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Bank & FIG Modeling – Wall Street Prep (Not Digital)

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Developed for FIG-focused investment bankers, equity research analysts and corporate finance teams at banks, this course guides trainees through a bank's financial statements, unique drivers, and regulatory framework. Please note, this course is sold as a hard-copy manual with a corresponding PDF (shown below) and no video component.

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Developed for FIG-focused investment bankers, equity research analysts and corporate finance teams at banks, this course guides trainees through a bank's financial statements, unique drivers, and regulatory framework. Please note, this course is sold as a hard-copy manual with a corresponding PDF (shown below) and no video component.

Course Objective

At completion, trainees will have built a fully integrated financial statement model, RI model and DDM.

The analysis of banks is different from that of most other types of industries. As a result, analysis requires adjustments and different approaches from traditional valuation methodologies. Wall Street Prep’s bank modeling course will guide you step-by-step through a bank’s financial statements, unique drivers and regulatory framework. You will build a fully integrated financial statement model, a residual income (RI) model, and a dividend discount model (DDM) using Valley National Bank as a case study.

What You Will Learn

Section One: Building a bank forecast model

  • Build an advanced bank forecast model, projecting asset and liability balances, interest rates and spreads for key assets and liabilities, using industry best practices
  • Learn to effectively forecast the loan portfolio, investment securities, and deposits
  • Understand the modeling and forecasting of allowances for loan losses and net charge offs (NCOs)
  • Model regulatory constraints and analyze effects on leverage, capital ratios, and profitability
  • Forecast net interest income (NII), asset yields, funding costs and interest earning assets (IEA) and liabilities (IBL) using an approach that takes into account typical disclosure gaps, is internally consistent, and avoids common modeling pitfalls
  • Learn common forecast approaches for the non-interest income and expenses such as fees, and compensation
  • Identify the most appropriate “plugs” in a bank model to ensure the model balances, and address circular reference issues in the model

Section Two: Building a bank valuation model

  • Using the results derived from the forecast model, build a residual (excess returns) income model
  • Build an adjusted dividend discount model using the prevailing beset practices for banks (not the same as non-banks)
  • Analyze how regulatory capital constraints effect valuation
  • Develop assumptions about return on equity (ROE), risk weight assets (RWA), cost of equity, and minimal capital ratio that are internally consistent for a multiple stage model
  • Compare the other valuation approaches such as comps and DCF and identify strengths and limitations of each approach

Wall Street Prep’s Accounting Crash Course is used at top financial institutions and business schools. 

Full Course Agenda

Chapter 1: Introduction to Accounting open

  • Introduction
  • Basic Accounting Principles
  • Financial Reportings & Important Filings
  • Reading the 10K

Chapter 2: The Income Statement open

  • Revenue
  • Revenue Recognition
  • Revenue Manipulation
  • COGS & Gross Profit
  • Selling, General & Administrative, Research & Development
  • Expenses
  • Depreciation
  • Amortization
  • Non-Operating Items & Taxes
  • Net Income, EPS & Dividends
  • EBIT, EBITDA & Income Statement Summary
  • The Lemonade Stand, Part 1
  • The Lemonade Stand, Part 2

Chapter 3: The Balance Sheet open

  • An Introduction to Assets
  • An Introduction to Liabilities
  • Double Entry Accounting
  • How the Income Statement Connects to the Balance Sheet
  • The Lemonade Stand Revisited
  • How Assets & Liabilities are Presented

Chapter 4: Assets open

  • Cash, Receivables & Prepaid Expenses
  • Inventory
  • Property, Plant & Equipment, Part 1
  • Property, Plant & Equipment, Part 2
  • Intangible Assets & Goodwill

Chapter 5: Liabilities & Equity open

  • Payable, Accrued Expenses, Deferred Revenue & Debt
  • Operating & Capital Leases
  • Equity
  • The Lemonade Stand, Part 3

Chapter 6: The Cash Flow Statement open

  • The Cash Flow Statement
  • Cash From Operations
  • Cash From Financing & Cash From Investing
  • The Lemonade Stand, Part 4

Chapter 7: Financial Statement Analysis open

  • Financial Statement Analysis

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