論 LOMA (中譯: 金融保險學院?)

Life Office Management Association, 簡稱loma, 是人壽保險公司大多承認的一種認證.

雖然本身每科的問題都不太難, 但是由於有一定數量的科目, 加上部份資料 以及 課本等不齊全, 增加左考取合格的難度.

考試的形式主要為利用電腦登入考試, 不過試題只有英文(中文必須為筆試), 雖然有一定數量題目, 但由於近年來loma 為了推廣給更多人考,  所以部分科目增加了網上的遙距教學課程. 當中以pdf 的module summary 最為有用, 可以當作課本來溫習.

請參考以下網址以取得相關資料:

所有科目s:

LOMA 286 Principles of Financial Services and Products

LOMA 280 Principles of Insurance: Life, Health, and Annuities
LOMA 281 Meeting Customer Needs with Insurance and Annuities
LOMA 290 Insurance Company Operations
LOMA 291 Improving the Bottom Line: Insurance Company Operations
LOMA 301 Insurance Administration
LOMA 305 Personal Financial Planning
LOMA 311 Business Law for Financial Services Professionals
LOMA 316 Business Law for Financial Services Professionals—Canada
LOMA 326 Financial Services Marketing
LOMA 320 Insurance Marketing
LOMA 330 Management Principles and Practices
LOMA 351 Financial Services Environment
LOMA 356 Investment Principles and Institutional Investing
LOMA 361 Accounting and Financial Reporting in Life Insurance Companies
LOMA 371 Managing for Solvency and Profitability in Life Insurance Companies
LOMA 380 Financial Services and Products for Organizations

FLMI Current Requirements:


LOMA 280 or LOMA 281 or LOMA 280 India or PFSL 280 or PFLP 280 Compl
LOMA 290 or LOMA 291 or LOMA 290 India or PFSL 290 or PFLP 290
LOMA 301 or LOMA 300 or LOMA 301 India or PFSL 301 or PFLP 301
LOMA 307 or LOMA 351 or LOMA 350 or LOMA 351 India or PFSL 307 
LOMA 320 or LOMA 320 India or PFSL 320 or PFLP 320 
LOMA 311 or LOMA 310 or LOMA 315 or LOMA 316 or LOMA 311 India
LOMA 330 or LOMA 335 or LOMA 336 India Com
LOMA 361 or LOMA 360 or LOMA 361 India
LOMA 371 or LOMA 370 or LOMA 371 India or PFLP 371
Any 1 of : LOMA 356 or LOMA 356 India or PFSL 356 or PFLP 356 or LOMA 340 or PFSL 340

以下是小弟多年來在網上找到的資料:

超舊pass papers: (無需pw)
http://c5146d86.qqc.co

其實現在只要你報左名考試, 就會有網上的資料提供比你去考, 所以其實根本唔洗上網揾notes / passpaper, 而以前的passpaper 由於考試方式不同 (由3小時減為2小時, 而且少左很多題目)
咁點去拎loma 提供的notes 呢, 就可以參考小弟整的這個notes:
http://94730805.qqc.co (無需pw)


如果點都想揾定d 野黎睇, 咁可以download 下面的資料參考下:
LOMA  280: http://f555e90f.yyv.co (要pw)
LOMA  290: http://849fec06.yyv.co (要pw)
LOMA  301: http://63128f2a.yyv.co (要pw)
LOMA 307: http://5a625d8d.dyo.gs (要pw)
LOMA 311: http://715ab7d9.linkbucks.com (要pw)
LOMA 320: http://ad97f051.cash4links.co(要pw)
LOMA 330: http://a0202ee3.qqc.co(要pw)
LOMA 356: http://4133c288.megaline.co (要pw)
LOMA 361: http://f24caeb7.filesonthe.net (要pw)
LOMA 371: http://842abf13.whackyvidz.com(要pw)

由於之前的link 放太久已失效, 如需要相關file 的朋友請再次留下電郵以便告知pw.
(更新日期: 2013年2月22日)