Exclusive business support webinar
Decoding company accounts
Join Helen as we look into the subject of a client’s financial report, how to understand it and its importance to helping you become a trusted advisor to your client.
We’ll break down a typical financial report and analyse what it can tell us about the business, especially any insurance requirements.
By the end of the session you’ll be able to read and understand a set of financial reports and how to use this to better understand your client.
Date: Tuesday 10 March
Time: 12-1pm
Register now!
Your presenter
Helen Davis
Trainer
Zing365
Helen is an experienced insurance professional with 20 years’ experience in the industry, having worked across a range of roles within both personal lines and commercial insurance. This breadth of experience has provided her with a comprehensive understanding of the insurance process from inception to renewal and claims.
Helen has developed a strong understanding of compliance requirements and FCA regulations, and the impact these have on insurance professionals and business practices.
Helen has developed a strong understanding of compliance requirements and FCA regulations, and the impact these have on insurance professionals and business practices.