Financial awareness – a plain English overview for all insurance staff
How to understand clients’ accounts and how an accountant’s figures differ from what insurers need
Online Booking
To reserve your place, please use our online booking system by clicking on the Book Now button below.
The session will be run using Zoom technology and a link to the meeting will be sent to those who register at the time of booking.
Interested, but can't attend?
Don't worry if you can't make the date/time of this webinar, it is being recorded. Please book a place as normal and we will send you a link after the event to access the recording.
Learning Objectives
By the end of this event delegates will understand:
- the different component parts of a balance sheet and what brokers 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 figures for buildings, contents, stock, and gross profit are not the same as we need for insurance
About our Speaker
Alan has been an operations and project manager in three large global companies:
Nat West Insurance Services, Royal Bank of Scotland insurance group and Allianz.
In the last ten years running his own training company he has taken more than
1,000 people to ACII including six who achieved the top ACII pass rate in the whole
of the UK. He has trained national prize winners in almost all CII subjects, has been
a CII examiner and has a pass rate of 96% in CII training.
His website is www.alanchandler.co.uk
Venue
- Online
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.