What You'll Learn
- Build an Insurance Company forecast model
- Understand the challenges with insurance industry valuation
- Includes Excel Financial Institution model templates
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.
Financial statement analysis
Case study: Modeling
Case study: Valuation
Pre-Seminar Excel training
This boot camp assumes proficiency in Excel. Enrollment includes access to our popular Excel Crash Course for those who need an Excel refresher.
Wall Street Prep training is used at ...
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
Why attend a boot camp?
Our live courses pulls no punches. Each boot camp is the same intensive training used to prepare incoming analysts at top financial institutions.
Learn by doing
Attendees “learn by doing” by working through practical exercises and building financial models from scratch using real case studies.
Boot camps provide an opportunity to network with MBAs and professionals from industries including investment banking, corp dev and FP&A.
Our instructor-practitioners are experienced bankers who give real-world context by connecting training to their own experience on the desk.
Our training reinforces speed, efficiency and consistency in Excel that investment banking analysts are expected to have on Day 1.
Continuing ed & webinars
Enrollment to most boot camps includes access to our continuing education online training platform and webinar series.
Earn 18 CPE Credits for this Seminar
Questions? We're standing by.
To learn more about this boot camp, fill out the form below or call us at: 617-314-7685
The Wall Street Prep Quicklesson Series
7 Free Financial Modeling Lessons
Get instant access to video lessons taught by experienced investment bankers. Learn financial statement modeling, DCF, M&A, LBO, Comps and Excel shortcuts.