Professional Designation Programs [jill Associate, Life Management Institute (ALMI) fete Insurance Insurance Insurance Bushess& Marketing Principles Operations Administration Financial Concepts LoMAzs0 © LOMA280 LOMAS01.-—LOMA307_—LOMAS20 or or LOMAzs1 —LOMA291 Level: LOMA anards a personalized ceificte to leamers upon succesful completion of LOMA 280/261 and LOMA 290/291 Leamers mist complate ALL required coirses to eam the ALM designation. Fellow, Life Management Institute (FLMI) Insane ane iswance Buses Marking Lan? Nafagenen™ vesnens* | Acoutng isk ent or saree a au owa2s1 —Lomazei 5] towassr Lovet: LOMA aarés a parsonalzedceticate to leamess upon succesful Completion of LOMA 280/281 and LOMA290/201, Lamers mist compe AL eid courses to an hy FLI esa. ued courses shown below automatically receive FLMI credit for the applicable course category shown below. Pee 2 Cae OMA51 ‘Business & Financial Concepts “LOMASI0.and LOMAS Law ‘Loma si6 Law AMA 330 Management “LoMAsso. Investments ‘Pears may be eligible or ced for other ciscontinued (04rGes, Check your designation progess at wuntlomanetorg. vwowwloma.org 11EY Insurance ond Finenciol Services Education NAZARIOMACALINTAL JR, FL LOMA COURSE LIST é i ow ig cre ’ ware ‘Lomas Fre ot Fears Services ana oo. , 3 LOMA ‘Rouce Congany Operators , san voi onscreen ' ew oak Uptagetetu woah taneeas) w wea rf Upttgpdslt west harertS) w wan wa Bateson nei est ’ siete ous rennet w ems owen sesso ty , seas LO Nenopinert Frogs endPractoes e tea wus Feast Senmstinest tH ‘eae outst FeouSatertonct ’ ea outs Inet Pains eg nea se neath osteteonsey aw 6oa5 tows retest ow ae oma trate meey a wea taux Inet rege woh ’ ste LOL ‘Rooster Fen epatrg ne rensece Coops om 5302 tout nsngeeclieg nt onsen Cores , na twa ‘ost Mieageent sna Dein tr rsaarce Congres m ean ‘mut ‘Rit Managecer ant radu esi foe saat Corps 2 HN ‘ease tev gece nde ride curate,oN EYES A a a ee NAZARIO MACALINTAL JR. FLMI EEE ee ee ee Course 0: Lomazen Pefformance Report Grade Report Education Provider: LOMA Lower Grade: P Exam Date: 0505-2002 Final Score: 87 Exam Language: English Exam Type: Paper Exam Loca Enrollnvent: Enoled by EdRep: $6500 billed to EdRop TOP_OF PAGE Seen ee eee ee ee ee ee Course 1b: Lomazes Performance Report Grade Report Education Provider: LOMA Lotter Grade: 21227-2013 Final Score: 77 n Language: Engich Exam Type: STAR (internat) Exam Location: 2119 Enrollinen ‘TOP OF PAGE Enrolled by EdRep: $100.00 billed to EdRep Course Name: Insurance Company Operations course W:Loma299 Performance Report Grade Report Education Provider: LON Letter Grade: P Exam Date: 1-05-2002 Final Seore: $9 Exam Type: Paper Exam Location: 2119 Enrolhinent: Eroled by EéRep: $6500 bilod to EdRep ‘TOP OF PAGEOTe Insurance and Financial Services Education NAZARIO MACALINTAL JR. FLMI Lomasm Performance Report Grade Report Loma Lette Grade: P Exam Date: 05.08.2006 al'Seore: 69 xanga Ei fant Type: Paper Exam Locat TOP OF PAGE Course Name: Financial Services Environment 22119 Enrolled by EdRep: $75.00 billed to EdRep Grade Report Course ID: LOMA351 Education Provider; LOMA Lotto} Gra: ON Exam Date: 11-08-2006 Final Score: Exam Language: English Exam Type: Paper Exam Location: 2119 Enrollment Ercled by EdRep: $75.0 bled o EdRep Fee Transfer Purchased Exptalon Date!06:8-2007 Foo Tansfer: $20.00 bled to EeRep Used: 02-142007 By LOMA 351 | TOP OF PAGE Course Name: Financial Services Environment Couree 0: Lowaasi Pefformance Report Grade Report Education Provider: LOMA Lottot Grade: P Exam Date: 05-16-2007 Final Score: 73 Exam Language: English Exant Type: Paper Enrollment: Enrled by EdRep: $0.00 aLOMA TT eee eee ee) NAZARIO MACALINTAL JR. FLMI couse 10:toma3o1 Performance Report Grade Report | Education Provider: LOMA Lotto Grades P Exam Date: 05-14-2003 Final Score: 9 Exam Language: English Exam Location: 2119 TOP OF PAGE Sy ae Course w:Lomazio Fade Report | Education Provider: LOMA, Lette} Grade: DN Exam Date: 11-05-2003 Finall Score: Exam Language: English Exam Type: Paper Exam Location: 2119 Enrollment: Enrolled by EdRep: $65.00 billed to EdRep Fee Transfer Purchased Expir Used: 02-19-2004 By LOMA 310 ‘TOP OF PAGE Course Name: Legal Aspects of Life and Health Insurance (U.S.) n Date: 06-06-2004 Fee Transfer: §35 00 billed to EdRep Course 10: Loma 310 Purchase Transfer Grade Report Education Provider: LOMA Lettet Grade: ON Exam Date: 05-13.2004 Final|Seore: Exam Language: English Exam Type: Paper Exam Location: 2119 Enrollment: Enrolled by EdRep: $0.00, ‘Top ne DAGEOREN Te ek INAZARIO MACALINTAL JR. FLMI Course Name: Investment Principles and Institutional Investing Course 0: Lonnass __ Grade Report Education Provider: LOMA Letter Grade: ON Exam Date: 11-06-2017 Final Score: Exam Language: English, Exam