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Certificate in Bank Analysis

Fitch Learning
Course summary
Professional Training
5 days
4,395 USD excl. VAT
Online courses

Course description

Certificate in Bank Analysis

The overall goal of this five-day certificate program is to give participants with limited exposure to financial statements of banks and enable them to make an independent assessment of the strengths and weaknesses of a bank. The course provides participants with frameworks and tools required to make and independent credit analysis of a bank.

Live Online Training

Since 2003, Fitch Learning’s industry experts have been delivering world-renowned virtual training programs to learners across the globe. Benefits include:

  • World-class video conferencing technology
  • Fully interactive, engage and network with peers using break out rooms, quizzes and polls
  • On-hand technical support team throughout
  • Attend from anywhere, across four time zones
  • Save time and costs on travel

Suitability - Who should attend?

This certificate program is suitable for those people with little or no exposure to financial statements from large institutions or bank analysis. It is ideal for people pursuing a career in credit risk management, fixed income, origination and regulatory professionals.

Outcome / Qualification etc.

Credits: 40 CDP pts.

Key Learning Outcomes:

  • Distinguish the risks in the different business lines and products offered by financial institutions and recognize how they are reflected in the financial statements
  • Understand the components of bank financial statements and key ratios
  • Recognize the impact of differing accounting standards and policies (e.g. provisioning, asset valuation, securitization etc.) on the financial statements
  • Use the CAMELS framework (capital, asset quality, management, earnings, liquidity and sensitivity to market risk) and key ratios to make an assessment of the performance and financial health of a bank within the wider context of the operating environment
  • Identify strong and weak performers using a detailed analysis of financial statements within the context of local and international accounting and business norms
  • Identify financial, qualitative and market early warning signals of credit migration
  • Stress test bank capital and ability to withstand credit, market and liquidity risk
  • Evaluate strategy and risk management capabilities within the context of the current and future economic climate and changing competitive, political and regulatory conditions, including Basel III capital and liquidity requirements

Training Course Content

The following topics will be covered through this course:

Day One

  • Analytical overview
    • Structured approach to analysis
    • Types of financial institution
  • Business risk
    • Asset quality
    • Sensitivity to market risk

Day Two

  • Earnings
  • Financial risk
    • Liquidity and funding
    • Capital adequacy

Day Three

  • Analytic Overview Part 2
  • Operating environment
    • Macro - economic and systemic issues
    • Regulation and supervision
  • Financial fundamentals
    • Statement logic
    • Business Risk

Day Four

  • Financial Fundamentals (continued)
    • Performance risk - earnings
    • Financial risk - liquidity
    • Financial risk - solvency

Day Five

  • Financial risk - solvency (continued)
  • Early warning signals

Why choose Fitch Learning

9 in 10 would recommend us to a colleague

Over 1,300 clients worldwide

CPD recognized

Expenses

  • Tuition fee (singapore):4395 USD
  • Tuition fee (London):3595 GBP
  • Tuition fee (New York):4395 USD

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About provider

Fitch Learning

Live Online Training Since 2003, Fitch Learning’s industry experts have been delivering world-renowned virtual training programs to learners across the globe. Benefits include: World-class video conferencing technology  Fully interactive, engage and network with peers using break out rooms, quizzes and...


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Fitch Learning

17th Floor, 25 Canada Square
E14 5LQ Canary Wharf London

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