London

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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

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
"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

Course materials

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

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