Kevin Oates, Consulting and Education
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We offer open enrollment programs in the U.S. and Europe as well as developing and delivering programs on-site at client's facilities.
Program Information
Insurance Industry Seminars and Education All Programs are held in Atlantic City, N.J.

Introduction and Seminar Aims
Insurance organizations face a number of challenges in the current environment including industry price competition, migration to a larger financial services universe and raising the necessary capital / equity to meet the first two challenges. Analysts must be able to understand and evaluate the financial operations of these organizations. Without this knowledge, the ability to identify the potential for profit and growth of an individual company and assess its current credit quality debt capacity, is an impossible task! Our seminars are designed to provide the qualitative and quantitative tools needed to undertake an analysis of the insurance industry and to determine the credit quality of an individual company.

Who Should Attend?
Investment and commercial bankers, credit analysts, insurance industry personnel, fixed income professionals, bond research (buy and sell side) and relationship managers who are involved in exposures to, or investments in, insurance companies.

Objectives
Upon completion of the training, participants will be able to:

  • Appreciate the intrinsic financial dynamics of the insurance business
  • Identify and interpret key financial ratios and trends
  • Recognize an insurance company's inherent value, potential risks and problems.
  • Comprehend the mechanics of cash flow projections to predict future payment patterns
  • Understand and use rating methodologies.
  • Create well-reasoned, substantial conclusions regarding the current and future position of insurance companies.
 

Courses


Property/Casualty Insurance Education Series Courses
  • Statutory Accounting and Financial Reporting
  • Operational Financial Analysis
  • Property/Casualty: Advanced Analysis
  • Cash Flow Analysis Forecasting
  • Property/Casualty: Accounting and Analysis
  • more details...
Life Insurance Education Series
  • Statutory Accounting and Financial Reporting
  • Operational Financial Analysis
  • Life: Accounting and Analysis
  • Life Reinsurance
  • more details...
Reinsurance Education Series
  • Reinsurance Accounting
  • Property/Casualty Reinsurance
  • Reinsurance Auditing: Property/Casualty Insurance Industry
  • more details...
General Insurance Education Series Credit and Market Risk AnalysisNew for 2006
  • Life Insurance Program
  • Property and Casualty Insurance Program
  • Reinsurance Program
  • Insurance-Related Sectors and Financial Guarantors
  • more details...
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