LOMA and Kaplan Financial Align to Provide Comprehensive Online Learning Catalog in Financial Services

ATLANTA, GEORGIA-November 16, 2005-LOMA, through which more than 1,200 international insurance and financial services companies engage in research and educational activities to improve company operations, has formed an alliance with Kaplan Financial. Kaplan Financial is a leading source of education and compliance solutions for insurance and financial services institutions and individuals. LOMA and Kaplan Financial will now offer select courses from Kaplan’s online catalog through LOMALearn Online, LOMA’s growing e-Learning portal for individual and corporate learning management.

LOMALearn Online offers financial services content in a flexible learning format designed to meet individual learning goals and organizational performance needs. Companies use LOMALearn Online to deliver training to their employees, one at a time, or to larger groups. LOMALearn courses are a convenient way to earn state continuing education credits.

According to Thomas P. Donaldson, FLMI, CLU, President and CEO of LOMA, “Our alliance with Kaplan enables us to significantly enhance our offerings and when combined with LOMA’s growing library of our own award-winning courses, provides our customers with a greatly enhanced training solution. LOMALearn Online provides a sophisticated yet affordable e-learning solution to administer, track, and deliver industry-specific and other best-of-breed courses to meet companies’ and financial services professionals’ learning needs on a 24/7 basis.”

LOMALearn Online is now offering more than 70 Kaplan Financial courses, such as Retirement Planning, Law and Ethics, Financial Planning, Securities and Suitability, Life and Health Insurance and Property/Casualty Insurance.

“We are excited about joining forces with LOMA because it allows us to continue providing quality educational content to members of one of the premier organizations in the insurance and financial services industries,” said Andrea Mainelli, President and CEO of Kaplan Financial. “We look forward to working with LOMA to add additional training, based on the needs of LOMA member companies.”

Employees of LOMA-member companies can enroll in these and other LOMALearn courses at a substantial discount. In addition to its library of short courses, LOMALearn is also introducing online versions of LOMA designation courses. LOMA 290—Insurance Company Operations is available now. The online version of LOMA 280—Principles of Insurance: Life, Health, and Annuities will be available in late 2005.


Founded in 1924, LOMA is an international association through which more than 1,200 insurance and financial services companies from over 80 countries engage in research and educational activities to improve company operations. Visit LOMA at www.loma.org for more information.