|
The major categories of financial services—cash management, credit, asset protection, asset accumulation and management, and asset distribution—form the framework for LOMA 286, which surveys banking, ¬insurance, and investment products.
Topics
Covered:
- Principles of Financial Services and Products
- Categories of Financial Services
- Types of Financial Institutions
- Government’s Role in the Financial Services Industry
- Convergence, Consolidation, and Globalization
- Time Value of Money
- Basic Tax Concepts
- Risk-Return Tradeoff
- Managing Risk Through Insurance
- Diversification
- Opportunity Costs
- Cash Management Products
- Credit Cards
- Mortgages
- Life, Health, Property, and Liability Insurance
- Stocks and Bonds
- Mutual Funds
- Brokerage Accounts
- Managed Accounts
- Annuities
- Tax-Advantaged Savings Plans
- Employer-Sponsored Retirement Plans
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!
Ordering
Study Materials
To order
course material
contact:
PBD Worldwide Fulfillment Services
Order online! www.pbd.com
Tel: 1-800-887-3723 or 770-280-4178
Fax: 770-280-4150
E-mail: LNH@pbd.com
Textbooks for this course:
Principles of Financial Services and Products (2004); (LOMA;
ISBN 1-57974-205-X) [PBD Order # 286-10-04].
Test Preparation Guide for LOMA 286 (2004); (LOMA; ISBN1-57974-206-8) [PBD Order #
286-40-04].
|
