|
About the Program
A ground-breaking education program for financial service professionals, the FFSI is a 10-credit
designation program that provides broad contextual information through seven core courses and customized, job-specific
learning through the FFSI’s unique Professional Achievement Credits (PACs). To earn the FFSI designation, students must
successfully complete seven self-study courses, which are divided into two levels, and earn a total of three PACs. PACSs are
credits granted by LOMA for demonstrated professional achievement in financial services product areas such as annuities,
mutual funds/brokerages, retirement plans, securities, and banking. Students earn PACs by completing courses or by earning
designations, licenses or certificates that LOMA has approved for use in the FFSI Program. Students must have credit for
three PACs to earn the FFSI.
Who Should Enroll
The
FFSI Program provides insight for individuals who develop, manage, administer,
and support wealth accumulation products, retirement plans, employee benefits,
banking products, mutual funds, and other financial products.
FFSI courses provide a foundation for understanding financial services, and students can customize their learning experience
with the Program’s required Professional Achievement Credits (PACs). By earning the FFSI designation, you will demonstrate
significant commitment to the industry and your career, distinguish yourself as an industry expert and excel with the specialized
knowledge you possess. Obtaining this designation displays personal motivation to establish yourself as an industry resource
and further demonstrates your commitment to professionalism in the financial services industry. In addition, you will receive
LOMA’s award-winning industry publications and an invitation to celebrate your accomplishments at the LOMA Annual
Conference and Conferment.
Other Additional Statistics:
-
90% state earning a LOMA designation helped their career
-
75% apply knowledge gained through LOMA courses to their jobs
-
60% believe their LOMA designation enhances their credibility
-
55% were promoted after earning a LOMA designation
FFSI Courses
FFSI Level One—
Designed to give students a solid introduction to financial services, Level
One consists of two courses:
- LOMA 286—Principles of
Financial Services and Products
- LOMA 305—Personal Financial
Planning
Upon successful completion of LOMA 286 and LOMA 305,
students are awarded a certificate of completion.
FFSI Level Two—
Level Two of the FFSI program consists of five self-study courses and three
Professional Achievement Credits (PACs). The five courses include the following:
- LOMA 311—Business Law for
Financial Services Professionals
or
LOMA 316 – Business Law for Financial Services
Professionals – Canada
- LOMA 326—Financial Services
Marketing
- LOMA 351—Financial
Services Environment
- LOMA 356—Investment
Principles and Institutional Investing
- LOMA 380—Financial Services
and Products for Organizations
PACs—Recognizing Your Past
Achievements
In addition to the seven core courses, the FFSI designation requires a total of
three Professional Achievement Credits (PACs). PACs are
a unique and exciting component of the FFSI and allow students to customize the
designation to be relevant to their career.
PAC credit is earned by completing courses or by
earning designations, licenses, or certificates for demonstrated professional
achievement in financial services product areas such as
The underlying content in each educational
experience must be comparable in quality and rigor to the typical LOMA course or
designation to be considered for PAC credit. LOMA has put
together the following comprehensive listing of courses, designations, licenses,
and certificates currently recognized for PAC credit.
|
|
How
to Enroll
Simply log in to
LOMANET, LOMA’s internet-based system that allows students and
training administrators to access student information, monitor progress,
and enroll for exams. New student? Visit LOMANET at www.lomanet.org
and create an account today!
For More
Information
Contact your company’s LOMA Educational Representative or contact LOMA's Office of the
Registrar.
LOMA's Office of the Registrar
Phone: 800-ASK-LOMA (Option 1) / 770-984-3761
Fax: 770-984-6415
E-mail: education@loma.org
For frequently asked
questions about the FFSI Program, click here.
See
what FFSIs think about the program
-- industry professionals from a variety of areas in financial services
comment on how earning the FFSI has enhanced their knowledge,
performance and career.
Download
the LOMA Education and Training Catalog
Student
Services
Center
(for enrollment forms and resources)
|
