Associate, Financial Services Institute
Available in: Chinese (simplified), Chinese (traditional), English
Companies in the competitive financial services industry need employees who understand financial products and the operational aspects of the financial institutions that create and administer those products. The Associate, Financial Services Institute™ (AFSI®) is an associate-level designation that recognizes and rewards the achievement of industry professionals who have completed five courses within the Fellow, Financial Services Institute™ (FFSI®) Program.
The AFSI rewards professionals who go beyond the basics in acquiring critical industry knowledge and provides for a higher level of customization in learning paths, based on job-specific learning needs.
AFSI courses provide a foundation of knowledge in areas such as:
- Financial planning
- Financial services products
- Investment practices
- The financial services environment
- Compliance and Legal
- Financial Services and Financial Planning
- Institutional Investing
- Marketing and Business Acquisition
- Retirement and Annuities
Learners must complete three required courses and two electives to earn the AFSI designation.
The major categories of financial services — cash management, credit, asset protection, asset accumulation and management, and asset distribution — form the framework for LOMA 286, which surveys banking, insurance, and investment products.
LOMA 305 provides an understanding of the concepts, decision-making tools, and applications involved in personal financial planning.
LOMA 311 presents the basic features and principles of the legal environment in which financial services companies around the world operate.
LOMA 326 covers basic marketing principles and the functions of marketing in a financial services environment.
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 380 introduces a broad array of group insurance and employee retirement plans.
|Level I: Certificate||Level II: AFSI|
|Required AFSI courses||Elective AFSI courses — select two|
|Learners must complete three required courses and two electives to earn the AFSI designation.|
|Principles||Financial Planning||Investments||Law||Marketing||Management||Employee Benefits|
|LOMA 286||LOMA 305||LOMA 357||LOMA 311||LOMA 326||LOMA 335||LOMA 380|
|Level I: LOMA awards a personalized certificate to learners upon successful completion of LOMA 286 and LOMA 305.|
Course Credit Notes
Learners who have credit for the discontinued courses below automatically receive FFSI credit for the applicable course category shown.
|Financial Services program category||Discontinued course|
- The AFSI designation will be offered only through the end of 2015.
- The FFSI designation will be offered only through the end of 2015.
- LOMA 286 and LOMA 305 will be offered only through the end of 2014.
- LOMA 326 and LOMA 380 will be offered only through the end of 2015.