Financial Analysis of Insurance Companies: Online
Understand the unique analysis methods needed to assess the financial strength and operating performance of insurance companies in the US.
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Duration : 30 Minutes
Duration : 2 Hours
- Lesson 1: Line of Business
- Lesson 2: NA Life Portfolio Yield Assumptions
- Lesson 3: Insurers Incides vs. S&P 500
- Lesson 4: Impact of Interest Rates
- Lesson 5: Spread Compression
- Lesson 6: Hedging Programs
- Lesson 7: Product Mix
- Lesson 8: Annuities
- Lesson 9: Life Insurance Products
- Lesson 10: Life and Annuity Products
- Lesson 11: Capital Adequacy
- Lesson 12: Reserving
- Lesson 13: IFRS 17
- Lesson 14: FASB ASU 2018-12
- Lesson 15: Financial Statements SAP Example
- Review Quiz
Duration : 1 Hour
- Lesson 1: Lines of Business
- Lesson 2: Current Environment
- Lesson 3: Investment Income
- Lesson 4: P/C Underwriting & Investment Profile
- Lesson 5: Financial Statements GAAP Example
- Review Quiz
Duration : 20 Min
- Lesson 1: Financial Reports and Accounting Methods
- Lesson 2: Organization of Companies
- Lesson 3: Financial Reporting Universe
- Lesson 4: L&H Balance Sheet
- Lesson 5: P&C Balance Sheet and Income Statement
- Review Quiz
Duration : 30 Mins
- Lesson 1: SAP vs GAAP
- Lesson 2: Solvency & Legal Entity Concepts
- Lesson 3: Admitted Asset Concepts
- Lesson 4: Reserving Methods
- Lesson 5: SAP Expense Recognition
- Lesson 6: Acquisition Costs
- Lesson 7: Capital and Surplus
- Review Quiz
Duration : 15 Mins
- Lesson 1: State-Based System
- Lesson 2: Emphasis on Solvency
- Lesson 3: Required Financial Filings and NAIC
- Review Quiz
Duration : 15 Mins
- Lesson 01: Overview and Key Terms
- Lesson 02: Evaluating Insurers
- Review Quiz
Duration : 1 Hour 20 Mins
- Lesson 1: Recap and Conceptual Basis
- Lesson 2: Invested Assets
- Lesson 3: Bonds
- Lesson 4: Securities Valuation Office (SVO)
- Lesson 5: NAIC Ratings & Designation
- Lesson 6: Asset Valuation Reserve (AVR)
- Lesson 7: Bond Valuation
- Lesson 8: Other Invested Assets
- Lesson 9: State Investment Laws
- Lesson 10: Impairment
- Lesson 11: Investment Risk Factors
- Lesson 12: Separate Accounts
- Review Quiz
Duration : 2 Hours 30 Mins
- Section I: P/C
- Section II: Life Reserves
- Section III: Annuity Reserves
- Section IV: Capital and Surplus
- Section V: NAIC Risk-Based Capital
Duration : 40 Mins
- Lesson 1: Introduction
- Lesson 2: Reasons for Reinsurance
- Lesson 3: Effect on Reserves
- Lesson 4: Risk Transfer
- Lesson 5: Financial Impact of Reinsurance
- Lesson 6: Reinsurance Example
- Lesson 7: Types of Reinsurance
- Review Quiz
Duration : 1 hour 15 Mins
- Lesson 1: Life KPIs
- Lesson 2: Health Insurance
- Lesson 3: P&C KPIs
- Lesson 4: Expense Ratio
- Lesson 5: Policyholder Dividend Ratio
- Lesson 6: Combined Ratio
- Lesson 7: P&C Renewal and Retention
- Lesson 8: P&C Cost per Claim
- Lesson 9: Rating Agency Measures
- Review Quiz
Duration : 1 hour
- Lesson 1: Why Do Insurers Fail?
- Lesson 2: Other Factors
- Lesson 3: Warning Signs of Financial Distress
- Lesson 4: Rising Importance of ALM
- Lesson 5: ALM (Cont.)
- Lesson 6: Chain of Events
- Lesson 7: Exacerbating Issues
- Lesson 8: Equity Market Risk
- Lesson 9: Hedging
- Lesson 10: Life Insurer Applications
- Review Quiz
Duration : 15 Mins
- Lesson 01: Earning Ratios
- Lesson 02: Liquidity and Solvency Ratio
Duration : 1 hour
Duration : 40 Mins