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Educational Representatives

Welcome, Ed Reps!

Your work to promote LOMA professional development opportunities within your organization is critical to the success of your company’s employees. If you need support, we’ve got you covered.

Announcement: Our transition to an enhanced LOMA learning experience is now complete. Find more information about LOMA's upgraded Learning System by visiting our Learning System Tutorials page (loma.org).

Announcement: For information about LOMA Designee Recognition, click here.

We know your responsibilities are important and we want to help! The following resources contain valuable information to assist you in successfully performing your Ed Rep responsibilities.

Quick Links:

News & Updates

Now available—Second Edition of SRI 131

Now available—Second Edition of SRI 131

The newly revised SRI 131 course: Planning for a Secure Retirement provides a detailed look into the primary components of a retirement plan, the phases of retirement planning, the importance of setting financial goals throughout the working years, and how to manage risk while preparing. The course also explores how various investments and products can help people support their lifestyle in retirement. Students taking this course will be better able to help their customers navigate the retirement planning process.

Schedule a Break & Educate Webinar Event

Schedule a Break & Educate Webinar Event

Boost morale and motivation with a brief, engaging event! Our Break & Educate experience gives employees an opportunity to learn about professional development opportunities available along their learning journey. Schedule a brief, interactive event at your company today.

2023 Designation Course Enrollment Fees

2023 Designation Course Enrollment Fees

To view the English language 2023 LOMA designation course enrollment fees for North America, please read our Spotlight On... blog post. 

Honoring Member Achievement

Honoring Educational Achievements

Our Educational Achievement Award recognizes the top individual full, affiliate, or academic member companies and their Educational Representatives in the financial services industry with the greatest involvement and participation in LOMA’s industry-specific learning and development programs, based on their total number of course enrollments during the previous calendar year.

Honoring Excellence in Education

To qualify for our Excelence in Education Award, a company must be a full, affiliate, or academic member of LOMA and demonstrate ongoing support and promotion of LOMA education programs.

 

Congratulations, New Designees!

LOMA offers a special congratulations message for the Class of 2022 FLMI and FSRI designees.

 

恭贺您，新的专业资格认证获得者！

LOMA  向 2022年度荣获 FLMI 和 FSRI 的专业资格认证获得者表示特别的祝贺.

 
Video

Meet the Registrar

Watch as LOMA's Darius Webb talks about the value of our designation programs and how our self-proctored courses are helpful to both Ed Reps and students.

For New Ed Reps

We've got you covered! These resources will help you get acclimated quickly and efficiently.

Advance Your Knowledge Webinar Series

Help learners keep their momentum as they pursue professional development with LOMA. Our Advance Your Knowledge (AYK) webinar series highlights opportunities available to your employees. We cover how to get started with LOMA, new courses, designation programs, study tips, and more. Register for new webinars or watch on-demand recordings.

Engaging New Learners

Today’s ever-changing industry will require creative solutions and data-driven decisions. LOMA’s Personal Education Advisors can make recommendations on which course is the best enrollment option to keep your learners’ commitment to their professional development plans. Contact an advisor at membersolutions@loma.org. 

Let Your Leaders Help!

Leaders know their teams best – help them keep associates engaged with an invitation to grow through professional development! This Leader’s Checklist provides tools and ideas for communicating with and encouraging their teams and a Learning Path will help learners see how they can achieve their goals in 60 days or less!

Self-Proctored Testing

Your learners have goals – and so do you – around professional development. LOMA has several course options that don’t require a proctored testing environment. That means your learners can study the material AND take the exams from a remote or hybrid work environment. 

Search our electronic course catalog for additional course information. 

Training Sessions

New to the Ed Rep function? Contact us to request a free training session about essential Ed Rep functions from one of our dedicated Business Agents or International Coordinators! Email education@loma.org.

Tutorials

Check out our tutorials page for additional ​training on how to enroll learners, access the Learning Management System, and use ​Ed Rep tools. View Ed Rep and Proctor Tutorials.

Contact Us

Contact LOMA's Office of the Registrar with questions:
Phone: 770-984-3761
Fax: 770-984-6415
Email: education@loma.org