Finance for the Non-Financial Professional - Webinar (EST)

via Zoom

ON, M5C 1C4 [Map]
Date and Time: February 01, 2022 1 p.m. - 4:15 p.m. EST

Being able to read and interpret a company’s financial statements is an essential skill for any insurance professional, particularly those working in the commercial insurance space. Whether you’re looking to dip your toes into financial statements for the first time, or you’re just looking to brush up your understanding of current practices, this session is for you.

Facilitator Melanie Needham, FCIP, CRM will cover the basics of reading and understanding financial statements, including, but not limited to, the main four financials:

- Income Statement
- Balance Sheet
- Cash Flow Statement
- Statement of Changes in Shareholder Equity

These items will be covered and explained in the context of insurance and how they’re used in underwriting the risk.

You’ll also have the opportunity to review worksheets and activity logs.

Seminar Leader:
Melanie Needham, FCIP, CRM
President, MRD Consulting

CE Credits:
3 RIBO Management hours

- Prices below are for IIO Members. Fees noted below do not include hst.
- Non-members and renewing members the IIO Membership fee will be added to your cart.
- Sorry, no refunds. Credit notes issued only with 48 hour written notice
- In accordance with Provincial regulator's guidelines, in order to be eligible for CE hours, you must be logged in with for the entire duration of the session. Partial hours cannot be issued.

24 hours prior to the webinar, all registrants will receive an e-mail providing the direct link to the Webinar. This link is unique to you and is tied to your name. It cannot be shared or transferred to others. This personalized link must be used when you log in to the webinar so that your attendance can be tracked. We cannot credit CE hours if you are using a link that is not assigned to you, or if you do not attend for the full duration of the webinar.  

Please be advised that your image and voice may be captured and recorded during this virtual session for review purposes. Your participation in this virtual session is considered consent to be recorded as required by law.
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For group rates of 3 or more, or if you need assistance with registration, email us: