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 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