Mentor/Student 

Action Plan

 
This certifies that ___________________________________________, a student pursuing the FLMI designation, has accepted  ___________________________________________, as a personal 
mentor for the duration of his/her studies. 

Date relationship established:   ______________, 200__. 

Target program completion date (month/year): _______________________________ 

Target course completion dates: 

______________ 280 (Principle of Insurance: Life, Health, and Annuities) 

______________ 290 (Insurance Company Operations) 

______________ 301 (Insurance Administration) 

______________ 310 (Legal Aspects of Life and Health Insurance)    

______________ 320 (Marketing Life and Health Insurance) 

______________ 330 (Management Principles and Practices) 

______________ 340 (Information Management in Insurance Companies) 

______________ 351 (Financial Services Environment) 

______________ 361 (Accounting and Financial Reporting in Life & Health Ins. Co.s) 

______________ 371 (Managing for Solvency and Profitability in Life & Health Ins. Co.s)

 

Complete this form, make a copy for the mentee and mentor keeps the original.