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NAIC Professional Designations

education & training


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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Interest Maintenance Reserve / Asset Valuation Reserve (IMR/AVR)
October 30-November 6

Increase your understanding of the Interest Maintenance Reserve and the Asset Valuation Reserve (IMR/AVR) by taking this special one-week online course designed for insurance company staff who prepare the life or fraternal annual statement and for state insurance department employees who audit or analyze these statements. It provides accounting guidance and instructions for completing the annual statement pages.

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Annual Statement Investment Schedules
November 6-14, November 13-20, December 4-11

If you are responsible for reporting your company's investments or could use some help in better understanding Schedules A, B, BA, D, DA, DL and E, you should plan to enroll in NAIC's Annual Statement Investment Schedules one-week online course. Use this training opportunity to learn what you need to know in order to accurately report your company's investments.

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