FFSI Setting the Standard of Excellence

Earning the FFSI Setting the Standard of Excellence yields huge returns for these financial services professionals.

	Chris Regione, FFSI, FLMI, AIRC, AIAA, ARA, AAPA, ACS, CTM Senior Underwriter AIG American General
"My LOMA designations have helped me in many ways in my career. The FFSI has especially helped me understand the financial markets and institutions as well as the fundamentals and applications of investments. "The materials were very instrumental in understanding the financial service area. I have gained knowledge in the stock market, bond market, and in investment returns and risks. Completing the FFSI Program has helped me better serve my clients and I now have a better insight in securities products as well as life insurance products that are used in the financial market. As a result, I believe these programs have helped me become a more well-rounded underwriter. "The FFSI Program has not only helped me professionally, but also in my personal investments. LOMA hit a home run with the FFSI! I would encourage anyone in the financial service industry to take advantage of the program."
	Calvin Rowland, FFSI, FLMI, AIRC, ARA, ACS Senior Operations Specialist MTL Equity Products, Inc.
"The FFSI Program is tailored towards individuals engaged in the financial services industry. Both experienced and novice employees of broker-dealers can benefit from the FFSI Program. "Many insurance companies, large or small, have brokerage services or offer other securities such as variable annuities. I am employed by a broker-dealer owned by a larger whole life insurance company. The great thing about a program such as the FFSI is the amount of knowledge I can apply to the company as a whole to help achieve synergy between the company’s securities products and services and the company’s life insurance products and services. "My completion of the FFSI Program sparked my enthusiasm for the LOMA programs as I went on to complete my FLMI, ACS, AIRC and ARA. I believe my work and effort in earning the company’s first ever FFSI designation was helpful in a promotion received soon thereafter. I attended LOMA’s annual conference and conferment in Orlando as part of the Inaugural FFSI class and had a great time. "My involvement in the FFSI Program has also alerted others to the opportunity. A majority of my direct coworkers of the broker-dealer have taken or are currently studying for LOMA designations."
	Judith E. Bennett, FFSI, ACS, AIAA, AIRC Advertising Compliance Consultant Phoenix Life Insurance Company.
"The FFSI Program builds workforce value that strengthens and keeps companies competitive, and prepares them to withstand the test of time domestically and globally. I think companies benefit by investing in employees for the long-term; one way to do that is by supporting associates who take advantage of programs like the FFSI. Personal investment in our careers through the FFSI Program--poignant in an industry that encourages sound investments--provides a high return in terms of the credibility it sustains and the value it adds. Financial services professionals will find the broad-based program informative, practical and relevant. It inspires personal action related to finances and strengthens aptitude in numerous areas of our multi-faceted industry. The FFSI Program offers career flexibility and equips me to take on new challenges. An added benefit is that the study habits I honed while completing the designation prepared me to transition to a master's program; and FFSI content satisfies some of the program's requirements."
	Lorrie Herel, FFSI, FLMI Client Service Rep III Ameritas Life Ins. Corp.
"I was especially pleased that the new FFSI Program allowed me to have a well rounded education, since it was financial based rather than insurance based. The development of the new courses allowed me to continue learning and growing as a customer service representative. Without any formal college education, it has been a fabulous way for me to earn college credit and give myself an added advantage in the workplace. Ameritas strongly encourages furthering your education and helps make it possible with LOMA courses as well as tuition reimbursement. With a solid study plan and self discipline it is possible for anyone to complete these courses if they are dedicated and want to learn. There is a wonderful sense of accomplishment that comes with earning the designations, and I look forward to seeing what is next!"
	Marc N. Miller, MBA, MPA, FFSI, FLMI, AAPA, PCS, ARA, ARP Senior Business Analyst Mutual of America Life Insurance Company
"Business success depends upon understanding the needs of your internal and external customers. During my more than twenty years experience in the computer field, as either a programmer or business analyst in various industries, I found that I developed or designed better systems when I understood the language of the users, as well as their business needs. To accomplish this objective, I have endeavored to avail myself of industry specific courses and books. LOMA has facilitated this process by providing numerous financial services industry courses that lead to various designations, including the FLMI and FFSI. I have benefited from each designation that I earned, as each of them has given me further insight into the financial services industry. As a responsible systems professional, I know that education is a lifelong process. Anyone who pursues the FFSI Program will discover that the course material is valuable to their company and to themselves. The time you invest in these courses will yield a high rate of return, as they will benefit you by contributing to your career growth."
