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Course Catalog

Flexibility and Convenience

Our learning and education programs are flexible to meet your needs and convenient for your employees. LOMA offers a wide variety of course in several learning formats, including textbook, online, and company-specific programs, that can help create a comprehensive plan to help you ignite your potential!

Relevant Training & Development for Employees at all Levels

LOMA courses will help you develop a fundamental understanding of the industry and your role within your company. With extensive course selections, employees at all levels can continue learning and acquiring new skills to prepare for future challenges in the industry.

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15-Minute Insurance Industry Overview

This course will start new employees off right by helping them understand the importance of insurance companies in providing financial protection and security for individuals and families. Learners will also discover how the insurance company in which they work fits within the larger financial services industry, and explore various types of financial services products, with a focus on life insurance.


ACS 100 — Foundations of Customer Service

ACS 100 provides a comprehensive introduction to customer service in a financial services environment. The course explores the knowledge and skills employees need to understand and deliver exceptional customer service.

ACS 101 — Customer Service for Insurance Professionals

ACS 101 is an online course that uses a variety of media to provide a comprehensive overview of the role of customer service in insurance and financial services organizations and the skills service providers need to deliver exceptional customer service.

AIRC 411 — The Regulatory Environment for Life Insurance

AIRC 411 discusses the compliance function in a life insurance company and how the state and federal governments regulate life insurance companies operating in the United States. Content is specific to U.S. laws and regulations.

AIRC 421 — Regulation of Life Insurance Products, Sales & Operations

AIRC 421 explains state and federal regulation of life insurance and annuity product design. The course also describes the regulation of life company operations, including underwriting, claims, reinsurance, market analysis and examinations. Content is specific to U.S. laws and regulations.

ARA 440 — Reinsurance Administration

ARA 440 shows how reinsurance strengthens the insurance industry and increases the likelihood that insurance companies will have sufficient funds to pay anticipated claims. It also discusses reinsurance principles, regulation, typical provisions in a reinsurance agreement, the administration of reinsurance business, and the importance of quality control for reinsurance.

Digital Advertising

Identify opportunities to successfully target and engage your audience.

Digital Marketing U Collection

Getting you up to speed on the latest digital channels. Fast.

This collection of six short online courses will get you up to speed on the latest digital channels.

Digital Outreach Collection

This collection of three short online courses will help make sure you can reach your audience as they search, shop, socialize, and connect online.

DOL Fiduciary Basics for Employees

Available for Corporate Purchase

Developed as an enterprise-wide solution, this short, interactive video course establishes a common language and understanding within the organization and helps employees understand operational changes needed to comply with the DOL's new fiduciary rule.

Insurance Immersion

U.S. Program

An instructor-led, activity based, immersive program that provides the essential knowledge and tools for professionals transitioning to the life insurance industry.

Insurance Immersion

Canadian Program

An instructor-led, activity based, immersive program that provides the essential knowledge and tools for professionals transitioning to the life insurance industry.


Insurance Wealth Course

This full-day program for Canadian insurance professionals covers insurance wealth products — including segregated funds and annuitites — and how these products meet customers' retirement income needs.


Leading in a Social World Collection

You can't just outsource digital. You have to understand it.

This collection of two short online courses will teach you to position your organization as a thought leader with LinkedIn and to use Twitter to listen to and share news as it happens.

Leveraging LinkedIn

How to position your organization as a thought leader.

Life Insurance Accounting Course

An industry-specific program designed for managers in the Canadian marketplace who want to gain an understanding of the complexities of accounting and financial reporting processes in the life insurance industry.


Life Insurance Company Taxation Course

In response to recent changes and challenges, LOMA Canada partners with PwC Canada to present the Life Insurance Company Taxation Course to meet the needs of the Canadian life and health insurance industry.


Life Insurance Products Course

This comprehensive course is designed for business professionals seeking to gain a deeper understanding of life insurance products in Canada.


