Fundamentals of Financials

2 General ICM CE Credits / 2 GICS CE Credits

Webinar Overview: Fundamentals of Financials for the professional are addressed to all positions in the insurance industry. We will cover the basics of reading and understanding financial statements, including but not limited to the main four financials. The webinar will include a review of numerous worksheets, activity logs, and a PowerPoint presentation for all participants.

Presenter: Melanie Needham, FCIP, CRM With over 20 years experience in the insurance industry and has held various different positions which allows Melanie to have a deep industry understanding. Melanie works with successful, values-driven entrepreneurs, business owners, and organizational leaders, helping them become even more effective. Melanie was awarded the National Emerging Leader award through the Insurance Institute of Canada in 2011.

Participants will be able to:
• Purpose of annual financial statements
• What type of information can be obtained from the financial statements
• How the information can be used in underwriting

Event Details

Date January 27, 2022

Time 10/25/21 9:30 am – 10/25/21 11:45 am

Registration Fee $125.00 (GST Included)

Location Online Webinar Details on how to connect will be sent by IBAM once registration received & processed.

Melanie Needham, FCIP, CRM

Event Type Seminars & Webinars


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