	Bethany Messenger, FFSI, FLMI, ACS, AAPA National Accounts Specialist Diversified Investment Advisors
"When LOMA introduced the FFSI Program, I thought 'WOW, courses that really apply to what I do!' Having worked in the retirement area for an insurance company, I had been encouraged to complete my FLMI and AAPA, but neither program had much relevance to my position. The FFSI Program courses were a perfect fit. Investing is an integral part of retirement planning. The knowledge that I gained in this program will help me to serve my clients and their employees and provide me with tools to answer their questions. The courses have also assisted in my pursuit of my MBA and RPA. I am planning on using the text for LOMA 356 - Investment Principles and Institutional Investing in my next Finance course! Thank you, LOMA, for the opportunity to learn!"
	Marc P. Maselli, FFSI, FLMI, ACS, AAPA Chief Executive Officer Back Bay Technologies, Inc.
"Attaining the FFSI has significantly helped me in sharpening my financial services and capital markets knowledge. The program structure, including the 7 required courses and the 3 optional PACS, allowed me to focus on Annuities, an area of interest, while still learning core portfolio management, risk, institutional investing, and equity products. I also found LOMA 356, and in particular Susan Conant’s Introduction to Institutional Investing, very valuable to understanding portfolio management risk and strategies. The course is directly applicable to my firm’s project work in the mutual fund business. Consultants in our firm have historically been encouraged to earn the FLMI. Now that the FFSI is available, individuals have a choice."
	Scott A. Shields, FALU, CLU, FFSI, FLMI, RHU, PCS, AIAA, AIRC, ARA, AAPA Senior Underwriter North American Companies for Life and Health
"I know the FFSI Program will benefit both my career and my company. I believe the FFSI Program would benefit any financial services professional who desires to sharpen their skills and/or increase their knowledge base. Obtaining this designation displays personal motivation to establish yourself as a resource and further demonstrates your commitment to professionalism in the financial services industry."
	Sunny Dronawat, PhD, FFSI, FLMI, PCS, AAPA Vice-President, e-Commerce Integrity Companies
"For me personally, the advantages for an FFSI are an opportunity to excel in my career, develop industry knowledge and recognition. I oversee the Marketing Communications and E-commerce departments, and I plan to use the knowledge from this program to develop content for Web and print media. It will benefit our company as we develop more programs and campaigns for Lifetime Income Solutions. I think this certification will benefit anyone is marketing sales, actuarial and product development as they develop new products, tools and services to serve the financial industry."
	John Fitzgerald, FFSI, FLMI, ACS, AAPA Director, Operations John Hancock Financial Services
The right combination of mandatory and elective courses allowed greater flexibility to focus on courses that would most benefit me, while ensuring I received the core education required to understand the overall objective of the FFSI Program. The program provides individuals in the financial services industry with a comprehensive understanding of how financial products work, including the complexities involved in working in a highly regulated and constantly changing environment. In combination with the other LOMA course offerings, the program provides individuals with in-depth knowledge of all financial products. I appreciate my company’s support of the LOMA Education opportunities. By allowing employees the ability to proactively obtain this education, they are creating a positive and experienced staff."
	Joseph L. Gilvary, FFSI, FLMI, ACS, AAPA, ARA Senior Programmer Analyst Ohio National Life Ins. Co.
"LOMA’s FFSI Program has benefited me in many ways. I have gained a better understanding of financial matters from investing to insurance, gained a greater appreciation of the benefits my company offers, and learned how to better protect myself and family through insurance. This training has already, and assuredly will continue to, benefit me in my career aspirations."
	Terrence Y. “TJ” Junn, JD, CPCU, FFSI, FLMI, ACS, AIAA, AIRC, ARA, AIS, AIM, ARM, ARM-P, API Compliance Coordinator State Farm Insurance Co.
