Applied Underwriting & Portfolio Performance
Applied professional learning that connects technical understanding to institutional decisions.
Who should attend
Underwriters, product managers and portfolio leaders.
Learning outcome
Evaluate a submission and defend a technically informed underwriting decision.
Programme outline
Applied underwriting: risk selection; Applied underwriting: pricing and terms; Applied underwriting: exposure and accumulation; Applied underwriting: claims feedback; Applied underwriting: portfolio steering.
Learning format
Proposed 24-hour pathway. Proposed delivery: live online, in person or a blended institutional cohort. Exercises, case discussions and practical templates connect learning to workplace decisions. Dates, final hours, fees and faculty are confirmed for each published cohort.
Applied assessment
An underwriting decision paper and portfolio review. Assessment criteria and completion requirements are communicated before enrolment. Completion certificates identify the course and learning hours; professional designation, accreditation or CPD recognition is stated only where formally confirmed.
Institutional learning
For a team cohort, we can adapt exercises to your policies, products, data and jurisdiction and agree an implementation assignment. Request a cohort outline or register interest in the next programme.
Programme lessons
Lesson access and the final programme schedule will be confirmed by the training team.
Enquire about this programme
Tell us about your organisation and priorities.