About Course

This program provides industry-specific accounting training focused on Chart of Accounts (COA) design, transaction classification, and audit-defensible posting discipline for insurance companies in accordance with US GAAP (ASC 944 concepts) and statutory accounting logic. 8.0 CPE Credit Hours

Course Content

Insurance Chart of Accounts (COA) Mastery

  • Course Information, Objectives and Outline
  • Module 1 — Insurance Accounting Reality (Exam Foundation)
  • Module 2 — Insurance Financial Statements & Coa Architecture
  • Module 3 — Premiums Written Vs Premiums Earned (Heavily Tested)
  • Module 4 — Unearned Premium Reserves (UPR)
  • Module 5 — Claims Incurred Vs Claims Paid
  • Module 6 — Loss Reserves & Ibnr (Critical Area)
  • Module 7 — Reinsurance Accounting
  • Module 8 — Acquisition Costs & Commissions
  • Module 9 — Investment Income (Supporting Function)
  • Module 10 — Premium Receivables & Cash Handling
  • Module 11 — Policyholder Liabilities & Refunds
  • Module 12 — Statutory Vs Gaap Thinking (Implicitly Tested)
  • Module 13 — Common Insurance Audit & Regulator Findings (Mirrored)
  • Module 14 — How To Think During The Insurance Exam
  • Test Exam

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