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Capital IQ Pro Academy


INSURANCE 101 CERTIFICATION

Master the basics for Insurance in Capital IQ Pro to earn your 101 Certification
and display your achievements to your LinkedIn network. We estimate that it
takes 1.75 hour to complete all 5 courses. You will have the option to take each
course individually and at your own pace. Scroll down to get started. Happy
learning!



To earn your Insurance 101 certification, you’ll need to demonstrate your skills
in five key areas and achieve these learning milestones:

 * Financials: You will learn how to access our collection of insurance data
   spanning multiple regulatory bodies and geographies.
 * Screener & Excel: You will learn how to leverage our Screener tool and Excel
   models to zero in on the insurance statutory data you need and pull data and
   visuals seamlessly.
 * Investments: You will learn how to access our statutory insurance investments
   data and tools for your security level investment portfolio analysis.
 * Market Share: You will learn how to leverage our market share analysis tools
   for business development, peer analysis, and locating market trends.
   
 * Rate & Product Filings: You will learn how to leverage our tools to
   access data on insurance rate & product filings.

To achieve the certification, you must watch all the video modules and pass all
the knowledge checks for each module.

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Milestones
   
   


 * FINANCIALS | 20 MINUTES
   
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   INSURANCE FINANCIALS 101 (20 MINS)
   
   Required
   Course
   S&P Capital IQ Pro collects and spreads many different sources of insurance
   data spanning multiple regulatory bodies and geographies. This training
   highlights those various sources, the differences between them, and how to
   locate them. Select “Start Course” to dive into this application for
   insurance workflows.
   View Details
   
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 * SCREENER & EXCEL | 25 MINUTES
   
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   INSURANCE IN SCREENER & EXCEL 101 (25 MINS)
   
   Required
   Course
   Screener enables you to zero in on the insurance statutory data you need
   using a combination of companies, financials and data periods you select,
   while our templates allow you to pull data and visuals seamlessly via
   automated, pre-formatted Excel models. Select “Start Course” to dive into
   this application for insurance workflows.
   View Details
   
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 * INVESTMENTS | 20 MINUTES
   
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   INSURANCE INVESTMENTS 101 (20 MINS)
   
   Required
   Course
   S&P Capital IQ Pro’s statutory insurance investments data and tools jumpstart
   the process of your security level investment portfolio analysis via the
   website, screener, and pre-built Excel templates. Select “Start Course” to
   dive into this application for insurance workflows.
   View Details
   
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 * MARKET SHARE | 20 MINUTES
   
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   INSURANCE MARKET SHARE 101 (20 MINS)
   
   Required
   Course
   U.S. and European insurance carriers report state-level line of business data
   within the annual statements filed to their regulators. S&P Capital IQ Pro
   uses this data to create full market share analysis tools used for business
   development, peer analysis, and locating market trends. Select “Start Course”
   to dive into this application for insurance workflows.
   View Details
   
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 * RATE & PRODUCT FILINGS | 20 MINUTES
   
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   INSURANCE RATE & PRODUCT FILINGS 101 (20 MINS)
   
   Required
   Course
   U.S. insurers file rate & product filings with state departments of insurance
   to be approved to do business in those states and to adjust their insurance
   rates. S&P Capital IQ Pro collects these filings and provides tools to make
   it easy to run searches and analyses on these filings and rate changes.
   Select “Start Course” to dive into this application for insurance workflows.
   View Details
   
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ENROLL IN THIS LEARNING PATH TODAY

Learning Path Runs: Apr 12th 2024

Register now to gain access to this course.

Register Now

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What's Included

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 * Access your courses anytime, anywhere, with a computer, tablet or smartphone
 * Videos, quizzes and interactive content designed for a proven learning
   experience
 * Unlimited access. Take your courses at your time and pace

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