Titles and credit recommendations for all learning experiences recommended for college credit within the FLMI Courses with Inactive Credit Recommendations section can be found below. To locate information on additional learning experiences, which have also been recommended for college credit, use the Organization Directory Page link above for a complete list of titles for all learning experiences or use the following links to go directly to other sections. 

Associate Program and Other LOMA Courses
FFSI (Fellow, Financial Services Institute) Education Program
FLMI Insurance Education Program  

Titles of all FLMI courses with inactive credit recommendations

NOTE: This section contains partial information about courses, which were formerly recommended for credit under the FLMI (Fellow, Life Management Institute) Insurance Education Program, but which no longer carry credit recommendations. Complete information on inactive courses can be found in earlier editions of the print Directory or can be obtained from National PONSI.

Accounting in Life and Health Insurance Companies (FLMI 360)
Accounting in Life and Health Insurance Companies (Course 7)
Administrative Management (FLMI AM or FLMI 300)
Administrative Management (Part 9-AM)
Administrative Management (Part 8b‑AM)
Economics and Investments (FLMI 350)
Economics and Investments (Course 8)
Economics and Investments (Part 5)
Electronic Data Processing (FLMI 340)
Electronic Data Processing (Part 8b‑DP)
Financial Management (FLMI FM or FLMI 300)
Financial Management (Course 10‑FM)
Financial Services (FLMI FS or FLMI 300)
Financial Services (Course 10-FS)
Group Insurance (FLMI GI or FLMI 300)
Group Insurance (Course 10-GI)
Group Insurance (Part 9‑GI)
Group Insurance (Part 8b‑GI)
Human Resources Administration (FLMI HR or FLMI 300)
Human Resources Administration (Course 10‑HR)
Information Management in Insurance Companies [Course 6]
Information Management in Insurance Companies [FLMI 340]
Information Management in Insurance Companies (LOMA 340)
Information Systems (FLMI IS or FLMI 300)
Information Systems (Course 10-IS)
Information Systems (Part 9-IS)
Information Systems (Part 8b-IS)
Legal Aspects of Life and Health Insurance - Canada (LOMA 315)
Legal Aspects of Life and Health Insurance - Canada [FLMI 315]
Legal Aspects of Life and Health Insurance - U.S. [FLMI 310]
Legal Aspects of Life and Health Insurance - U.S. (LOMA 310)
Legal Aspects of Life Insurance [Course 3]  (first entry)
Legal Aspects of Life Insurance [Course 3] (second entry)
Legal Aspects of Life Insurance [Part 3]  (first entry)
Legal Aspects of Life Insurance [Part 3] (second entry)
Life and Health Insurance Claims (FLMI CL or FLMI 300)
Life and Health Insurance Claims (Course 10-CL)
Life and Health Insurance Claims (Part 9‑CL)
Life and Health Insurance Claims (Part 8b‑CL)
Life Insurance Accounting (FLMI IA or FLMI 300)
Life Insurance Accounting (Part 4)
Life Insurance Accounting (Part 9‑IA)
Life Insurance Accounting (Part 8b‑IA)
Life Insurance Investments (FLMI LI or FLMI 300)
Life Insurance Investments (Course 10‑LI)
Life Insurance Investments (Part 9‑LI)
Life Insurance Investments (Part 8b‑LI)
LOMA Management Program (Management Process)
Management Principles (FLMI 330)
Management Principles (Part 8); also known as (Part 8a)
Management Science (FLMI MS or FLMI 300)
Management Science (Course 10-MS)
Management Science (Part 9‑MS)
Management Science (Part 8b‑MS)
Managerial Accounting (FLMI MA or FLMI 300)
Managerial Accounting (Course 10-MA)
Managerial Accounting (Part 9-MA)
Managerial Accounting (Part 8b-MA)
Mathematics of Life and Health Insurance (FLMI 370)
Mathematics of Life and Health Insurance (Course 9)
Mathematics of Life Insurance (Part 6)
Office Administration (Part 7)
Pension Planning (FLMI PP or FLMI 300)
Pension Planning (Course 10-PP)
Pension Planning (Part 9‑PP)
Pension Planning (Part 8b‑PP)
Personnel Administration (Course 10‑PA), (Part 9‑PA), and (Part 8b‑PA)
Selection of Risks (FLMI SR or FLMI 300)
Selection of Risks (Course 10-SR)  (first entry)
Selection of Risks (Course 10-SR)  (second entry)
Selection of Risks (Part 9-SR)
Selection of Risks (Part 8b-SR)
Strategic Management
Systems and Data Processing (FLMI 340)
Systems and Data Processing (Part 7)
Underwriting Life and Health Insurance (UND 385 or FLMI 300)
Underwriting Life and Health Insurance (UND Course 385)

