CPD Webinar: Financial Awareness for Account Executives and Account Handlers

Wednesday, 19 July 2023
1:00 pm – 2:00 pm (UK time)
    • Alan Chandler, CEO, Alan Chandler Training

This one-hour webinar provided by Alan Chandler, will provides a plain English overview for account executives and handlers on how to understand clients’ accounts and how an accountants figures differ from what insurers need.


Understanding clients’ accounts has never been more important for brokers and underwriters alike, with tremendous scrutiny now being put on clients' accounts, so account executives and account handlers along with underwriters will need to understand the main terminology.

The way accountants record financial information is often different from what insurers need and understanding the difference can help you ensure your clients get their sums insured right. This presentation looks to provide a plain English understanding of what is in a balance sheet, Profit and Loss account and a cash flow statement and how these can be read easily by non-accountants.

Learning Objectives

By the end of the course, delegates will be able to understand:

  • the different component parts of a Balance Sheet and what a broker should look for.
  • the different parts of a Profit and Loss Statement and what a broker should look for.
  • what is a cash flow statement.
  • How an accountant's figure for building, contents, stock and gross profit are not the same as we need for insurance.

Important Information:

The Zoom link will be sent to your email address supplied at the time of the booking. Due the restriction of the attendee numbers, please DO NOT share this with anyone else.

CII Accredited

This demonstrates the quality of an event and that it meets CII member CPD scheme requirements.

1 hour's CPD can be claimed for this event if relevant to your learning and development needs.

It is recommended that you keep any evidence of the CPD activity you have completed and upload copies to the recording tool as the CII may ask to see this if your record is selected for review. Details of the scheme can be viewed online at www.cii.co.uk/cpd.