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Course 1.Bank Insurance Compliance

Bank Insurance Compliance: Fundamentals (BIC) is a self-study course that describes the state and federal regulatory requirements that are imposed on insurance sales by banks and bank-affiliated insurance agencies and broker-dealers.

Who Should Enroll?

The BIC course was developed in cooperation with the American Bankers Insurance Association, an affiliate of the American Bankers Association. It is designed for employees working in bank insurance at financial institutions as well as bank-affiliated agencies and broker-dealers. Insurance company employees who work with the insurance sales areas in banks, their affiliates, and broker-dealer firms, will also benefit from this course.

What Can You Expect to Learn?

When you complete this course, you’ll be able to:

Explain how the state and federal governments divide responsibility for regulating bank insurance operations
Identify the requirements that federal banking laws impose on bank insurance operations
Identify and describe the regulatory requirements that state insurance laws and federal securities laws impose on the marketing and sale of insurance products
Describe how state and federal regulators oversee the operations of insurers and banks that affiliate to market insurance to bank customers

How Can You Enroll?

Students and employees of LOMA member companies may register for the course through their Educational Representative. Members of the ABA, ABIA, independent students, and those less familiar with LOMA's enrollment and exam administration process and requirements may download the BIC Paper Exam Enrollment Form and Instructions to register for the paper exam. Computerized exams are also available to participating member companies via I*STAR, and also at Prometric Testing Centers throughout the United States and Canada.

Can I Get CE Credit or Certification for This Course?
Most states offer CE credit upon successfully passing the BIC examination. To view a chart of states that accept credit for completion of the BIC coursework, click here. Students who wish to earn CE credit or request a Certificate of Course Completion must submit their request in writing.

Students participating at LOMA member companies should apply for CE credit using the BIC CE Credit Request Form.

ABIA, ABA, and Independent students should use the BIC Paper Exam Enrollment Form and Instructions when applying for CE credit.

Additional Benefits of the BIC Course

The textbook and the LOMA-administered examination will each count toward the American Bankers Association Institute of Certified Bankers’ (ICB’s) CRCM (Certified Regulatory Compliance Manager) designation, as follows:
Delivery Method
Credit Hours

LOMA Administered Exam
22.50

Text only
11.25

UND 386
Underwriting Life and Health Insurance

Course Description / Topics

How to Enroll

Ordering Study Materials

For More Information

Course 2.Underwriting Life and Health Insurance

It is a stand-alone self-study course that introduces risk assessment principles applied to underwriting individual and group life and health insurance, including specialized policies and supplemental coverages. Students will benefit by learning the fundamentals of underwriting as they relate to current industry practices. It replaces UND 385.

The basis for the course is Life and Health Insurance Underwriting, 2nd edition, which was revised in 2006.

LOMA's underwriting course (UND 386) will benefit anyone interested in medical impairments and the fundamentals of risk selection as practiced in life and health insurance companies. LOMA designed this course to fill a need expressed by member companies for a survey course to educate new life and health underwriters. However, this introductory course is also suitable for claim reviewers, actuaries, agents, and others in the insurance industry who must understand underwriting terminology and concepts.

Topics Covered:

  1. Principles of Underwriting
  2. The Underwriting Position
  3. Legal Aspects of Underwriting Individual Policies
  4. Underwriting Activities and Technology
  5. Underwriting Individual Life Insurance: Medical Factors
  6. Underwriting Individual Life Insurance: Financial Factors
  7. Underwriting Individual Life Insurance: Personal Factors
  8. Underwriting Business Insurance, Specialized Policies, Replacements, and Supplemental Benefits
  9. Underwriting Individual Health Insurance
  10. Legal Aspects of Group Insurance Underwriting
  11. Group Insurance Underwriting Activities
  12. Risk Assessment for Group Insurance

How to Enroll

Simply log in to LOMANET, LOMA’s internet-based system that allows students and training administrators to access student information, monitor progress, and enroll for exams.

Exam Availability: I*Star/Prometric exams are available year-round. Paper exams are available in May and November.

Course 3.Insurance Immersion

It is the first immersion program developed specifically for the life insurance industry!

Designed by LOMA and highly-respected insurance professionals

An intensive, interactive 2 ½ day learning experience

The fastest, most effective way to learn about the industry

This program provides the essential knowledge and tools necessary for success. It's ideal for:
Recently assigned mid-level managers responsible for a major unit in a North American life, annuity or retirement products company but who have limited industry experience

Experienced/credentialed technical professionals (IT, HR, etc.) who need an understanding of the North American life, annuity and retirement products industry

Insurance Immersion Accelerate Your Transition!

