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PPD Presentation

This page contains the PPD Presentation form and guidance notes for those undertaking the presentation element required for Associateship or Fellowship which was previously assessed in the CA3 exam.

It’s important to note, that a ‘Presentation’ doesn’t have to take the form of a traditional Powerpoint in front of an audience.

We will accept in terms of a presentation:

  • In Person (e.g. delivering for a meeting, training, presentation)
  • Webinar
  • Via Skype (or equivalent)
  • Video recording

All students undertaking this examination will need to download and complete the PPD Sign-off Form. Please note, your supervisor/line-manager/senior manager or equivalent senior staff will have to complete certain sections of the form before you send it in. If you are self employed, you will need to ask the name of your client whom the presentation was delivered to, to complete the form.

Who does this apply to?

The presentation sign off form applies to students who have completed the CP3 exam and are going to qualify under the Work-Based-Skills requirements. For those students who are going to qualify under the PPD regime, from September 2018 onwards, you will be required to complete the ‘Presentation’ aspect within the Communication objective. No sign-off form is required. 

What is a presentation?

A presentation is a piece of communication that can be adapted to various speaking situations.  It can be delivered via one of the methods listed above. A telephone conference call is not acceptable for this PPD.

What am I expected to do?

The presentation requires you to deliver a technical message to a non technical audience.

It needs to be clear, concise, audible and will often contain a persuasive element. The information may be complex but you need to convey your information so that it is easily understood by the audience you are addressing.   Your audience should leave the presentation having clearly understood the message you were trying to convey.

The audience

For this exercise, the audience can range in size from a small group in for example the CEO’s office to a larger conference type environment. We recognise that not all actuaries will have the opportunity to address the latter early in their careers, but small group briefings may be a regular occurrence. This is quite acceptable.

What would be considered for the presentation element?

The situations that would be considered acceptable for the presentation element of PPD could include;

  • Speaking to non actuarial colleagues in a meeting, or face to face
  • Briefing a team
  • Delivering a presentation to non technical colleagues drawing on actuarial knowledge and facts
  • Delivering a detailed actuarial topic or report to clients
  • Presenting at conferences
  • Presenting training
  • Selling your business services to a potential new client

Related documents

Contact Details

Education Services Team

Institute and Faculty of Actuaries, 1st Floor, Park Central, 40/41 Park End Street, Oxford, OX1 1JD

+44 01865 268207

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