Introduction to Insurance Analysis includes

skills certificate

Introduction to Insurance Analysis

| skills-certificate

skills certificate

Introduction to Insurance Analysis

| Skills Certificate
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Practical exercises



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

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Video minutes 35

Excel Exercises 6

  • 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

Deconstructing Insurance Financial Statements

62 video minutes

10 excel exercises

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Video minutes 62

Excel Exercises 10

  • 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

19 video minutes

3 excel exercises

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Video minutes 19

Excel Exercises 3

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

Life Insurance Analysis

22 video minutes

4 excel exercises

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Video minutes 22

Excel Exercises 4

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

P&C Insurance Analysis

87 video minutes

9 excel exercises

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Video minutes 87

Excel Exercises 9

  • 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
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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.

This course is officially CPD certified

Continuing Professional Development (CPD) keeps a record of your increasing skills, knowledge and experience throughout your career, which now includes select Financial Edge certifications.

What Our Students Say

Introduction to Insurance Analysis Skills Certificate is included in your Felix Plan


Includes full access to all certified courses.

Billed annually.
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Boost includes:
  • 184+ hours of instructor-led learning
  • Search across 350+ playlists, 3000+ videos and Q&As
  • Role-focused pathways
  • Expert instructor support


Full Felix access including all learning content and data features.

Billed annually.
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Pro includes:
  • 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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Boost Pro
Completion certificates 38 38
Skills certificates 51 51
Micro-degrees 12 12
Searchable library of 350+ playlists, 3000+ videos and Q&As
10 role-based learning pathways, including Investment Banking, Equity Research, Sales and Trading and more
Expert instructor support
Practical exercises to work alongside videos and quick quizzes to test your understanding
Weekly live webinars
Streamlined company data (WACC. & EV bridge calculator, custom comparables)
Current and historic filings for over 4,000 US firms
Current and historic filings for over 7,000 firms globally
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
Boost £449 Billed annually Get Started
Pro £699 Billed annually Get Started

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 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?

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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 Introduction to Insurance Analysis help me get a job?

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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 Introduction to Insurance Analysis ?

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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?

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

What is CPD?

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All of our 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.

What support will I get along the way?

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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.