Descriptions and credit recommendations

Accounting in Life and Health Insurance Companies (FLMI 360)
(Formerly Accounting in Life and Health Insurance Companies [Course 7]; also known as Life Insurance Accounting [Part 4])
Length: Independent study.
Dates: Version 1: January 1965 - May 1983. Version 2: June 1983 - April 1992. Version 3: May 1992 - March 1997.*
Credit recommendation: Version 1: In the upper division baccalaureate degree category, 3 semester hours in Accounting or Life Insurance (1/75). Version 2 or 3: In the lower division baccalaureate/associate degree category, 3 semester hours in Accounting (1/75) (5/85 revalidation) (10/92 revalidation). *NOTE: A later version of this course has also been recommended for credit. Please refer to Accounting and Financial Reporting in Life and Health Insurance Companies (FLMI 361) the FLMI Program for further information.

Administrative Management (FLMI AM or FLMI 300)
(Formerly Administrative Management [Part 9-AM]; also known as Administrative Management [Part 8b‑AM])
Length: Independent study.
Dates: Version 1: January 1965 - November 1977. Version 2: December 1977 - June 1985.
Credit recommendation: Version 1: In the upper division baccalaureate degree category or in the graduate degree category (introductory), 3 semester hours in Information Systems or Management Control (11/74). Version 2: In the lower division baccalaureate/associate degree category or in the upper division baccalaureate degree category, 3 semester hours in Management Control or Management Systems (3/84 revalidation). NOTE: If a student has already received credit for Management Principles (Part 8), 2 semester hours of credit are recommended.

Economics and Investments (FLMI 350)
(Formerly Economics and Investments [Course 8]; also known as Economics and Investments [Part 5])
Length: Independent study.
Dates: Version 1: January 1965 - June 1984. Version 2: July 1984 - April 1992. Version 3: May 1992 - June 1993. Version 4: July 1993 - August 1998.*
Credit recommendation: Version 1: In the lower division baccalaureate/associate degree category, 4 semester hours in Economics or Finance (1/75). Version 2 or 3: In the lower division baccalaureate/associate degree category, 2 semester hours in Economics and in the upper division baccalaureate degree category, 2 semester hours in Finance (4/86 revalidation). Version 4: In the lower division baccalaureate/associate degree category, 2 semester hours in Economics (10/92 revalidation). *NOTE: A later version of this course has also been recommended for college credit. Please refer to Financial Services Environment (FLMI 351) under the FLMI Program for further information.

Electronic Data Processing (FLMI 340)
(Formerly Electronic Data Processing [Part 8b‑DP])
Length: Independent study.
Dates: January 1965 - May 1977.
Credit recommendation: In the lower division baccalaureate/associate degree category or in the upper division baccalaureate degree category, 3 semester hours in Data Processing (11/74).

Financial Management (FLMI FM or FLMI 300)
(Formerly Financial Management [Course 10‑FM]; also known as Life Insurance Investments [Course 10‑LI])
Length: Independent study.
Dates: July 1985 - December 1997.
Credit recommendation: In the upper division baccalaureate degree category, 3 semester hours in Financial Management (4/86) (10/92 revalidation). NOTE: This course represents a revision of Life Insurance Investments (Part 9‑LI or Part 8b‑LI). It is sufficiently different to warrant a separate course exhibit and credit recommendation.

Financial Services (FLMI FS or FLMI 300)
(Formerly Financial Services [Course 10-FS])
Length: Independent study.
Dates: Version 1: September 1987 - April 1992. Version 2: May 1992 - November 1992.
Credit recommendation: Version 1 or 2: In the upper division baccalaureate degree category, 3 semester hours in Finance or Economics (2/88) (10/92 revalidation).

