Sale!

Insurance Company Analysis, Modeling and Valuation – 2 Day FIG Masterclass

£798 £699 incl. tax

This course is currently unscheduled, please contact us using the button below to begin the scheduling process.
  • Book your place on both days for less! Get virtual classroom training led by Wall Street instructor Alastair Matchett (Ex-J.P. Morgan Investment Bank FIG Team).
  • Learn critical FIG skills required for advising or investing in insurance companies.
  • Get 12 months access to our Introduction to Insurance Analysis and Insurance Modeling & Valuation online courses (worth £418/$518). Demonstrate your new insurance FIG skills to employers by passing both exams and adding your skills certificates to LinkedIn.

Start Mastering FIG Skills Today

Get a head start, book your place today and gain instant access to the pre-class modules. Maximize your in-class experience by learning the fundamentals of insurance firms before the live sessions begin.

Join Alastair in the virtual classroom to rapidly build your understanding of the specialized accounting, financial analysis, regulatory landscape, modeling and valuation of insurance companies. See below for full program details.

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Explore the 2-Day Virtual Program Schedule

Pre-Class: Introduction to Insurance

Get access to the Insurance Company Overview module immediately after you’ve booked your place. Work through this at your own pace prior to the live sessions to maximize your classroom experience.

Day 1: An Introduction to Insurance Analysis (16th December - 12-6pm UTC)

Financial Statement Fundamentals
Learn the key principles and methods used in insurance accounting.

Regulation
Uncover the regulatory landscape, Solvency II, own funds, capital requirements and solvency ratio.

Life Insurance Analysis
Understand profit drivers in life insurance, analyzing profitability and capital and review new business metrics.

P&C Analysis
Discover how insurance companies are profitable, claims or loss reserves, unearned premium reserves, deferred acquisition costs and more.

Day 2: Insurance Modeling and Valuation (17th December - 12-6pm UTC)

Gain a comprehensive understanding of how to model and value life insurance and P&C insurance businesses. Participants will review real life case study examples to demonstrate the key steps used to build insurance company models and the main techniques used when valuing them.

P&C Modeling
Covering: income statements (with claims and expenses and the combined ratio, and underwriting profit), claims reserves and their payout triangles, unearned premium reserves, deferred acquisition costs and more.

Life Insurance Modeling
Covering: the key steps and flow used in building a life insurance model, forecasting key balance sheet line items, dealing with the effects of reinsurance and more.

Post-Class

Receive 12 months access to our Introduction to Insurance Company Analysis and Insurance Company Modeling & Valuation online courses, alongside continued instructor support after your live sessions.  Pass both exams to earn 2 skills certificates and demonstrate your new capabilities to employers by adding them to your LinkedIn profile.

Meet your Instructors

ALASTAIR MATCHETT

Meet Alastair, managing director at Financial Edge Training!

He has over 22 years worth of experience in financial training and founded FE at the start of 2016.

Before instructing, Alastair worked at 3i in private equity, having moved from mergers and acquisitions in financial institutions and oil and gas at J.P. Morgan.

Follow Alastair on LinkedIn

Interact with your instructor via Zoom

Our virtual classrooms are supported by Zoom. This virtual environment enables you to:

  • Meet face-to-face with our Wall Street instructor team
  • View screen shares from Excel files and more
  • Instant message your instructor and peers
  • Have the opportunity to appear ‘in front of the class’
  • Work collaboratively with the group via whiteboards and annotations
  • Access recordings of the live classroom once it has finished

We strongly recommend you use a webcam and microphone during your class to get the most out of the session.

Details

Is it right for me?

Our virtual classrooms offer distinct learning opportunities. Have your questions answered immediately by our expert instructors. Utilizing years of industry and teaching experience, they will make the learning applicable and vibrant. Reference the learning materials online for 365 days after the class.

What will I need?

A laptop is essential, ideally with a webcam and microphone, and working WiFi. You must have access to Adobe Reader and Microsoft Excel. Each live session will take place on Zoom. Participants will be sent a link in their online classroom hub.

Will I get certification?

Yes! Earn 2 skills certificates after the live sessions by passing both exams in the Introduction to Insurance Analysis and Insurance Modeling & Valuation online courses. Demonstrate your new capabilities by quickly adding your certification to LinkedIn.

Testimonials

“He walked us through the model explaining every component. It was really entertaining and time went by really fast. He also responded to questions really quickly.”

Paz Fernandez Valencia – Cass M&A and PE Society Member

“Good energy and interaction with instructor. No connection issues/technical glitches which was quite a plus.”

Oliver Gilkinet – Cass M&A and PE Society Member

Book now

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