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FFSI

FFSI

Fellow, Financial Services Institute

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


Overview

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).

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

Find out more about FFSI Professional Achievement Credits or apply for PACs:


Topics

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

Courses

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

LOMA 286 — Principles of Financial Services and Products

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 — Personal Financial Planning

LOMA 305 provides an understanding of the concepts, decision-making tools, and applications involved in personal financial planning.

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 326 — Financial Services Marketing

LOMA 326 covers basic marketing principles and the functions of marketing in a financial services environment.

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 380 — Financial Services and Products for Organizations

LOMA 380 introduces a broad array of group insurance and employee retirement plans.

Curriculum

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). For more information on PACs, visit the Credit section of the Help Center.
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 categoryDiscontinued course
InvestmentsLOMA 356
ManagementLOMA 351
  • 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.
  • The AAPA designation, which fulfils the PAC requirement, will be awarded only until the end of 2015.

Find out more about FFSI Professional Achievement Credits or apply for PACs:


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