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Wall Street Prep – Bank and Financial Institution Modeling Course (Bank – FIG Modeling)

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This course is designed to provide investment bankers, equity research analysts and corporate finance teams at banks with the necessary tools and techniques to properly analyze and forecast the financial performance of a bank. Through this course, you will gain a comprehensive understanding of the drivers behind financial institutions, the unique regulatory framework that governs them, and the necessary adjustments that must be made when valuing them.

The course is broken into two parts. The first part will cover the intricacies of bank modeling and financial institution modeling, including the unique drivers, financial statements and regulatory framework. During this section, you will build a fully integrated financial statement model, a residual income (RI) model, and a dividend discount model (DDM) using Valley National Bank as a case study.

The second part of the course will focus on making a forecast of a bank’s performance. You will learn how to build an advanced bank forecast model, projecting revenues, expenses, capital, and other key metrics. You will also learn how to identify and incorporate the macroeconomic drivers that affect the performance of banks, including interest rates, GDP, consumer spending, and other economic indicators.

Throughout this course, you will be given a hands-on approach with numerous Excel examples and case studies. In addition to the case study of Valley National Bank, you will also be given a data set to practice your skills. By the end of the course, you will have the practical skills and knowledge necessary to properly analyze and forecast the performance of a bank.

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Original price was: $1,037.00.Current price is: $140.00.

In order to properly analyze a bank or financial institution, it is essential to have a deep understanding of the financial statements, unique drivers and regulatory framework. Wall Street Prep’s Bank and Financial Institution Modeling Course teaches the essentials of financial statement analysis for banks, equity research analysts and corporate finance teams. The course guides trainees through a bank or financial institution’s financial statements, unique drivers and regulatory framework. As a case study, the course uses Valley National Bank as a sample bank. Participants will build a fully integrated financial statement model, a residual income (RI) model and a dividend discount model (DDM) to analyze the bank. The course also covers advanced topics such as stress testing, capital planning and asset/liability management. Participants will learn how to identify potential business risks, analyze the impact of potential changes in macroeconomic conditions, and assess the strength of a bank’s risk management. By the end of the course, participants will have a comprehensive understanding of bank and financial institution modeling, allowing them to create accurate banking models for their financial analysis. The course also provides a wealth of practical knowledge and experience that can be applied to a wide range of industries. Whether you’re an investment banker, equity research analyst or corporate finance team, this course is a must-have for anyone looking to become a bank modeling expert. Get the skills you need to be an effective analyst and confidently make well-informed decisions.