What Can You Expect to Learn?
The ACS Annuities Track will help you
-
Increase
your knowledge of financial services
-
Understand
customer expectations, patterns and behavior
-
Manage
customer relationships successfully
-
Organize
an effective customer service team
-
Improve
your company's bottom line
ACS
Annuities Track Requirements
Required
Courses (3):
- ACS 100
—Foundations
of Customer Service
- AAPA 273—Annuity Principles and Products
- AAPA 303—Annuity Systems and
Administration
Electives
(choose two categories):
Marketing
Annuities
AAPA 283—Marketing, Distribution, and Uses of Annuities
Management
LOMA 330—Management Principles and Practices
Investing
LOMA 356—Investment
Principles and Institutional Investing
Note: students who already have credit for LOMA 340, which is no longer
offered, will automatically receive ACS credit for the Investing
elective.
Compliance/Law
AIRC 410—Regulatory
Compliance: Companies, Producers, and Operations
or
LOMA 311—Business
Law for Financial Services Professionals - US
or
LOMA
316—Business Law for Financial Services Professionals
- Canada
Note: students who already have credit for LOMA 310 or LOMA 315, which
are no longer offered, will automatically receive ACS credit for the
Compliance/Law elective.
When you successfully complete the five
courses in your elected concentration of LOMA's ACS Program, you will
receive a personalized diploma and can proudly include the ACS
designation after your name. After you've earned your ACS, consider
continuing your customer service education by earning the Professional,
Customer Service (PCS) designation.
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 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 ACS main page
Download
the ACS Annuities Track flyer
Download
the LOMA Education and Training Catalog
Student
Services
Center
(for enrollment forms and resources)
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