London

Venue and transport links

course-venue-pic
  • Aldgate East
  • The White Chapel Building
    5th floor
    10 Whitechapel High Street
    London
    E1 8QS
  • View venue
"I like that the public courses are supported by online training. I can learn at my own pace and time, which has helped increase my confidence in the work that I do." ~ research analyst, global financial institution

Who should attend the course?

Experienced Finance Professionals

Working for a leading financial institution means you will be working in a highly competitive environment. In order to stay ahead you will need to keep pace with your colleagues. AMT’s public courses ensure that you maintain and enhance the knowledge and skills you need to continuously deliver a professional level of service to your clients. Hence becoming more effective in the workplace and helping advance your career. Learn or refresh your skills in financial statement analysis, financial modeling and valuation, and stay ahead of the curve.

 

What courses complement this one?

Banks

To get a comprehensive understanding of bank analysis and valuation, study over 2 days:

 

 

Book both bank courses

Course details

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.

 

Learning outcomes

  • 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

 

 


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:

 

  • printed course binder with copy of the slides
  • laminated summary sheets
  • 24/7 access to AMT Online (AMTO)
  • class recordings
  • course notes
  • quizzes
  • electronic homework/study files