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Financial Management for Insurance and Assurance Providers

Insurers and assurance providers hold premiums today against uncertain future claims, giving their finances a structure unlike any other sector. This course explains premium recognition, technical reserves, solvency and the reporting that keeps an insurer sound across African markets. Finance teams learn to read and manage the numbers that drive insurance profitability.

What you will be able to do

  • Explain the financial model behind an insurance business.
  • Account for premiums, reserves and claims correctly.
  • Interpret technical provisions and their movement.
  • Assess solvency and capital requirements for insurers.
  • Analyse underwriting and investment results separately.
  • Prepare key financial reports for insurance stakeholders.

Course outline

  1. 01The Insurance Financial Model
  2. 02Premium Recognition and Earning
  3. 03Technical Reserves and Claims Provisioning
  4. 04Underwriting Versus Investment Results
  5. 05Solvency and Capital Requirements
  6. 06Financial Reporting for Insurers
  7. 07Analysing Insurance Profitability

Who should attend

Finance staff, management accountants, reporting accountants and analysts in short term and long term insurance businesses.

Dates, venues and fees

DatesVenueDaysFeeCalendar
17 to 19 Aug 2026Cairo3US$1,500
24 to 26 Aug 2026Accra3US$1,500
31 Aug to 2 Sep 2026Lusaka3US$1,500
7 to 9 Sep 2026Kigali3US$1,500
14 to 16 Sep 2026Nairobi3US$1,500
21 to 23 Sep 2026Durban3R13,000
28 to 30 Sep 2026Johannesburg3R13,000
12 to 14 Oct 2026Mauritius3US$1,500
19 to 21 Oct 2026Dubai3US$1,500
26 to 28 Oct 2026Lagos3US$1,500
2 to 4 Nov 2026Harare3US$1,500
9 to 11 Nov 2026Kampala3US$1,500
16 to 18 Nov 2026Dar es Salaam3US$1,500
23 to 25 Nov 2026Pretoria3R13,000
30 Nov to 2 Dec 2026Cape Town3R13,000
14 to 16 Dec 2026Online3US$900
21 to 23 Dec 2026Mozambique3US$1,500

Fees are per delegate. South African venues are priced in rand; other locations and online in US dollars. Fees exclude 15% VAT where applicable. Group bookings of three or more delegates from the same organisation qualify for a reduced rate; contact us for a quotation.

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