Financial courses

Online course: Life Insurance Basics

It’s important for new employees to understand what life insurance is, why people buy it, and how it works. In simulations of several potential insurance customers, learners discover the aspects of risk, what makes a risk insurable, and how insurance companies evaluate risks before issuing ins

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Online course: LOMA 291 – Improving the Bottom Line: Insurance Company Operations

LOMA 291 — Improving the Bottom Line: Insurance Company Operations is part of the Need 2 Know series, demonstrates how every employee plays a role in ensuring a company’s success. Join employees at Forthright Financial Services, a fictitious company that has established an inte

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Online course: LOMA 302 - The Policy Lifecycle: Insurance Administration

This LOMA course traces the lifecycle of a life insurance policy and explores insurance administration functions through real-world examples. Learners will closely examine underwriting processes, customer service practices, reinsurance protocols, and claims evaluation procedures to gain an unde

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Online course: LOMA 301 – Insurance Administration

LOMA 301 provides a detailed discussion of the activities of insurance administration for individual and group life coverages, focusing on underwriting, reinsurance, claims, and customer service. All LOMA courses have been reviewed and updated as appropriate to reflect the DOL Fiduciary Rule. This

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Online course: LOMA 307 – Business and Financial Concepts for Insurance Professionals

LOMA 307 introduces industry employees to basic financial concepts and terminology and relates these concepts to the business of insurance and company operations and profitability. All LOMA courses have been reviewed and updated as appropriate to reflect the DOL Fiduciary Rule. This course counts

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Online course: LOMA 311 – Business Law for Financial Services Professionals

LOMA 311 presents the basic features and principles of the legal environment in which financial services companies around the world operate. All LOMA courses have been reviewed and updated as appropriate to reflect the DOL Fiduciary Rule. This course counts as credit toward the following designati

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Online course: LOMA 321 - Marketing in Financial Services

Marketing in Financial Services (LOMA 321) offers an exciting way for industry professionals to gain critical knowledge of the marketing function and a better understanding of how their efforts contribute to the company’s success and profitability. This course presents basic marketing pri

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Online course: LOMA 335 – Operational Excellence in Financial Services

LOMA 335 presents financial services from the perspective of a company’s operations management. This course focuses on practical techniques to accomplish the everyday tasks of providing financial services as efficiently as possible. All LOMA courses have been reviewed and updated as appropria

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Online course: LOMA 357 – Institutional Investing: Principles and Practices

LOMA 357 provides an understanding of the investment regulatory environment and investing for life insurance companies and similar institutions. This course takes investments out of the black box! You’ll learn about investment returns and risks, investment performance, and fund options for ret

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Online course: LOMA 361 – Accounting and Financial Reporting in Life Insurance Companies

LOMA 361 provides a broad exposure to financial and managerial accounting in life insurance companies, including the corporate and regulatory environment in which accounting functions occur. All LOMA courses have been reviewed and updated as appropriate to reflect the DOL Fiduciary Rule. This cour

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