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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