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Effective URL: https://spglobal.thoughtindustries.com/learn/learning-path/insurance-101-certification
Submission: On May 25 via manual from SG — Scanned from SG
Effective URL: https://spglobal.thoughtindustries.com/learn/learning-path/insurance-101-certification
Submission: On May 25 via manual from SG — Scanned from SG
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You need to enable javascript to view this website. You are currently acting as a learner. Return to Management * Sign In * Cart (0) 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. -------------------------------------------------------------------------------- Milestones * FINANCIALS | 20 MINUTES -------------------------------------------------------------------------------- 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 -------------------------------------------------------------------------------- * SCREENER & EXCEL | 25 MINUTES -------------------------------------------------------------------------------- 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 -------------------------------------------------------------------------------- * INVESTMENTS | 20 MINUTES -------------------------------------------------------------------------------- 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 -------------------------------------------------------------------------------- * MARKET SHARE | 20 MINUTES -------------------------------------------------------------------------------- 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 -------------------------------------------------------------------------------- * RATE & PRODUCT FILINGS | 20 MINUTES -------------------------------------------------------------------------------- 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 -------------------------------------------------------------------------------- ENROLL IN THIS LEARNING PATH TODAY Learning Path Runs: Apr 12th 2024 Register now to gain access to this course. Register Now -------------------------------------------------------------------------------- What's Included -------------------------------------------------------------------------------- * 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 © 2024 S&P Global Market Intelligence Powered By Thought Industries All rights reserved. Privacy Policy Cookie Notice Terms of Use Do Not Sell My Personal Information