Bank and FIG Modeling
Developed for FIG-focused investment bankers, equity research analysts and corporate finance teams at banks, the bank modeling program guides trainees through a bank’s financial statements, unique drivers, and regulatory framework. Trainees then 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.
Course Manual and Modeling Samples
Bank Modeling Course Guide Sample
Bank Modeling Industry Primer Sample
Sample Bank Modeling Template
What You Will Learn
Section One: Building a bank forecast model
Section Two: Building a bank valuation model
Bank Modeling Highlights
Real World “On the Job” Investment Banking Training
The Bank Modeling Self Study Program bridges the gap between academics and the real world to equip industry professionals with the practical financial skill set they need on the job. The program utilizes a case study format, as students follow their tutorial guide alongside the Excel model templates, and are directed to the appropriate external documents (SEC filings, research reports, etc.) in order to build complex O&G Financial & Valuation models the way they would on the job.
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.
CFA Institute PD Credits
Wall Street Prep is registered with CFA Institute as an Approved Provider of professional development programs. This program is eligible for 35 PD credit hours as granted by CFA Institute.
Boost Add-In for Excel
Free Access to Boost, an all-in-one suite of time-saving tools designed for people who build financial models in Excel. Key features include: Easily assign custom shortcuts to all of Boost’s features; Easily understand long formulas with the powerful ‘Precedents’ and ‘Dependents’ Tool; A fully functioning classic 2003 menu (in ’07 and ’10 Excel); And much more!
The course is self-paced and anyone is welcome to enroll. It does not assume a prior background in Bank and FIG Modeling. However, those who select this course should possess knowledge in:
- Accounting: The program assumes a basic introductory knowledge of accounting (e.g. interaction of balance sheet, cash flow, and income statement). Students with no prior background in Accounting should enroll in the Accounting Crash Course.
- Excel: Basic introductory Excel knowledge is highly recommended. Students with limited or no experience using Excel should enroll in the Excel Crash Course.
- Financial Modeling: Some basic financial modeling experience is presumed in this course. If you have never built financial models, consider enrolling in the Basic Package or Premium Package.