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Course Portal Courses

Course Portals are designed to appeal to a variety of learning styles by blending the more traditional textbook study experience with several new online and multi-media features.

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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.

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.

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 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 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 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 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.

SRI 500 — Transforming Retirement Security

Now Available!

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 blended learning format that combines access to a course portal with online exercises and scenarios, the course also guides the learner through a variety of opportunities for improving retirement system outcomes.

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.