CFE Center for Financial Education SNL Center for Financial Education
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"Great tools to use -- not just theory"
Vice President,
Allied World Insurance
"Great insight on the value drivers in this sector."
Vice President,
Chartis Insurance
"I learned a great deal, including practical skills I can apply on the job."
Analyst,
Diamond Hill Capital Management

November 27-29, New York, NY

Choose your focus: Life (Day 1) • P&C (Days 2-3) • Full program (Days 1-3)

Insurance Valuation

Valuation in the Insurance Sector provides participants with the theoretical foundation and practical tools necessary to understand and overcome the particular challenges inherent in valuing insurance carriers.

Combining lectures, case studies and hands-on modeling, Valuation in the Insurance Sector covers revenue streams, key measures of profitability and financial strength, and the variety of valuation techniques available in the sector, including market-based approaches, dividend discount modeling and actuarial appraisal.

What participants learn to do:

• Identify and assess the fundamental measures of an insurer's profitability and financial strength
• Measure and value insurers using an Excel-based dividend discount model
• Effectively apply diverse valuation techniques
• Evaluate actuarial analyses, recognizing potential pitfalls and opportunities
• Assess the impact of regulatory changes on the industry and individual companies

Participants leave this program with:

• New insight into key measures of profitability and financial strength of insurance companies
• A better understanding of multiple valuation techniques, including market-based, actuarial and dividend discount approaches
• Hands-on experience using an Excel-based dividend discount model
• An improved grasp of the actuarial appraisal process

Prerequisites
This program presumes a strong working knowledge of accounting and finance concepts as well as a basic familiarity with the insurance industry.

CFE Contact Information
P +1 434-951-7786
F +1 434-984-8038
E info@snlcenter.com

One SNL Plaza
PO Box 2016
Charlottesville, Virginia
22902
USA
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