FALU Fellowship Electives

(choice of any three from these lists)

 

LOMA Courses

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• LOMA 301 -- 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 Courses (in Canada)

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• CFP 231 – Financial Planning Fundamentals

• CFP 232 – Contemporary Practices in Financial Planning

• CFP 233 – Comprehensive Practices in Risk and Retirement Planning

• CFP 234 – Wealth Management and Estate Planning

• CFP 235 – Advanced Taxation

• CFP 236 – Law

• CFP 237 – Advanced Estate Planning

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