"To meet the high demands of today's sophisticated consumer, you have to be well prepared, and that is exactly what the FFSI does for you. An exciting part of being in this industry is that the governing laws are constantly changing, and that is why I was very impressed with how current and updated the materials were particularly LOMA 356 and 380. The foundational financial knowledge obtained through FFSI helps the insurance and financial services professional add value to their position, whatever the concentration may be. FFSI gives me the cutting edge in my professional job as well as personal life."
	Karen L. Lamb, FFSI, ACS, AIRC Registration Compliance Specialist Ameritas Life Insurance Corp.
"I had not planned to complete any further LOMA courses or designations until the FFSI was developed. The FFSI designation is a great addition to the LOMA curriculum, especially for the insurance companies that have Broker Dealers. I was pleased to see that it was specifically tailored to those of us working in the insurance industry whose focus is on the securities side. In my own company, not many of the Broker Dealer staff take advantage of the LOMA offerings, because they feel the courses are too "insurance company" oriented. Taking FFSI courses would be of advantage to the Brokerage operations staff not only as a way to give them an understanding of the workings of insurance companies, but also to complement the knowledge they have gained from experience and from the licenses they hold. Also, it is great that LOMA grants Professional Achievement Credits for securities licenses in this program. I hope that you are successful in marketing the FFSI Program to others whom would benefit from completing the designation - it's well worth the effort!"
	Daniel J. Martz, FFSI, FLMI, PCS, AAPA, AIAA, AIRC, ARA Product Manager World Financial Group
"The FFSI Program is a good compilation of topics and theories that can benefit a wide variety of individuals, from beginners to seasoned industry professionals. The knowledge I gained from the coursework has had a direct impact on both my financial services career and my life outside of work. A broad financial knowledge is a must in today's increasingly complex environment, and the FFSI format provides a solid foundation as well as a method to drill down toward one's specific focus. My motivation for obtaining the FFSI designation was my quest for personal development. The skills and theories taught in the program are a benefit to any individual, even if that individual does not directly apply them at work. However, I have consistently employed these skills in a manner that has allowed me to consistently add value to my role within World Financial Group, a financial services marketing company, and the AEGON family. Both World Financial Group and AEGON actively promote and encourage personal development, particularly those competencies found within the FFSI Program because they add value to both the individual and the organization."
	Leon L. Morris, FFSI, ACS, RFC, CLU, ChFC, CME, RMP Executive Director The Mortgage Institute for Financial Services Professionals
"These are exciting times in the financial services industry, and professionalism is all about education and continuing education. Even the designation's name, Fellow, Financial Services Institute (FFSI) shows that LOMA is in tune with the evolving financial services industry in that 'financial services" is more descriptive of the increasingly diversified financial offerings of LOMA member companies. As an independent financial services professional, it is by my own initiative that I too must remain in tune with these industry changes. I pursued LOMA's FFSI designation as a display of my intent to do just that.Not only am I a practicing professional, but I am also the executive director and principal instructor of a training institute, the Mortgage Institute for Financial Services Professionals, which was founded in response to the convergence of financial services. In my current position it is imperative that I keep pace with current trends in the industry and set new trends where possible. I had a few professional designations already, however, it is my belief that we should never stop making strides to increase our proficiency. The Professional Achievement Credits (PACs) are an acknowledgment that you can build upon that which you already know. It is incumbent upon all financial services professionals to keep pace with the times and to realize that when it comes to education, the choice is all yours and the benefits can last more than a lifetime!"
	Richard Nelson, FFSI, FLMI, PCS, AAPA, AIAA, AIRC, ARA Programmer/Analyst, Information Systems Department AmerUs Annuity Group
"FFSI and other LOMA courses are positively benefiting my company through the improved understanding I have of the goals and conflicts in areas of financial concern. The FFSI benefited me personally by enhancing the sense of assurance and contribution I receive through my chosen work. Whether continuing in my current position, or if I should take a new role within the company, information gained through the FFSI Program has and will continue to allow me to better identify the issues to be addressed, and enhance the interactions of staff, agents, clients, outside institutions, and government agencies."