  • Are you new to the insurance industry?
  • Do you need to accelerate your understanding of the business in a short amount of time?
  • Participate in Insurance Immersion, the only program designed by a life insurance association to give participants a thorough introduction to the life insurance and annuity industry.
  • It’s an interactive, 2½-day learning experience that delivers industry-specific knowledge essential to success in the life insurance and annuity environment.

Insurance Immersion is Designed For:

  • Recently-assigned mid-level managers who have responsibility for a major unit in a life or annuity company but have limited or no industry experience
  • Experienced/credentialed technical professionals previously employed in another industry or industry sector who will benefit from a broad understanding of the life and annuity industry

Program Content Includes:

  1. Industry overview
  2. Product development, product management, and marketing
  3. Life insurance and annuity operations,including underwriting, customer service,and claims
  4. Solvency, profitability, and enterprise risk management
  5. Compliance and ethical behavior

Don’t miss your chance to accelerate your transition into a successful career!
A One-of-a Kind Experience:
Industry Focus. The program highlights the unique role of insurance companies and provides a comprehensive overview of insurance products and operations as well as regulatory, compliance,and solvency and profitability issues.

Interactive Activities. Insurance Immersion utilizes a hands-on approach to learning, where participants will underwrite a life insurance case, check the suitability of an annuity for a customer, examine the benefits and challenges of various distribution channels for specific products, and
much more.

Expert Instructors. Insurance Immersion gives participants the opportunity to learn from expert instructors with years of experience in the financial services industry. The instructors use their onsiderable industry knowledge to answer questions and offer “real-world” perspective by providing
specific examples to illustrate the course content.

Here’s what Insurance Immersion participants have to say:

  • “Great class—well worth it.”
  • “It provides an almost all-encompassing look at the life insurance field.”
  • “Hit the mark for what I needed.”
  • “Good mix of team activities and presentation material.”
  • “Very beneficial and great value.”
  • “This was a very valuable experience.”

Course 4.Fellow, Financial Services Institute®

FFSI…Setting The Standard of Excellence for Leaders in Financial Services Available world-wide, the FFSI program provides critical and timely education for individuals who develop manage, administer, and support financial services products.

About the Program

A ground-breaking education program for financial service professionals, the FFSI is a 10-credit designation program that provides broad contextual information through seven core courses and customized, job-specific learning through the FFSI’s unique Professional Achievement Credits (PACs). To earn the FFSI designation, students must successfully complete seven self-study courses, which are divided into two levels, and earn a total of three PACs. PACSs are
credits granted by LOMA for demonstrated professional achievement in financial services product areas such as annuities, mutual funds/brokerages, retirement plans, securities, and banking. Students earn PACs by completing courses or by earning designations, licenses or certificates that LOMA has approved for use in the FFSI Program. Students must have credit for three PACs to earn the FFSI.

Who Should Enroll
The FFSI Program provides insight for individuals who develop, manage, administer, and support wealth accumulation products, retirement plans, employee benefits, banking products, mutual funds, and other financial products.

FFSI courses provide a foundation for understanding financial services, and students can customize their learning experience with the Program’s required Professional Achievement Credits (PACs). By earning the FFSI designation, you will demonstrate significant commitment to the industry and your career, distinguish yourself as an industry expert and excel with the specialized
knowledge you possess. Obtaining this designation displays personal motivation to establish yourself as an industry resource and further demonstrates your commitment to professionalism in the financial services industry. In addition, you will receive LOMA’s award-winning industry publications and an invitation to celebrate your accomplishments at the LOMA Annual
Conference and Conferment.

Other Additional Statistics:

90% state earning a LOMA designation helped their career

75% apply knowledge gained through LOMA courses to their jobs

60% believe their LOMA designation enhances their credibility

55% were promoted after earning a LOMA designation

FFSI Courses

FFSI Level One—
Designed to give students a solid introduction to financial services, Level One consists of two courses:

LOMA 286—Principles of Financial Services and Products

LOMA 305—Personal Financial Planning
Upon successful completion of LOMA 286 and LOMA 305, students are awarded a certificate of completion.

FFSI Level Two—
Level Two of the FFSI program consists of five self-study courses and three Professional Achievement Credits (PACs). The five courses include the following:

LOMA 311—Business Law for Financial Services Professionals
or
LOMA 316 – Business Law for Financial Services Professionals – Canada

LOMA 326—Financial Services Marketing

LOMA 351—Financial Services Environment

LOMA 356—Investment Principles and Institutional Investing

LOMA 380—Financial Services and Products for Organizations

PACs—Recognizing Your Past Achievements
In addition to the seven core courses, the FFSI designation requires a total of three Professional Achievement Credits (PACs). PACs are a unique and exciting component of the FFSI and allow students to customize the designation to be relevant to their career.