Type: Paper Exam Location: 2119) Enrollment: Encoled by EdRep: $80.00 billed to EeRep Feo Transfer Purchased Expiration Date: 05-06-2003, Fee Transfer: $20.00 billed to EdRep Used: 01-09-2008 By LOMA 356 ‘TOP OF PAGE Course Name: Investment Principles and Institutional Investing Course w:Lomaass Grade Report Education Provider: LOMA Letter, Grade: Exam Date: 05-13-2008 Exam Languag: nal Scor English Exam Type: Paper Exam Location: 219, Enrollment: Enralled by EdRep: $0.00, Fee Transfer Purchased Expiration Date: 12-13-2003 Fee Transfer: $20.00 billed to EdRep Used: 06-04-2038 By LOMA 356 TOP OF PAGE Course Name: Investment Principles and Institutional Investing Course 1D: Lomases Grade Report Ed ation Provider: LOMA, Letter GradLOMA Insurance and Financial Services Education NAZARIO MACALINTAL JR. FLMI ese Couse 1D: Loma st Performance Report Grade Report Education Provider: LOMA Leter Grade: P Exam Date: 11-04-2004 Final Seore: 100 Exam Language: English Exam Type: Paper Exam Location: 2119 Enrollment: Enrolled by EdRep: $28.00 billed to EdRep ‘TOP OF PAGE Course Name: Insurance Marketing Course 10: Lomasz __ Grade Report Education Provider: LOA Letter Grade: DN Date: 05-13.2005 Final Seore: Exam Language: Engich Exam Type: Paper 119 Enrollment: Enrolled by EdFep: $72.00 billed to EdRep Fee Transfer Purchased Expiration Date: 12-13-2005 Fee Transfer: $35.00 bled to EdRep Used: 08-11-2005 By LOMA 320 ‘TOP OF PAGE See eee) Course 1: Lomasen Performance Report Grade Report Letter Grad Exam Date: 11-11-2005 Final Score: Exam Language: Engish Exath Type: Exam Location: 2119 Enrollment: Enrolled by EdRep: $0.00or Insurance and Financial Services Education IAZARIO MACALINTAL JR. FLMI e1W:Lomassi Grade Report Edueation Provider: LOMA Letter Grade: ON Exam Date: 06-90-2012 Exam Language: English ‘STAR (Internet) Exam Location: 2119 molled by EdRep: $155.00 biled to EdRep Feo Transfer Purchased Expiration Date: 01-25-2013, Fee Transfer: $50.00 billed to EdRep Used: 07-05:2012 By LOMA 361 ‘TOP OF PAGE Course Name: Accounting and Financial Reporting in Lite insutan| Course in; Lomasct Performance Report Grade Report Education Provider: LOMA Lottor Grade: P Exam Date: 12-28-2012 Final Score: 77 Exam Language: Engish Exam Typo: I"STAR (internet) Exam Location: 2119 wollment: Enrolled by EdRep: $0.00 TOP OF PAGE Course Name: Risk Management and Product Design for Insurance Course :Lomas7s _ Grade Report Education Provid oma Letter Grade: ON Exam Date: 05-13-2011 Final Seore: Exam Language: English Exam Type: Paper Exam Location: 2119 Enrotlm Enrolled by EdRep: $112.00 billed to EdRep12 Professional Designation Programs FFSI and AFSI Designations LOMA's Fellow, Financial Services Intute (FFS) is a 10-credt designation program that provides broad contextual information through seven core courses and customized, job-specic leaming through the FFS's unique Professional ‘Achievement Credits (PACS). ‘The FFS's seven “core” courses and three PACS provide @ comprehensive study of the legal, economic, and business environment of financial services organizations and marketing of francial product to individuals and organizations. ‘The requirement of three PACs provides the opportunity to customize the FFSI program for students’ needs, PACs are credits granted by LOMA for demonstrated professional incial Services Institute (AFSI) fitness fioancel — ivesinetis_ [LAW Lom Lowa att Lous aca Lomhas7 feat earners upon sunzesstul quw’ letan OWA 26 and que LOMA 208. Fellow, Financial Services Institute (FSI) achievement in such financial services product areas as annuities, mutual unds/brokerages, retirement pans, and ‘banking, Sludents earn PACs by passing courses, obtaining licenses of earning designations ofeed by LOMA and other ganizations around the word LOMA's Associate, Financial Services Institute (AFS) ‘ie-coursd designation provides recognition fora student's ‘achievemeht in mastering the knowiedge to reach the halfway pont ofthe FFSI program requirements, though students can take courses toward AFSI and FFSI ‘designations in any order they choose, LOMA recommends a course progression that begins with Level | “anagem LOMAS Ay, LOMB line ae LOMA325 Si it ge ie et i a Princnles ‘Financial «= Law ~——‘Makeing Management’ jnvestmen’s Employee Professional Planing Benefits Achievement Grecits LOMA286 © LOMA305 LOMA3T1.-LOMA326 LOMA335 Lowasse LOMA 380 Three Professional Achievement Credits Level LOMA awards @ ‘LOMA 357, (PACS). ‘perbonalzed cerca to Jeamets upon sucessul ‘completion of LOMA 286 ‘ad LOMA 306, | Fot more information on | PACS, vist wave loma or, Leni it ong OE cous om each col showman er THREE PACS to ea Ft * warns who ead rat or LONA 9 aot eae cre fre AFI oF Manganese 1-800-ASK-LOMA (Option 1)