| AAPA 313 describes the process that financial services firms use to develop and design annuity products. This course also covers financial concepts important to annuities, such as risk and return in investments, various asset types, future and present values, techniques for testing annuity profitability, principles of annuity mortality, annuity reserves, and annuity expense charges.
Topics
Covered:
- Annuity Products and How Insurance Companies Develop Them
- Technical Design of Annuity Products
- Investments for Annuity Products
- Risks Insurers Face
- Finding Future Values
- Finding and Using Present Values
- Product Modeling and Asset-Share
Models
- Testing Product Designs
- Expense and Annuity Product Design
- Annuity Products and Mortality
- Annuity Reserves and Cash Surrender Values
- Pension Plans
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. New student? Visit LOMANET at www.lomanet.org
and create an account today!
For additional assistance, contact
LOMA’s Office of the Registrar at 800-ASK-LOMA (Option 1) or by e-mail
at education@loma.org.
Ordering
Study Materials
To order AAPA Course Material
contact:
PBD Worldwide Fulfillment Services
Order online! www.pbd.com
Tel: 1-800-887-3723 or 770-280-4178
Fax: 770-280-4150
E-mail: LNH@pbd.com
Textbooks for this course:
Financial Aspects of Annuities,
Second Edition (2007); (LOMA; ISBN 1-57974-307-2) [PBD Order # AAPA
313-10-07].
Test Preparation Guide for AAPA 313
(2007); (LOMA; ISBN 1-57974-308-0)
[PBD Order # AAPA 313-40-07].
The
AAPA Designation Program
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. Required courses:
- 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
For More
Information
Contact your company’s LOMA Educational Representative or contact LOMA's Office of the
Registrar.
LOMA's Office of the Registrar
Phone: 800-ASK-LOMA (Option 1) / 770-984-3761
Fax: 770-984-6415
E-mail: education@loma.org
Go
to the AAPA main page
Download
the LOMA Education and Training Catalog
|
