Bank Modeling and Valuation includes

skills certificate

Bank Modeling and Valuation

| skills-certificate

skills certificate

Bank Modeling and Valuation

| Skills Certificate
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3

Hours

20

Practical exercises

1

Exam

Make better informed investment decisions for your clients by mastering the relationship between bank performance and valuation.

Modeling a Simple Bank Model

29 video minutes

10 excel exercises

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Video minutes 29

Excel Exercises 10

  • Forecasting the balance sheet
  • Forecasting net interest income
  • Forecasting the income statement
  • Calculating risk weighted assets
  • Calculating required capital
  • Completing the model
  • Preparing for hand-off

Bank Valuation

28 video minutes

8 excel exercises

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Video minutes 28

Excel Exercises 8

  • Explore the relationship between bank performance and valuation
  • Calculate a bank’s market capitalization
  • Explore the relationship between growth, risk and returns

Dividend Discount Valuation

17 video minutes

2 excel exercises

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Video minutes 17

Excel Exercises 2

  • Understanding tier 1 capital assumptions
  • Calculating maximum dividends
  • Calculating terminal value
  • Discounting the dividends
  • Calculating equity value and cross checking with PE and Price to book value multiples
  • Comparing the implied multiple of the terminal value and the overall valuation
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Wall Street Recognized Certification

Established on Wall Street, Financial Edge has taught at the biggest bulge-bracket firms since 2016, and now we offer that very same training online for you. It’s no secret that banking is fiercely competitive, which is why our Wall Street recognized certification is designed to let your employers know you have the skills to succeed.

What Our Students Say

Get Bank Modeling and Valuation Skills Certificate

Single plan icon Single Course

Get lifetime access to this course!
£109
Single purchase
Single purchase includes:
  • Lifetime access
  • Expert instructor support

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Includes full access to all certified courses.

£449
£26940% off
Billed annually
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Boost includes:
  • 184+ hours of instructor-led learning
  • Search across 350+ playlists, 3000+ videos and Q&As
  • Role-focused pathways
  • Expert instructor support

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ON SALE

Full Felix access including all learning content and data features.

£699
£41940% off
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Pro includes:
  • Everything in the Boost plan
  • Streamlined company data
  • Current and historic filings for over 7000 companies
  • Market and industry data
  • Ready-to-use sector and transaction models

Compare plans

Single Course Boost Plan Pro Plan
Completion certificates 38 38
Skills certificates 1 51 51
Micro-degrees 12 12
Lifetime access to course
Expert instructor support
Practical exercises to work alongside videos and quick quizzes to test your understanding
Searchable library of 370+ playlists, 3500+ videos and Q&As
10 role-based learning pathways, including Investment Banking, Equity Research, Sales and Trading and more
Weekly live webinars
Streamlined company data (WACC. & EV bridge calculator, custom comparables)
Current and historic filings for over 7,500 firms globally
Current and historic filings for over 4,000 US firms
Link to, label and share data points in filings (limited to 10 for Free and Boost users, unlimited for Pro)
Regional and industry data sets
Ready-to-use sector and transaction models
Single course £109
Boost £449 £269 Expand skills
Pro £699 £419 Maximize potential

Frequently Asked Questions

What tech do I need?

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Access your course across desktop, laptop, tablet or phone; either via our web portal or the dedicated mobile app. While we have optimized our video quality and size, we recommend a broadband connection to enable uninterrupted video playback. A PDF reader and spreadsheet application are required to open the supporting resources.

Is it right for me?

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Our online courses reflect the training new analysts receive at the leading financial organizations. They're challenging, but if you want to demonstrate you are as good as the best in the industry then this is the course for you. The top investment banks will recognize our micro-degree certifications, making them perfect for graduates looking to land a job or a professional preparing for a new role.

Are Financial Edge's courses credible?

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The leading investment banks, as rated by the FT, hire us to train their incoming analysts. If you are looking to join the best analysts in the world, why not challenge yourself with the same content and certification with the same Wall Street instructors ready to answer your questions.

Will the Bank Modeling and Valuation help me get a job?

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Absolutely. Develop practical skills you can use to impress at interviews, whether you’re looking to break into finance or change roles.

How long do I have to complete the Bank Modeling and Valuation ?

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Everyone works at their own pace so there's no restrictions, all you need is an active Felix plan for the course you are completing. All Felix plans renew annually.

Are there any hidden costs?

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No. Everything you need is included, from instructor-led videos and Excel exercises to the exams.

What support will I get along the way?

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Our expert instructors are standing by to answer questions and help you develop a detailed understanding of finance complexities. Our technical support team are also ready to help with any system problems.

What is the difference between a Felix subscription and buying a single course?

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Purchasing a single course gives you lifetime access to that one program. Purchasing a yearly Boost or Pro Felix subscription gives you access to our full library of 50+ certifications for the duration of your subscription. With a Pro plan, you’ll also be able to access our streamlined company and market data alongside productivity tools.