	Deborah Smith, FFSI, FLMI Actuarial Systems Analyst The Guardian Life Insurance Company of America
"The FFSI Program provided me with a wealth of knowledge of the mechanics behind the services provided in the Insurance Industry. The course content was easy to follow, up to date and relevant to my professional career as well as my personal life. The text is full of real-life examples and lists many resources that can be used for further research and investigation. Any individual wishing to increase their knowledge of financial services can benefit from the information provided in the FFSI Program."
	Terry Teske, FFSI, FLMI, ACS, AIAA, ARP Senior Actuarial Assistant MinnesotaLife
"Anyone who needs to understand the evolving financial services industry can definitely benefit from the FFSI Program. The interactive study aids were especially helpful, and I utilized them intensely for exam preparation. Investment Principles and Institutional Investing was particularly fascinating and beneficial. In particular, I've gained a better understanding of our variable products' investment allocation process. To fulfill the professional achievement credits, I chose three LOMA annuity courses. Having successfully completed those leaves only two additional exams that would be needed to achieve LOMA's AAPA designation--that will be my next short term goal. My intention was to be the first associate at our company to achieve LOMA's newest designation. Taking advantage of the "grandfathered" FLMI courses allowed me to achieve my goal. My husband and I will be attending LOMA's Annual Conference and Conferment in Orlando, Florida. We attended LOMA's Annual Conference in San Antonio, Texas. What an exciting, informative and highly energizing and beneficial conference! We know Orlando will be magically fantastic!"
	Steve Appel, ASA, FLMI, FFSI, PCS, AAPA, AIAA, AIRC, ARA, AIAF Assistant Actuary Bankers Life & Casualty Co.
"I found the FFSI Program to be one of the most worthwhile designations I have achieved through LOMA, and I was exposed to subject material I would not have encountered otherwise. I especially found LOMA 305--Personal Financial Planning to be a very useful text. Everyone has a stake in their own financial well being, and course 305 would be of benefit even to those not pursuing the FFSI designation."
	Diana Bittle, FFSI, FLMI, HIA, HCSA, HCAFA, HIPAAA, HIPAAP, DIA, DHP, PCS, AAPA, ARA, AIAA, AIRC, ACS Systems Analyst, Actuarial and Accounting Systems American Fidelity Assurance Company
"As a systems analyst for the financial systems here at American Fidelity, I am continually looking for ways to reinforce and add to my knowledge of various financial concepts. I was very pleased when LOMA announced a new designation tailored specifically to financial matters. I found that studying for the exams provided both personal and professional enrichment. Course 305, Personal Financial Planning, is a great course, even for those not interested in pursuing a designation! It covers everything from estate planning, to managing money and credit, to purchasing a home. I highly recommend the FFSI designation to anyone involved in the financial aspects of the insurance industry."
	Robert Duong, PAHM, FFSI, FLMI, ACS, AAPA, AIAA, AIRC, ARA, HIPAAA Actuarial Analyst UICI Insurance Center
"FFSI courses have given me more confidence and increased knowledge of the industry. This increased knowledge has helped me understand the inner workings of my company and allowed me to improve upon the work I perform. Someone once told me, “See the big picture, paint better,” and this is the case with the FFSI. I believe the FFSI designation provided me a greater understanding of the industry and has allowed me to focus on how to improve my own contributions to my company. Knowledge is a valuable asset to success, but being able to apply those skills and impact a company’s value far surpasses the individual recognition I receive from earning designations."
	Michael Hawker, FFSI, FLMI Senior Information Systems Auditor Country Life Insurance Co.
"The FFSI Program gave me the opportunity to assess the skills and experience that I have obtained in the course of my career. It also provided a mechanism to meet the requirements of continuing education for other professional designations. Certification provided an indication of a high level of professionalism to coworkers and increased the credibility of the department in which I work. It demonstrated to my current employer that I possess a solid foundation of experience and education in my field of endeavor that can have a positive impact on bottom-line results and an ongoing commitment to improve."
	James H. Lane, FFSI, FLMI, ACS Assistant Vice President, Retirement Plan Services Ohio National
"The FFSI is a designation whose time has come. There are a lot of us working for life insurance companies that do not deal with life insurance."
	Steve Peet, FLMI, FFSI, CISSP, ACS I/S Security Compliance & Quality Assurance United of Omaha Life Ins. Co.