PAC credit is earned by completing courses or by earning designations, licenses, or certificates for demonstrated professional achievement in financial services product areas such as

  • Annuities - Check out LOMA's annuity education program
  • Mutual funds/brokerages
  • Retirement plans
  • Securities
  • Banking and more

The underlying content in each educational experience must be comparable in quality and rigor to the typical LOMA course or designation to be considered for PAC credit. LOMA has put together the following comprehensive listing of courses, designations, licenses, and certificates currently recognized for PAC credit

Course 5.Fellow, Life Management Institute®

FLMI®…The Global Standard of Excellence
The award-winning FLMI Program is a 10-course, professional development program that provides a comprehensive business education in the context of the insurance and financial services industry. Established in 1932, the FLMI Program is the world’s largest university-level education program in insurance and financial services. More than 80,000 students throughout the world have earned the FLMI designation. The FLMI Program has received worldwide recognition, and many courses are available in English, Spanish, Portuguese, Bahasa Indonesia, Simplified Chinese and Traditional Chinese, Korean, and French.

About the Program
The FLMI curriculum provides key knowledge of how this complex industry operates and an individual's role in the industry’s continued strength in the global economy. The 10 courses provide a comprehensive business education in the context of the insurance and financial services industry. To earn the FLMI designation, students must successfully complete 10 self-study courses.

The FLMI program features a solid introduction to industry terms, functional areas, processes, and area and product-specific knowledge in marketing, administration, and financial reporting.

Who Should Enroll
FLMI courses provide a foundation of insurance knowledge to foster your success in the insurance and financial services industry and teach the principles of business in a framework of policies, practices and examples relevant to
the financial services industry, with a focus on life insurance within that industry.

By earning the FLMI designation, you will demonstrate significant commitment to the industry and your career, distinguish yourself as an industry expert and
excel with the specialized knowledge you possess.
Other Additional Statistics:

90% state earning a LOMA designation helped their career

75% apply knowledge gained through LOMA courses to their jobs

60% believe their LOMA designation enhances their credibility

55% were promoted after earning a LOMA designation

FLMI Courses

Level I—Fundamentals of Life and Health Insurance
This introductory level of the program is designed to give you a foundation of knowledge to foster your success in the life and health insurance industry. Two courses comprise FLMI Level I.

LOMA 280—Principles of Insurance: Life, Health & Annuities

LOMA 290—Insurance Company Operations

Level II—Functional Aspects of Life and Health Insurance
This advanced level is designed to further your career development by providing a detailed understanding of business concepts with the emphasis on life and health insurance, financial services, and related subjects.

LOMA 301—Insurance Administration

LOMA 311—Business Law for Financial Services Professionals

LOMA 316—Business Law for Financial Services Professionals (Canada)

LOMA 320—Life and Health Insurance Marketing

LOMA 330—Management Principles and Practices

LOMA 351—Financial Services Environment

LOMA 356—Investment Principles and Institutional Investing

LOMA 361—Accounting and Financial Reporting in Life Insurance Companies

LOMA 371—Managing for Solvency and Profitability in Life Insurance Companies

Program Update
LOMA 310 and LOMA 315 have been replaced in the FLMI Program curriculum with LOMA 311—Business Law for Financial Services Professionals and LOMA 316—Business Law for Financial Services Professionals - Canada. Students who already have credit for LOMA 310 or LOMA 315, which are no longer offered, will automatically receive FLMI credit for the Law course.

When you successfully complete LOMA 280 and LOMA 290, you will receive a personalized certificate of completion for Level One. Once you have completed all 10 courses, you will earn the prestigious FLMI designation.

Course 6. AFSI: Associate, Financial Services Institute

Associate, Financial Services Institute (AFSI)
A New Level of Recognition for Financial Services Professionals

Quick Reference:
Overview
Courses
Order Study Materials
Enroll for Exams
For More Information

Frequently Asked Questions

Companies in the competitive financial services industry need employees who understand financial products and the operational aspects of the financial institutions that create and administer those products. The new Associate-level designation, Associate, Financial Services Institute (AFSI) recognizes and rewards achievement of industry professionals who have completed five courses within the Fellow, Financial Services Institute (FFSI) Program.

The AFSI rewards professionals who go beyond the basics in acquiring critical industry knowledge, and provides for a higher level of customization in learning paths, based on job-specific learning needs.

Program Overview
Courses in the program provide a comprehensive business education in the context of the financial services industry, and at the same time provide achievable goals, with recognition at three levels: certificate, associate-level diploma, and fellow-level diploma.

Requirements for the AFSI include LOMA 286, LOMA 305, LOMA 356, plus any two other required FFSI courses (See "Courses" for details.)

Find out more about earning the FFSI.

Find out about keeping your grandfathered credit.