Life of an Insurance Policy

Ever wonder who plays a role in the “life” of an insurance policy? In this short course, learners will see how each major operational area helps shape the insurance product and customers’ perception of its value. They will also discover the key stages in the life cycle of an insurance policy—from initial planning and product development, through policy application and underwriting, and finally through policyowner service and claim administration.


LinkedIn for Leaders

In this short online course, learn how to use LinkedIn to help you expand your network and your online reputation.

LOMA 280 — Principles of Insurance

LOMA 280 introduces the principles of insurance, the process of becoming insured, and the policyowner’s contractual rights. The course includes information on the features of individual and group life insurance, health insurance, and annuity products.

LOMA 281 — Meeting Customer Needs with Insurance and Annuities

LOMA 281 is an online course that uses a variety of media to teach principles of insurance, insurance products, and the policyowner’s contractual rights. The course describes the features of individual and group life insurance and annuity products, and emphasizes how insurance companies serve customers and meet customer needs through the products they provide.

LOMA 290 — Insurance Company Operations

LOMA 290 describes how life insurance companies operate in today’s global environment: how they are organized, how they are managed, and the roles of functional and support units in developing, distributing, issuing, and administering life insurance and annuity products.

LOMA 291 — Improving the Bottom Line: Insurance Company Operations

LOMA 291 is an online course that uses a variety of media to teach operations, functions, and product development basics unique to the insurance organization. In addition, the course will teach that (1) a company’s success depends on its operational efficiency and effectiveness and (2) every employee has a role in ensuring the company’s financial success.

LOMA 301 — Insurance Administration

LOMA 301 provides a detailed discussion of the activities of insurance administration for individual and group life coverages, focusing on underwriting, reinsurance, claims, and customer service.

LOMA 302 — The Policy Lifecycle: Insurance Administration

Available Now

LOMA 302 is an online course that presents an in-depth study of insurance administration activities for individual and group life insurance, focusing on underwriting, customer service, and claims activities. It includes examples from actual insurance applications and claims that allow the student to apply their knowledge to real-life situations.

LOMA 307 — Business and Financial Concepts for Insurance Professionals

LOMA 307 introduces industry employees to basic financial concepts and terminology and relates these concepts to the business of insurance and company operations and profitability.

LOMA 308 — The Business of Insurance: Applying Financial Concepts

Now Available!

LOMA 308 presents basic economic, financial, and business concepts and practices related to insurance company management, operations, solvency and profitability.

LOMA 311 — Business Law for Financial Services Professionals

LOMA 311 presents the basic features and principles of the legal environment in which financial services companies around the world operate.

LOMA 316 — Business Law for Financial Services Professionals (Canada)

LOMA 316 presents the basic features and principles of the legal environment in which financial services companies in Canada operate.

LOMA 320 — Insurance Marketing

LOMA 320 covers marketing principles and the functions of marketing as an integral aspect of the life and health insurance industry.

LOMA 321 — Marketing in Financial Services

Now Available!

LOMA 321 is an online interactive course that uses a variety of media to present basic marketing principles and to show how these principles are used in the financial services industry to satisfy customers’ financial needs and to create profitable customer relationships.

LOMA 330 — Management Principles and Practices

LOMA 330 introduces management theory and practice. It also discusses the use of decision sciences and statistical tools. This course is available only in French and Korean.


LOMA 335 — Operational Excellence in Financial Services

LOMA 335 presents financial services from the perspective of a company’s operations management. This course focuses on practical techniques to accomplish the everyday tasks of providing financial services as efficiently as possible.

LOMA 357 — Institutional Investing: Principles and Practices

LOMA 357 provides an understanding of the investment regulatory environment and investing for life insurance companies and similar institutions. It covers investment types, returns, risks, performance, strategies for institutional investors, and fund options for retirement and other products.

LOMA 361 — Accounting and Financial Reporting in Life Insurance Companies

LOMA 361 provides a broad exposure to financial and managerial accounting in life insurance companies, including the corporate and regulatory environment in which accounting functions occur.

