London

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Who should attend the course?

  • New hires who have joined the firm late and missed the in-house program
  • Individuals looking to fill a knowledge gap
  • Experienced bankers looking to refresh their technical skills
  • Teams employed in financial strategy roles from non-banking corporations
  • Graduates preparing to interview for a role in the finance sector
  • Students at business school and looking for a career in finance

Course details

Forecasting and Valuation

Delegates familiarize with the insurance business, starting with the property and casualty sector. Delegates complete a fully integrated forecasting and valuation model for a non-life insurance company.

 

Learning outcomes

  • How do insurance companies make money?
  • Key non-life insurance products
  • Reinsurance and risk transfer
  • Accounting for non-life insurance: deferral and matching principle
  • Unearned premium reserves and claims reserves
  • Building loss reserve triangles
  • Key performance ratios
  • Building a non-life insurance forecasting model
  • Forecasting premium and claims development: non-life insurance cycles
  • Building non-life reserves
  • Forecasting operating expenses and impact of reinsurance
  • Completing underwriting result
  • Allocated capital, investments and financial returns
  • Completing the forecasting model
  • Using solvency requirements to establish capital surplus/deficit
  • Completing a dividend discount valuation for the case company
"I like that the public courses are supported by online training. I can learn at my own pace and time, which has helped increase my confidence in the work that I do." ~ research analyst, global financial institution

Course materials

While this is a face to face training course, a blended learning approach is taken and delegates will be provided with access to AMT Online. Our study materials contain both the knowledge and practice materials required to assist with the learning process and help you in your job role. Course materials include:

 

  • printed course binder with copy of the slides
  • laminated summary sheets
  • 24/7 access to AMT Online (AMTO)
  • class recordings
  • course notes
  • quizzes
  • electronic homework/study files

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