Bank Modeling

• Designed for finance professionals that need to build earnings and valuation models of banks.
• Developed by experienced investment bankers with an expertise in financial institutions.
• Addresses the specific differences and challenges of modeling banks versus more standard companies.
• Build a complete banking model, as well as a excess returns valuation model.
• Learn best practices for modeling firms in the financial services industry.

Key Highlights

• Project comprehensive bank financial statements using actual financial filings to extract key information.
• Projecting asset and liability balances, interest rates and spreads for key assets and liabilities, using industry best practices.
• Learn industry-specific forecast methodologies, with a particular focus on retail banking, consumer lending and credit cards, commercial banking, investment banking, and asset management.
• Understand how regulatory constraints on leverage and capital ratios affect valuations
• Build an excess returns valuation model for a bank, using a real case study
• Use as a reference to get ahead on the job and in your career
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Target Audience

This course was developed for the following audiences:

• Investment banking analysts & associates in FIG industry groups
• Private Equity associates
• Corporate finance and business development associates
• Consultants
• MBAs pursuing careers outlined above

Recommended Prerequisites

• Financial Accounting - completion of intermediate level financial accounting coursework
• Excel skills - Intermediate level proficiency
• Modeling skills - Experience building standard financial statement and DCF models highly

Support Center

Upon enrollment, students gain 24-month free access to Wall Street Prep's Online Support Center, where they receive answers to questions, free downloads, and important updates from the support staff.