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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.
+ two other FFSI
required courses.
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