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LOMA (Life Office Management Association) was established in 1924. For over 80 years, it has been the trusted source for industry knowledge. Its objective is to collect and share data, discern trends, and provide reliable research, to build knowledge and develop best practices. LOMA is committed to a business partnership with over 1200 worldwide members in the insurance and financial services industry to improve their management and operations through quality employee training and development, research, information sharing, and related products and services.
International Certified Financial Planner ICFP
International Certified Financial Planner (ICFP) is evaluated as the highest rank among financial related qualifications. The training scheme is designed for senior financial members who are engaging in the field of finance, investment, insurance, tax planning, retirement planning, employee benefits, education planning for children, financial planning between corporations, bank, fund and financial products etc. It involves 9 core modules and 1 elective module. Applicants are required to acquire the qualification of CICFP, and they have to pass 10 examinations (3 of them are evaluated by LOMA) in order to be qualified as ICFP.
Study Text
- Principles of Financial Services and Products
- Marketing of Financial Products
- Financial Planning Soncepts and Tools
- Financial Services related Laws and Regualtions
- Asset allocation and integrated financial solutions
- Develop financial solutions and financial management practice
Training Modes
- Class teaching by experts+ self-learning + discussion + pre-exam guidance + web-based training with simulated tests
- Class teaching (90-120 hours) +self-learning
- Credit-based teaching management, recurring lectures;
- Teaching materials and syllabi are complied and supplied by the CICFP Examination Management Office. CICFP Lecturers and authorized trainers are financial planning experts and lectures are delivered in Chinese）
Examination Details
- A unified national examination being run 2 times on annual basis;
- Membership conferred after examination: International Certified Financial Planner
- Examination Method: 3 subjects in total. Each subject has 1 paper and all are MC questions. ALL subjects must be passed. If one of them does not pass, you need to re-take that subject and passed subject is still valid without time limit.
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