Bank & FIG Modeling

Developed for FIG-focused investment bankers, equity research analysts and corporate finance teams at banks


Course Highlights

  • Real World "On the Job" Investment Banking Training

  • Step-By-Step Modeling Instruction including videos, readings & practice exercices

  • Macabacus Excel Plugin

  • 24-month free access to Wall Street Prep's Online Support Center

Top Recruiters

7 Day Exchange Policy

Mode of learning: Online self study

Course Overview

Who should do this course ?
  • Enrolled students should have an introductory knowledge of accounting (e.g. interaction of balance sheet, cash flow, and income statement) and proficiency in Excel.

What are the course deliverables ?
  • 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)

  • 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

  • Understand the Model regulatory constraints and analyze effects on leverage, capital ratios, and profitability

  • 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

More about this course
  • 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.

  • 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.

I am Interested


Average Rating

Write a Review
CompareRemove All
Browse Category

Buy Safely with
We support secure payment methods


While Naukri Learning services have helped many customers over the years, we do not guarantee any interview calls or assure any job offers with any of our services.
The services associated with Naukri Learning are only provided through the website You are advised to be cautious of calls/emails asking for payment from other web sites that claim to offer similar services under the name of We have no associates/agents other than the partner sites that have been specifically named on the homepage of the website We also recommend that you Security Guidelines and Terms and Conditions