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Tips & Tricks

We've compiled the following information, submitted by Ed Reps and LOMA staff, for your use. These Tips & Tricks will help you as you perform you Ed Rep responsibilities…and just may make your job easier too!


"Remaining for Designation" Report

Want to see how many of your employees need just one more course to earn the FLMI? Or how many need two courses to earn the ACS? LOMANET is already set up for you to do just that.

  1. Log into LOMANET.
  2. Click on Ed Rep Reports.
  3. Choose Awards in the first drop-down.
  4. Choose Remain for a Designation in the second drop-down.
  5. Select the Designation you want to review (ACS, AAPA, FLMI, etc).
  6. Choose 1, 2, or 3 for the number of courses left to earn the designation.
  7. Click Get Report.

You will receive a list of the students who are close to earning that designation. From that list, you can send a reminder to those students to give them an extra push to continue with their professional development. It's also a great way to budget for the numbers earning bonuses from designations or attending the Annual Conference the next year. Try it!

Fee Transfers Requested?

As an Ed Rep, you may wonder who purchased Fee Transfers at your company in a given period. You also may want to check to see if there are any students who Did Not Sit for exams and never purchased Fee Transfers. You can easily run reports from LOMANET to view this information.

  1. Log into LOMANET.
  2. Go to Ed Rep Reports.
  3. Choose Enrollments in the first drop down.
  4. Choose Fee Transfer Request or Did Not Sit – No Fee Transfer in the second.
  5. Enter your date range.
  6. Click Get Report.

The Fee Transfer Request report will also show you if students have re-enrolled for another exam. Try it!

Budgeting for Next Year

Some of you may already be in the process of budgeting for next year. LOMA can help you budget by providing pricing information in the 2nd quarter issue of Ed Rep Contact. The final numbers for course fees and study materials are always available in the 3rd quarter issue.

You can also run Enrollment Summary Report directly from LOMANET to see how many enrollments you've had over a period of time.

  1. Log into LOMANET.
  2. Click on Ed Rep Reports.
  3. Choose Enrollment in the first drop-down.
  4. Choose Enrollment Summary in the second drop-down.
  5. Enter your period or periods to review.
  6. Click Get Report.

You will see the number of enrollments in each course, in each program, and by type of exam (Paper, I*STAR, Prometric) for that time period. This report will help you with your budget for the next year!

Pass Rates for Your Company

Want an easy way to view your company's pass rates? Go to Ed Rep Reports in LOMANET, click Grades in the first drop down, then Pass Rates in the second, enter a date range, and click Get Report. You'll see the pass rates for each program, individual courses, and for all LOMA courses!

Study Materials

Designation Roadmap

Have you ever had a hard time remembering which courses have Course Portals, which need textbooks, which do not have exams, or how long each exam is? The Roadmap for LOMA Designation Study Materials can help you keep the information straight! The tool contains a breakdown of all LOMA designation courses, how study materials are accessed, and information about the length of each exam.

Interactive CD for Courses with Course Portals

Students and Ed Reps have asked where the CD is for the new course with Course Portals. These courses, like LOMA 307, LOMA 320, and LOMA 361, now have the same interactive questions with answer feedback within the Course Portals. Students can go to My Learning in LOMANET, click on the course link, then click on Exam Prep at the top of the screen. They can choose to work online or download the Interactive Study Aid. They even have the option to print out the PDF of the Test Preparation Guide.

Students & Studying

Study Tips

An Ed Rep recently e-mailed looking for advice to post on their intranet to help students study for LOMA exams. Here's a list of tips that we've found are very helpful.

Top Eleven Study Tips

  1. Review the glossary.
  2. Review highlighted sections, especially the "challenging" sections.
  3. Review the summary/comparison figures you marked in the textbook.
  4. Review TPG practice question explanations—Make a list of formulas and key concepts found in the explanations (as a list or on index cards).
  5. Take the practice exam in "test" mode.
  6. Take the practice exam in "feedback" mode—read all explanations & add to your list of formulas & key concepts, if necessary.
  7. Review chapters based on the TPG exam software performance report.
  8. Review any question in the TPG that you marked as difficult.
  9. Pick no more than 10 formulas/concepts and memorize them.
  10. Give yourself a "free pass" on no more than 5 topics.
  11. Review the Top Ten Tough Topics for courses with a Course Portal!

Advice for New Students

For new students, suggest they speak to another employee who has taken the exams in order to get advice from someone with experience before starting.

E-mail Reminders Before I*STAR Exams

Students often forget their IDs and passwords that are needed for an I*STAR exam. So, send an e-mail the day before an I*STAR Exam. Remind to bring ID and password. You can also provide a link to Password Request in LOMANET if they have forgotten the ID or password.


iPods in Testing Rooms?

Recently a student asked if she could take her iPod into the I*STAR room during the exam. So, I thought it might be a good time to remind Ed Reps of what is and is not allowed in an exam room.


  • Pencil
  • Blank scratch paper supplied by the proctor. (Cannot be removed from the room by the student.)
  • LOMA Calculator (Must have the LOMA logo.)

Not allowed:

  • Books
  • Paper supplied by the student
  • Cell phones, pagers, digital media players, and Personal Digital Assistants (PDAs) e.g., Palm Pilots, BlackBerrys, etc., phones of any kind

A complete list of the I*STAR rules is located on the second page of the I*STAR Certification Form. Please let us know if you have any questions about any of these testing procedures.