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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
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