MCM℠ Designation Program

Upcoming Events

2012 Programs

Hollywood, FL
August 29 - 31, 2012

The MCM℠ professional designation program is a unique and practical program that provides hands-on-training for insurance regulators and insurance industry professionals on how to conduct an effective and efficient market conduct examination. This advanced level training provides quality and meaningful credentials for seasoned market conduct personnel and others involved with market conduct examinations.

The MCM℠ program covers the full spectrum of the market conduct process and provides valuable tools for examination management designed to achieve exam efficiencies. It is ideal for current and future examiners-in-charge and compliance personnel. MCM℠ provides for an information exchange between professionals, advanced certification, and the ability to provide meaningful input for the advancement of professional standards and ethics in insurance regulation. The MCM℠ program has a comprehensive curriculum and the class material covers the full spectrum of the market conduct process. The interactive nature of the classroom experience and during the 2 ½ day program, the following topics are covered:

Market Regulation & Examinations

  • Purpose & Vehicles for Market Regulation
  • Market Analysis
  • Core Exam Procedures
  • Exam & Investigative Techniques
  • Fraud Detection
  • Addressing Violations & Non-Violation Issues

Exam Management

  • Pre-Examination Planning
  • Role of the Examiner-In-Charge
  • Exam Team Management
  • Managing the Exam
  • Workpaper Organization & Documentation
  • Workpaper Confidentiality

Communication & Report Writing

  • Communicating with the Company, Team, & Insurance Department
  • Issuing Critique/Comment Forms
  • Exam Report Writing
  • Avoiding Conflicts
  • Post Exam Communication

Standardized Data Requests & Technology

  • Exam Process Technology
  • Understanding the Standardized Data Requests
  • Constructing a Data Call
  • Analyzing the Data

A more detailed listing of the topics covered can be located in the individual registration forms available at the top of the page. IRES members holding an AIE™ or CIE™ will automatically receive 15 continuing education credits for completion of the course.