AFSI: Associate, Financial Services Institute

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

• See a listing, brief descriptions, and topics of the AFSI courses

To enroll for a course, contact your Educational Representative or log into LOMANET and click Enroll for Exam. Please consult the Education & Training Catalog or the Designation Progress screen on LOMANET to determine which courses are required for this designation.