AFSI and FFSI Award Structure:

Award Designation Requirements Number of courses
Certificate None LOMA 286 + LOMA 305 2 required courses
Diploma AFSI Certif. + LOMA 356 + any 2 other required FFSI courses + 3 required courses
Diploma FFSI AFSI + remaining 5 FFSI requirements (includes PACs) + 5 requirements

Courses

LOMA 286—Principles of Financial Services and Products
The major categories of financial services-cash management, credit, asset protection, asset accumulation and management, and asset distribution-form the framework for LOMA 286, which surveys banking, insurance, and investment products.

LOMA 305—Personal Financial Planning
LOMA 305 provides ideas an understanding of the concepts, decision-making tools, and applications involved in financial planning. Reviews key aspects of financial planning including retirement planning, asset allocation, investing in bonds, renting versus buying a house, and much more.

LOMA 356—Investment Principles and Institutional Investing
LOMA 356 provides an understanding of the investment environment and the general principles of investing in both individual securities and portfolios of securities. The course also provides an orientation to investing in an institutional setting, including roles, administrative systems and processes, goal setting, performance review, and risk management.

Course 7. ALMI: Associate, Life Management Institute

Associate, Life Management Institute (ALMI)
A New Level of Recognition for Insurance and Financial Services Professionals

Quick Reference:
Overview
Courses
Intro Level Courses Now Online!
Order Study Materials
Enroll for Exams
For More Information

Frequently Asked Questions

Companies in the competitive insurance and financial services industry need employees who understand financial products and the operational aspects of the financial institutions that create and administer those products. The new Associate-level designation, Associate, Life Management Institute (ALMI) recognizes achievement of industry professionals who have completed five courses within the Fellow, Life Management Institute (FLMI) program curriculum.

The ALMI rewards professionals who go beyond the basics in acquiring critical industry knowledge.

Program Overview
Courses in the program provide a comprehensive business education in the context of the life and health insurance industry, and at the same time provide achievable goals, with recognition at three levels: certificate, Associate-level diploma, and Fellowship-level diploma.

Requirements for the ALMI include LOMA 280, LOMA 290, LOMA 356, plus any two other required FLMI courses (See "Courses" for details).

Find out more about earning the FLMI.

ALMI and FLMI Award Structure:

Award Designation Requirements Number of courses
Certificate None LOMA 280 + LOMA 290 2 required courses
Diploma ALMI Certif. + LOMA 356 + any 2 other required FLMI courses 5 required courses
Diploma FLMI ALMI + remaining 5 required FLMI courses 10 required courses

Courses

LOMA 280—Principles of Insurance: Life, Health, and Annuities
Also available in Spanish, French, Traditional and Simplified Chinese, Korean, Portuguese and Bahasa Indonesia.

Explain how life and health insurance help people manage risk

Describe the features of individual and group life and annuity coverages, riders, policy provisions, and settlement options

Identify and describe the major types of managed care coverages and compare plan features with features of traditional indemnity health plans

Distinguish among various types of retirement income and pension plans

Identify effective solutions for internal and external customers’ questions and problems

LOMA 290—Insurance Company Operations
Also available in Spanish, French, Bahasa Indonesia, Traditional and Simplified Chinese, Portuguese and Korean.

Describe the essential operations of life insurance companies, including identifying target customers, developing and distributing products, underwriting, administering claims, protecting solvency, managing information, and strategic decision making

Explain changes in the regulatory environment and the insurer’s role in the economy

Discuss the need for cooperation among all functional areas of an insurance company

LOMA 356—Investments and Institutional Investing
Also available in Spanish, French, Traditional and Simplified Chinese, Korean and Portuguese.

Understand the investment environment and general principles of investing

Learn the principals of investing in both individual securities and portfolios of securities

Explain roles, administrative systems and processes, goal setting, performance review, and risk management of institutional investing

Course 8. PCS: Professional, Customer Service

Professional, Customer Service®

PCS®…Knowledge That Makes a Difference
A professional, highly-trained customer service team can make a positive impact on your customers’ perceptions and on your company's bottom line.

About the Program
LOMA’s Professional, Customer Service (PCS) Program consists of a series of advanced courses focused exclusively on customer service and its many new dimensions.

Who Should Enroll
The PCS Program is designed especially for individuals in customer contact positions in the financial services industry such as call center staff, customer service representatives, claim representatives, and managers. It is beneficial for anyone who wants to:

Serve customers better by understanding factors that drive customer motivation and behavior

Develop and improve customer relationships

Gain insights into the industry's best thinking

Enhance your job, distinguish yourself, and improve your professional outlook

PCS Courses

PCS 391—Customer Behavior

PCS 392—Customer Contacts: Strategies and Operations

PCS 393—Customer Relationship Management

AND

Completion of LOMA's Associate, Customer Service (ACS) Program

When you successfully complete the three courses in LOMA's PCS Program, you will receive a certificate of completion. If you have earned your Associate, Customer Service (ACS) designation prior to completing the PCS Program, you will receive a personalized diploma and may replace the ACS designation with PCS after your name.

