Legacy Designations

The Annuity Products and Administration™ (AAPA™) was a five-credit, associate-level designation covering all aspects of annuities—from basic principles through to the complex issues of taxation and regulatory compliance. All five courses in the program were unique to this designation. It was offered through the end of 2015.

The Associate, Financial Services Institute™ (AFSI®) was an associate-level designation that recognized and rewarded the achievement of industry professionals who had completed five courses within the Fellow, Financial Services Institute™ (FFSI®) Program. It was offered through the end of 2015.

The professionals who participated in the AIAA™ program completed educational courses designed for administrative, nonsales employees in agency offices and for insurance company home or regional office employees who interact with field administrative staff. The program was retired in 2013.

The Associate, Reinsurance Administration™ (ARA™) was a six-credit, associate-level designation designed to help learners grasp reinsurance principles, the importance of the written reinsurance agreement, and the administration and auditing of the reinsurance business. It was offered through the end of 2023.

The Associate, Secure Retirement Institute™ (ASRI™) is a seven-credit, associate-level designation that teaches advanced concepts in generating successful retirement outcomes. This designation is currently available for enrollments but will change to legacy effective June 30, 2024.

The Certificate in Underwriting was earned after completion of UND 386, Underwriting Life and Health Insurance. This course introduced risk assessment principles appled to underwriting individual and group life and health insurance, including specialized policies and supplemental coverages. It was offered through the end of 2023.

The CPLHI was a three-course program in Bahasa Indonesia. It provided a solid foundation for learners in the insurance industry of Indonesia. It was offered until the end of 2018.

The Diplomate, Life Health Institute (DLHI) Program was LOMA's only education program to be offered in Arabic before the ALMI courses were translated. The DLHI Program curriculum consisted of three of LOMA's award-winning Fellow, Life Management Institute (FLMI) courses. Through the DLHI Program, students gained an essential understanding of insurance products, insurance marketing, and the operation of insurance companies. The DLHI program was offered until early 2017.

The Fellow, Financial Services Institute™(FFSI®) program for financial service professionals was a 10-credit designation program. It provided broad, contextual information through seven core courses and customized, job-specific learning through the FFSI’s unique Professional Achievement Credits (PACs). It was offered through the end of 2015.

The Master Fellow, Life Management Institute (FLMI/M™) program was designed for FLMIs who wanted to continue their professional education by broadening and applying their knowledge of insurance and other business subjects. The primary aim of the program was to allow learners to develop an understanding of insurance company management and provide an opportunity to apply a variety of techniques in recognizing and solving problems at the strategic level. The program was open only to students who had already earned the FLMI designation.

The Fellow, Secure Retirement Institute™ (FSRI™) was a eight-credit, fellow-level designation that taught the challenges facing society and the reitrement industry, as well as strategic approaches for overcoming these challenges. It was offered through the end of 2023.

Especially designed for agents and brokers, the LOMA Certified Insurance Consultant (LCIC) was created to satisfy the knowledge and training needs required to deliver an excellent experience to their clients. The program was offered through the end of 2020.

The Professional, Customer Service® (PCS®) program built on the fundamentals in LOMA's Associate, Customer Service program. Courses in the PCS program addressed the positive impact and value of understanding and successfully managing customer relationships.

The PFLP program was a nine course designation program offered in Portuguese for our learners in Brazil. It was made up of a select courses from the FLMI, ARA, UND and ACS designations. It was offered through the end of 2019.

The PFSL program was a designation program offered in Spanish for our learners in Latin America. Five of the courses that made up this designation were the same as the five ALMI designation courses, which are still offered in the region. In an effort to align our designation offerings around the world, we retired the PFSL name but kept the courses that made up that designation. Students in Latin America can continue to earn their ALMI designation by taking courses in Spanish. The PFSL course name and designation were offered through the end of 2019. Any PFSL courses completed before the PFSL name was discontinued can be used as credit toward the ALMI designation.