Introduction to Insurance Analysis
Our online insurance analysis course will help you go from complete novice to insurance expert in a matter of hours. Discover the main types of insurance business and products, how to understand and interpret company financials, and get to grips with industry regulation.
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8
Hours to Complete
5
Topics
37
Practical exercises
Introduction to Insurance Analysis includes
- The key terminology and products used in insurance
- Calculating insurance revenues, costs and profits
- A review of the global insurance market and sectors
- Understanding and calculating life insurance benefits
- Introducing the concept of reinsurance
- A review of the main risks in insurance
- The key principals and methods used in insurance accounting
- Calculating insurance premiums and reserves for P&C business
- Understanding the modifications for life insurance accounting and its application for common types of policy
- Understanding how the insurance balance sheet and income statement are linked
- Calculating DAC asset and reinsurance reserves
- Understanding the different classifications and accounting for investments
- A review of the financial statements of a real insurance company
- An overview of the regulatory landscape
- Detailed explanations of the Solvency II approach
- Calculating capital requirements and ratios
- Understanding profit drivers in life insurance
- Analyzing profitability and capital
- A review of new business metrics
- Income statement, with claims and expenses and the combined ratio, and underwriting profit
- Claims reserves and their payout
- Unearned premium reserve
- Deferred acquisition costs (DAC)
- Incurred but not reported reserve (IBNR)
- Reinsurance assets
- Equity capital and solvency
Introduction to Insurance Analysis
| skills-certificate
Introduction to Insurance Analysis
7
Hours
32
Practical exercises
1
Exam
Discover the main types of insurance business and products, how to understand and interpret company financials, and get to grips with industry regulation.
Insurance Industry Overview
35 video minutes
6 excel exercises
Video minutes 35
Excel Exercises 6
Deconstructing Insurance Financial Statements
62 video minutes
10 excel exercises
Video minutes 62
Excel Exercises 10
Insurance Regulations
19 video minutes
3 excel exercises
Video minutes 19
Excel Exercises 3
Life Insurance Analysis
22 video minutes
4 excel exercises
Video minutes 22
Excel Exercises 4
P&C Insurance Analysis
87 video minutes
9 excel exercises
Video minutes 87
Excel Exercises 9
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Wall Street Recognized Certification
Established on Wall Street, Financial Edge has taught at the biggest bulge-bracket firms since 2016, and now we offer that very same training online for you. It’s no secret that banking is fiercely competitive, which is why our Wall Street recognized certification is designed to let your employers know you have the skills to succeed.
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| Single Course | Boost Plan | Pro Plan | |
|---|---|---|---|
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| Skills certificates | 1 | 51 | 51 |
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| Practical exercises to work alongside videos and quick quizzes to test your understanding | |||
| Searchable library of 370+ playlists, 3500+ videos and Q&As | |||
| 10 role-based learning pathways, including Investment Banking, Equity Research, Sales and Trading and more | |||
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| Streamlined company data (WACC. & EV bridge calculator, custom comparables) | |||
| Current and historic filings for over 7,500 firms globally | |||
| Current and historic filings for over 4,000 US firms | |||
| Link to, label and share data points in filings (limited to 10 for Free and Boost users, unlimited for Pro) | |||
| Regional and industry data sets | |||
| Ready-to-use sector and transaction models | |||
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