Online Insurance Modeling Course - Skills Certification

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Discover how modeling and valuing insurance companies differs substantially from other industries. Master the skills used to build forecasts, as well as how to use discounted cash flow techniques and multiples analysis.

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4.5

Hours to Complete

Topics

Practical exercises

Insurance Modeling and Valuation includes

Insurance Modeling and Valuation

| skills-certificate

Insurance Modeling and Valuation

| Skills Certificate

4.5

Hours

Practical exercises

Exams

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

Life Insurance Model

60 video minutes

17 excel exercises

Video minutes 60

Excel Exercises 17

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

60 video minutes

14 excel exercises

Video minutes 60

Excel Exercises 14

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

Learn from our expert instructors

Alastair Matchett

–

Ex-J.P. Morgan

Andrea Ward

–

Ex-Lehman Brothers

Gerard Kelly

–

Ex-Ernst & Young

Deborah Taylor

–

Ex-Barclays director

Petter Ljunggren

–

Ex-Goldman Sachs

Jonathan Rugg

–

Ex-Lloyds private banking

Andrew Jones

–

Ex-Standard Bank

Learn more about our full faculty

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.

Learn more about our certification

What Our Students Say

Get Insurance Modeling and Valuation Skills Certificate

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266+ hours of instructor-led learning
Search across 480+ playlists, 4000+ videos and Q&As
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Everything in the Boost plan
Streamlined company data
Current and historic filings for over 7000 companies
Market and industry data
Ready-to-use sector and transaction models

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	Single Course	Boost Plan	Pro Plan

Completion certificates		38	38
Skills certificates	1	51	51
Micro-degrees		12	12
Lifetime access to course
Expert instructor support
Practical exercises to work alongside videos and quick quizzes to test your understanding
Searchable library of 480+ playlists, 4000+ videos and Q&As
12 role-based learning pathways, including Investment Banking, Equity Research, Sales and Trading and more
Weekly live webinars
Streamlined company data (WACC. & EV bridge calculator, custom comparables)
Current and historic filings for over 7000 firms globally
Current and historic filings for over 4000 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

	Single course £179 Start learning	Boost £449/year Expand skills	Pro £699/year Maximize potential

Frequently Asked Questions

What tech do I need?

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?

Our online courses reflect the training new analysts receive at the leading financial organizations. They're challenging, but if you want to demonstrate you are as good as the best in the industry then this is the course for you. The top investment banks will recognize our micro-degree certifications, making them perfect for graduates looking to land a job or a professional preparing for a new role.

Are Financial Edge's courses credible?

The 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 the Insurance Modeling and Valuation help me get a job?

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

How long do I have to complete the Insurance Modeling and Valuation ?

Everyone works at their own pace so there's no restrictions, all you need is an active Felix plan for the course you are completing. All Felix plans renew annually.

Are there any hidden costs?

No. Everything you need is included, from instructor-led videos and Excel exercises to the exams.

What support will I get along the way?

Our expert instructors are standing by to answer questions and help you develop a detailed understanding of finance complexities. Our technical support team are also ready to help with any system problems.

What is the difference between a Felix subscription and buying a single course?

Purchasing a single course gives you lifetime access to that one program. Purchasing a yearly Boost or Pro Felix subscription gives you access to our full library of 50+ certifications for the duration of your subscription. With a Pro plan, you’ll also be able to access our streamlined company and market data alongside productivity tools.

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