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    Decode360's Blog

    業(yè)精于勤而荒于嬉 QQ:150355677 MSN:decode360@hotmail.com

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    關(guān)于LOMA
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    ??? 最近打算去考一下LOMA,初步目標是通過280和290,都是對保險業(yè)務(wù)和保險公司運作方面的一些相關(guān)知識,學(xué)習(xí)一下能更加了解業(yè)務(wù)方面的東西,而且也可以多學(xué)一些專業(yè)英語。今天就介紹一點LOMA的相關(guān)知識,說實話這個考試課真有點貴啊,而且還一考10門課,暈了。
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    What is LOMA?

    Visiting LOMA Headquarters
    Career Opportunities at LOMA

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    1,200-plus member companies strong...
    Over 80 countries represented...
    More than three quarters of a century's experience...
    Hundreds of thousands served...

    This is LOMA.

    Founded in 1924, LOMA is an international association through which more than 1,200 insurance and financial services companies from over 80 countries engage in research and educational activities to improve company operations.

    Our members are involved in life and health insurance, managed care, annuities, pensions, banking, bancassurance, securities, and other financial services areas. Through its staff and network of industry volunteers, our association serves a large and influential group of companies. (Our U.S. member companies alone account for approximately 95 percent of the more than 15 trillion dollars' worth of life insurance in force in the United States today.)

    We're committed to working as partners with our members worldwide to improve their management and operations through quality employee development, research, information sharing, and related products and services. Click here for membership opportunities.

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    We're Our Members' Expert Source for Industry Information.

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    We provide members with information in the following key business areas:

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    LOMA delivers information that is practical, timely, and useful.? It is Information That Works? for our member companies and their employees.

    Industry-specific education and training programs cover current practices, operations, and products and help produce knowledgeable, quality-minded, high-performing employees.

    Online learning puts information at your fingertips. Courses are designed to meet the learning needs of both individuals and organizations.

    Conferences and seminars allow you to explore relevant issues with experts in the field, share information, and take advantage of networking opportunities.

    LOMA's Information Center provides industry-specific information and customized research.

    Committees offer information sharing and networking opportunities with other professionals in your field.

    Employee selection and assessment tools help you hire the right people and develop current employees.

    Benchmarking tools help you compare with your industry peers in expense management, customer service, employee compensation and other areas.

    Internal surveys provide the information you need to align your company's culture with business goals and employees' needs.

    Research reports provide in-depth research on industry trends, issues, and future direction help you understand what's going on now and where things are headed.

    Resource magazine brings you timely and pertinent articles to help you succeed in today's environment.

    Information for the Global Financial Industry

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    Since its inception, LOMA has been an international association. Today, LOMA has more than 400 member companies headquartered in some 80 countries outside the U.S. and Canada. All areas of the world are represented: Africa, Asia, the Caribbean, Europe, Latin America, North America, Oceania, and the Pacific Region.

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    As the financial services industry becomes more global in nature, companies around the world face many similar issues; LOMA’s perspective, expertise, information resources, and global contacts can be used by members everywhere.

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    In addition to English, our educational programs are available in French, Spanish, Traditional and Simplified Chinese, Portuguese, Bahasa Indonesia, and Korean.

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    Industry Expertise

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    Our unique industry partnership allows us to transform the most timely information into products and services that meet the industry's ever-changing needs. This partnership consists of:

    • An expert, highly professional staff of 160 that maintains extensive contacts in the industry.

    • An executive level board representing U.S., Canadian, and International members.

    • Over 50 councils and committees composed of more than 1,200 industry professionals who meet periodically to discuss common problems and responsibilities.

    • Relationships with industry organizations, consulting firms, universities, and other expert and influential organizations.

    Benefit from Using LOMA's Resources—
    Thousands of Your Colleagues—and Competitors—
    Do Every Day!

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    Thousands of industry professionals benefit daily from LOMA's information and learning resources. In a typical year:

    • Professionals enroll for more than 100 courses in LOMA’s education programs.

    • LOMA supplies more than 100 products and services developed specifically for the management and operational needs of the insurance and financial services industry.

