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NAIC Professional Designations

education & training


P&C Annual Statement Preparation
September 5-19

Learn the most up-to-date statutory accounting and reporting requirements for property & casualty insurance! After completing this two-week course, you will gain a fundamental understanding of statutory accounting principles, statutory filing requirements and risk-based capital. You will see how the investment schedules data flows through the other parts of the statement and learn the impact reinsurance has on the insurance business and the required reporting. A sample P/C annual statement will be used throughout to support your learning.

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Health Annual Statement Preparation
September 25-October 10

Join us for a comprehensive two-week online course that will provide interactive guided practice in completing the Health Annual Statement. Learn the Health Annual Statement completion process while experiencing a walk-through of the various schedules and exhibits.

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Statutory Accounting & Reporting Issues
September 26, 28

Get up-to-date information directly from the source by participating in the 2017 Statutory Accounting and Reporting Issues webinar series! Staff from the NAIC Financial Regulatory Services Division will explain 2016 changes that appear in the March 2017 Accounting Practices and Procedures Manual (September 26) and changes to annual statement reporting for annual 2017 and quarterly 2018 (September 28).

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Life Annual Statement Preparation
October 23-November 6

NAIC's Life Annual Statement Preparation course offers the most up-to-date statutory accounting and reporting requirements, along with a fundamental understanding of statutory accounting principles (SAP) and the differences between SAP and Generally Accepted Accounting Principles (GAAP).

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