Course 9. AAPA: Associate, Annuity Products & Administration

Associate, Annuity Products & Administration (AAPA)
Setting a New Standard of Excellence for Annuity Professionals

The AAPA Program is designed for those who work in all areas of annuities, including those in product development, marketing and sales, administration, customer service, information systems, investments, accounting, and legal/compliance.

What Can You Expect to Learn?
The AAPA Program provides examples of real business scenarios that annuity professionals encounter on the job. You’ll learn

How to differentiate the various annuity products and their uses
The role of technology in annuity administration
How annuities are marketed and distributed
Funding arrangements for pension products
Laws and regulations affecting annuities
Begin your annuities education today!

AAPA Requirements
To earn the AAPA, students must pass LOMA’s five annuity-specific courses. The five-course requirement for students to earn the AAPA designation no longer includes an elective.
AAPA Designation Program Courses
LOMA developed the AAPA courses in conjunction with industry annuity experts from LOMA's Equity Products & Annuity Committee. The courses in the AAPA Designation Program include:

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

Course 10. ACS: Associate, Customer Service Program

Associate, Customer Service™
ACS® Life is About Choices, So is Your Success

The financial services industry is constantly changing, but one thing remains constant—customers expect more from your company. They want accurate answers from you that they can trust. With LOMA’s revised Associate, Customer Service (ACS) Program you can be prepared to meet these new demands.

About the Program
LOMA's Associate, Customer Service (ACS) Program allows you to select courses from several "line of business" tracks, so you can tailor the designation to your career objectives. The ACS Program will help you

Increase your knowledge of financial services

Understand customer expectations, patterns, and behavior

Organize an effective customer service team

Why You Should Enroll
Employees at all levels can benefit from the ACS Program. If you interact with internal or external customers on a regular basis, you should pursue the ACS so you can

Communicate effectively and with confidence

Increase your knowledge of product lines

Manage customer relationships successfully

Exceed customers' expectations

Improve your company's bottom line

ACS "Line of Business" Tracks
The ACS Program offers several "line of business" tracks that allow you to complete the program with a concentration that fits your position within the financial services industry. Each track of the ACS Program consists of five courses: three required courses and two elective courses from a specified set of electives.

Click on the links below to learn about specific requirements of each of the following tracks.

ACS–Life Insurance

ACS–Annuities

ACS–Reinsurance

ACS-Property & Casualty - U.S.

ACS-Property & Casualty - Canada

The Life Insurance Track of the ACS Program is also available in French, Spanish and Chinese.

Course 11. AIAA: Associate, Insurance Agency Administration

Associate Insurance Agency Administration™
(AIAA)
LOMA's Associate, Insurance Agency Administration (AIAA) Program helps you maximize sales while minimizing office headaches. You'll gain the knowledge and tools you need to service your clients effectively and keep your office running smoothly, efficiently, and economically.

Who should enroll?

Employees in agency offices–branch offices, field offices, and brokerages–or home office employees who interact with agency offices.

What will the AIAA Program do for you?

It will help you

Organize your agency office
Provide excellent customer service for internal and external companies
Use technology to enhance communications between agency offices and the home office
Identify compliance and ethical issues that affect agencies
Make efficient use of your office's financial and human resources
Develop leadership and problem-solving skills
Supervise employees and encourage teamwork
The six courses required for the AIAA designation are as follows:

LOMA 280—Principles of Insurance: Life, Health, and Annuities
OR
LOMA 286—Principles of Financial Services and Products

LOMA 290—Insurance Company Operations

LOMA 320—Marketing Life and Health Insurance
OR
LOMA 301—Insurance Administration
OR
LOMA 326—Financial Services Marketing

ACS 100—Foundations of Customer Service

AIAA 200—Agency Administration

AIRC 410—Regulatory Compliance: Companies, Producers, and Operations
OR
AIRC 420—Regulatory Compliance: Insurance and Annuity Products
OR
LOMA 316—Legal Aspects of Life and Health Insurance (Canada)
LOMA recommends that Canadian students not needing a background in the U.S. compliance/regulatory environment take LOMA 316. We suggest that students outside of North America take either AIRC 410 or AIRC 420 so that they will benefit from learning how U.S. compliance laws are applied

Course 12. AIAF: Associate in Insurance Accounting & Finance (Life/Health Track)

Associate, Insurance Accounting and Finance (AIAF)

Jointly sponsored by LOMA and the American Institute for Chartered Property Casualty Underwriters / Insurance Institute of America (AICPCU/IIA), the Associate, Insurance Accounting and Finance (AIAF) program will provide you with a broad view of the accounting and financial operations of life and health insurers.

AIAF is the ideal program for you if you work in accounting or other financial areas, or if you work in Information Services and use financial data to evaluate insurer performance.

