
Why Analyse an Insurer’s Financial Statements ?
Financial statements are a rich source of information about clients and risk carriers. They are the primary indication of the company’s financial strength and key performance ratios.
This course is designed to give non-analysts the ability to understand and interpret an insurer/reinsurer’s annual reports and financial statements.
Key Benefits of the course
You will learn
• What the financial statements tell you
• How to look behind the words
• How to interpret the numbers
• What the underlying financial health of your counterparties is
• How financial statements can flag up potential problems
You will understand and improve your knowledge of
• What’s in the financial statements and why
• Operating performance – how to compare the numbers with those of other companies
• “Pinch points”
• How to analyse your counterparty’s key performance ratios
At the end of this course you will be able to make informed judgements and decisions based on a company’s financial statements.
Course Tutor
Lewis Phillips has extensive expertise in insurance, as an investment analyst and most recently as a financial analyst at Aon Benfield. Lewis is an experienced trainer with strong analytical skills, complemented by a thorough understanding of the global insurance and reinsurance markets.
Who should attend?
The course is designed for reinsurance/insurance practitioners and service providers who don’t routinely use company financial statements, to extract and compare data, or wish to gain a better understanding of complex documents.
Price
£750 +VAT per delegate.
Discounts are available for more delegates from the same company.