Actuarial Valuation Models Training Course

Name: Actuarial Valuation Models and Assumptions Course
Availability: InStock

Build, test, document, and communicate actuarial valuation models, assumptions, liabilities, and sensitivities.

Actuarial Valuation Models Training Course

At a glance

Duration: 1 Week
Format: Classroom
Cities: Bangkok, Dubai, Singapore, Cairo, New York, Amman and more
Next session: 25 – 29 October 2026, Bangkok
Average fee: 5,750 €

Home
Our Categories
Actuarial Valuation Models and Assumptions Course

Overview

Actuarial Valuation Models and Assumptions Course is a one-week intermediate course for actuarial analysts, finance professionals, risk analysts, support teams, and managers, who leave with an Actuarial Valuation Review Workbook. Participants model contingent cash flows, apply survival and discount assumptions, calculate present values, reconcile liabilities, test experience and sensitivity, and document model controls. The course connects valuation calculations with evidence, review, and clear communication. Agile Leaders Training Center develops actuarial valuation capability.

Who Should Attend

Actuarial analysis teams responsible for valuation inputs, calculations, and result review
Finance teams responsible for liabilities, reserves, reconciliations, and reporting support
Risk teams responsible for scenario analysis, uncertainty, and model oversight
Pension and insurance support teams responsible for data, assumptions, and valuation evidence
Managers responsible for reviewing actuarial outputs and communicating implications

The course assumes participants can use spreadsheets and interpret financial calculations, and it leaves professional qualification, regulatory approval, and authority to sign actuarial opinions outside its scope.

Departments and Industries

The course supports functions that prepare, challenge, or use actuarial valuation information.

Actuarial, finance, accounting, and financial planning
Risk management, model governance, internal control, and assurance
Insurance, reinsurance, pensions, and employee benefits
Banking, investment, consulting, and professional services
Healthcare, public services, and organizations with long-term obligations

Learning Objectives

By the end of this course, participants will be able to:

Build contingent cash-flow and probability structures for valuation
Apply survival, decrement, discount, and payment-timing assumptions
Calculate present values, reserves, and liability movements
Analyze actual-versus-expected experience and assumption evidence
Evaluate sensitivity, scenarios, data quality, and model limitations
Design validation, documentation, governance, and communication controls

Course Agenda

Day 1: Valuation Purpose and Cash-Flow Structure

Valuation Purpose, Scope, and Measurement-Date Charter
Benefit and Claim Cash-Flow Map
Contingent Payment and Probability Tree
Data Inventory and Lineage Register
Assumption Ownership and Materiality Matrix

Day 2: Probability, Survival, and Discounting

Survival and Decrement Probability Table
Mortality and Exit Rate Interpretation
Discount Factor and Present-Value Worksheet
Expected Contingent Cash-Flow Model
Timing and Payment-Frequency Convention Map

Day 3: Assumptions, Reserves, and Liabilities

Economic and Demographic Assumption Set
Assumption Rationale and Evidence File
Reserve and Liability Roll-Forward Bridge
Asset and Liability Valuation Reconciliation
Change-in-Assumption Impact Analysis

Day 4: Experience, Sensitivity, and Model Controls

Actual-versus-Expected Experience Study
Sensitivity and Scenario Testing Matrix
Data Quality Exception Log
Model Validation and Reasonableness Tests
Governance, Version, and Review Controls

Day 5: Valuation Review and Communication

Exercise: Build a Contingent Cash-Flow Model
Exercise: Calculate Present Value and Liability
Exercise: Test Assumptions and Sensitivities
Exercise: Prepare a Valuation Findings Summary
Capstone Exercise: Actuarial Valuation Review Workbook

Practical Exercises

The course uses suggested activities that connect valuation logic, calculations, evidence, controls, and communication.

Suggested activity: map contingent benefits or claims into probability-weighted cash flows
Suggested activity: calculate present values under alternative discount and survival assumptions
Suggested activity: reconcile a liability roll-forward and diagnose actual-versus-expected differences
Suggested activity: document sensitivity results, model limitations, and review conclusions

FAQs

Who suits actuarial valuation models and assumptions training?

