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Insurance Portfolio Management

Course Information:

Online £1,750.00 12 hrsFlexible
In-House Agreed with client FlexiblePOA
London 5 days 14-Feb£3,500.00
London 5 days 10-Oct£3,500.00


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    LCT 2022 Brochure
    LCT 2022 Brochure

    Who should attend?

      Those for whom finance is not a significant part of their responsibility, but who will benefit from understanding it in more depth. They will be from all sectors, including private, public and not-for-profit including:

    • Those who are new managers or managers wanting a refresher
    • Budget holders who want to create and manage their budgets more effectively
    • Operations managers who want to know more about cost management and projects
    • Sales and marketing employees who want to understand financial statements
    • Anyone who needs to understand key accounting concepts, and improve forecasting and cost management skills
    • Managers whoare about to be promoted into positions which require financial literacy
    • Managers facing financial decisions or expect to make a contribution to a wider planning process



    • Manage effectively the financial aspects of their role by using fundamental bookkeeping and accounting concepts
    • Review the different approaches taken in the public and private sector
    • Make sense of key financial statements and some key ratios
    • Manage financial aspects of projects more effectively
    • Participate in the budgeting process


    Key InsurancePortfolio Dynamics

    • Overview of insurance portfolio dynamics
    • Premium vs. risk exposure
    • Effective liquidity measurement
    • Measuring on-going profitability

    Effective PortfolioRisk Management

    • Understanding the concept of risk
    • Concentration risk
    • Geographic risk
    • Fraud risk

    Practical Portfolio Stress Testing

    • Multi-variate scenario planning concepts
    • Monte Carlo stress testing
    • Root cause analysis techniques
    • Financial ratio analysis methodology

    Legal Aspects of Portfolio Management

    • Overview of global regulatory frameworks
    • Management of client premiums
    • Anti-money laundering regulatory compliance
    • Case study review and analysis – Robert Maxwell Media Group

    Continuous Improvement

    • Use of technology – including financial modelling and fraud detection
    • Enhancing the underwriting process to reduce risk
    • Enhancing the claims validation process
    • The impact of the loss adjuster role

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