Course Overview

Bank – FIG Modeling by Wall Street Prep provides a detailed walkthrough of a bank’s financial statements, regulatory framework, etc. As a result, you gain glimpses into the best practices of building a fully integrated financial statement model, a residual income (RI) model, a dividend discount model (DDM), etc.

Course Outline

• Section One: Building a Bank Forecast Model
• Section Two: Building a Bank Valuation Model

What Will You Learn?

• How to develop an advanced bank forecast model to accurately forecast asset and liability balances, interest rates, spreads for liabilities and underlying assets.
• Effective approaches to project the loan portfolio, investment securities, etc.
• How to determine the appropriate “plugs” in a bank model to guarantee the model balances.
• Getting insights into how regulatory capital constraints affect valuation.
• Tips for making assumptions about return on equity (ROE), risk-weighted assets (RWA), minimal capital ratio, etc.
• Pros and cons of comps and DCF.
• And so much more!

Who Is This Course For?

The course is helpful for investment bankers, equity research analysts, and corporate teams at banks.