Upcoming Course Dates

  • I did a graduate scheme so had received this type of training before, this was SO much better!


Prerequisite Courses
To get the most out of this course, you should have completed the following:

If you are unsure whether this course is right for you, please contact Miranda Lane (info@financetalking.com)


Equivalent Online Course
An online equivalent of this course is available with immediate access.

Related Course
The following course is closely related to this course.

Finance Essentials for Banks

1-Day Developing Skills

This concise, one day course will enable you to gain a working knowledge of how banks make money and create value for their shareholders. We will cover bank strategy and key performance indicators; how the income statement and balance sheet work for a bank and the headline numbers for results; how banks are regulated and the impact this has on strategy and performance. We will use a major bank as our main example and compare to a range of others.


Outcomes

  • Become conversant with the language of a bank’s senior management
  • Understand the business of banking and how banks make money
  • Appreciate how banks create value for shareholders and how this drives strategy
  • Understand bank balance sheets and income statements
  • See how banks are regulated, including capital ratios, leverage, liquidity etc
  • Be able to use key performance indicators to tell your financial story


What's Included

  • Breakfast, lunch and snacks throughout the day at one of wallacespace’s lovely venues
  • A folder containing all your course materials
  • A copy of our printed financial glossary
  • Briefing papers, online courses and quizzes available after your course via a virtual classroom
  • Access to our tutors by phone or email should you have any questions after your course

After the course, you will have access for 4 months to the following eLearning courses which will help you consolidate your knowledge:


What you will learn

The Big Picture

  • Context – economic overview
  • Capital markets essentials including the yield curve and funding
  • Why banks are highly leveraged
  • How banks create value
  • Example bank strategy – how it fits in

Banking and Accounting Essentials

  • How banks make profits
  • Exercise: Banks accounting game

Regulation & Capital Ratios

  • Exercise: Banking risks
  • Basel I, II and III overview
  • Capital, risk-weighted assets and capital ratios
  • Other Basel III measures
  • Impact of regulatory landscape on profitability
  • Capital and leverage ratios compared

Key Performance Indicators

  • Exercise: How KPIs tell the story

Example Bank Review

  • Understanding financial strength
  • Understanding growth and profitability
  • Segment performance
  • Key performance Indicators vs peers

Summary and Conclusion

  • Telling the story – the link with strategy
  • The future for the banking sector
  • How to learn more

 


How you will learn

This course uses real bank examples and a collaborative approach to learning.


Prerequisites

Introduction to Financial Markets, Financial PR and IR Course; or Introduction to Capital Markets eLearning; or equivalent knowledge.

If you are unsure whether this course is right for you, please contact Miranda Lane (info@financetalking.com).