Actuarial analysts, finance and risk professionals, support teams, and reviewing managers suit the training. Participants should already use spreadsheets and interpret financial calculations.

How does actuarial valuation training differ from introductory actuarial mathematics?

Actuarial valuation training integrates cash flows, assumptions, liabilities, experience, sensitivity, controls, and communication. Introductory actuarial mathematics focuses more narrowly on foundational probability, interest, survival, and calculation techniques.

How are actuarial valuation assumptions selected and documented?

Assumptions are selected using valuation purpose, observable experience, relevant characteristics, credible evidence, materiality, and consistency as a set. Documentation records rationale, data, ownership, limitations, and review decisions.

Why is sensitivity analysis used in actuarial valuation?

Sensitivity analysis shows how valuation results respond to changes in material assumptions. It supports uncertainty assessment, reasonableness review, model communication, and decisions about further scenarios or evidence.

Conclusion

Participants take back an Actuarial Valuation Review Workbook containing cash-flow maps, assumption evidence, present-value calculations, liability bridges, experience analysis, sensitivities, validation tests, and review controls. It makes valuation reasoning traceable from data through results. Teams can use it to challenge models and communicate uncertainty and implications clearly.

credits: 5 credit per day

Course Mode: full-time

Provider: Agile Leaders Training Center

Download Brochure (PDF) Print PDF

Showing 21-40 of 75 events

Location	Dates	Duration	Mode	Price
Istanbul	Week 07, 2027 15 – 19 February 2027	1 Week	Onsite	€4,500
Langkawi	Week 07, 2027 21 – 25 February 2027	1 Week	Onsite	€6,000
Dubai	Week 08, 2027 22 – 26 February 2027	1 Week	Onsite	€4,500
Barcelona	Week 09, 2027 1 – 5 March 2027	1 Week	Onsite	€5,700
Munich	Week 10, 2027 8 – 12 March 2027	1 Week	Onsite	€5,700
Abu Dhabi	Week 11, 2027 15 – 19 March 2027	1 Week	Onsite	€4,700
Nice	Week 12, 2027 22 – 26 March 2027	1 Week	Onsite	€5,700
Manama	Week 12, 2027 28 March – 1 April 2027	1 Week	Onsite	€4,700
Cairo	Week 14, 2027 5 – 9 April 2027	1 Week	Onsite	€4,100
London	Week 15, 2027 12 – 16 April 2027	1 Week	Onsite	€5,700
Athens	Week 15, 2027 12 – 16 April 2027	1 Week	Onsite	€6,700
Nairobi	Week 15, 2027 18 – 22 April 2027	1 Week	Onsite	€4,500
Kuala Lumpur	Week 16, 2027 19 – 23 April 2027	1 Week	Onsite	€5,200
Bali	Week 16, 2027 25 – 29 April 2027	1 Week	Onsite	€5,700
Marbella	Week 17, 2027 2 – 6 May 2027	1 Week	Onsite	€5,700
Dubai	Week 18, 2027 3 – 7 May 2027	1 Week	Onsite	€4,500
Paris	Week 19, 2027 10 – 14 May 2027	1 Week	Onsite	€5,700
Abu Dhabi	Week 19, 2027 10 – 14 May 2027	1 Week	Onsite	€4,700
Vienna	Week 20, 2027 17 – 21 May 2027	1 Week	Onsite	€5,700
Prague	Week 20, 2027 17 – 21 May 2027	1 Week	Onsite	€6,000

Frequently asked questions

What does this course cover?

OverviewActuarial Valuation Models and Assumptions Course is a one-week intermediate course for actuarial analysts, finance professionals, risk analysts, support teams, and managers, who leave with an Actuarial Valuation Review Workbook. Participants model contingent cash flows, apply survival and discount assumptions, calculate present values, reconcile…

Are training dates available?

Yes. Available dates and destinations are listed in the course dates section on this page.

How can I register?

Choose an available date on this page and complete the registration form, or send a programme enquiry.

Can I download the course brochure?

Yes. Use the brochure download link provided on this page.

Actuarial Valuation Models Training Course