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The D&O training hub/Financial Analysis of commercial companies for D&O insurance practitioners
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  • €200 or 2 monthly payments of €100

Financial Analysis of commercial companies for D&O insurance practitioners

  • Course
  • 23 Lessons

The course will focus on how to interpret and analyze the financial information of commercial companies from the perspective of a D&O practitioner, such as an underwriter, an insurance broker, a risk manager, or a board member. At the end of the class, D&O practitioners will gain the necessary tools to identify potential liability risks for directors and offices of commercial companies.
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Contents

Module 1: Introduction

In this section, the student will learn about the importance of financial information for analyzing D&O exposure.

Importance of financial information for D&O liability exposure
Preview
Module 1: Presentation the importance of financial analysis for D&O insurance liability
Module 1: The importance of financial analysis for D&O insurance liability
Preview

Module 2: Financial analysis introduction

In this module, we will cover some important topics you need to keep in mind before diving into performing an actual financial analysis.

The aspects that need to be understood are: 

  • Who the users of financial analysis are?

  • What the overall objectives of financial analysis are?

  • Accounting standards and the differences in standards among jurisdictions, and

  • The different types of financial analysis?

Presentation Module 2: Financial analysis intro
Video Module 2: Financial Analysis Intro

Module 3: Income statement

In this module, students will learn what the income statement is. It's different sections, and analysis. We will end the module with a real case study of income statements and its analysis.

Presentation Module 3: Income statement analysis
Video Module 3. Income statement analysis
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Spread excel sheet: Unilever example analysis calculations
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Module 4: The Balance Sheet

In this lesson, the student will learn and understand how the different financial statements relate to each other.

Presentation Module 4: Balance Sheet analysis
Video module 4: Balance Sheeet Analysis
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Spread excel sheet: Unilever example calculations
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Module 5: The statement of cash flows

Vide Module 5: Cash flow statement analysis
Presentation Module 5: Cash flow statement analysis
Spread excel sheet: Unilever cash flow statement analysis calculations
Spread excel sheet: Total Energies cash flow statement example calculations
Annual report Unilever 2022
Annual report Total Energies 2022