|
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
- Planning With Personal Financial Statements
- Applying Time Value Concepts
- Banking and Interest Rates
- Managing Your Money
- Managing Your Credit
- Purchasing or Financing a Home
- Basics for Investing in Stocks
- Valuation and Analysis of Stocks
- Buying Stocks
- Investing in Stocks
- Investing in Mutual Funds
- Asset Allocation
- Auto, Homeowner's, and Health Insurance
- Life Insurance
- Retirement Planning
- Estate Planning
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:
January
- June 2008 Study Assignment:
Personal Financial Planning
(Addison Wesley Publishing, 2004)
ISBN
0-536-75324-5
PBD Order # LOMA
305-10-04
Test Preparation Guide for LOMA 305 (LOMA, 2004)
ISBN
1-57974-259-9
PBD Order # LOMA
305-40-04
July -
2009 Study
Assignment:
NEW!
Exams taken on or after July 1, 2008 will be based on the following assigned
study materials, which will be available May 2008:
Personal
Financial Planning (LOMA, 2008)
ISBN
978-1-57974-315-4
PBD
Order # LOMA 305-10-08
Test
Preparation Guide for LOMA 305 (LOMA, 2008)
ISBN
978-57974-316-1
PBD
Order # LOMA 305-40-08
|
