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LOMA 305
Personal Financial Planning

 

Course Description / Topics

How to Enroll

Ordering Study Materials

For More Information

 

LOMA 305 Provides an understanding of the concept, decision-making tools, and applications involved in financial planning. Prepare your finances starting today with LOMA's Personal Financial Planning course. Help yourself and your customer manage money better, evaluate financial risks, learn how to fund retirement, protect wealth, and much more. 

 
Topics Covered:

  • Overview of Financial Planning
  • Developing a Financial Plan
  • Financial Planning Concepts
  • The Cash Management Plan
  • The Savings and Investment Plan
  • Savings Instruments and Investment Vehicles
  • The Major Purchase Plan
  • The Insurance Plan
  • The Retirement Plan
  • The Estate Plan
  • Financial Planning for Special Circumstances
  • The Financial Plan

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!

 

Ordering Study Materials

 

To order LOMA 305 course material contact:
PBD Worldwide Fulfillment Services
Order online! www.pbd.com 
Tel: 1-800-887-3723 or 770-280-4178
Fax: 770-280-4150
E-mail: LNH@pbd.com

 

Textbooks for this course:

Personal Financial Planning (LOMA, 2008)

ISBN 978-1-57974-315-4

PBD Order # 305-10-08

Test Preparation Guide for LOMA 305 (LOMA, 2008)

ISBN 978-57974-316-1

PBD Order # 305-40-08

 

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


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Download the LOMA Education and Training Catalog

 

 

 

 

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