Who should attend the course?
- New hires who have joined the firm late and missed the in-house program
- Individuals looking to fill a knowledge gap
- Experienced bankers looking to refresh their technical skills
- Teams employed in financial strategy roles from non-banking corporations
- Graduates preparing to interview for a role in the finance sector
- Students at business school and looking for a career in finance
Analyzing and Forecasting Banks Performance
This program covers how banks make money and how their business model is represented in banks’ financial statements. Delegates analyze a real set of accounts for a case bank and forecast future performance given a set of assumptions.
- How do banks make money?
- Structure of banks’ balance sheet
- Structure of banks’ income statement
- Difference between accrual and fair value accounting
- Structuring a forecasting and valuation model for a bank
- Input historical results
- Forecasting the loan book
- Forecasting the trading book
- Forecasting the funding need and mix of deposit and non-deposit funding
- Forecasting net interest income, net fee income and trading gains
- Forecasting loan loss impairment allowance and impairment charges
- Forecasting operating expenses
- Completing the income statement
- Linking the income statement to the balance sheet
- Reality check of forecasts: key performance ratios for banks
"The public course I attended proved extremely enriching, especially when discussing case studies, current affairs or other practical applications of the theory." ~ analyst, global investment firm
What will you receive on the course?
While this is a face to face training course, a blended learning approach is taken and delegates will be provided with access to AMT Online. Our study materials contain both the knowledge and practice materials required to assist with the learning process and help you in your job role. Course materials include:
- laminated summary sheets
- 24/7 access to DELTA online learning environment
- class recordings
- course notes
- electronic homework/study files