"As an IS professional, we act as service agents to the business side of the insurance house. That means I have to understand the concepts my customers use when they talk with me about business requirements. This was my motivation for earning the FLMI in the first place and as the insurance and banking industries are moving toward a more general financial services focus, I saw that earning the FFSI would better position me to understand my customers future needs."
	Aaron Roudabush, CLU, ChFC, RHU, FLMI, FLHC, FFSI Assistant Vice President, Product Implementation West Coast Life Insurance Company
"I have always been a strong supporter of education that provides opportunities for personal fulfillment or professional development. LOMA's new FFSI Program brings both of those elements together in one program. The Level 1 & 2 courses provide a common thread of understanding for financial service professionals, while the Professional Achievement Credits allows one to tailor the program for their own personal needs. I would definitely recommend the FFSI Program to both veterans and newcomers to the industry."
	Harry J. Tucci Jr , FFSI, FLMI, FLHC, ACS, AIRC, AIAA, ARA, UND Senior Analyst, New Business AEGON USA
"I was glad the FFSI came along when it did—this was just the challenge I needed. Coming from a background of Broker Dealers, it was neat to tie together the financial/investment aspects of insurance. It believe it is a great designation for anyone working with wrap accounts or securitized products, or even just to continue one's learning. The prestige of the designation is something I am proud of, and I believe it will open doors within my company for future career growth opportunities."
	Mujib Mohammad, FFSI, FLMI, ACS, ARA, AIRC, AIAA, PMP Applications Engineer, Corporate Information Department Westchester Campus, New York Life Insurance Co.
“The FFSI Program is unique in a way that goes beyond the expectations of providing quality and essential education for people who are working in the financial services sector. The courses are very helpful in understanding the overall picture of financial services. The course in investing principles especially broadened my horizon in this area. Coming from a technical background, the FFSI Program has helped me understand the business, especially from the investment side of the industry, and I can utilize this specialized knowledge and expertise to meet my customers’ needs and requirements in a more efficient way. I am a strong believer that any positive education will benefit each of us at the end of the day, and I am confident that knowledge acquired through the FFSI Program will be very valuable in the future. When LOMA announced the FFSI Program and its course contents, it really motivated me to achieve this certification, even though it took some time to do it. I believe that no matter what the background of a person is, business education will always help enable people to do a better job in helping their customers and thus help the bottom line of their company.”
	William T. Schemmel, J.D., CLU, ChFC, REBC, RHU, FFSI, FLMI, AIAA, AIRC, ACS, AAPA, HCAFA, ARA, ALHC, FLHC, LTCP, HIPAA, HIPAAP, DHP, DIA, HIA Attorney Western & Southern Financial Group
"I am proud to have been one of the first FFSI designees in the world, and I am pleased to have the opportunity to submit a testimonial for this valuable designation. As an in-house attorney who handles a variety of matters, the FFSI and other LOMA designations have proven themselves invaluable for me, providing me with a broad, practical grounding in insurance and financial services. Additionally, I found several of the classes like financial planning to also be applicable to my life outside of my work. I would certainly recommend this designation to anyone looking for meaningful and practical industry-related education."
	Amy M. Fetters, FFSI, FLMI, PCS,AIAA, AIRC, AAPA, ARA Agency Operations Analyst, Agency Operations Columbus Life
"I found the FFSI curriculum to be extremely informative. They included information that was helpful for your career as well as personal life. All of the courses were very informative, and I found Personal Finance to be a particularly beneficial course. I have used the information from the FFSI Program to help me make better informed decisions, and I received a promotion shortly after attaining this designation. I have also earned more respect from coworkers as well as more self confidence because of the additional knowledge. It also provides a tremendous feeling of accomplishment. I highly recommend the FFSI Program to other professionals in our industry."
