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Notes

  • Academic credit recommendations are subject to change without notice.
  • Parts/courses offered in previous years may sometimes be used to receive college credit under their original names based on their course descriptions. Contact the National College Credit Recommendation Service (National CCRS) for a complete course/suggested credit listing.

For more information on evaluations, contact the National College Credit Recommendation Service.

National College Credit Recommendation Service
(National CCRS)
USNY, Regents Research Fund
89 Washington Avenue, Education Building
Room 25
Albany, NY 12234

Phone: 518-486-2070
Email: nccrs@mail.nysed.gov
Website: www.nationalccrs.org

Recommended Semester Hours, Degree Levels, and Subject Areas

Degree Category Key

Suggested Level
LD Lower Division Baccalaureate / Associate Degree
UD Upper Division Baccalaureate
Course Number Course Title Semester Hours Degree Subject Areas
LOMA 280 Principles of Insurance 2 LD Business, Insurance, or as General Elective
LOMA 281 Meeting Customer Needs with Insurance and Annuities 2 LD Business, Insurance, or as General Elective
LOMA 286 Principles of Financial Services and Products 3 LD Financial Services
LOMA 290 Insurance Company Operations 3 LD Business, Insurance, or as General Elective
LOMA 291 Improving the Bottom Line: Insurance Company Operations 3 LD Business, Finance, Insurance, or as General Elective
LOMA 301 Insurance Administration 3 LD Insurance
LOMA 302 The Policy Lifecycle: Insurance Administration 3 LD Insurance
LOMA 305 Personal Financial Planning 3 UD Financial Services
LOMA 307 Business and Financial Concepts for Insurance Professionals 3 LD/UD Business, Finance, Insurance, or as General Elective
LOMA 308 The Business of Insurance — Applying Financial Concepts 3 LD/UD Business, Finance, Insurance, or as General Elective
LOMA 311 Business Law for Financial Services Professionals 3 UD Insurance, Financial Services
LOMA 316 Business Law for Financial Services Professionals — Canada 3 UD Insurance, Financial Services
LOMA 320 Insurance Marketing 3 UD Business, Marketing, or Insurance
LOMA 321 Marketing in Financial Services 3 LD/UD Business administration, Marketing
LOMA 326 Financial Services Marketing 3 UD Marketing in a Business Curriculum
LOMA 330 Management Principles and Practices 3 LD/UD General Management
LOMA 335 Operational Excellence in Financial Services 3 UD Business, Insurance, or as General Elective
LOMA 351 Financial Services Environment 3 UD Finance
LOMA 356 Investment Principles and Institutional Investing 3 UD Financial Services
LOMA 357 Institutional Investing: Principles and Practices 3 LD/UD Business administration, finance
LOMA 361 Accounting and Financial Reporting in Life Insurance Companies 3 UD Financial Accounting or as Survey of Accounting for Non-Accounting Majors
LOMA 371 Risk Management and Product Design for Insurance Companies 3 UD Finance, Insurance
LOMA 380 Financial Services and Products for Organizations 3 UD Business Administration
ACS 100 Foundations of Customer Service 3 LD Business Administration, Professional Sales, Marketing
ACS 101 Customer Service for Insurance Professionals 2 LD Business administration
SRI 111 Retirement Marketplace 3 LD/UD Business Administration
SRI 121 Retirement Savings and Investments 3 LD/UD Business Administration
SRI 131 Planning for a Secure Retirement 3 LD/UD Business Administration
SRI 210 Successful Retirement Outcomes 3 LD/UD Business Administration
SRI 220 Retirement Marketing and Business Acquisition 3 LD/UD Business Administration
SRI 230 Retirement Administration 3 LD/UD Business Administration
SRI 500 Transforming Retirement Security 3 LD/UD Business Administration
PCS 391 Customer Behavior: Consumer Behavior and Beyond 3 UD Marketing
PCS 392 Customer Contacts: Strategies and Operations 2 LD/UD Business Administration
PCS 393 Customer Relationship Management 2 LD/UD Business Administration
AIAA 200 Agency Administration 3 LD/UD Office Management, Administrative Office Systems
UND 386 Underwriting Life and Health Insurance 3 LD/UD Business Administration, Insurance
AIAF 400 Statutory Accounting for Life and Health Insurers 3 UD Insurance, Accounting, Business Administration
AIRC 410 Regulatory Compliance: Companies, Producers, and Operations 2 UD Insurance
AIRC 411 The Regulatory Environment for Life Insurance 3 UD Business Administration, Insurance
AIRC 420 Regulatory Compliance: Insurance and Annuity Products 2 UD Insurance
AIRC 421 Regulation of Life Insurance Products, Sales, and Operations 3 UD Business Administration, Insurance
AAPA 273 Annuity Principles and Products 1 UD Insurance, Business Administration
AAPA 283 Marketing, Distribution, and Uses of Annuities 1 UD Insurance, Business Administration
AAPA 303 Annuity Systems and Administration 1 UD Insurance, Business Administration
AAPA 313 Financial Aspects of Annuities 2 UD Insurance, Business Administration
AAPA 323 Regulation and Taxation of Annuities 1 UD Insurance, Business Administration
ARA 440 Reinsurance Administration 2 UD Insurance, Business Administration

Contact Us

Contact our Office of the Registrar with questions:
Phone: 1-800-ASK-LOMA, option 1 (1-800-275-5662, option 1)
Alternate Phone: 770-984-3761
Fax: 770-984-6415
Emaileducation@loma.org