"The real value of Institute courses is in the terrific base they provide for insurance professionals to build on. The Institutes' courses teach you how to apply fundamentals to everyday situations, giving you the foundation you need to be able to learn on the job."

Richard A. Riley, CPCU, ARM, AIM
Vice Chairman and CEO, Retired
WNC First Insurance Services
Member, AICPCU/IIA Boards of Trustees

NEW! Insurance Finance Suite

Understanding financial decisions and their consequences is essential in today's constantly changing marketplace. After completing the collection of courses in Insurance Finance, you'll have a thorough understanding of financial concepts and terminology, as well as insurer performance metrics and their uses.

Available Insurance Finance courses are listed below. Click each course name for information and a list of topics covered. For your convenience, you can take one, a few, or all of the below courses. The choice is yours!

Financial Statements
Topics covered in this course include the purpose of financial statements, users of insurer financial statements, and more.

Insurance Accounting
Topics covered in this course include generally accepted accounting principles (GAAP), statutory accounting principles (SAP), and more.

Financial Ratios
Topics covered in this course include calculating corporate financial ratios, insurer financial ratios, and more.

Insurance Cycles
Topics covered in this course include causes of cycles, effects of underwriting cycles, and more.

Ratings, Regulations, and Reinsurance
Topics covered in this course include reinsurance functions, insurer rating tests, and more.

We Recommend These Courses for: Insurance professionals who work in areas other than finance (for example, claims, marketing, sales, or underwriting)

Bottom-Line Benefits

  • Build confidence in the ability to understand financial decisions and their consequences
  • Increase understanding of financial concepts and terminology
  • Gain knowledge of insurer performance metrics and their uses

Level: Intermediate

Cost: $20 per Professional Development Hour (PDH). Information on Professional Development Hours (PDH) provided can be found here.

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 Service hours are Monday through Friday, 8:00 a.m. to 6:00 p.m. Eastern Standard Time.

For retail ordering information, contact Customer Service or shop online. Or take a look at our full catalog.

E-mail: CustomerSuccess@TheInstitutes.org
Phone: (800) 644-2101

Customer Service hours are Monday through Friday, 8:00 a.m. to 6:00 p.m. eastern time.

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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