Included courses

Insurance Modeling and Valuation

4.5 STARS

Star Rating
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About

Discover how modeling and valuing insurance companies differs substantially from other industries.

Completion time

3 Hours

Level

Skills Certificate

About

Discover how modeling and valuing insurance companies differs substantially from other industries.

Completion time

3 Hours

Level

Skills Certificate

Module

Video Minutes

Excel Exercises

Life Insurance Model

60

17

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Video minutes60

Excel Exercises17

  • A comprehensive introduction to the key steps and methods used for valuing life insurance companies
  • The key steps and flow used in building a life insurance model
  • Forecasting key balance sheet line items
  • Dealing with the effects of reinsurance
  • Forecasting life insurance profits
  • Modeling regulatory capital requirements in equity

P&C Insurance Model

22

4

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Video minutes22

Excel Exercises4

  • 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
  • Discounted dividend model
  • Relative valuation using regression of ROE and P/BV

From Skills Certificate to Recognized Micro-Degree

Upgrade your résumé with the same certification we use at the world’s top 4 investment banks.

Pass the exam and demonstrate your new FIG banking capabilities on LinkedIn with the Insurance Modeling and Valuation Skills Certificate.

Take the next step, challenge yourself to join the best bankers by earning a FIG banking micro-degree recognized on Wall St.

Frequently Asked Questions

What tech do I need?

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Access your course across desktop, laptop, tablet or phone; either via our web portal or the dedicated mobile app. While we have optimized our video quality and size, we recommend a broadband connection to enable uninterrupted video playback. A PDF reader and spreadsheet application are required to open the supporting resources.

Is it right for me?

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Our online insurance modeling course will suit a range of professionals, from individuals who have just started working in finance to those with many years of experience. Participants should have a basic grounding in financial analysis, modeling, and valuation of corporates (i.e. non-financial services sector companies). You must also be familiar with the main life and non-life insurance products and understand insurance company financial statements, covered in Introduction to Insurance Analysis.

Are Financial Edge's courses credible?

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The 4 leading investment banks, as rated by the FT, hire us to train their incoming analysts. If you are looking to join the best analysts in the world, why not challenge yourself with the same content and certification with the same Wall Street instructors ready to answer your questions.

Does my access expire?

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Each purchase provides 12 months access. To renew your access simply buy the course again. Due to the downloadable nature of some content, we cannot offer refunds for customers that have already accessed their course.

Will this course help me get a job in FIG banking?

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Absolutely. Develop practical skills you can use to impress at interviews, whether you’re looking to break into FIG banking or other finance roles.

How long do I have to complete the courses?

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Up to 12-months if needed! Our courses take the stress out of learning with downloadable materials and on-demand content. Learn completely at your own pace, around other priorities you might have in your schedule.

Are there any hidden costs?

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No. Everything you need to earn your skill certificate is included, from instructor-led videos and Excel exercises to the exam.

How do I join Financial Edge's alumni?

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Join our world-class alumni on LinkedIn by upgrading your skill certification to any one of our micro-degree’s. To unlock all alumni benefits, you will need to verify you have successfully passed all courses within the online program.

Want to Join Our Prestigious Alumni?

JOIN THE BEST

By completing any one of our micro-degree’s, you will be able to join our prestigious alumni on LinkedIn alongside hires at the top 4 investment banks. After becoming a member of this elite community, you can unlock exclusive benefits such as course discounts and more.

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