Matan Feldman – Wall Street Prep – Bank and Financial Institution Modeling Course (Bank – FIG Modeling)

Description

Matan Feldman – Wall Street Prep – Bank and Financial Institution Modeling Course (Bank – FIG Modeling) download, Matan Feldman – Wall Street Prep – Bank and Financial Institution Modeling Course (Bank – FIG Modeling) review, Matan Feldman – Wall Street Prep – Bank and Financial Institution Modeling Course (Bank – FIG Modeling) free

Matan Feldman – Wall Street Prep – Bank and Financial Institution Modeling Course (Bank – FIG Modeling)

Course Objective        

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 & FIG 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.

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

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

Course Samples

Bank Modeling Course Guide Sample

Bank Modeling Industry Primer Sample

Sample Bank Modeling Template

Course Highlights       

Real World “On the Job” Investment Banking Training

The Bank Modeling Self Study Program bridges the gap between academics and the real world to equip industry professionals with the practical financial skill set they need on the job. The program utilizes a case study format, as students follow their tutorial guide alongside the Excel model templates, and are directed to the appropriate external documents (SEC filings, research reports, etc.) in order to build complex financial & valuation models the way they would on the job.Support Center

Upon enrollment, students gain 24-month free access to Wall Street Prep’s Online Support Center, where they receive answers to questions, free downloads, and important updates.

Frequently Asked Questions:

1. Innovative Business Model:
   • Embrace the reality of a genuine business! Our approach involves forming a group buy, where we collectively share the costs among members. Using these funds, we purchase sought-after courses from sale pages and make them accessible to individuals facing financial constraints. Despite potential reservations from the authors, our customers appreciate the affordability and accessibility we provide.
2. The Legal Landscape: Yes and No:
   • The legality of our operations falls into a gray area. While we lack explicit approval from the course authors for resale, there’s a technicality at play. When procuring the course, the author didn’t specify any restrictions on resale. This legal nuance presents both an opportunity for us and a boon for those seeking budget-friendly access.
3. Quality Assurance: Unveiling the Real Deal:
   • Delving into the heart of the matter – quality. Acquiring the course directly from the sale page ensures that all documents and materials are identical to those obtained through conventional means. However, our differentiator lies in going beyond personal study; we take an extra step by reselling. It’s important to note that we are not the official course providers, meaning certain premium services aren’t included in our package:
     • No coaching calls or scheduled sessions with the author.
     • No access to the author’s private Facebook group or web portal.
     • No entry to the author’s exclusive membership forum.
     • No direct email support from the author or their team.

   We operate independently, aiming to bridge the affordability gap without the additional services offered by official course channels. Your understanding of our unique approach is greatly appreciated.

Refund is acceptable:

• Firstly, item is not as explained
• Secondly, Item do not work the way it should.
• Thirdly, and most importantly, support extension can not be used.

Thank you for choosing us! We’re so happy that you feel comfortable enough with us to forward your business here.