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AFSI

AFSI

Associate, Financial Services Institute

Available in: Chinese (simplified), Chinese (traditional), English



Overview

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. Please note, the AFSI was offered only through the end of 2015.

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

Topics

  • Compliance and Legal
  • Financial Services and Financial Planning
  • Institutional Investing
  • Marketing and Business Acquisition
  • Onboarding
  • Retirement and Annuities

Courses

Learners must complete three required courses and two electives to earn the AFSI designation.

Curriculum

Level I: CertificateLevel II: AFSI
Required AFSI coursesElective AFSI courses — select two
Learners must complete three required courses and two electives to earn the AFSI designation.
PrinciplesFinancial PlanningInvestmentsLawMarketingManagementEmployee Benefits
LOMA 286LOMA 305LOMA 357LOMA 311LOMA 326LOMA 335LOMA 380
Level I: LOMA awarded a personalized certificate to learners upon successful completion of LOMA 286 and LOMA 305.

Notes

  • The AFSI designation was offered only through the end of 2015.
  • The FFSI designation will be offered only through the end of 2015.
  • LOMA 286, LOMA 305, LOMA 326, and LOMA 380 are no longer available.

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