Asigurări

Online course: LOMA 280 – Principles of Insurance

18 Iulie 2018

LOMA 280 introduces the principles of insurance, the process of becoming insured, and the policyowner’s contractual rights. The course includes information on the features of individual and group life insurance, health insurance, and annuity products. All LOMA courses have been reviewed and u

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Online course: LOMA 290 – Insurance Company Operations

19 Iulie 2018

LOMA 290 — Insurance Company Operations describes how life insurance companies operate in today’s global environment: how they are organized, how they are managed, and the roles of functional and support units in developing, distributing, issuing, and administering life insurance and ann

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Online course: LOMA 301 – Insurance Administration

20 Iulie 2018

LOMA 301 provides a detailed discussion of the activities of insurance administration for individual and group life coverages, focusing on underwriting, reinsurance, claims, and customer service. All LOMA courses have been reviewed and updated as appropriate to reflect the DOL Fiduciary Rule. This

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Inițiere în constatarea și dimensionarea daunelor - APRD

23 Iulie 2018 - 01 August 2018

Programul este organizat de Asociația Profesioniștilor în Regularizarea Daunelor cu suportul Institutului de Studii Financiare și urmărește să profesionalizeze activitatea de constatare și evaluare a daunelor prin acumularea de cunoștințe teoretice și deprinderi practi

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Online course: LOMA 307 – Business and Financial Concepts for Insurance Professionals

23 Iulie 2018

LOMA 307 introduces industry employees to basic financial concepts and terminology and relates these concepts to the business of insurance and company operations and profitability. All LOMA courses have been reviewed and updated as appropriate to reflect the DOL Fiduciary Rule. This course counts

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Online course: LOMA 321 - Marketing in Financial Services

24 Iulie 2018

Marketing in Financial Services (LOMA 321) offers an exciting way for industry professionals to gain critical knowledge of the marketing function and a better understanding of how their efforts contribute to the company’s success and profitability. This course presents basic marketing pri

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Online course: LOMA 311 – Business Law for Financial Services Professionals

25 Iulie 2018

LOMA 311 presents the basic features and principles of the legal environment in which financial services companies around the world operate. All LOMA courses have been reviewed and updated as appropriate to reflect the DOL Fiduciary Rule. This course counts as credit toward the following designati

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Online course: LOMA 357 – Institutional Investing: Principles and Practices

26 Iulie 2018

LOMA 357 provides an understanding of the investment regulatory environment and investing for life insurance companies and similar institutions. This course takes investments out of the black box! You’ll learn about investment returns and risks, investment performance, and fund options for ret

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Subscrierea în asigurările de viață

27 Iulie 2018

Programul „Subscrierea în asigurările de viață. Noțiunile de bază în asigurările de viață individuale” se adresează persoanelor care doresc dezvoltarea unei cariere în domeniul underwritingului/evaluării riscului în asigurările de viață. Obiectiv

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Online course: LOMA 361 – Accounting and Financial Reporting in Life Insurance Companies

27 Iulie 2018

LOMA 361 provides a broad exposure to financial and managerial accounting in life insurance companies, including the corporate and regulatory environment in which accounting functions occur. All LOMA courses have been reviewed and updated as appropriate to reflect the DOL Fiduciary Rule. This cour

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Online course: Exceptional Customer Service

30 Iulie 2018

This LOMA course focuses on customer service in the financial services industry – what it entails, what customers expect and deserve, how it is most effectively delivered, and why it is so important. The course describes the many ways great customer service distinguishes a company and enhances

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Online course: Working With Upset Customers

31 Iulie 2018

For service providers, upset customers provide some of the greatest challenges of the job, but turning an upset customer into a satisfied customer has proven to greatly enhance a company's chances of keeping that customer for the long term. Working with Upset Customers demonstrates how to handle on

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Online course: Introduction to Insurance Fraud (Adjuster)

01 August 2018

This LOMA course will provide the insurance professional with an overview to Insurance Fraud, including the effects of insurance fraud, the growing statistics of insurance fraud, examples and current fraud schemes as well as their consequences, the efforts to reduce insurance fraud and the role that

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Online course: 15-Minute Insurance Industry Overview

03 August 2018

This LOMA course “jump starts” new employees’ professional development by helping them appreciate the importance of insurance companies in providing financial protection and security for individuals and families.  Learners viewing this engaging interactive program can explore

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Online course: Life Insurance Products

06 August 2018

This robust LOMA course provides an overview of (a) the difference between whole life and term life; (b) renewable, convertible, and return of premium term life insurance; and (c) reasons for choosing one product over another. While this is ideal for all new employees, it can serve well as “r

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Online course: ARA 440 – Reinsurance Administration

07 August 2018

ARA 440 shows how reinsurance strengthens the insurance industry and increases the likelihood that insurance companies will have sufficient funds to pay anticipated claims. This course also discusses reinsurance principles, regulation of reinsurance, typical provisions in a reinsurance agreement, th

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Online course: How Group Health Insurance Works

08 August 2018

This LOMA course describes how group health insurance works and covers the key points of this popular type of coverage, including standard group health insurance policy provisions, underwriting basics, and funding mechanisms for providing group health insurance coverage. Employees who will be handl

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Online course: Reinsurance Basics

09 August 2018

The LOMA course identifies the main types of reinsurance, explaining why insurers use reinsurance and how reinsurance affects the insurance industry. Additional topics of discussion include: (a) the relationships between the parties to a reinsurance arrangement: (b) how insurers and reinsurers use p

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Online course: Supplement to Reinsurance Basics

10 August 2018

This LOMA Supplement is not a stand-alone course, but rather builds on the knowledge from two LOMA online courses: Reinsurance Basics and Intro to Life and Health Insurance Products. The learner should have already completed the previous two courses prior to reading this PDF Supplement. Language: E

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Online course: Life Insurance Basics

13 August 2018

It’s important for new employees to understand what life insurance is, why people buy it, and how it works. In simulations of several potential insurance customers, learners discover the aspects of risk, what makes a risk insurable, and how insurance companies evaluate risks before issuing ins

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Compararea Canalelor de distribuție a asigurărilor: 5 direcții esențiale

  Canalele de distribuție din sectorul de asigurări sunt într-o continuă schimbare. Acest lucru nu este s...vezi tot

Revista de Studii Financiare

Generația GAP – știri, tendințe și cercetări

LOMA prezintă în numarul din mai al revistei, tendințe ale viitorului intr-o serie de articole interesante bazat...vezi tot

Tact

Lansarea studiului “Evaluarea complexă a relației cu surplusul financiar’’

Comunicat de presa         Banii, românii și investițiile   București, 21 mai - Aso...vezi tot

ISF - Accredited Training Partner of CISI

Atelier financiar pentru sportivi

Institutul de Studii Financiare in parteneriat cu Sports – HUB au organizat pe 16 mai a.c. un eveniment de educati...vezi tot

Ectranz

Sesiuni de evaluare a competențelor SPECIALIȘTILOR CONSTATARE DAUNE

Programarea sesiunilor de evaluare/reevaluare a competențelor specialiștilor constatare daune Institutul de Studii Fi...vezi tot

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