Course materials

Pre-course package

• Detailed course overview
• Pre-Reading Package
• Bibliography/List of suggested background readings
• SOA Specialty Guide on Economic Capital
• SOA Enterprise Risk Management Specialty Guide
• Survey questionnaire

On-site Package

• Hand-outs of All Presentations (Bound Copy and CD)
• Practice Sessions
• Case Study Material:
  • Annual reports
  • Regulatory framework regarding risk management

Sample Policy Templates

• Risk Appetite Statement and ERM Framework
• Capital Management Framework

Sample ERM Report Template

ERM Committee Package

• Agenda
• Minutes
• Reports

Group Assignments