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Program Updates

New Courses

Designation Course Launches for 2014
CourseFormatLaunch Date
AIRC  411The Regulatory Environment for Life InsuranceHighly-interactive online course
Integrated exam
Available now
AIRC 421Regulation of Life Insurance Products, Sales, and OperationsHighly-interactive online course
Integrated exam
Available now
SRI 111Retirement MarketplaceHighly-interactive online course
Integrated exam
Available now
SRI 121Retirement Savings and InvestmentsHighly-interactive online course
Integrated exam
Available now
SRI 131Planning for a Secure RetirementHighly-interactive online course
Integrated exam
Available now
LOMA 321Marketing in Financial ServicesHighly-interactive online course
Integrated exam
Available now
SRI 210Successful Retirement OutcomesHighly-interactive online course
Integrated exam
December 2014

Course Retirements

As the development and launch of courses in the Fellow, Secure Retirement Institute™ (FSRI™) designation program continues over the next two years, so will courses in the FFSI and AAPA programs be retired (although some courses that are featured in other LOMA designations will remain available).

FFSI/AFSI Program
RequirementStatus
LOMA 286Principles of Financial Services and ProductsRetiringAvailable through December 31, 2014
LOMA 305Personal Financial PlanningRetiringAvailable through December 31, 2014
LOMA 311Business Law for Financial Services ProfessionalsContinuesBeing used in other LOMA programs
LOMA 326Financial Services MarketingRetiringAvailable through December 31, 2015
LOMA 335Operational Excellence in Financial ServicesContinuesBeing used in other LOMA programs
LOMA 357Institutional InvestingContinuesBeing used in other LOMA programs
LOMA 380Financial Services and Products for OrganizationsRetiringAvailable through December 31, 2015
3 PACsProfessional Achievement Credits
(earned via other providers and LOMA programs)
PAC applications will be accepted through December 31, 2015.
AAPA Program
RequirementStatus
AAPA 273Annuity Principles and ProductsRetiringAvailable through December 31, 2014
AAPA 283Marketing, Distribution, and Uses of AnnuitiesRetiringAvailable through December 31, 2015
AAPA 303Annuity Systems and AdministrationRetiringAvailable through December 31, 2015
AAPA 313Financial Aspects of AnnuitiesRetiringAvailable through December 31, 2015
AAPA 323Regulation and Taxation of AnnuitiesRetiringAvailable through December 31, 2015

Credit for Retiring Programs and Courses

FFSI/AFSI and AAPA Course Credit in the FRSI Program
FSRI Program RequirementFFSI/AFSI CourseAAPA Course
SRI 111Retirement MarketplaceLOMA 286AAPA 273
SRI 121Retirement Savings and InvestmentsNoneNone
SRI 131Planning for a Secure RetirementLOMA 305None
SRI 210Successful Retirement OutcomesNoneNone
SRI 220Retirement Marketing and Business Acquisition*FFSI designationAAPA designation
SRI 230Retirement Administration and the Customer ExperienceNoneNone
SRI 500Transforming Retirement SecurityNoneNone

* Students who have completed the FFSI, AAPA, or FLMI designation will receive credit for SRI 220 when that course is available.