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Legacy Designations

Over its 90-year history, LOMA has revised its professional education programs to adapt to changes in the life insurance industry, the financial services environment, and society. As member needs develop, we create new designations and certifications to meet them—and we also retire programs that addressed older needs. LOMA maintains recognition of its legacy designations and encourages designation holders to continue to use them.

A designation holder's online LOMA student record reflects their achievement of these designations, and LOMA provides transcripts and duplicate awards at the designation holder's request. Designation holders may obtain further information, a transcript, or a duplicate award by contacting LOMA's Office of the Registrar.


Associate, Annuity Products and Administration

The Annuity Products and Administration™ (AAPA™) was a five-credit, associate-level designation covering all aspects of annuities—from basic principles through to the complex issues of taxation and regulatory compliance. All five courses in the program were unique to this designation. It was offered through the end of 2015.


Associate, Financial Services Institute

The Associate, Financial Services Institute™ (AFSI®) was an associate-level designation that recognized and rewarded the achievement of industry professionals who had completed five courses within the Fellow, Financial Services Institute™ (FFSI®) Program. It was offered through the end of 2015.


Associate, Insurance Agency Administration™

The professionals who participated in the AIAA™ program completed educational courses designed for administrative, nonsales employees in agency offices and for insurance company home or regional office employees who interact with field administrative staff. The program was retired in 2013.


Fellow, Financial Services Institute

The Fellow, Financial Services Institute™(FFSI®) program for financial service professionals was a 10-credit designation program. It provided broad, contextual information through seven core courses and customized, job-specific learning through the FFSI’s unique Professional Achievement Credits (PACs). It was offered through the end of 2015.


Master Fellow, Life Management Institute

The Master Fellow, Life Management Institute (FLMI/M™) program was designed for FLMIs who wanted to continue their professional education by broadening and applying their knowledge of insurance and other business subjects. The primary aim of the program was to allow learners to develop an understanding of insurance company management and provide an opportunity to apply a variety of techniques in recognizing and solving problems at the strategic level. The program was open only to students who had already earned the FLMI designation.


Professional, Customer Service Institute

The Professional, Customer Service® (PCS®) program built on the fundamentals in LOMA's Associate, Customer Service program. Courses in the PCS program addressed the positive impact and value of understanding and successfully managing customer relationships.