Financial Analysis of Insurance Companies: Online

New York Institute of Finance

ITEM FIMD0106x

Self Paced Course

Available Now
Online

$495.00

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Online (Self-paced)

update

13 Hours

language

English

school

Introductory

Virtual Series Course

Available Now
Virtual (Part-Time)

$495.00

video_library

Online (Self-paced)

update

13 Hours

language

English

school

Introductory


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17

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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To make it even easier to learn, you can finance your program through Affirm.

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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