Group Insurance (FLMI GI or FLMI 300)
(Formerly Group Insurance (Course 10-GI); also known as Group Insurance [Part 9‑GI]; also known as Group Insurance [Part 8b‑GI])
Length: Independent study.
Dates: Version 1: January 1965 - May 1978. Version 2: June 1978 - May 1988. Version 3: June 1988 - December 1996.
Credit recommendation: Version 1: In the lower division baccalaureate/associate degree category or in the upper division baccalaureate category, 3 semester hours in Industrial Relations or Life and Health Insurance (1/75). Version 2: In the upper division baccalaureate degree category, 3 semester hours in Employee Benefits, Health Administration, Industrial Relations, Insurance, or Management (Personnel) (5/85 revalidation). Version 3: In the upper division baccalaureate degree category, 3 semester hours in Health Administration, Industrial Relations, Insurance, or Management (Personnel) (5/90 revalidation).

Human Resources Administration (FLMI HR or FLMI 300)
(Formerly Human Resources Administration [Course 10‑HR]; also known as Personnel Administration [Course 10‑PA], [Part 9‑PA], and [Part 8b‑PA])
Length: Independent study.
Dates: Version 1: January 1965 - November 1978. Version 2: December 1978 - May 1986. Version 3: June 1986 - December 1987. Version 4: January 1988 - December 1997.
Credit recommendation: Version 1, 2 or 3: In the lower division baccalaureate/associate degree category or in the upper division baccalaureate category, 3 semester hours in Personnel Administration (11/74) (3/84 revalidation). Version 4: In the upper division baccalaureate degree category, 3 semester hours in Human Resource Management (5/90 revalidation).

Information Management in Insurance Companies (LOMA 340)
(Formerly Information Management in Insurance Companies [FLMI 340]; Information Management in Insurance Companies [Course 6])
Location: Independent study and proficiency examination program administered from the central offices of LOMA.
Length: Independent study.
Dates: Version 2: November 1993 - April 2000.* Version 3: May 2000 –  December 2004.
Objectives: Version 2: Explain the importance of information systems for managerial end-users; identify components and functions of an information system; explain fundamental concepts of management science and the application of management science tools and techniques to the decision-making process; explain the principles and uses of basic statistics and the role of statistics in decision-making. Version 3: Explain the importance and functions of information systems in insurance companies; describe the processes involved in creating and maintaining databases and inferential statistics that can be applied to analyzing work processes; explain basic descriptive and inferential statistics and basic management models to use in decision making.
Instruction: Version 2: Use of information systems for operations, management, and strategic advantage; managerial overview of hardware, software, telecommunications, and database management; end user computing and office automation; artificial intelligence in business; management of information technology, including planning, implementation and control, international issues, and ethical dimensions; introductory statistical concepts, including frequency distributions, variance, correlation, regression, normal probability distribution, sampling, and chi-square tests; overview of management science, including decision theory models, forecasting methods, inventory models, network models, and linear programming. Version 3: Information systems in organizations; computer hardware and software; telecommunications and networks; Internet technology; transaction processing; electronic commerce; enterprise resource planning; management information systems; decision support systems; artificial intelligence and expert systems; systems investigation, analysis, design, implementation, maintenance, and review; security, privacy, and ethical issues in information systems and the Internet; using descriptive and inferential statistics to manage information; using decision theory and linear programming to manage information; applying management science models to business operations.
Credit recommendation: Version 2 or 3: In the upper division baccalaureate degree category, 3 semester hours in Management Information Systems (4/86) (9/94 revalidation) (1/01 revalidation). NOTE: This course represents a revision of Systems and Data Processing (Part 7). It is sufficiently different to warrant a separate course exhibit and credit recommendation. *NOTE: An earlier version of this course, dating from July 1985 to December 1992, has been recommended for credit. Please refer to information in Insurance Companies [Course 6] under FLMI Courses with Inactive Credit Recommendations for further information.

Information Systems (FLMI IS or FLMI 300)
(Formerly Information Systems [Course 10-IS]; also known as Information Systems [Part 9-IS], and Information Systems [Part 8b-IS])
Length: Independent study.
Dates: Version 1: January 1978 - August 1987. Version 2: September 1987 - May 1996.*
Credit recommendation: Version 1 or 2: In the upper division baccalaureate degree category, 3 semester hours in Business or Information Systems (6/78) (2/88 revalidation) (10/92 revalidation).

