Bank & Financial Institution Modeling teaches you how to model and value financial institutions and how they’re different from normal companies.
Everything is based on a case study of JP Morgan, and the entire program is integrated with real SEC filings and equity research from banks like Morgan Stanley.
You’ll start with a crash-course on accounting, credit losses, and regulatory capital for banks, and then you’ll get to create a detailed operating model for JP Morgan based on its loan portfolio. We conclude with a full valuation and the dividend discount and residual income models.
What do you get when you sign up for the course?
✓Prerequisites: Excel & Financial Modeling Fundamentals or equivalent (this is an advanced course).
✓Lessons cover the 3 financial statements for a bank, credit loss accounting, regulatory capital, loan portfolio and operating model projections, and valuation via public comps / precedent transactions and the residual income and dividend discount models.
✓29 videos total (12 hours of footage).
✓5 quick reference guide PDFs on key topics – from accounting through valuation.
✓Overview lessons cover a bank’s financial statements, interest-earning assets and interest-bearing liabilities, how to calculate the provision for credit losses and allowance for loan losses, and how to determine risk-weighted assets and key metrics such as the Tier 1 Capital Ratio.
✓Operating Model lessons teach you how to project JP Morgan’s loan portfolio and credit losses, and how you use those to drive its balance sheet, IEA and IBL, and income statement and cash flow statement; advanced topics such as the circular calculation for dividends and share repurchases are also covered.
✓Valuation course covers public comps and precedent transactions for a bank, the key metrics and multiples to use, and both simplified and complex versions of the dividend discount model and residual income (excess returns) model.
✓You receive instant access when you sign up because everything is delivered online – no shipping charges or physical products to worry about.
✓Free lifetime updates and support.
The Investment Banking Interview Guide 2.0 teaches you everything you need to know to land investment banking offers. You’ll learn how to tell your “story,” how to discuss deals and transaction experience, and what interviewees do right and wrong in sample investment banking interviews.
In addition to all that, you’ll get 400 investment banking interview questions & answers, on all topics – from the “fit” questions to expect to Restructuring and Distressed M&A to technical questions on everything from accounting to LBO models.
The Investment Banking Interview Guide 2.0 teaches you everything you need to know to land investment banking offers. You’ll learn how to tell your “story,” how to discuss deals and transaction experience, and what interviewees do right and wrong in sample investment banking interviews.
In addition to all that, you’ll get 400 investment banking interview questions & answers, on all topics – from the “fit” questions to expect to Restructuring and Distressed M&A to technical questions on everything from accounting to LBO models.
The Investment Banking Interview Guide 2.0 teaches you everything you need to know to land investment banking offers. You’ll learn how to tell your “story,” how to discuss deals and transaction experience, and what interviewees do right and wrong in sample investment banking interviews.
In addition to all that, you’ll get 400 investment banking interview questions & answers, on all topics – from the “fit” questions to expect to Restructuring and Distressed M&A to technical questions on everything from accounting to LBO models.
Full Course Price: $247
Here’s a bonus for you!!
If you enroll to this program through this page, you will get :
✓PowerPoint Pro Program to create M& A Pitch Books ($ 47) absolutely FREE!!!
Click on Sign Up Now to register.

