Fundamentals of Bank Valuation is an intensive, in-depth program that uses lectures, case studies and hands-on modeling to teach the intricacies of valuing depository institutions.
Addressing both the science and the 'art' of valuation in this complex sector, Bank Valuation provides participants with the foundation of how banks and thrifts make money, how to forecast operating results and how to assess an institution's worth based on market norms.
Topics include:
- Navigating bank financial statements, identifying key operating levers and evaluating earnings quality
- The fundamental ratios necessary to successfully analyze banks and forecast future earnings
- Modeling and valuing banks using an excess equity-based discounted cash flow model
- Capacity-to-pay/earnings dilution analysis
- Dissecting and interpreting a fairness opinion
- Best practices for the effective use of peer comparables, transaction premium and discounted cash flow valuation approaches.
In addition, coursework includes Excel-based modeling in a case study environment. Participants will receive pre-reading via email prior to the program.
This event is available only as in-house training. To inquire about scheduling a training session for your team, contact Brian Hodges at Brian.Hodges@spglobal.com.
