Description
Date:
1st Batch: 2nd – 4th Mar, 2026
2nd Batch: 15th – 17th June, 2026
3rd Batch: 7th – 9th Sept, 2026
4th Batch: 30th Nov – 2nd Dec, 2026
Event Details
Key Insurance Portfolio Dynamics
- Overview of insurance portfolio dynamics
- Premium vs. risk exposure
- Effective liquidity measurement
- Measuring on-going profitability
Effective Portfolio Risk Management
- Understanding the concept of risk
- Concentration risk
- Geographic risk
- Fraud risk
Practical Portfolio Stress Testing
- Multi-variate scenario planning concepts
- Monte Carlo stress testing
- Root cause analysis techniques
- Financial ratio analysis methodology
Legal Aspects of Portfolio Management
- Overview of global regulatory frameworks
- Management of client premiums
- Anti-money laundering regulatory compliance
Improvement
- Use of technology – including financial modelling and fraud detection
- Enhancing the underwriting process to reduce risk
- Enhancing the claims validation process
- The impact of the loss adjuster role
TRAINING METHODOLOGY
The training methodology combines lectures, discussions, group exercises and illustrations. Participants will gain both theoretical and practical knowledge of the topics. The emphasis is on the practical application of the topics and as a result participant will go back to the workplace with both the ability and the confidence to apply the techniques learned to their duties.
