Insurance Company Analysis Workshop

Course Overview

Understand the structure, operations, and financial dynamics of insurance companies.
Learn how to analyze insurance company performance using key financial and operational metrics.
Explore tools and techniques for evaluating profitability, risk exposure, and sustainability.
Gain practical skills in interpreting financial statements and making informed business decisions in the insurance sector.

Training Format:In-class, Virtual, In-house

Location:Lagos, Accra, Nairobi, Kigali

Language:English, French

Nigeria Price:
₦35000

Int'l., (Nigeria) Price:
$1000

Ghana Price:
$4000

Kenya Price:
$5500

Rwanda Price:
$6000

Nigeria Price:₦35000

Int'l., (Nigeria) Price:
$1000

Ghana Price:
$4000

Kenya Price:
$4000

Rwanda Price:
$4000

Nigeria Price: ₦35000

Int'l., (Nigeria) Price:
$1000

Ghana Price: $4000

Kenya Price: $4000

Rwanda Price: $4000

Introduction to Insurance Company Operations

Overview of Insurance Business Models: Life, non-life, and reinsurance operations.
Revenue Streams in Insurance: Premiums, investment income, and underwriting profits.
Key Stakeholders: Policyholders, regulators, shareholders, and intermediaries.

Understanding Insurance Financial Statements

Core Financial Statements: Balance sheet, income statement, and cash flow statement.
Insurance-Specific Accounts: Claims reserves, underwriting income, and policy liabilities.
Financial Reporting Standards: IFRS and regulatory reporting requirements in insurance.

Key Performance Indicators (KPIs) in Insurance Analysis

Profitability Ratios: Loss ratio, expense ratio, and combined ratio.
Liquidity and Solvency Ratios: Capital adequacy and solvency margins.
Efficiency Metrics: Claims settlement ratio and underwriting efficiency.

Risk Assessment and Management in Insurance Companies

Types of Risks: Underwriting risk, market risk, credit risk, and operational risk.
Risk Assessment Tools: Stress testing, scenario analysis, and actuarial models.
Reinsurance Strategies: Risk transfer mechanisms and their impact on performance.

Investment Portfolio Analysis

Role of Investments in Insurance: Asset-liability matching and income generation.
Portfolio Composition: Bonds, equities, real estate, and alternative investments.
Performance Evaluation: Yield analysis, risk-return trade-offs, and diversification.

Valuation and Financial Health Assessment

Company Valuation Methods: Embedded value, appraisal value, and discounted cash flow (DCF).
Solvency and Capital Adequacy: Regulatory requirements and financial stability indicators.
Early Warning Signals: Identifying signs of financial distress in insurance firms.

1ST BATCH: Monday, March 16, 2026 — Thursday, March 19, 2026.

2ND BATCH: Tuesday, July 14, 2026 — Friday, July 17, 2026.

3RD BATCH: Tuesday, November 10, 2026 — Friday, November 13, 2026.

The training methodology integrates lectures, interactive discussions, collaborative group exercises, and
illustrative examples. Participants will acquire a blend of theoretical insights and hands-on practical
experience, emphasizing the application of learned techniques. This approach ensures that attendees return
to their professional environments equipped with both the competence and self-assurance to effectively
implement the acquired skills in their responsibilities.

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