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| Associate, Annuity
Products & Administration (AAPA)
Setting a New Standard of
Excellence for Annuity Professionals
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| The AAPA Program is
designed for those who work in all areas of annuities, including those
in product
development, marketing and sales, administration, customer service, information systems,
investments, accounting, and legal/compliance.
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What Can You Expect to Learn?
The AAPA Program
provides examples of real business scenarios that annuity professionals encounter on
the job. You’ll learn
- How to differentiate the various annuity products and their
uses
- The role of technology in annuity administration
- How annuities are marketed and distributed
- Funding arrangements for pension products
- Laws and regulations affecting annuities
Begin your annuities education today!
AAPA
Requirements
To earn the AAPA, students must pass LOMA’s
five annuity-specific courses. The five-course requirement for
students to earn the AAPA designation no longer includes an elective.
AAPA Designation Program Courses
LOMA developed the AAPA courses in conjunction with industry annuity experts
from LOMA's Equity Products & Annuity Committee. The courses in the AAPA
Designation Program include:
- AAPA 273—Annuity Principles and Products
- AAPA 283—Marketing, Distribution, and Uses of Annuities
- AAPA 303—Annuity Systems and Administration
- AAPA 313—Financial Aspects of Annuities
- AAPA 323—Regulation and Taxation of Annuities
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Enrollment
Information
If you need detailed information about how to enroll for
LOMA exams, click here to access LOMA’s
Education and Training Catalog and review the “Exams” section that
begins on page 59.
For additional information on the AAPA Program,
contact your company's Educational Representative, or LOMA's Office of the
Registrar at 1-800-ASK-LOMA (Option 1) or education@loma.org.
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Download the
AAPA brochure!
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