All Valuation Modules
- Valuation Overview
- The World of Returns
- Valuation Complexities
- Bank Analysis and Valuation
- Insurance Analysis and Valuation
- Non-Traditional Valuation Metrics
- Cross Border WACC
- Advanced Valuation Issues
- Introduction to Leveraged Valuation
- Advanced Discounted Cash Flow (DCF) Valuation
- Discounted Cash Flow (DCF) Valuation
- Transaction (M&A) Comparables
- Comparable Companies Valuation Methods
- Trading Comparables (Multiples) Valuation
Financial Training Courses
Insurance Analysis and Valuation
- Categorized in: Valuation
Participants learn how insurance companies work, both life and non-life companies, in order to construct financial models of forecasted performance and valuation. Topics include insurance accounting, regulatory impact, modeling loss payout, and determining the “sum of parts” valuation for a diversified company.
Economics of the insurance industry
- Expected losses
- Capital requirements
- How insurance companies make money
- Why insurance companies are similar to banks
- Life insurance companies and their different products/lines of business
- Understanding mortality tables
- Property and casualty insurance companies
- Insurance industry trends (including claims and returns and demutualization)
- Statutory strain
- Reinsurance
- Analyzing an insurance company
Insurance company accounting
Understand the different methods of insurance company accounting
- Statutory accounting principles
- Generally accepted accounting principles
- Understanding insurance company financial statements
- Understanding the realistic balance sheet
Modeling a non-life insurance company
Modeling an insurance company - preparing to model an insurance company
- Modeling a single premium policy understanding the impact on the three financial statements: income statement, balance sheet and cash flow statement
- Understanding and modeling loss payouts
- Building sensitivities and scenarios
Building a full model of an insurance company
- Statutory statements and supporting schedules including taxes and dividend payment calculations
- Estimating and modeling loss payouts
- GAAP adjustments for the holding company financial statements
- Coverage and other analytic ratio calculations
- Sensitivities
Valuaing non-life and life insurance companies
Understand different ways to value an insurance company:
- How much an acquirer can pay for a business without diluting earnings per share?
- Discounted dividend flow
- Comparable valuation
- Price to book values and return on equity regression analysis
- Actuarial valuation
- Sum of the parts valuation for diversified companies
Quick Search
AMT Online
Distance training made easy!
AMT provides online testing, recorded sessions and learning materials through our financial training portal, AMT Online.
