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| Advanced Financial Analysis Series: Bank Financial Modeling [Full][已舉辦 Completed] |
Event Code: 100313W |
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| Time |
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| MBA Town Centre, CUHK at Amber Room, Unit B, 1st Floor, Bank of America Tower, 12 Harcourt Road, Central, Hong Kong. |
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| Speaker(s) |
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Mr. Hamilton Lin, CFA
President
Wall St. Training
(www.wallst-training.com)
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| Fee |
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HKSFA Member(s) at HK$2,200/person
CFA Candidate(s) at HK$3,500/person
Guest(s) and non-Member(s) at HK$3,500/person
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This event is qualified for : |
6.5 CPT hour(s) , 6.5 CE hour(s) , 6.5 RBV CPD hour(s)
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| Remarks : |
- Classrooms are not equipped with computers, participants WILL HAVE to bring their own laptops.
- Special Discount: 10% off for those who register for two (or more) workshops
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| Event Details: |
The standard financial analysis and valuation methodologies that apply to most companies do not apply to industries that "use money to make money". Balance Sheet based companies, such as banks, play by different rules and methodologies based on the unique nature of their businesses. First, start off with an interactive primer on commercial banks and their financial statement terminology and drivers. Learn how to analyze a bank and why the standard financial analysis and valuation methodologies that apply to most companies do not apply to industries that "use money to make money."Get a firm grasp on the main banking functions (commercial, investment, asset management) and the quality of book of loans. Analyze net vs. gross charge-offs vs. provisions. Recognize critical credit ratios and capital adequacy analysis and Basel II impact. Understand the impact of interest rates, importance of term structure and credit spreads, and implications on a bank’s profitability. Examine best practices in calculating net interest income via average asset and liability balances on the income statement. Dive into an analysis of balance sheet assets and liabilities as well as the drivers of EPS growth. Wrap up by analyzing valuation parameters and key banking valuation multiples (PE, PEG, Book Value, and ROE
Then, build a summary simplified bank financial model that addresses the key drivers of profitability, cash flow, and valuation. Forecast selected line items of a bank's balance sheet which drive the larger bank model; estimate interest-earning assets and interest-bearing liabilities which drives profitability; projecting loan portfolio growth, provisions for credit losses, and net charge-offs which determine overall impact on the financial statements. Examine best practices in calculating net interest income via average asset and liability balances on the income statement.
Prerequisite: Intermediate proficiency using Excel and a solid grasp of basic accounting fundamentals are required. The "Corporate Valuation Methodologies" class is recommended, but not required.
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Click here to enrol and download the event flyer for further details. |
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