Learners must complete three required courses and two electives to earn the ACS designation.
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 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.
AAPA 273 introduces the principles of annuities, the annuity contract process, and the major types of annuity products. The course includes information on individual and group annuities, the marketing of annuities, and the taxation and regulation of annuities.
AAPA 283 examines the current market for and uses of annuities. It also describes how annuities are developed, priced, distributed, promoted, and regulated in the United States.
AAPA 303 describes the tasks involved in annuity administration and the various internal, regulatory, and market factors that affect these tasks. In addition, the course discusses the important role of information technology in annuity administration.
LOMA 311 presents the basic features and principles of the legal environment in which financial services companies around the world operate.
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 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.
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.