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Fellow, Financial Services Institute

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


Want to be recognized by the industry and your colleagues as an authority from the administrative and provider perspective when dealing with the nuances of financial service organizations?

The Fellow, Financial Services Institute™(FFSI®),This ground-breaking education program for financial service professionals is a 10-credit designation program that provides broad contextual information through seven core courses and customized, job-specific learning through the FFSI’s unique Professional Achievement Credits (PACs). Please note, the FFSI designation was offered only through the end of 2015.

The FFSI designation meets the education needs of managers, professionals, and other employees whose companies offer financial services products. FFSI is intended for people who develop, manage, administer, support, and provide customer service for:

  • Wealth accumulation products
  • Retirement plans
  • Employee benefits
  • Banking products
  • Investments
  • Mutual funds


  • Compliance and Legal
  • Financial Services and Financial Planning
  • Group Insurance
  • Health Insurance
  • Management and Leadership
  • Retirement and Annuities
  • Institutional Investing
  • Marketing and Business Acquisition


Learners must complete seven required courses and three PACs to earn the FFSI designation.


Level I : CertificateLevel III: FFSI
Required FFSI courses
Learners must complete one course from each column shown
and earn three PACs to earn the FFSI designation.
PrinciplesFinancial PlanningInvestmentsLawMarketingManagementEmployee BenefitsProfessional Achievement Credits
LOMA 286LOMA 305LOMA 357LOMA 311LOMA 326LOMA 335LOMA 380Three Professional Achievement Credits (PACs).
Level I: LOMA awarded a personalized certificate to learners upon successful completion of LOMA 286 and LOMA 305.


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

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