cx: The Quest.

7 17 LOMA 280 Principles of Insurance ..17 LOMA 281 Meeting Customer Needs with Insurance and Annuities ..17 LOMA 290 Insurance Company Operations ..17 LOMA 291 Improving the Bottom Line: Insurance Company Operations ..18 LOMA 301 Insurance Administration ..18 LOMA 302 The Policy Lifecycle: Insurance Administration ..18 LOMA 307 Business and Financial Concepts for Insurance Professionals ..18 LOMA 308 The Business of Insurance: Applying Financial 311 Business Law for Financial Services Professionals ..18 LOMA 320 Insurance Marketing ..19 LOMA 321 Marketing in Financial Services ..19 LOMA 335 Operational Excellence in Financial Services.

8 19 LOMA 357 Institutional Investing: Principles and Practices ..20 LOMA 361 Accounting and Financial Reporting in Life Insurance Companies ..20 LOMA 371 Risk Management and Product Design for Insurance Companies ..21 SRI 111 Retirement Marketplace ..21 SRI 121 Retirement Savings and Investments ..21 SRI 131 Planning for a Secure Retirement ..21 SRI 210 Successful Retirement Outcomes ..21 SRI 220 Retirement Marketing and Business Acquisition ..22 SRI 230 Retirement Administration ..22 SRI 500 Transforming Retirement Security ..22 UND 386 Underwriting Life and Health Online Courses and Course Collections 24 Featured Short Online Courses.

9 24 Short Online Course Collections ..24 Course Enrollment, Access and Study Materials 26 Using your LOMA Learning Account ..26 Enrolling for Courses ..27 Student Responsibilities ..27 Accessing Online Study Materials ..28 Anticipating Curriculum Changes ..28 Extending Access for Designation Courses ..28 Students with Special Needs ..29 Purchasing Printed Study Materials ..29 Shipping & Billing ..29 Examinations 30 Highly Interactive Online Courses and Short Online Courses ..30 Course Portal Courses ..30 Modularized Self-proctored Exams ..30 Comprehensive Proctored Exams ..30 Exam Procedures & Regulations ..33 Grades, Credit, and Awards 34 Short Online Courses.

10 34 Highly Interactive Online Courses ..34 Self-proctored Course Portal Exam ..34 Proctored Course Portal Exams ..34 Retake Policy ..34 Regrade Policy ..34 Credit from Other Programs ..35 Awards ..35 International Programs 36 Bahasa Indonesia Programs ..Bahasa Indonesia ..36 Chinese Programs ..37 French Programs ..Fran ais ..45 Korean Programs ..51 Portuguese Programs ..Portugu s ..57 Spanish Programs ..Espa ol ..61 Fees and Schedules 76 Enrollment Fees ..76 Prometric Fees ..76 English-Language 2019 Course/Exam Enrollment Fees North America ..77 Additional Fees ..782019 Paper Exam Schedule ..78 English Language Exams & Study Materials by Course.