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Course Catalog

Flexibility and Convenience

Our learning and education programs are flexible to meet your needs and convenient for your employees. LOMA offers a wide variety of course in several learning formats, including textbook, online, and company-specific programs, that can help create a comprehensive plan to help you ignite your potential!

Relevant Training & Development for Employees at all Levels

LOMA courses will help you develop a fundamental understanding of the industry and your role within your company. With extensive course selections, employees at all levels can continue learning and acquiring new skills to prepare for future challenges in the industry.

Designations

Course Type

Topics

Language



15-Minute Insurance Industry Overview

This course will start new employees off right by helping them understand the importance of insurance companies in providing financial protection and security for individuals and families. Learners will also discover how the insurance company in which they work fits within the larger financial services industry, and explore various types of financial services products, with a focus on life insurance.


AAPA 283 — Marketing, Distribution, and Uses of Annuities

AAPA 283 examines the current market for and uses of annuities. It also describes how annuities are developed, priced, distributed, promoted, and regulated in the United States.

AAPA 303 — Annuity Systems and Administration

AAPA 303 describes the tasks involved in annuity administration and the various internal, regulatory, and market factors that affect these tasks. In addition, the course discusses the important role of information technology in annuity administration.

AAPA 313 — Financial Aspects of Annuities

AAPA 313 describes the process that financial services firms use to develop and design annuity products. This course also covers financial concepts important to annuities, such as risk and return in investments, various asset types, future and present values, techniques for testing annuity profitability, principles of annuity mortality, annuity reserves, and annuity expense charges.

AAPA 323 — Regulation and Taxation of Annuities

AAPA 323 describes the state and federal laws and regulations governing insurance companies, producers, and annuity products in the United States and how insurers comply with these laws and regulations. The text also describes how income, gift, and estate taxes affect annuities.

ACS 100 — Foundations of Customer Service

ACS 100 provides a comprehensive introduction to customer service in a financial services environment. The course explores the knowledge and skills employees need to understand and deliver exceptional customer service.

ACS 101 — Customer Service for Insurance Professionals

ACS 101 is an online course that uses a variety of media to provide a comprehensive overview of the role of customer service in insurance and financial services organizations and the skills service providers need to deliver exceptional customer service.

AIRC 411 — The Regulatory Environment for Life Insurance

AIRC 411 discusses the compliance function in a life insurance company and how the state and federal governments regulate life insurance companies operating in the United States. Content is specific to U.S. laws and regulations.

AIRC 421 — Regulation of Life Insurance Products, Sales & Operations

AIRC 421 explains state and federal regulation of life insurance and annuity product design. The course also describes the regulation of life company operations, including underwriting, claims, reinsurance, market analysis and examinations. Content is specific to U.S. laws and regulations.

ARA 440 — Reinsurance Administration

ARA 440 shows how reinsurance strengthens the insurance industry and increases the likelihood that insurance companies will have sufficient funds to pay anticipated claims. It also discusses reinsurance principles, regulation, typical provisions in a reinsurance agreement, the administration of reinsurance business, and the importance of quality control for reinsurance.

Insurance Immersion

U.S. Program

An instructor-led, activity based, immersive program that provides the essential knowledge and tools for professionals transitioning to the life insurance industry.

Insurance Immersion

Canadian Program

An instructor-led, activity based, immersive program that provides the essential knowledge and tools for professionals transitioning to the life insurance industry.


Insurance Wealth Course

This full-day program for Canadian insurance professionals covers insurance wealth products — including segregated funds and annuitites — and how these products meet customers' retirement income needs.


Life Insurance Accounting Course

An industry-specific program designed for managers in the Canadian marketplace who want to gain an understanding of the complexities of accounting and financial reporting processes in the life insurance industry.


Life Insurance Company Taxation Course

In response to recent changes and challenges, LOMA Canada partners with PwC Canada to present the Life Insurance Company Taxation Course to meet the needs of the Canadian life and health insurance industry.


Life Insurance Products Course

This comprehensive course is designed for business professionals seeking to gain a deeper understanding of life insurance products in Canada.


Life of an Insurance Policy

Ever wonder who plays a role in the “life” of an insurance policy? In this short course, learners will see how each major operational area helps shape the insurance product and customers’ perception of its value. They will also discover the key stages in the life cycle of an insurance policy—from initial planning and product development, through policy application and underwriting, and finally through policyowner service and claim administration.


LOMA 280 — Principles of Insurance

LOMA 280 introduces the principles of insurance, the process of becoming insured, and the policyowner’s contractual rights. The course includes information on the features of individual and group life insurance, health insurance, and annuity products.

LOMA 281 — Meeting Customer Needs with Insurance and Annuities

LOMA 281 is an online course that uses a variety of media to teach principles of insurance, insurance products, and the policyowner’s contractual rights. The course describes the features of individual and group life insurance and annuity products, and emphasizes how insurance companies serve customers and meet customer needs through the products they provide.

LOMA 290 — Insurance Company Operations

LOMA 290 describes how life insurance companies operate in today’s global environment: how they are organized, how they are managed, and the roles of functional and support units in developing, distributing, issuing, and administering life insurance and annuity products.