LOMA 371 — Risk Management and Product Design for Insurance Companies

LOMA 371 describes technical product design for life insurance and annuities and the current state of risk management in insurance companies.

Managing in a Virtual World

Managing in a Virtual World is LOMA's training program for managers of remote workers. It shows how to foster high levels of communication, boost worker productivity, and deepen staff engagement and commitment.

Mobile Marketing

Customer expectations have changed. Learn strategies to reach them where they are.

Search Engine Optimization

93% of purchases begin with an online search. Do you know where your customers are?

Social Media Collection

This collection of three short online courses shows you how to tap into the power of social channels to reach and engage your customers, prospects, and even your current employees.

SRI 111 — Retirement Marketplace

This online interactive course provides an overview of the needs of people preparing for retirement, the key providers and products that offer solutions to those needs, and the critical concepts that affect retirement planning.

SRI 121 — Retirement Savings and Investments

This online interactive course is designed to familiarize students with various retail and institutional financial products used to save and invest for retirement, as well as the tax implications of those products.

SRI 131 — Planning for a Secure Retirement

This online interactive course takes learners through the retirement planning process, identifies the tools that are available to help individuals create a retirement plan, and describes the primary components of a comprehensive retirement plan.


SRI 210 — Successful Retirement Outcomes

Now available!

SRI 210 describes the importance of retirement income planning in the decumulation phase of retirement. Learners will gain knowledge of the essential steps in retirement income planning, including how an individual or couple calculates the amount of income needed to satisfy retirement goals; evaluates income sources and expenses to determine whether a shortfall exists; and then develops, implements, and monitors a strategy for generating income and protecting assets.

SRI 220 — Retirement Marketing and Business Acquisition

Now available!

This course introduces the companies and individuals involved in retirement marketing and takes learners through the general steps in the business acquisition process for both institutional and retail markets, with a primary focus on technical design and distribution strategies. The course will also examine strategic marketing issues such as government policies, consumer behaviors, and economic conditions.

SRI 230 — Retirement Administration

Now available!

This course delivers knowledge about administration functions for existing retirement accounts, products, and plans. This course is designed specifically for employees in asset management firms, insurance companies, distribution organizations, and record keeping companies.  It is particularly useful for those who provide information or guidance directly to customers as well as those responsible for any of the administrative functions necessary to service the company's retirement business.

SRI 500 — Transforming Retirement Security

Under development for 2016

This course provides an overview of the current system for delivering retirement security, as well as considerations shaping future directions for the system. Delivered in a media-rich online environment, the course also guides the candidate in exploring a variety of opportunities for improving retirement system outcomes.

This course is currently under development and will be available in 2016.


Strategic Twitter

Developing compelling content that will engage and grow your audience.

The Power of Facebook

Why the right profile and the right content can expand your reach.

Twitter for Leaders

Learn how to use Twitter to listen to and share news as it happens.

UND 386 — Underwriting Life and Health Insurance

UND 386 introduces risk assessment principles applied to underwriting individual and group life and health insurance, including specialized policies and supplemental coverages.

Understanding Life Insurance Company Financial Statements

Presented in partnership with PwC Canada, this is an introductory program that provides a basic understanding of life insurance company financial statements. The course gives non-financial professionals an opportunity to learn about industry-specific terminology, tools, and methodology.


Virtual Insurance Immersion

Virtual Insurance Immersion offers industry and product knowledge through instructor-led sessions in our virtual classroom. Learn from industry experts and network with industry peers as you participate in discussions and activities. Virtual Insurance Immersion is delivered in eight two-hour sessions. Content focuses on the U.S. insurance industry.

Virtual Worker Survival Skills

Members of your team who work from remote locations need vital skills to succeed in that work environment. This program equips your offsite staff with the skills they need to remain productive, focused, and connected. They’ll learn how to maintain a good workflow and routine so they can help your organization achieve its business objectives.