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Program Updates

New Courses

Designation Course Launches
CourseFormatLaunch Date
SRI 210Successful Retirement OutcomesHighly-interactive online course
Integrated exam
Available now
SRI 220Retirement Marketing and Business AcquisitionHighly-interactive online course
Integrated exam
Available now
LOMA 302The Policy Lifecycle: Insurance AdministrationHighly-interactive online course
Integrated exam
Available now
SRI 230Retirement Administration and the Customer ExperienceHighly-interactive online course
Integrated exam
Available now

Course and Program Retirements

As the development and launch of courses in the Fellow, Secure Retirement Institute™ (FSRI™) designation program continues, some courses in the FFSI and AAPA programs have been retired.

FFSI/AFSI Program
RequirementStatus
LOMA 286Principles of Financial Services and ProductsRetiredDecember 31, 2014
LOMA 305Personal Financial PlanningRetiredDecember 31, 2014
LOMA 311Business Law for Financial Services ProfessionalsContinuesBeing used in other LOMA programs
LOMA 326Financial Services MarketingRetiredDecember 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 OrganizationsRetiredDecember 31, 2015
3 PACsProfessional Achievement Credits
(earned via other providers and LOMA programs)
PAC applications were accepted through December 31, 2015.
AAPA Program
RequirementStatus
AAPA 273Annuity Principles and ProductsRetired December 31, 2014
AAPA 283Marketing, Distribution, and Uses of AnnuitiesRetiredDecember 31, 2015
AAPA 303Annuity Systems and AdministrationRetiredDecember 31, 2015
AAPA 313Financial Aspects of AnnuitiesRetiredDecember 31, 2015
AAPA 323Regulation and Taxation of AnnuitiesRetiredDecember 31, 2015