IFD: Issues in Finance and Accounting

As an interactive learning tool, Insurance Financial Dynamics teaches the Educational Objectives of each module by using hands-on, real-life scenarios.

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Level: Intermediate

Why you need this course:
Understanding the links between an insurer's business decisions and financial rating agencies and regulators plays an important role in understanding an insurer's overall financial health.

Upon successful completion of this course, you should be able to:

  • Given a case, determine the minimum insurer rating a risk manager should require when developing a request for proposal to place insurance coverage
  • Explain how rating agencies are incorporating ERM into their insurer ratings
  • Analyze the effect of entering a new line of business on Risk-Based Capital (RBC) requirements

Cost: $120 per course or purchase all three Insurance Financial Dynamics courses at once for $300 and save!

The Issues in Finance and Accounting course is broken down into the following learning modules:

The Scenario (How You'll Learn):

Your Goal (What You'll Learn):

In the role of an insurance broker, you help a new client to place coverage. Through the process you help the client learn about insurance ratings and their importance when considering coverage.

Given a case, learn how to determine the minimum insurer rating a risk manager should require when developing a request for proposal to place insurance coverage.

You must analyze how Enterprise Risk Management implementation at an insurer impacts the insurer’s financial ratings provided by rating agencies.

Explain how rating agencies are incorporating ERM into their insurer ratings.

Your manager asks you to determine how expanding into a new line of insurance would effect the company’s IRIS ratios and RBC requirements.

Analyze the effect of entering a new line of business on RBCrequirements.

Phone: (800) 644-2101 (U.S. and Canada)
(610) 644-2100 (Outside the U.S. and Canada)
Fax: (610) 640-9576
Mail: The Institutes
720 Providence Road
Suite 100
Malvern, PA 19355-3433
Customer Success is available Monday through Friday, 8 a.m. to 6 p.m. eastern time.
Available Insurance Financial Dynamics Courses

Click here to watch the IFD video.Interested in corporate licensing information, volume discounts, or learning management system (LMS) compatibility? Contact the Institutes’ Regional Sales Executive in your area.


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