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Portfolio > Mutual Funds

LOMA Adds Financial Services Designation Program

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NU Online News Service, July 1, 2003, 12:54 p.m. EDT – LOMA, Atlanta, has introduced the Fellow, Financial Services Institute professional designation.

The designation is meant for insurance company employees who work directly with customers and need a general understanding of annuities, retirement plans, employee benefits, mutual funds and banking products, LOMA says.

Core courses cover topics such as risk, marketing and the role of financial intermediaries.


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