Finance for Insurance Brokers
"If you can't measure it, you can't manage it"
|-- Peter Drucker
This course will help you to know your clients' business; where to find information in the report and accounts, what the balance sheet shows, how to use key ratios to interpret the information and identify business opportunities.|
Directors' remuneration, staff costs, health care costs, share options
Our Finance for insurance brokers course can be tailored to meet your specific requirements. You tell us which company accounts you wish to understand and we will use the annual report to provide examples, calculate ratios and help you to interpret performance.
Fixed assets, operating leases, finance leases and hire purchase
Working capital cycle
Creditors, bank borrowings, provisions, total debt
Five reasons why the balance sheet does not reflect market value
Exceptional items and provisions
Five profit figures: PBIT/EBIT, EBITDA, PBT/EBT, PAT and retained profit
Cash flow statement - why profit does not equal cash
Key management ratios: ROE, ROCE, EPS, P/E ratio, profit margins,
liquidity, gearing, interest cover
Who will benefit?
All Insurance Brokers
Duration: One day
Finance for Insurance Brokers is also available as an in-house course.