Finance for Insurance Brokers

Short course

In Sandbach

Price on request

Description

  • Type

    Short course

  • Location

    Sandbach

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. Suitable for: All Insurance Brokers.

Facilities

Location

Start date

Sandbach (Cheshire)
See map
Po Box 64, CW11 1QA

Start date

On request

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Reviews

Subjects

  • Finance

Course programme

Course content
  • Directors' remuneration, staff costs, health care costs, share options.
  • 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.

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.

Offered either by public seminar or on site.

Finance for Insurance Brokers

Price on request