LOMA 357 Institutional Investing: Principles and Practices Course

LOMA 357 provides an understanding of the investment regulatory environment and investing for life insurance companies and similar institutions. This course takes investments out of the black box! You’ll learn about investment returns and risks, investment performance, and fund options for retirement products and other products with fund options.

Upon completion of the course, trainees will be expected to:
• Understand the Overview of Investments
• Explain the Regulation and Standardization
• Understand the Governance and Control
• Understand the Risk and Return in Investments
• Explain the Fund Options of Separate Accounts
• Understand the Institutional Portfolio Management
• Managing the General Account
• Understand the Bonds and Bond-Related Investments
• Understand the Investments Based in Real Estate
• Understand the Stocks, Derivatives, and Alternative Investments

• Overview of Investments
• Regulation and Standardization
• Governance and Control
• Risk and Return in Investments
• Fund Options of Separate Accounts
• Institutional Portfolio Management
• Managing the General Account
• Bonds and Bond-Related Investments
• Investments Based in Real Estate
• Stocks, Derivatives and Alternative Investments

The course is assessed via an online examination after
course completion where trainees need to complete a
set of questions. Trainees who score higher than 70 and
above out of 100 will be awarded a certicate of
completion from LOMA.

All employees who are working in the Insurance, Banking & other Financial Services.

30 Training Hours

Trainees should have:
• Basic understanding of Insurance principles and practices.
• Good command of the English language.