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

Through a combination of lectures, case studies and hands-on applications, this course takes you from revenue streams to the key measures of profitability and financial strength to the variety of valuation techniques available, 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 regulatory forces affecting the industry and individual companies

Participants will leave this program with:

• New insight into key measures of profitability and financial strength of companies in the insurance industry
• 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. Participants will need to bring a laptop computer equipped with Microsoft Excel, and a calculator. The SNL Center of Education will be able to provide participants with a laptop computer for a fee, should a participant be unable to bring his or her own.