Financial Analysis
Printer-friendly versionWhat you will learn:
Participants will learn how statutory Annual Statement information may be used to evaluate the financial condition and operating performance of a P&C insurance company. Significant ratios and other analytical tools commonly employed by analysts, rating organizations, regulators and industry personnel will be illustrated and discussed using a case study company. Participants will be able to analyze selected ratio results for their companies during the seminar by completing a pre-session worksheet. The textbook provided contains illustrations of all ratios and tools used in the seminar and significant industry data (ratio results and other statistics) that may be utilized in evaluating a P&C insurer.
Seminar content:
- Evaluation of regulatory and other industry ratios
- Underwriting and operating performance
- Loss and LAE reserves and related development
- Liquidity and cash flow
- Quality and performance of invested assets
- Ceded reinsurance impact and credit exposure
- Capital and surplus adequacy
- Other analytical considerations
Who Should Attend:
Individuals desiring to interpret and analyze P&C financial reports, particularly Annual Statements
Prerequisites:
An understanding of the P&C business and its financial reporting is assumed. We recommend that those who need this knowledge attend our Accounting and Financial Reporting seminar. At a minimum, we recommend that they attend our one-day Overview of Statutory Financial Reporting seminar, conveniently scheduled to precede this seminar. No advance preparation is required for this intermediate level seminar.
Class Times:
Class begins at 8:30 a.m. and ends at 5:00 p.m. on the first day and at 4:00 p.m. on the second day.
Estimated CPE Credit: 15.0 hours
Tuition: $1595
Note(s):
Conveniently preceded by the Overview of Statutory Financial Reporting seminar, which may be added for only $695, a $500 savings.
Upcoming seminar dates and locations:
All seminar dates for the full year are listed below.
| Location | Start Date | End Date | Hotel and Nightly Rate | |
|---|---|---|---|---|
| Boston, MA | Jun 16 | Jun 17 | Hilton Boston Back Bay (June Seminars) ($179) |
Seminar only ($1595)
Combo with Overview of Statutory Financial Reporting ($2290) |
| Winston-Salem, NC | Jul 21 | Jul 22 | Marriott Winston-Salem ($129) |
Seminar only ($1595)
Combo with Overview of Statutory Financial Reporting ($2290) |
Upcoming Seminars
Jun 15 - P&C Reinsurance
Jun 16 - P&C Financial Analysis
Jun 16 - P&C Federal Income Taxation
Jun 22 - P&C Reinsurance
Jun 22 - P&C Annual Statement Preparation
Jun 23 - P&C Accounting and Financial Reporting
Jun 28 - P&C Financial Reporting for Non-Financial Managers
Jun 28 - Life Actuarial Concepts for Non-Actuaries
Jun 28 - P&C Accounting and Financial Reporting