Why You Should Enroll

When you complete the five AIAF Program courses, you will

Be familiar with accounting procedures used in the life and health insurance industry

Know the statutory accounting requirements that insurance companies must follow
Distinguish between statutory accounting, GAAP, and tax-basis accounting
Understand the insurance accountant's role in planning, budgeting, and management reporting
Be familiar with cost allocation, treasury management, and asset/liability matching operations within insurance companies

AIAF Program Courses

Beginning January 1, 2007, the AIAF life/health track consists of the following courses:

LOMA 290—Insurance Company Operations (LOMA)
LOMA 356—Investment Principles and Institutional Investing (LOMA)
or AIAF 113—Insurance Company Finance (AICPCU/IIA, discontinued in 2007)
LOMA 371—Managing for Solvency and Profitability in Life Insurance Companies (LOMA)
AIAF 112—Insurance Information Systems (AICPCU/IIA)
AIAF 400—Statutory Accounting for Life and Health Insurers (LOMA)

Course 13. AIRC: Associate, Insurance Regulatory Compliance

Associate, Insurance Regulatory Compliance® (AIRC)

Compliance is one of the most critical issues facing life and health insurers today. LOMA's Associate, Insurance Regulatory Compliance (AIRC) Program provides you with a comprehensive knowledge base for the complex issues surrounding state and federal regulation of the life and health insurance industry and products. The AIRC Program will provide you with a better understanding of compliance concepts, terms, processes, and regulatory requirements so you can

Avoid unfavorable consequences for your company

Speed up the product approval process

What You'll Learn

How states and the federal government regulate insurance companies

What to expect during financial examinations and market conduct examinations

What kinds of filings states need on life insurance products, health insurance products and annuities

When, how, and why federal securities laws apply to the sale of financial products

What specific regulations govern insurance, including life, health, pensions, annuities, credit insurance, and group products.

AIRC Designation Program Courses

To earn the AIRC designation, you must successfully complete six courses:

LOMA 280—Principles of Insurance: Life, Health, and Annuities
or
LOMA 286—Principles of Financial Services and Products

LOMA 290—Insurance Company Operations

LOMA 311—Business Law for Financial Services Professionals
or
LOMA 316—Business Law for Financial Services Professionals – Canada

LOMA 320—Life and Health Insurance Marketing
or
LOMA 326—Financial Services Marketing

AIRC 410—Regulatory Compliance: Companies, Producers, and Operations

AIRC 420—Regulatory Compliance: Insurance and Annuity Products

After completing these courses, you'll receive a personalized diploma from LOMA and can use the professional designation AIRC after your name.

Course 14. ARA: Associate, Reinsurance Administration

Course 15. CPFS: Certified Professional in Financial Services Program

Other certifications avaialble :

ii. CII
iii. AICPCU - American Institute of CPCU and IIA - Insurance Institute of America
iv. SII - Securities & Investment Institute

India Course Dates, Venue & Timings:

