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Insurance Industry Modeling-Wall Street Prep

Saturday, September 16 - Sunday, September 17

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Cvent Transition Guide

Presented by Wall Street Prep, master insurance industry financial  modeling in this 2-day intensive virtual boot camp


The unique regulatory framework, accounting and business model of insurance companies create challenges in the areas of financial statement analysis, forecasting and valuation. This intensive 2-day course is designed to equip professionals engaged in the analysis of insurance firms with the practical financial skill set they need on the job. We will analyze the financial statements of both P&C and life insurers and then build a forecast and valuation model for a real-life P&C insurance company

CFANY.org: $1599

Standard Rate: $1999


Please note: Each daily session goes from 900 AM – 5:00 PM EST


  • Insurance sector overview
  • P&C and life insurance overview
  • Size, structure and key players
  • Personal vs. commercial vs. specialty lines
  • Multi-line Insurance
  • Mutual insurance companies
  • Operating model & structure
  • Key drivers
  • Risks and regulation
  • Dual accounting- GAAP vs. Statutory
  • Key terminology


      • Income statement analysis
      • Loss ratios, expense ratios and combined ratios
      • Premiums & UPR analysis
      • Balance sheet analysis
      • DAC roll-forward
      • Reserving process and reserves analysis
      • Investment portfolio analysis
      • Accounting for life insurance
      • Accounting for annuities
      • Financial leverage analysis
      • Accounting for reinsurance
      • Analyzing P&C and Life insurer’s 10-Ks and financial supplements
      • Analysis of statutory financials (including key schedules)
      • Risk-based capital ratios
      • Identifiable Intangibles (VOBA, VODA etc.)


      • Creating an integrated financial statement forecast model for a P&C insurer
      • Analysis of historical income statement and key drivers
      • Forecasting NPW, NPE & UPR
      • Forecasting Loss and LAE ratios
      • Analysis of historical balance sheet and key drivers
      • Forecasting of loss reserves and reserve development
      • Forecasting investments and yield
      • Incorporating regulatory dividend constraints
      • Incorporating operating leverage constraints
      • Estimating statutory dividends


      • Analysis of valuation frameworks & drivers
      • Comparable valuation methodologies
      • Intrinsic valuation approaches
      • Creating a dividend discount model step-by-step
      • Estimating cost of equity using CAPM
      • Estimating terminal value


      This boot camp assumes proficiency in Excel. Enrollment includes access to our popular Excel Crash Course for those who need an Excel refresher.

      Boot Camp Details

      • Build an Insurance Company forecast model
      • Understand the challenges with insurance industry valuation
      • Includes Excel Financial Institution model templates

      Virtual training runs daily from 9:00 am to 5:00 pm. The day will be filled with interactive exercises as learners move back and forth between classroom lecture, small group breakout rooms, competitions and 1-on-1 interaction.

      Who is this boot camp for?

      • FIG Investment Bankers
      • Investment professionals & asset managers focused on the Insurance sector
      • Corporate Development and FP&A professionals in Insurance
      • Valuation & Corporate Finance consultants focused on Insurance
      • Students targeting jobs that require an understanding of the Insurance sector
      • Anyone wanting to the learn/refresh skill sets in Insurance analysis and valuation


      This seminar presumes knowledge of financial accounting (at least 1 semester or equivalent). Participants without this background should enroll in and complete the Accounting Crash Course prior to attending the seminar.

      CPE Credit
      Earn 18 CPE Credits for this Seminar

      CPE logoWall Street Prep is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

      Cancellation Policy

      Participants may cancel up to 3 weeks prior to the event for a full refund. A 20% cancellation fee will apply up to 1 week prior to the event. No refunds will be granted for cancellations made within 1 week of the event. Wall Street Prep reserves the right to cancel the seminar if enrollment is insufficient. Trainees will be refunded in full in the event of a cancellation.