    • More than 10,000 professionals attend LOMA’s conferences, seminars, and workshops.

    We encourage you to visit our site often!

    Download LOMA's Products and Services Catalog.

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    FLMI 教育培訓(xùn)計劃 — 壽險管理師
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    http://www.loma.org.cn/default/exam/flmi.asp
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    壽險管理師 (FLMI) 教育培訓(xùn)計劃包括十門課程,是一項嚴謹?shù)穆殬I(yè)發(fā)展計劃,為保險及金融服務(wù)業(yè)界提供了完整的商業(yè)教育。 壽險管理師教育培訓(xùn)計劃始于 1932 年,是全世界保險及金融服務(wù)業(yè)中最具規(guī)模的大學(xué)水平教育計劃,目前全球已超過七萬五千多名專業(yè)人士完成了此計劃,并取得了壽險管理師的資格認證。
    為了向大陸、香港和臺灣的會員公司提供保險管理教育培訓(xùn),LOMA金融保險管理協(xié)會已將其英文壽險管理師培訓(xùn)計劃(FLMI),課程陸續(xù)譯為中文。FLMI共有十門課程。
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    LOMA將FLMI分成三階段結(jié)構(gòu),允許每完成一個階段學(xué)習(xí)的學(xué)生能取得證照。請參考下表
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    認證 必修課程 課程教數(shù)
    初級壽險管理師 LOMA280+LOMA290 兩門必修課程
    中級壽險管理師(ALMI) 初級壽險管理師+LOMA356+其他兩門FLMI認證必修課程 +三門必修課程
    高級壽險管理師(FLMI) 中級壽險管理師(ALMI)+剩余五門FLMI認證必修課程 +五門必修課程

      課程說明
    FLMI壽險管理師計劃包含十門專業(yè)課程 :(詳細說明檔案PDF下載)
    課程編號 課程名稱
    LOMA 280 《保險原理:人壽、健康與年金》
    介紹了保險原理、成為被保險人的過程以及保單所有人的權(quán)益。本課程涉及個人和團體壽險、健康保險以及年金產(chǎn)品特點的系統(tǒng)介紹。
    LOMA 290 《保險公司的運作》
    描述了保險公司的組織及保險公司的運作環(huán)境。本課程著重介紹保險公司的各項營運,例如:市場開發(fā)、精算、核保和財務(wù)活動。
    LOMA 301 《保險行政業(yè)務(wù)管理》
    介紹個人、團體壽險和健康保險業(yè)內(nèi)的各項保險行政業(yè)務(wù)管理活動,并著重描述了核保、再保險、理賠管理及客戶服務(wù)。
    LOMA 311 《 金融服務(wù)業(yè)之法律規(guī)范 》
    以人壽、健康保險業(yè)為一整體,介紹市場原理和市場功能。
    LOMA 320 《人壽、健康保險的市場經(jīng)營》
    以人壽、健康保險業(yè)為一整體,介紹市場原理和市場功能。
    LOMA 330 《管理原理與實務(wù)》
    闡述保險原理和實務(wù),解析了管理的重要功能,以及這些功能在組織和環(huán)境中運作原理的關(guān)系。
    LOMA 356 《投資原理與機構(gòu)投資》
    介紹投資環(huán)境,以及單一證券投資及證券組合投資的一般原理。
    LOMA 351 《金融服務(wù)業(yè)環(huán)境》
    剖析了金融體系、金融市場、利率、銀行體系及各種金融機構(gòu)。
    LOMA 361 《人壽保險公司會計與財務(wù)編報》
    廣泛介紹了人壽保險公司中的財務(wù)會計和管理會計,包括與這些會計功能相關(guān)的公司和監(jiān)管環(huán)境。
    LOMA 371 《人壽保險公司償付能力與獲利能力管理》
    詳述影響金融服務(wù)機構(gòu)盈利何償付能力的產(chǎn)品設(shè)計和資本管理等重要議題。
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    posted on 2009-07-23 20:17 decode360 閱讀(857) 評論(0)  編輯  收藏 所屬分類: 14.Job

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