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Accounting and Finance Learning Path

General Knowledge

Life of an Insurance Policy

Overview of Life Insurance Accounting

Ethical Conduct in the Insurance Industry

Sarbanes-Oxley: Overview

Targeted Development


Meeting Customer Needs with Insurance and Annuities (LOMA 281)

Improving The Bottom Line: Insurance Industry Operations (LOMA 291)

The Business of Insurance: Applying Financial Concepts (LOMA 308)


Accounting and Financial Reporting in Life Insurance Companies (LOMA 361)

The Policy Lifecycle: Insurance Administration (LOMA 302)

Institutional Investing: Principles and Practices (LOMA 357)


Operational Excellence in Financial Services Companies (LOMA 335)

Risk Management and Product Development for Life Insurance Companies (LOMA 371)

Leadership Development

Resource Magazine

DOL Fiduciary Rule

Treasury Operations Committee

Financial Planning & Analysis Committee

Financial Inforum

Fellow Life Management Institute (FLMI)

Sarbanes-Oxley: Certifications and Section 404 Controls

InfoCenter Brief: Financial Analysis-Challenges & Current Issues at Life Insurance Companies