	Paul R. Miller, FFSI, FLMI, PCS, ACS Agent New York Life Insurance Company
"The FFSI takes you to the next level of financial information so that you understand the simple to the more complex offerings in financial planning. This includes all of the courses, specifically relating to the completion of the FFSI, after the completion of the initial courses from the FLMI. The fact that you have a basis in annuities, which I believe could be the 'wave of the future' of financial products, really adds to the options for all employees or agents in the financial services field. I use what I've learned in the FFSI Program on a daily basis, just in my Customer Service role. The fact that I have this knowledge adds to the confidence with which I can speak to the customer. It creates a confidence in our customers, because they KNOW that you know what you are discussing with them. The courses benefit the company any time that you have a more informed employee because it helps the customers understand their purchased products better. You not only have a title, but you have actual 'inner-workings' knowledge of the financial services and insurance industry. Knowledge that can actually be applied to your job is what makes it worthwhile. What motivated me to earn the FFSI is quite simply...I want to be the best at whatever I do. The FFSI is a path that led to that goal. If you are in the insurance industry in any capacity from a Customer Service representative who speaks with the customers like I do, or an agent who is actually selling products to customers, the more knowledge you have, the more you can help your customer. And, helping the customer should always be the bottom line."
	Mark J. Baker, FFSI, FLMI, AAPA, ARA, ACS Senior Compliance Analyst Records and Information Management
"The FFSI Program has increased my knowledge base regarding the financial aspects of insurance companies. In my position, as a Senior Compliance Analyst in the Records and Information Management Department, many of the terms and concepts have come into play when interacting with various business units within the Nationwide Insurance Enterprise. Regarding the content of the FFSI Program, the sequence of courses is designed in a logical manner, so that after the 'foundation' is laid with the more basic courses, the knowledge necessary to complete all of the other required courses is available."
	Grace K. Gill, FFSI, FLMI, PCS, AAPA Conservation Specialist Product Research & Competitive Analysis Columbus Life
"I would recommend and have recommended taking the courses to obtain your FFSI designation. Not only did the courses broaden my knowledge for my professional career in the financial industry, but I also believe they were beneficial to apply to my own personal finances. I have always believed in taking LOMA courses to achieve greater knowledge of the financial industry to help me make the difference for my company to achieve our goals."
	JoAnn Van Adrighem, FFSI, FLMI, AAPA, ACS Senior Manager, Systems Administration Support Beneficial Financial Group
"As manager of the team that supports my Company’s policy administration system, my responsibilities require that I have a solid knowledge of life insurance and annuity administration procedures and practices. I took the challenge to increase my financial services knowledge when the FFSI Program was introduced. I especially enjoyed the LOMA 305 – Personal Financial Planning course. I wished I had started using some of the investing principles 30 or so years ago. During 2006, our company introduced its first Indexed Annuity product. Because I had taken the LOMA 356 – Investment Principles and Institutional Investing course, I better understood the crediting strategies our policy administration needed to support. I have always encouraged my co-workers to continue learning more about our industry by participating in the LOMA courses."
	Abhay Sarode, FFSI Tata Consultancy Services, Ltd.
"I work for Tata Consultancy Services Ltd, a global IT Services and Consultancy provider, and hence, business domain expertise of the individual employee really helps the company to provide innovative and holistic solution to its customers. Over the last two years, I have been working on different IT projects for a Financial Services Company in Texas. The FFSI Program from LOMA was a perfect match for me to acquire in-depth knowledge of the financial services industry. I found some of the FFSI courses like Investment Management Principles, Annuities Administration and Business Laws for Financial Services Industry very useful and pertinent to my job. The FFSI Program really helps the professional who is looking for business domain expertise in the financial services industry."
	Bernard F. Cinkoske, FFSI, FLMI, ACS, AIAA, AIAF, AIRC, CPA, CMA (inactive), CIA (inactive), CISA (inactive), CLU, ChFC, Series 28 Manager, Life Accounting & Taxes Indiana Farm Bureau Insurance
"I found the content of the FFSI Program to be very relevant to every day living, both personally and professionally. I think everyone could benefit from LOMA 305 – Personal Financial Planning. Although I have an MBA in Finance, I found the program to very informative."
	Ting Chen, FFSI, FLMI, AAPA, AIAA, AIRC, ARA, PCS, ACS PCA Life
"After I finished the FLMI and other programs, the FFSI become the most practical one that I would like to recommend. Not only because the reformed national pension program was just passed at that time, but also because a critical Pension promotion is launched this year in my company for the first time. As an area manager of a leading brand ILP company in Taiwan, I need to be confident and knowledgeable to help hundreds of agency leaders and agents of mine in the related agenda. Due to complete, organized and detailed information the program offered, especially LOMA 380, this need has been fulfilled beyond my expectations. I second it!"
