This specialised training course explores the interconnection between insurance and financial markets, highlighting the critical role insurance plays in supporting economic stability and growth. It examines how insurers interact with capital markets, manage risks, and contribute to long-term investments. Participants will gain insights into the mechanisms through which insurance companies operate as institutional investors and stabilisers of the financial system.
The course also covers the impact of global financial trends on insurance operations, the influence of regulation, and the role of insurance in fostering sustainable financial development. Real-world case studies will illustrate both the opportunities and challenges in linking insurance with financial markets.
By the end of this course, participants will be able to:
- Understand the relationship between insurance markets and financial systems.
- Analyse how insurers act as institutional investors in capital markets.
- Evaluate the impact of financial instruments on insurance operations.
- Assess the role of insurance in risk transfer, asset management, and economic resilience.
- Explore regulatory, market, and economic factors influencing the interaction between insurance and financial markets.
This course is ideal for:
- Insurance professionals and financial analysts.
- Investment and asset managers.
- Risk managers and compliance officers.
- Policymakers and regulators in insurance and finance.
- Executives in insurance and financial institutions.
The course uses interactive lectures, case studies, and group discussions to ensure strong understanding and application. Participants will analyse real-world financial scenarios, supported by illustrative examples and global market data.
Day 5 of each course is reserved for a Q&A session, which may occur off-site. For 10-day courses, this also applies to day 10
Section 1: Introduction to Insurance and Financial Markets
- Overview of insurance as part of the financial system.
- Role of insurers in financial stability.
- Insurance as a risk-transfer and investment mechanism.
Section 2: Insurance as an Institutional Investor
- Investment activities of insurance companies.
- Asset-liability management (ALM).
- Role of insurers in capital markets and infrastructure financing.
Section 3: Financial Instruments and Insurance
- Bonds, equities, derivatives, and their relevance to insurers.
- Securitisation in insurance (catastrophe bonds, reinsurance instruments).
- Impact of interest rates and inflation on insurance operations.
Section 4: Regulation and Risk in Financial Markets
- Prudential regulation and solvency frameworks (e.g., Solvency II).
- Risk management in volatile financial markets.
- Impact of global crises on insurance and financial sectors.
Section 5: Future Trends and Opportunities
- Sustainable finance and ESG-linked insurance investments.
- Digital transformation and fintech integration in financial markets.
- The evolving role of insurance in supporting global economic resilience.
Upon successful completion of this training course, delegates will be awarded a Holistique Training Certificate of Completion. For those who attend and complete the online training course, a Holistique Training e-Certificate will be provided.
Holistique Training Certificates are accredited by the British Accreditation Council (BAC) and The CPD Certification Service (CPD), and are certified under ISO 9001, ISO 21001, and ISO 29993 standards.
CPD credits for this course are granted by our Certificates and will be reflected on the Holistique Training Certificate of Completion. In accordance with the standards of The CPD Certification Service, one CPD credit is awarded per hour of course attendance. A maximum of 50 CPD credits can be claimed for any single course we currently offer.
- Course Code PO5-126
- Course Format Classroom, Online,
- Duration 5 days
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