Legal Aspects of Life and Health Insurance - Canada (LOMA 315)
(Formerly Legal Aspects of Life and Health Insurance-Canada [FLMI 315]; Legal Aspects of Life Insurance [Course 3]; also known as Legal Aspects of Life Insurance [Part 3])
Location: Independent study and proficiency examination program administered from the central offices of LOMA.
Length: Independent study.
Dates: Version 3: June 1989 - May 1997.*  Version 4: June 1997 - December 2005.
Objectives: Version 3: Describe and apply the legal principles pertinent to life and health insurance company products and life and health insurance company operations. Version 4: Explain the functions of insurance regulations, administrative rules, and statutory requirements; define contract law and the concept of agency; describe the legal basis for essential insurance functions, including beneficiary designations and changes, settlement agreements, wills, trusts, assignments, policy contests, and reinstatement; identify common errors in policy handling and customer relationships.
Instruction: Version 3: Insurance and the law; contracts; agency; legal and equitable remedies; formation and structure of the life insurance contract; beneficiaries; property rights in the policy; agreements, trusts, and wills; contesting the contract; premiums and dividends; borrowing on the policy; assignments and other transfers; lapse and reinstatement; group insurance; life and health insurance advertising; privacy and insurance; employment discrimination. Version 4: The legal environment and regulation of the insurance industry; contract law and agency law; tort law and property law; remedies; formation of a life insurance contract; policy provisions, benefits, and statutory requirements; policy beneficiaries; premiums, non-forfeiture benefits, and policy loans; rights of the insured and of third parties; life insurance contract contests; performance of a life insurance contract; group insurance and health insurance; government-sponsored benefit programs; consumer protection laws; employment laws.
Credit recommendation: Version 3 or 4: In the upper division baccalaureate degree category, 3 semester hours in Insurance or Legal Studies (1/75) (5/85 revalidation) (5/90 revalidation) (12/97 revalidation) (6/02 revalidation). *NOTE: Earlier versions of this course, dating from January 1965 to May 1989, have been recommended for credit. Please consult the 1990 print Directory for further information or contact National PONSI. NOTE: This course overlaps in content with both Legal Aspects of Life and Health Insurance - U.S. (LOMA 310) and Business Law for Financial Services Professionals (LOMA 311).  Credit is recommended for the completion of only one course.

Legal Aspects of Life and Health Insurance - U.S. (LOMA 310)
(Formerly Legal Aspects of Life and Health Insurance - U.S. [FLMI 310]; Legal Aspects of Life Insurance [Course 3]; also known as Legal Aspects of Life Insurance [Part 3])
Location: Independent study and proficiency examination program administered from the central offices of LOMA.
Length: Independent study.
Dates: Version 3: June 1989 - May 1997.* Version 4: June 1997 - December 2004.
Objectives: Version 3: Describe and apply the legal principles pertinent to life and health insurance company products and life and health insurance company operations. Version 4: Explain the functions of insurance regulations, administrative rules, and statutory requirements; define contract law and the concept of agency; describe the legal basis for essential insurance functions, including beneficiary designations and changes, settlement agreements, wills, trusts, assignments, policy contests, and reinstatement; identify common errors in policy handling and customer relationships.
Instruction: Version 3: Insurance and the law; contracts; agency; legal and equitable remedies; formation and structure of the life insurance contract; beneficiaries; property rights in the policy; agreements, trusts, and wills; contesting the contract; premiums and dividends; borrowing on the policy; assignments and other transfers; lapse and reinstatement; group insurance; life and health insurance advertising; privacy and insurance; employment discrimination. Version 4: The legal environment; contracts and agency; life and health insurance agency; waiver and estoppel; formation and structure of a life insurance policy; policy provisions, benefits, and limitations; property rights in a life insurance policy; beneficiary designations and changes; settlement options, trusts, and wills; premiums and dividends; non-forfeiture provisions and policy  loans; assignments and other transfers; lapse and reinstatement; remedies, policy contests, and contract performance; group insurance and health insurance; annuity contracts; insurance advertising and privacy; insurers and agents as employers.
Credit recommendation: Version 3 or 4: In the upper division baccalaureate degree category, 3 semester hours in Insurance or Legal Studies (1/75) (5/85 revalidation) (5/90 revalidation) (12/97 revalidation) (6/02 revalidation). *NOTE: Earlier versions of this course, dating from January 1965 to May 1989, have been recommended for credit. Please consult the 1990 print Directory for further information or contact National PONSI. NOTE: This course overlaps in content with both Legal Aspects of Life and Health Insurance - Canada (LOMA 315) and Business Law for Financial Services Professionals (LOMA 311).  Credit is recommended for the completion of only one course.

