Breaking Into Wall Street – BIWS Bank & Financial Institution Modeling

$497 $135

The Breaking Into Wall Street Bank & Financial Institution Modeling Course is hands-down the fastest way to master real-world bank modeling and valuation, with step-by-step video tutorials, 4 global case studies, expert support,…

  • Course’s name: Breaking Into Wall Street – BIWS Bank & Financial Institution Modeling
  • Size: 11.97 GB
  • Delivery Method: Instant Download (You will receive the download link through your email right after making the payment)
  • Last Update: 2023

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Breaking Into Wall Street – BIWS Bank & Financial Institution Modeling

What You Get… And What the BIWS Bank & Financial Institution Modeling Course Will Do For You

This course provides advanced training for both new and experienced professionals. The Bank & Financial Institution Modeling course is perfect for you if:

  • You already know the fundamentals of accounting, valuation, and financial modeling, and now you want to learn how commercial banksinsurance firms, and other financial institutions work in-depth.
  • You’re interviewing with financial institutions groups (FIG) – at banks, PE firms, hedge funds, or other finance firms.
  • You’re about to start working in a financial institutions group, or you’ve just transferred into one and you need to get up to speed quickly.
  • You’re an experienced professional and you’ve worked in the commercial banking or insurance industries before – and now you’re transitioning into investment banking, private equity, or related roles.Whenever you’re interviewing for these roles at investment banks, you’ll always get a few questions over and over…
  • How much do you know about accounting? Do you know how it’s different for banks and financial institutions?
  • Can you walk me through how you would value a bank? What about an insurance firm? How are P&C Insurance and Life Insurance different?
  • What are the key factors that drive a financial institution’s valuation?
  • Can you pitch us a bank stock? What are the main catalysts and risk factors?
  • How do merger models and leveraged buyout (LBO) models differ for these companies?
  • How would you advise a bank on its best options in an M&A scenario?
  • How would you describe your financial modeling skills?Confidently answering all these questions and showing evidence of the case studies you’ve completed will set you apart from everyone else in the interview room and put you in prime position to land lucrative internships and jobs at investment banks, private equity firms, and hedge funds.We’ve designed the course from the ground up to help you gain functional mastery of this highly specialized material in the shortest possible time.

Here’s what you’ll learn via the detailed global case studies in the course:

Module 1: Bank Overview: Accounting, Valuation, and Regulations: You’ll discover how banks operate and why you can’t rely on traditional metrics, multiples, or modeling.

Module 2: Bank Operating Model (Shawbrook): You will construct a detailed operating model for Shawbrook, including calculations for its loan portfolio, three statements, and regulatory capital under Basel III.

Module 3: Bank Valuation (Shawbrook): You will build a full-fledged valuation model for Shawbrook based on public company comparables, precedent transactions, a regression analysis, and dividend discount and residual income models. You’ll then use these to write a stock pitch, equity research report, and IB pitch book for the company.

Module 4: Bank Merger Model (KeyCorp / First Niagara): You’ll build a full merger model for KeyCorp’s $4.1 billion acquisition of First Niagara, and you’ll make a recommendation on the deal in a short presentation at the end after learning about the key differences with bank merger models.

Module 5: Bank Growth Equity Deals (ANZ): You’ll build a half-year operating model for ANZ and use it make a recommendation on a minority-stake investment in the company; you’ll also learn how a bank might use such an investment to shore up its regulatory capital ratios.

Module 6: Bank Buyout Deals (Philippine Bank of Communications): You will build a buyout model for a 100% acquisition of PBC in this module, learn how NPL divestitures work, and make a short investment recommendation at the end.

BONUS- Module 7: Insurance Overview: In this module, you’ll get a crash course in all things insurance-related, from the business model to the financial statements, projections, and valuation.

The information you’ll find is so detailed and so thorough that our regular customers come from top-ranked universities, investment banks, and business schools.

Once you’ve completed the training, here’s what you can immediately add to your resume / CV:

Bank & Financial Institution Modeling (BIWS)

Online Financial Modeling Training Program

  • Completed FIG modeling and valuation training based on case studies of Shawbrook, KeyBank’s $4.1 billion acquisition of First Niagara, ANZ, and Philippine Bank of Communications; also completed insurance modeling lessons
  • Built 3-statement operating model for Shawbrook based on loan market share and GDP growth, net charge-offs and provisions, and spreads on interest-earning assets and interest-bearing liabilities; projected financial statements and calculated CET 1 Ratio, Net Stable Funding Ratio, and Liquidity Coverage Ratio
  • Valued Shawbrook using dividend discount model, residual income (excess returns) model, regression analysis, and public comps and precedent transactions with P / E and P / TBV multiples; concluded that company was 30-50% overvalued and made “Short” recommendation in detailed stock pitch
  • Built complex merger model for KeyBank and First Niagara, including support for mark-to-market adjustments, deposit divestitures, core deposit intangibles, the write-down of the Allowance for Loan Losses, and synergies; valued synergies, calculated accretion / dilution and IRR, and recommended against the deal due to marginal benefits from the seller
  • Created bank growth equity model for ANZ to analyze follow-on offering that would boost the bank’s Net Stable Funding Ratio under APRA rules; calculated returns to equity investors and recommended investment due to achievement of the targeted returns across cases and minimal downside risk
  • Built bank buyout model for Philippine Bank of Communications to assess a 100% control transaction for the company combined with a Nonperforming Loan (NPL) Divestiture; calculated returns to equity investors and recommended against deal due to lower-than-targeted returns in Base and Upside cases
  • Built P&C insurance operating model based on GWP growth, premium rates, reinsurance, ceded premiums, loss & LAE ratio, and commissions; also learned P&C insurance valuation and Embedded Value for life insurance

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