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NAIC MAR Compliance Academy




18 CPE

About the Course

Focuses on the skills need by insurance professionals working on NAIC MAR annual compliance programs.

Our approach with this training academy is to provide the relevant information and skills which professionals will need to fulfill the annual "Internal Control Life Cycle" using the "top-down, risk-based" approach. The skills covered in this event are the keys to having an effective annual assessment of ICFR under the Model Audit Rule annual certification requirements.

We teach the background knowledge sources, provide advice on how to conduct risk assessments, discuss scoping, and review how to plan the assessment of an internal control framework. Risk management activities are the key process to determine the requirements of a NAIC MAR program.

The MAR program deliverables should lead to management's opining on the status of the internal control framework in reference to an insurance commissioner's reporting requirements.

We have created detailed workshop materials based on our experiences with the creation and validation of internal controls for the annual compliance with MAR. Each attendee will go home with a set of 51 documents that were used to create the academy.

This eighteen hour (three sessions) CPE event provides you with the tradecraft skills to implement a compliance program that is consistent with NAIC Model Audit Rule compliance.

What You Get!!!

​We present the roadmap to having the skills and knowledge to work on NAIC MAR compliance.

Relax, learn and enjoy expert instructor presentations, group discussions, role-playing, audit and compliance exercises, white-board diagramming and simulations.

​Each attendee will receive 18 CPE Hours (YB). A certificate of completion will be provided.

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