Life and Health Insurance Claims (FLMI CL or FLMI 300)
(Formerly Life and Health Insurance Claims [Course 10-CL]; also known as Life and Health Insurance Claims [Part 9‑CL], and Life and Health Insurance Claims [Part 8b‑CL])
Length: Independent study.
Dates: Version 1: January 1965 - November 1980. Version 2: December 1980 - May 1986.
Version 3: June 1986 - May 1990. Version 4: June 1990 - May 1991.
Credit recommendation: Version 1: In the lower division baccalaureate/associate degree category or in the upper division baccalaureate degree category, 2 semester hours in Claims Administration or Secretarial Science (Medical) (1/75). Version 2 or 3: In the upper division baccalaureate degree category, 4 semester hours in Claims Administration or Secretarial Science (Medical) (3/84 revalidation). Version 4: In the upper division baccalaureate degree category, 2 semester hours in Claims Administration or Insurance and 3 semester hours in Life Sciences (introductory), Pathophysiology (introductory) or Medical Terminology (5/90 revalidation).

Life Insurance Accounting (FLMI IA or FLMI 300)
(Formerly Life Insurance Accounting [Part 9‑IA]; also known as Life Insurance Accounting [Part 8b‑IA])
Length: Independent study.
Dates: January 1965 - May 1977.
Credit recommendation: In the upper division baccalaureate degree category, 4 semester hours in Accounting or Life Insurance (1/75).

Life Insurance Investments (FLMI LI or FLMI 300)
(Formerly Life Insurance Investments [Part 9‑LI]; also known as Life Insurance Investments [Part 8b‑LI])
Length: Independent study.
Dates: January 1965 - June 1985.
Credit recommendation: In the upper division baccalaureate degree category, 3 semester hours in Banking, Finance, or Insurance (1/75). NOTE: While the content of this course and Financial Management (Course 10‑FM) or its former version, Life Insurance Investments (Course 10‑LI), may appear to be similar, they are sufficiently different to warrant separate course exhibits and credit recommendations.

LOMA Management Program (Management Process)
Length: 99 hours (3 weeks); residential.
Dates: May 1970 - May 1980.
Credit recommendation: In the graduate degree category, 3 semester hours in Management (11/75).

Management Principles (FLMI 330)
(Formerly Management Principles [Part 8]; also known as [Part 8a])
Length: Independent study.
Dates: January 1973 - June 1985.
Credit recommendation: In the lower division baccalaureate/associate degree category or in the upper division baccalaureate degree category, 3 semester hours in General Management (11/74). NOTE: While the content of this course and Management of Organizations and Human Resources (Course 5) may appear to be similar, they are sufficiently different to warrant separate course exhibits and credit recommendations.

Management Science (FLMI MS or FLMI 300)
(Formerly Management Science [Course 10-MS]; also known as Management Science [Part 9‑MS], and Management Science [Part 8b‑MS])
Length: Independent study.
Dates: Version 1: January 1973 - November 1981. Version 2: December 1981 - May 1989. Version 3: June 1989 - November 1995.
Credit recommendation: Version 1: In the upper division baccalaureate degree category or in the graduate degree category (introductory), 3 semester hours in Management Science (11/74). Version 2 or 3: In the upper division baccalaureate degree category or in the graduate degree category (introductory), 3 semester hours in Management Science or Quantitative Methods (3/84 revalidation) (5/90 revalidation).

