FALU Fellowship Electives

(choice of any three from these lists)

LOMA Courses

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• LOMA 301 -- Insurance Administration or LOMA 302 – The Policy Lifecycle:  Insurance Administration

• LOMA 357 – Institutional Investing: Principles and Practices

• LOMA 361 – Accounting and Financial Reporting in Life Insurance Companies

• LOMA 371 – Risk Management and Product Design for Life Insurance Companies

American College Courses

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• HS 300 – Financial Planning: Process and Environment

• HS 311 – Fundamentals of Insurance Planning

• HS 313 – Individual Health Insurance

• HS 318 – Insurance and Financial Planning*

• HS 321 – Income Taxation

• HS 323 – Individual Life Insurance

• HS 324 – Life Insurance Law

• HS 325 – Group Benefits

• HS 326 – Planning for Retirement Needs

• HS 328 – Investments

• HS 330 – Fundamentals of Estate Planning

• HS 331 – Planning for Business Owners and Professionals

• HS 334 – Estate Planning Applications

• HS 340 – Advanced Topics in Group Benefits*

HS 344 – Advanced Topics in Managed Care*

 

Advocis Financial Planning Fundamentals Program for CLU® Certification

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  • Financial Planning Profession & Financial Services Industry Regulation – 911
  • Financial Analysis – 912
  • Credit and Debt – 913
  • Registered Retirement Plans – 914
  • Government Benefit Plans – 915
  • Registered Education and Disability Plans – 916
  • Economics – 917
  • Investments – 918
  • Taxation – 919
  • Law – 920
  • Insurance – 921
  • Human Behaviour – 922

CLU Designation Courses

  • Advanced Concepts in Tax & Law for Personal Planning – 255
  • Tax & Legal Principles for Business and their Owners – 256
  • Advanced Estate Planning – 257

* Course is no longer offered, but is still accepted for credit