Virtual Classroom

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Who should attend the course?

  • Individuals – looking to move into the real estate industry
  • New hires – who have missed a joining company in-house program
  • Teams – employed in real estate investment roles with non-finance backgrounds
  • Graduates - preparing to interview for a finance related role in the real estate industry
  • Students – at business schools looking for a career in real estate finance
  • Investment bankers (real estate industry teams)
  • Real estate analysts
  • Buy side (principal investors
  • Anyone interested in real estate investments

Course details

Participants will learn how to model and integrate the balance sheet, income statement and regulatory requirements of a real bank using Excel. In addition to learning the steps necessary to build a bank financial model, participants will also cover how to build models accurately and efficiently through a series of best practice modeling rules. Participants also learn how to stress-test the assumptions used, to check their work efficiently and to document it.

Key topics:

  • Modeling commercial banking activities
    • Forecasting the balance sheet
    • The loan book
    • The trading book
    • Funding requirements and mix: deposit vs. wholesale funding
    • Growth in funds under management
    • Forecasting the income statement
    • Understanding the income statement drivers
    • Net interest income and margin
    • Non-interest income
    • Forecasting loan impairment through the credit cycle
    • Operating costs
    • Tax
    • Forecasting regulatory capital
    • Risk weighted assets
    • Required capital under Basel III
    • Available capital under Basel III
    • Liquidity requirements and stable funding requirements
    • Forecasting dividends using a payout ratio and / or minimum capital requirements
  • Ratio analysis
    • Key performance ratios
""The virtual classroom was engaging and it felt like a classroom training"" ~ HR, International Investment Bank

What is a Virtual Classroom

Virtual Classroom training is a new and highly engaging way of delivering programs remotely with enhanced levels of interactivity compared to conventional webinars. In AMT’s Virtual Classroom participants are encouraged to activate their own webcams and mics throughout the class allowing for real-time engagement, both verbal and non-verbal, with fellow participants and their trainer. Participants can also share their screens to get instant assistance in any technical exercise; just like asking the trainer to walk over and help in the classroom! We have seen a step-change in participant engagement with this new technology. The trainer’s ability to see a selection of their participants’ faces in real-time, and to react to their verbal and non-verbal cues creates a remarkably realistic classroom-like experience. For an example of the technical requirements of for our Virtual Classrooms click here.

Course trainers

Prerequisite

We recommend delegates have a solid understanding of financial statement analysis (balance sheet, income statement and cash flow) and financial modeling skills.