Sl.No. State City Batch1-Date Batch1-Date Batch2-Date Batch2-Date Batch3-Date Batch3-Date Batch4-Date Batch4-Date Venue Contact
1 Andhra Pradesh Vijayawada 16-Jan’16 17-Jan’16 6-Feb’16 7-Feb’16 5-Mar’16 6-Mar’16 2-Apr’16 3-Apr’16 Vijayawada- Spectramind , DBS center Vijay
2 Andhra Pradesh Vizac/ Vishakhapatnam 16-Jan’16 17-Jan’16 6-Feb’16 7-Feb’16 5-Mar’16 6-Mar’16 2-Apr’16 3-Apr’16 Vizac- SpectraMind , Naga Chambers, Level 3 & 4, D/No. 12-1-16 Plot No. 49, Survey No 1051, Opposite HDFC bank, Waltair Main Road, Visakhapatanam, 530002 Vijay
3 Assam Guwahati 16-Jan’16 17-Jan’16 6-Feb’16 7-Feb’16 5-Mar’16 6-Mar’16 2-Apr’16 3-Apr’16 SPECTRAMIND Kaushik
4 Assam Dibrugarh 16-Jan’16 17-Jan’16 6-Feb’16 7-Feb’16 5-Mar’16 6-Mar’16 2-Apr’16 3-Apr’16 SPECTRAMIND Kaushik
5 Bihar Patna 16-Jan’16 17-Jan’16 6-Feb’16 7-Feb’16 5-Mar’16 6-Mar’16 2-Apr’16 3-Apr’16 DBS Center, Patna Jason
6 Calicut Kozhikode 16-Jan’16 17-Jan’16 6-Feb’16 7-Feb’16 5-Mar’16 6-Mar’16 2-Apr’16 3-Apr’16 SPECTRAMIND Kaushik
7 Chhattisgarh Raipur 16-Jan’16 17-Jan’16 6-Feb’16 7-Feb’16 5-Mar’16 6-Mar’16 2-Apr’16 3-Apr’16 DBS center ,Raipur Jason
8 Delhi Delhi 23-Jan’16 24-Jan’16 6-Feb’16 7-Feb’16 5-Mar’16 6-Mar’16 2-Apr’16 3-Apr’16 SPECTRAMIND,Paharpur Business Centre, 21, Nehru Place Greens, New Delhi - 110019 Rama Gopal :
9 Goa Goa 7-Dec’15 14-Dec’15 21-Dec’15 28-Dec’15 1-Jan’16 5-Jan’16 1-Feb’16 5-Feb’16 SPECTRAMIND Kaushik
10 Gujarat Ahmedabad 16-Jan’16 17-Jan’16 6-Feb’16 7-Feb’16 5-Mar’16 6-Mar’16 2-Apr’16 3-Apr’16 Ahmedabad - SpectraMind, 101 – 104, GCP Business Centre, Opp. Memnagar Fire Station, Vijay Cross Road, Memnagar, Ahmedabad, 380014 Mr.Alok
11 Gujarat Vadodara 16-Jan’16 17-Jan’16 6-Feb’16 7-Feb’16 5-Mar’16 6-Mar’16 2-Apr’16 3-Apr’16 Ahmedabad - SpectraMind, 101 – 104, GCP Business Centre, Opp. Memnagar Fire Station, Vijay Cross Road, Memnagar, Ahmedabad, 380014 Mr.Alok
12 Haryana Gurgaon 16-Jan’16 17-Jan’16 6-Feb’16 7-Feb’16 5-Mar’16 6-Mar’16 2-Apr’16 3-Apr’16 Gurgaon - SpectraMind, Level 9, Spaze i-Tech Park, A1 Tower, Sector - 49, Sohna Road, Gurgaon, 122018 Rama Gopal :
13 Haryana Chandigarh 16-Jan’16 17-Jan’16 6-Feb’16 7-Feb’16 5-Mar’16 6-Mar’16 2-Apr’16 3-Apr’16 Chandigarh - SpectraMind, Level 4, Tower-A, Godrej Eternia, plot number 70, Industrial Area 1, Haryana, Chandigarh Kavita
14 Jammu and Kashmir Jammu 16-Jan’16 17-Jan’16 6-Feb’16 7-Feb’16 5-Mar’16 6-Mar’16 2-Apr’16 3-Apr’16 SPECTRAMIND Kaushik
15 Jammu and Kashmir Srinagar 16-Jan’16 17-Jan’16 6-Feb’16 7-Feb’16 5-Mar’16 6-Mar’16 2-Apr’16 3-Apr’16 SPECTRAMIND Kaushik
16 Jharkhand Ranchi 16-Jan’16 17-Jan’16 6-Feb’16 7-Feb’16 5-Mar’16 6-Mar’16 2-Apr’16 3-Apr’16 SPECTRAMIND Kaushik
17 Karnataka Bangalore 16-Jan’16 17-Jan’16 ** 6-Feb’16 7-Feb’16 5-Mar’16 6-Mar’16 2-Apr’16 3-Apr’16 SPECTRAMIND,DBS center , Cunningham road , Bangalore Namratha
18 Karnataka Mysore 16-Jan’16 17-Jan’16 6-Feb’16 7-Feb’16 5-Mar’16 6-Mar’16 2-Apr’16 3-Apr’16 DBS center , Mysore Namratha
19 Karnataka Hubli 16-Jan’16 17-Jan’16 6-Feb’16 7-Feb’16 5-Mar’16 6-Mar’16 2-Apr’16 3-Apr’16 DBS center , Hubli Namratha
20 Kerala kochi - - - - 2-Jan’16 3-Jan’16 6-Feb’16 7-Feb’16 SPECTRAMIND,ThomasMount ,ICTA Building,Changampuzha Nagar P.O.,Cochin- 682033 Mr.Manoj:
