Included courses

Insurance Modeling and Valuation

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

Completion time

3 Hours


Skills Certificate


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

Completion time

3 Hours


Skills Certificate


Video Minutes

Excel Exercises

Life Insurance Model



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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



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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.

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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We are delighted to announce that we now offer lifetime access on all online courses! Fit studying around your schedule. Learn at your own pace with on-demand video, practical examples to download and expert instructor support.

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.

What is CPD?

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All Financial Edge online courses are CPD accredited. CPD stands for Continuing Professional Development and makes demonstrating your commitment to learning easy. Your institution or accrediting body may track CDP points through activities, units or hours. Check with the relevant party to find out how you should be monitoring your progress.

Want to Join Our Prestigious Alumni?


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.

Other courses you may be interested in

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Master the skills necessary to make a direct impact in any FIG team. This online program covers the accounting, financial modeling, valuation (including discounted dividend model), and regulatory landscape for both bank and insurance companies.

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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.

£259.00 (Inc Tax)

Introduction to Bank Analysis

Master the core financial accounting skills required for numerous advisory roles across banking, particularly in FIG. Before taking the course, we recommend users have a fundamental understanding of accounting and financial analysis, covered in The Accountant.

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