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
| 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 | 2 | 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 |
