Three
new courses in LOMA’s Fellow, Financial Services Institute (FFSI)
designation program were released in May. Designed to meet the immediate
needs of financial services companies, each self-study course provides
essential components necessary to help employees better understand,
develop and support products and services.
These courses (LOMA 286, 311, and 356) are three of the seven core
courses necessary to be recognized as an FFSI designee.
LOMA 286: Principles of Financial Services and Products covers
the major categories of financial services, including cash management,
credit, asset protection, asset accumulation and management, and asset
distribution.
LOMA 311: Business Law for Financial Services Professionals
teaches the features and principles of the legal environment in which
financial services companies operate globally. Part One of the LOMA 311
text illustrates general principles of business law, and Part Two
describes the special types of legal issues that affect financial services
companies.
LOMA 356: Investment Principles and Institutional Investing
provides an orientation to investing in an institutional setting and
defines roles, administrative systems and processes, goal setting,
performance review, and risk management. Students will come away with an
understanding of the investment environment and the general principles of
investing in both individual securities and portfolios of securities.
The FFSI program as a whole covers the product and administrative
aspects of the financial services industry and provides a context for
understanding all components of financial services. FFSI also features the
opportunity to customize the learning experience by selecting relevant
professional education, Professional Achievement Credits, to round out the
program.
More information on the FFSI
program
