Finance for Insurance Professionals Masterclass
Reading any company’s accounts through 14 key ratios — and mastering the financial dynamics unique to insurance, from loss reserving to underwriting-year data.
Format
Classroom · Virtual
Upcoming sessions
Pick a session to applyADMISSIONS OPENThe programme
Insurance professionals make daily judgements that hinge on financial statements — yet many have never been taught to read them like an analyst. This course has two overriding aims: to build a working grasp of the financial dynamics of insurance, and to enable participants to read the accounts of any company using 14 key financial ratios. Both modules rest on an Introduction to Accounts that puts foundations in place first, and the emphasis throughout is practical application — exercises and group work reinforce every concept. The cohort works through the insurance-specific balance sheet, actuarial loss reserving and the performance measures that matter: loss ratios, operating profit and ROE.
What you will do
Who attends
- Underwriters, brokers and claims professionals building financial fluency
- Managers stepping into roles with financial responsibility
- Non-finance professionals across insurance operations
Programme agenda
Built for the decisions no textbook prepares you for
I.Introduction to accounts
- The nature and purpose of accounts
- The main financial statements: balance sheet and profit and loss account
- Accounting principles and their implications for interpretation
II.Interpreting company accounts
- Profitability, efficiency, liquidity and solvency ratios
- How analysts interpret ratios
- Characteristics of different industry groupings
III.The finance of insurance
- The unique nature of insurance and specific balance-sheet provisions
- Actuarial methods for loss reserving
- Financial year, accident year and underwriting year perspectives
- Performance measures: loss ratios, operating profit and ROE
Frequently asked
Do I need a finance background to attend?
No. Both modules rest on an Introduction to Accounts that puts the foundations in place first. The course is designed for underwriters, brokers and claims professionals building financial fluency, managers stepping into roles with financial responsibility, and non-finance professionals across insurance operations.
What do the 14 key financial ratios cover?
They span profitability, efficiency, liquidity and solvency, and enable participants to read the accounts of any company the way analysts do, across different industry groupings. The emphasis throughout is practical application, with exercises and group work reinforcing every concept.
What insurance-specific finance does the course teach?
The cohort works through the insurance-specific balance sheet and its unique provisions, actuarial methods for loss reserving, and the financial year, accident year and underwriting year perspectives on the same data. Performance measurement covers loss ratios, operating profit and ROE.
Is the course available in-house and in French?
Yes. BIZENIUS delivers in English and French, and a tailored in-house edition can be shaped to your teams and reporting environment. Sessions run on a rolling calendar with dates confirmed on request; fees and quotations are provided on enquiry.
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Take the brochure with you.
One request — the full agenda, the faculty and the next cohort dates, sent personally by the admissions team.