	Errol A L Maynard, FFSI, FLMI, ACS, AIAA, ARA, PCS Management, Risk and Financial Consultant St Kitts and Nevis (non-resident) Ambassador to The Far East
"I feel that the FFSI Program is a most useful addition to the FLMI Program. It adds to, updates and strenghtens the knowledge base acquired while pursuing the first program. I found that the FFSI has served to broaden my set of management skills and techniques and helps me to provide management services to an even wider clientele. The FFSI specific courses, such as those in Marketing, Investing, Law and Financial Services Environment, certainly increases one's knowledge of those subjects covered in The FLMI Program and, at the same time, has helped make me more competent and confident in those areas. Flexibility is perhaps one of the FFSI's most useful qualities. The core subjects ensure a solid grounding in Financial Services in general, and the electives in such areas as Accounting, Annuities, Product Development and Risk Management provide for a degree of generalization coupled with a strong element of specialization. All told, it is a most wonderful combination. As someone in the consulting field I have found that these attributes of the program have enabled me to provide more effective services to a widening clientele base. The expressions of satisfaction are the only indicators that I require. I believe that the FFSI Program will benefit FLMIs and other professionals in Financial Services for many years to come."
	Christopher J. Moore, FFSI, FLMI, AAPA, ACS, AIAA Employee Development and Training Specialist Hartford Life
"After completing the FFSI Program, I was immediately able to use the materials to educate my customers. It allowed me to better understand my company and how it operates top to bottom. With this knowledge, I can now more fully understand messages that cascade down from senior management and help explain them to my peers. LOMA carries a lot of clout within the insurance industry. With LOMA now sponsoring the FFSI designation, I saw this as a great opportunity to expand my understanding of the financial services industry through this highly-regarded association. With this new knowledge I am able to provide more knowledgeable and sophisticated training to my customers. The FFSI Program covered a wide range of topics that touched on all areas of the industry. In college, I studied history and did not have any financial services background. This program provided an education that allows me to intelligently participate in discussions with various departments to resolve issues. Anyone looking to further their careers should take advantage of this program! The topics covered lay a strong foundation of the financial services industry and will help as you look to move within your company. It has bridged a knowledge gap for me and will be useful as I look to obtain a graduate degree. Friends that are actively pursuing their M.B.A. have said they are paying thousands of dollars in tuition to receive this same education. What a great opportunity!"
	Agha Shahid A. Khan, FFSI, FLMI Senior Executive Officer Group Marketing Department New Jubilee Life Insurance
"The FFSI designation has provided me the required academic confidence, strength and professional recognition in the financial services industry. My interest in Finance, Investments, Employee Benefits, and Pensions & Annuities compelled me to earn the FFSI designation. I find myself professionally fulfilled upon my accomplishment. Those who are interested in finance & insurance and who are interested in exploring the related knowledge, personal development, and above all, professional recognition should pursue Loma’s FFSI studies. I express my thanks and gratitude to LOMA for providing excellent educational services as well as to my organization for patronizing professional studies amongst their employees. Without their financial support, such accomplishments would not have been possible to achieve.’’’
	Natalie Bumgardner, FFSI, FLMI, AAPA Applications Developer Symetra Financial
I thought the FFSI Program was excellent. The course content not only helped me at work but with my personal financial planning as well, which was a definite added bonus. I liked the fact that I could count some of the courses I had taken for my FLMI towards this new program. Another thing that I really liked was being able to choose the professional achievement credits courses. I also got my AAPA designation as a result. These courses had so much relevant information to help me understand my work better.
	Christopher J. Kothe, MBA, FFSI, FLMI, HIA, CRS Senior Sales Associate Washington National Insurance Company
"The FFSI Program is essential to the financial services professional. Companies are constantly merging and the clear lines between the various sub-sectors of the financial services industry are becoming less clear. The breadth of information presented makes any associate who completes the designation a source of knowledge and respect."

Go to top of page Go to FFSI Overview The very first FFSIs