Managerial Accounting (FLMI MA or FLMI 300)
(Formerly Managerial Accounting [Course 10-MA]; also known as Managerial Accounting [Part 9-MA], and Managerial Accounting [Part 8b-MA])
Length: Independent study.
Dates: Version 1: January 1978 - August 1987. Version 2: September 1987 - December 1997.
Credit recommendation: Version 1 or 2: In the lower division baccalaureate/associate degree category or in the upper division baccalaureate degree category, 3 semester hours in Accounting or Life Insurance (6/78) (2/88 revalidation) (10/92 revalidation).

Mathematics of Life and Health Insurance (FLMI 370)
(Formerly Mathematics of Life and Health Insurance [Course 9]; also known as Mathematics of Life Insurance [Part 6])
Length: Independent study.
Dates: Version 1: January 1965 - May 1982. Version 2: June 1982 - May 1990. Version 3: June 1990 - November 1996.
Credit recommendation: Version 1: In the upper division baccalaureate degree category, 3 semester hours in Finance, Life Insurance, or Mathematics (1/75). Version 2: In the upper division baccalaureate degree category, 3 semester hours in Actuarial Science, Insurance, or Mathematics (5/85 revalidation). Version 3: In the upper division baccalaureate degree category, 3 semester hours in Insurance or Mathematics (5/90 revalidation).

Office Administration (Part 7)
Length: Independent study.
Dates: January 1965 - May 1977.*
Credit recommendation: In the lower division baccalaureate/associate degree category, 3 semester hours in Office Administration (11/74). *NOTE: This course was discontinued in 1977 and was replaced by Systems and Data Processing (Part 7). There is no equivalency to any subsequently offered course.

Pension Planning (FLMI PP or FLMI 300)
(Formerly Pension Planning [Course 10-PP]; also known as Pension Planning [Part 9‑PP], and Pension Planning [Part 8b‑PP])
Length: Independent study.
Dates: Version 1: January 1965 - May 1982. Version 2: June 1982 - May 1988. Version 3: June 1988 - May 1990. Version 4: April 1992 - May 1993.
Credit recommendation: Version 1: In the upper division baccalaureate degree category, 3 semester hours in Employee Benefits, Industrial Relations, or Life Insurance (1/75). Version 2: In the upper division baccalaureate degree category, 3 semester hours in Employee Benefits, Industrial Relations, Insurance, or Management (Personnel) (5/85 revalidation). Version 3 or 4: In the upper division baccalaureate degree category, 3 semester hours in Industrial Relations, Insurance, or Management (Personnel) (11/92 revalidation).

Selection of Risks (FLMI SR or FLMI 300)
(Formerly Selection of Risks [Course 10-SR])
Refer to Underwriting Life and Health Insurance (UND 386)  in the section titled Associate Program Courses and other Loma Courses.

Strategic Management
Length: Independent study.
Dates: May 1986 - October 1997.
Credit recommendation: In the graduate degree category, 3 semester hours in Strategic Management (10/92).

Systems and Data Processing (FLMI 340)
(Formerly Systems and Data Processing [Part 7])
Length: Independent study.
Dates: September 1977 - June 1985.
Credit recommendation: In the lower division baccalaureate/associate degree category, 3 semester hours in Business or Data Processing (6/78). NOTE: While the content of this course and Information Management in Insurance Companies (Course 6) may appear to be similar, they are sufficiently different to warrant separate course exhibits and credit recommendations.

Underwriting Life and Health Insurance (UND 385 or FLMI 300)
(Formerly Underwriting Life and Health Insurance [UND Course 385]; also known as Selection of Risks (Course 10-SR); also known as Selection of Risks [Part 9‑SR], and Selection of Risks [Part 8b‑SR])
Length: Independent study.
Dates: Version 1: January 1965 - June 1985. Version 2: July 1985 - May 1988. Version 3: June 1988 - February 1999.*
Credit recommendation: Version 1: In the lower division baccalaureate/associate degree category or in the upper division baccalaureate category, 2 semester hours in Life and Health Insurance or Secretarial Science (Medical) (1/75). Version 2: In the upper division baccalaureate degree category, 2 semester hours in Insurance (4/86 revalidation). Version 3: In the upper division baccalaureate degree category, 3 semester hours in Insurance (5/90 revalidation) (12/95 revalidation). *NOTE: A later version of this course has been recommended for college credit. Please refer to Underwriting Life and Health Insurance (UND 386) under Associate Program Courses and Other LOMA Courses for further information.

Updated 12/13/06

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