21 Kerala Trivandrum 16-Jan’16 17-Jan’16 6-Feb’16 7-Feb’16 5-Mar’16 6-Mar’16 2-Apr’16 3-Apr’16 Hotel Classic Avenue, Thampanoor, Trivandrum, Kerala. Mr.Manoj
22 Madhya Pradesh Indore 16-Jan’16 17-Jan’16 6-Feb’16 7-Feb’16 5-Mar’16 6-Mar’16 2-Apr’16 3-Apr’16 Indore – SpectraMind , DNR 90, Unit Nos. 301, 3rd floor, 569/3, MG Road, Indore, 452003 Arun
23 Maharshtra Nagpur 16-Jan’16 17-Jan’16 6-Feb’16 7-Feb’16 5-Mar’16 6-Mar’16 2-Apr’16 3-Apr’16 SPECTRAMIND Kaushik
24 Maharashtra Mumbai **23-Jan’16 24-Jan’16 6-Feb’16 7-Feb’16 5-Mar’16 6-Mar’16 2-Apr’16 3-Apr’16 SPECTRAMIND,DBS Heritage,Prescot Road,Opp. Cathedral Sr. School,Fort, Mumbai 400001. DBS Heritage (From Airport instruct the car / cab driver to drive to Fort, FashionStreet. It’s near Siddharth College, Budha Bhavan. Also there are schools like J. P. Pettit School & Cathedral Sr. School Mr.Vasudev
25 Maharashtra Pune 30-Jan’16 31-Jan’16 6-Feb’16 7-Feb’16 5-Mar’16 6-Mar’16 2-Apr’16 3-Apr’16 SPECTRAMIND,Panchasheel tech park,Yerwada, Pune Mr.Manish
26 Manipur Imphal 16-Jan’16 17-Jan’16 6-Feb’16 7-Feb’16 5-Mar’16 6-Mar’16 2-Apr’16 3-Apr’16 SPECTRAMIND Kaushik
27 Nagaland Dimapur 16-Jan’16 17-Jan’16 6-Feb’16 7-Feb’16 5-Mar’16 6-Mar’16 2-Apr’16 3-Apr’16 SPECTRAMIND Kaushik
28 Orissa Bhubaneshwar 16-Jan’16 17-Jan’16 6-Feb’16 7-Feb’16 5-Mar’16 6-Mar’16 2-Apr’16 3-Apr’16 Vani Vihar, Bhubaneshwar Mr. Satya Deep
29 Rajasthan Jaipur 16-Jan’16 17-Jan’16 6-Feb’16 7-Feb’16 5-Mar’16 6-Mar’16 2-Apr’16 3-Apr’16 DBS center,Jaipur Mr.Manish
30 Rajasthan Udaipur 16-Jan’16 17-Jan’16 6-Feb’16 7-Feb’16 5-Mar’16 6-Mar’16 2-Apr’16 3-Apr’16 SPECTRAMIND Kaushik
31 Tamilnadu Chennai 9-Jan’16 10-Jan’16 6-Feb’16 7-Feb’16 5-Mar’16 6-Mar’16 2-Apr’16 3-Apr’16 SPECTRAMIND,CHENNAI, CitiCentre , Level 6, 10/11 Dr.Radhakrishna Salai,Chennai,Tamil Nadu,600 004,India Mr.Balaji
32 Tamilnadu Coimbatore 16-Jan’16 17-Jan’16 6-Feb’16 7-Feb’16 5-Mar’16 6-Mar’16 2-Apr’16 3-Apr’16 Coimbatore , SpectraMind ‘Srivari Srimath”, 3rd floor, Door No.1045,Avinashi Road, Coimbatore, 641 018 Mr.Balaji
33 Telangana Hyderabad 4-Jan’16 10-Jan’16 6-Feb’16 7-Feb’16 5-Mar’16 6-Mar’16 2-Apr’16 3-Apr’16 SPECTRAMIND , Flat 617, 6th Floor ,Annapurna block, Aditya enclave, Ameerpet, Hyderabad-500016 Jason
34 Uttar Pradesh Varanasi 16-Jan’16 17-Jan’16 6-Feb’16 7-Feb’16 5-Mar’16 6-Mar’16 2-Apr’16 3-Apr’16 SPECTRAMIND Kaushik
35 Uttar Pradesh Noida 16-Jan’16 17-Jan’16 6-Feb’16 7-Feb’16 5-Mar’16 6-Mar’16 2-Apr’16 3-Apr’16 Noida - SpectraMind, Tapasya Corp Heights, Ground Floor, Sector 126, Uttar Pradesh, Noida Rama Gopal :
36 Uttar Pradesh Lucknow 16-Jan’16 17-Jan’16 6-Feb’16 7-Feb’16 5-Mar’16 6-Mar’16 2-Apr’16 3-Apr’16 Lucknow – SpectraMind , 4th Floor, Halwasiya Court, Hazratganj, Uttar Pradesh, Lucknow, 226001 Mr.Sandeep
37 Westbengal Kolkata 16-Jan’16 17-Jan’16 6-Feb’16 7-Feb’16 5-Mar’16 6-Mar’16 2-Apr’16 3-Apr’16 SpectraMind , The Legacy, 1st Floor, 25-A, Shakespeare Sarani, Kolkata, 700017 Mr.Hamid :
38 West Bengal Bagdogra 16-Jan’16 17-Jan’16 6-Feb’16 7-Feb’16 5-Mar’16 6-Mar’16 2-Apr’16 3-Apr’16 SPECTRAMIND Kaushik

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