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Bank Industry Modeling – Wall Street Prep

November 5, 2022 - November 6, 2022

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Cvent Transition Guide

Presented by Wall Street Prep

What You’ll Learn

The unique regulatory framework and business model of financial institutions pose specific challenges in the areas of analysis, forecasting and valuation. In this 2-day course, participants will focus exclusively on banks. On Day 1, you will understand the operating model of banks and regulatory and capital implication, and learn how to analyze the financial statements of a bank and begin building a complete bank forecast model. On Day 2, you will complete the forecast model, then create a Dividend Discount Model (DDM) for bank valuation. The course will conclude with a discussion of specific considerations around bank M&A. This intensive course is designed to equip professionals engaged in the analysis and valuation of banks, with the hands-on skill set needed on the job and is taught by an experienced FIG investment banker.

  • Learn the regulatory framework of commercial banks
  • Build a financial institution forecast model
  • Understand the challenges with bank valuation
  • Includes Excel Financial Institution model templates

CFANY.org: $1,599
Standard Rate: $1,999


View Full Syllabus


You will learn how to build an annual forecast model for a financial institution while being guided through the unique regulatory framework and business model of banks.


You will build perform valuation modeling on a financial institution, while navigating through the unique industry challenges of expensing of debt service and income, the regulatory constraints on reinvestment, and the calculation of levered vs. unlevered free cash flows. Alternative approaches to valuation will be discussed including Dividend Discount Models (DDM).


This boot camp assumes proficiency in Excel. Enrollment includes access to our popular Excel Crash Course for those who need an Excel refresher.

Boot Camp Details