LOMA 291 — Improving the Bottom Line: Insurance Company Operations

LOMA 291 is an online course that uses a variety of media to teach operations, functions, and product development basics unique to the insurance organization. In addition, the course will teach that (1) a company’s success depends on its operational efficiency and effectiveness and (2) every employee has a role in ensuring the company’s financial success.

LOMA 301 — Insurance Administration

LOMA 301 provides a detailed discussion of the activities of insurance administration for individual and group life coverages, focusing on underwriting, reinsurance, claims, and customer service.

LOMA 307 — Business and Financial Concepts for Insurance Professionals

LOMA 307 introduces industry employees to basic financial concepts and terminology and relates these concepts to the business of insurance and company operations and profitability.

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 316 — Business Law for Financial Services Professionals (Canada)

LOMA 316 presents the basic features and principles of the legal environment in which financial services companies in Canada operate.

LOMA 320 — Insurance Marketing

LOMA 320 covers marketing principles and the functions of marketing as an integral aspect of the life and health insurance industry.

LOMA 321 — Marketing in Financial Services

Now Available!

LOMA 321 is an online interactive course that uses a variety of media to present basic marketing principles and to show how these principles are used in the financial services industry to satisfy customers’ financial needs and to create profitable customer relationships.

LOMA 326 — Financial Services Marketing

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

LOMA 330 — Management Principles and Practices

LOMA 330 introduces management theory and practice. It also discusses the use of decision sciences and statistical tools. This course is available only in French and Korean.


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 361 — Accounting and Financial Reporting in Life Insurance Companies

LOMA 361 provides a broad exposure to financial and managerial accounting in life insurance companies, including the corporate and regulatory environment in which accounting functions occur.

LOMA 371 — Risk Management and Product Design for Insurance Companies

LOMA 371 describes technical product design for life insurance and annuities and the current state of risk management in insurance companies.

LOMA 380 — Financial Services and Products for Organizations

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

Managing in a Virtual World

Managing in a Virtual World is LOMA's training program for managers of remote workers. It shows how to foster high levels of communication, boost worker productivity, and deepen staff engagement and commitment.

SRI 111 — Retirement Marketplace

This online interactive course provides an overview of the needs of people preparing for retirement, the key providers and products that offer solutions to those needs, and the critical concepts that affect retirement planning.

SRI 121 — Retirement Savings and Investments

This online interactive course is designed to familiarize students with various retail and institutional financial products used to save and invest for retirement, as well as the tax implications of those products.

SRI 131 — Planning for a Secure Retirement

Now Available!

This online interactive course takes learners through the retirement planning process, identifies the tools that are available to help individuals create a retirement plan, and describes the primary components of a comprehensive retirement plan.


SRI 210 — Successful Retirement Outcomes

Now Available!

SRI 210 describes the importance of retirement income planning in the decumulation phase of retirement. Learners will gain knowledge of the essential steps in retirement income planning, including how an individual or couple calculates the amount of income needed to satisfy retirement goals; evaluates income sources and expenses to determine whether a shortfall exists; and then develops, implements, and monitors a strategy for generating income and protecting assets.

SRI 220 — Retirement Marketing and Business Acquisition

Available Late September 2015

This course introduces the companies and individuals involved in retirement marketing and takes learners through the general steps in the business acquisition process for both institutional and retail markets, with a primary focus on technical design and distribution strategies. The course will also examine strategic marketing issues such as government policies, consumer behaviors, and economic conditions.

This course is currently under development, with availability projected for Fall 2015. 


SRI 230 — Retirement Administration and the Customer Experience

SRI 230 delivers knowledge about administration functions for existing retirement accounts, products, and plans and incorporates a theme of enhancing the customer experience.

This course is currently under development, with availability projected for 2016.


SRI 500 — Transforming Retirement Security

This course provides an overview of the current system for delivering retirement security, as well as considerations shaping future directions for the system. Delivered in a media-rich online environment, the course also guides the candidate in exploring a variety of opportunities for improving retirement system outcomes.

This course is currently under development and will be available in 2016.


UND 386 — Underwriting Life and Health Insurance

UND 386 introduces risk assessment principles applied to underwriting individual and group life and health insurance, including specialized policies and supplemental coverages.

Understanding Life Insurance Company Financial Statements

Presented in partnership with PwC Canada, this is an introductory program that provides a basic understanding of life insurance company financial statements. The course gives non-financial professionals an opportunity to learn about industry-specific terminology, tools, and methodology.


Virtual Insurance Immersion

Virtual Insurance Immersion offers industry and product knowledge through instructor-led sessions in our virtual classroom. Learn from industry experts and network with industry peers as you participate in discussions and activities. Virtual Insurance Immersion is delivered in eight two-hour sessions. Content focuses on the U.S. insurance industry.

Virtual Worker Survival Skills

Members of your team who work from remote locations need vital skills to succeed in that work environment. This program equips your offsite staff with the skills they need to remain productive, focused, and connected. They’ll learn how to maintain a good workflow and routine so they can help your organization achieve its business objectives.