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


ON, M5C 1C4 [Carte]
Date and Time: juillet 20, 2023 1 pm - 4:15 pm 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.


Melanie Needham, FCIP, CRM President, MRD Consulting

CE accreditation

3 Hours Technical

Please Note:

Prices below are for IIO Members. Fees noted belowdo not include HST.
For 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 noticeIn 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.
Connection details will be sent by email 24 hours in advance of the session. Please ensure that your contact information is updated in your member profile.

For group rates of 3 or more, or if you need assistance with registration, email us:


Le prix de ce séminaire varie en fonction de votre adhésion. Les prix n'incluent pas les taxes

Description des frais Montant
CIP Graduates $165.00
IIO Members $190.00