Included courses

Introduction to Insurance Analysis

5 STARS

Star Rating
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About

Discover the main types of insurance business and products, how to understand and interpret company financials, and get to grips with industry regulation.

Completion time

8 Hours

Level

Skills Certificate

About

Discover the main types of insurance business and products, how to understand and interpret company financials, and get to grips with industry regulation.

Completion time

8 Hours

Level

Skills Certificate

Module

Video Minutes

Excel Exercises

Insurance Industry Overview

35

6

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Video minutes35

Excel Exercises6

  • 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

Insurance Financial Statement Fundamentals

62

10

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Video minutes62

Excel Exercises10

  • 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

Insurance Regulations

23

8

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Video minutes23

Excel Exercises8

  • An overview of the regulatory landscape
  • Detailed explanations of the Solvency II approach
  • Calculating capital requirements and ratios

Life Insurance Analysis

22

4

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Video minutes22

Excel Exercises4

  • Understanding profit drivers in life insurance
  • Analyzing profitability and capital
  • A review of new business metrics

P&C Insurance Analysis

87

9

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Video minutes87

Excel Exercises9

  • 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

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 Introduction to Insurance Analysis 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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This course is aimed at professionals who are new to insurance. Although no prior knowledge of the industry is required, participants should have a basic grounding in financial analysis, modeling, and valuation of corporates (i.e. non-financial services sector companies).

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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