Course curriculum

    1. A. Course Overview & Navigation

    2. B. How to use Thinkific

    3. D. What you'll be able to do by the end of this course

    4. E. Two quick questions...

    1. Learning Goals - Chapter 1

    2. 1.1 What is Group Business and Why Does it Exist?

    3. 1.2 The Power of Pooling

    4. 1.3 The Pros and Cons of Group Insurance

    5. 1.4 Meet the Key Players in the Market

    6. 1.5 A Brief History of the Group Market: Part 1

    7. 1.6 A Brief History of the Group Market: Part 2

    8. 1.7 Regulatory Framework & Key Legislation

    9. 1.8.1 Market Landscape: Overview

    10. 1.8.2 Market Landscape: Size & Profitability

    11. 1.8.3 Market Landscape - Insurers and their Funds

    12. 1.9.1 Insurance Structures: A Member's Lifespan

    13. 1.9.2 Insurance Structures - Unitised/Age-based Cover

    14. 1.9.3 Insurance Structures - Fixed Cover

    15. 1.9.4 Insurance Structures - Premium Rates

    16. End of Module 1 Quiz

    17. Chapter 1 Completed

    1. Learning Goals- Chapter 2

    2. 2.1 The Group Pricing Process & When it is Used

    3. 2.2 Exploring the Group Dataset: What data is provided?

    4. 2.3 Spotting Red Flags in the Claims Data

    5. 2.4 Common Issues in the Membership Data

    6. 2.5 Problems Common to both Claims & Membership Data

    7. 2.6 Common Pitfalls with Accounting Premiums

    8. End of Module 2 Quiz

    9. Data Cleaning Challenge - Assignment 1

    10. Chapter 2 Completed

    1. Learning Goals - Chapter 3

    2. 3.1 Introduction to Rescaling in Pricing

    3. 3.2.1 Practical Rescaling Transition Rule 1 - Same units

    4. 3.2.2 Practical Rescaling: Transition Rule 2 - Same Cover

    5. 3.2.3 Practical Rescaling: Transition Rule 3 - Same Automatic Units

    6. 3.2.4 Practical Rescaling: Transition Rules - Odd & Complex Rules

    7. 3.3 Claims Rescaling: An Introduction

    8. 3.4 Practical Claims Rescaling - Same units transition rule

    9. 3.5 Premium Rescaling Introduction

    10. 3.6 Premium Rescaling: A practical example - same units transition rule

    11. 3.7 Accounting Premium Rescaling: An Overview

    12. 3.8 Rescaling Accounting Premiums - A Practical Example

    13. Chapter 3 Completed

    1. Learning Goals -Chapter 4

    2. 4.1 Setting Reserve Assumptions

    3. 4.2 Handling Product Changes, Profit Share & Forward Adjustments

    4. 4.3 Applying Margins, Stamp Duty and Reinsurance

    5. 4.4 Pricing Documentation, Approval and Implementation

    6. Chapter 4 completed

    1. Learning Goals - Chapter 5

    2. 5.1 Recommended Folder Structures

    3. 5.2 File Workings & Audit Trails

    4. 5.3 Version Control & File Naming

    5. 5.4 Writing Clear Documentation

    6. 5.5 Excel Shortcuts, Hints and Tips

About this course

  • $797.00
  • 59 lessons