Introduction to Bank Valuation

Name: Introduction to Bank Valuation
Availability: InStock
Rating: 4.67 (9 reviews)

Valuing a bank presents multiple, different challenges compared to valuing a regular, non-bank.

Review ways the operation of a bank differs from a non-bank.
Understand why we cannot calculate enterprise value for banks and why we need to consider a bank’s regulatory capital in our valuation.
Discuss the most common bank valuation methodologies: the dividend discount model, the residual income model, comparable analysis and regression, and calculating a bank’s net asset value.

Start Learning

Overview

Introduction to Bank Valuation Overview

Valuation is probably the most fundamental concept in finance and is a necessary skill to become a world-class financial analyst. Due to the nature of a bank’s operations, as well as banking regulations, we have to modify the most common valuation approaches. In this course, we will build a dividend discount model, a residual income model, mark a bank’s balance sheet to market value and discuss comparable valuation.

Recommended Prep Courses

These preparatory courses are optional, but we recommend you complete the stated prep course(s) or possess the equivalent knowledge prior to enrolling in this course:

Who Should Take This Course?

Introduction to Bank Valuation is perfect for investment bankers, equity research analysts, private equity, and corporate development professionals.

Introduction to Bank Valuation Learning Objectives

Understand how a bank differs from a regular company
Comprehend why enterprise value is a meaningless metric for a bank
Factor regulatory capital requirements into a dividend discount model
Learn how to value a bank that doesn’t pay a dividend
Use similar banks and return on equity to value a bank’s equity
Mark a bank’s balance sheet to market value

Prerequisite Courses

Recommended courses to complete before taking this course.

Prerequisite Skills

Recommended skills to have before taking this course.

Excel
Valuation
Basic statistics

Introduction to Bank Valuation

4.7

Led by Scott Powell

Led by Jeff Schmidt

Level 3

100% online and self-paced

Field of Study: Finance

NASBA CPE Credits: 3

Start Learning

What You'll Learn

Lesson

Multimedia

Exams

Files

This Course is Part of the Following Programs

Why stop here? Expand your skills and show your expertise with the professional certifications, specializations, and CPE credits you’re already on your way to earning.

Financial Modeling & Valuation Analyst (FMVA®) Certification

Skills Learned Financial modeling and valuation, sensitivity analysis, strategy
Career Prep Investment banking and equity research, FP&A, corporate development

Learn More

What Our Members Say

Please give the answers after the exam

Please give the answers after the exam. How can I review my mistakes?

Czarina Frances Burgos

A Primer on Bank Valuation - A Worthwhile Investment

This is a great introduction to the valuation of banks for anyone, like me, interested in learning about banks. This is great value for money. I encourage you to do this course.

Albert Ayirebi Acquah

Introduction to Bank Valuation A class course

Great course!!! Provides a sound foundation in the pursuit of bank valuation and techniques utilised.

Rishi Albert

Short and precise

Good introduction on bank valuation, Well explained with good practice material.

Mohammad Ismail Khan

Frequently Asked Questions

If you haven’t found your answer from our FAQ, please send us a message.

What are the requirements to take the courses?

All of our certification programs are open to students and professionals in various industries and levels of experience. Our curriculum is designed to teach what you need to know from basic fundamentals to advanced practical case studies. To take the courses and complete the exercises, students will only need access to a PC and/or Mac, Microsoft Suite (2016 or newer), and a stable internet connection. Click here to view the Technical Requirements

Can I download the Excel files and financial modeling templates for the course?

Absolutely! All the files and templates needed in a course are available for download. Just look for a module that shows Downloadable Files within the course dashboard. See here for a visual guide on how to do this.

How long do I have to complete the courses?

You will have yearly access to the courses as long as you maintain an active subscription. All the courses are self-paced as well so you can take your time in learning without worrying about any deadlines. Click here to compare our available enrollment options.

Are CFI courses officially accredited?

Yes, CFI is accredited by the Better Business Bureau® (BBB) to maintain training standards, the CPA Institutions in Canada, and the National Association of State Boards of Accountancy (NASBA) in the USA. Most of our courses qualify for verified CPE credits for CPA charter holders. Please refer to this page to view all available CPE credits.

Are there any additional fees or costs?

None! The bundle price includes everything and there are no additional fees or charges to earn your digital certification. You can see our enrollment fees listed here.

What currency are your courses priced in?

All our online courses are priced in USD. As this is a recurring payment, we accept all major credit and debit cards including Visa, MasterCard, and American Express.

How do I earn my certificates?

Students must complete all the video lessons, quizzes, and final assessments in each course. You can retake the assessments as many times as necessary until you reach an 80% passing grade. For more information on how to earn a course certificate, click HERE.

How are the exams conducted?

Students are required to complete an online assessment (Multiple choice questions, Fill-in-the-Blanks, and Excel Questions) at the end of each course. You can take the exams on your own schedule and will need to earn at least 80% to pass the course and earn your certificate of course completion. Please note that course exams can be repeated as many times as you need. Students are also required to complete the FMVA® final exam to earn their certification. How to Take a Qualified Assessment

Can I email the instructor if I have questions?

While the courses are designed mainly for self-study, we are happy to provide email assistance for general or technical support inquiries. The Full Immersion bundles include a premium email support function that allows you to communicate directly with in-house experts regarding course content. This is one of the key features that sets the Full Immersion bundle apart and makes it a worthwhile upgrade over the more affordable self-study bundle. You can compare more features in our bundles here.

Will these courses help me advance my career?

Based on hundreds of reviews from thousands of students we know how CFI courses have helped so many people advance their finance careers. Our courses are designed to be extremely practical and simulate the experience of being trained as a professional financial analyst…the ultimate way to advance your career. For real-world examples and to help delve even deeper into the course concepts, please look into our free career resources library.

What is CFI's refund policy?

Except as required by law, all payments to CFI are non-refundable, including fees and any other associated charges. Canceling your subscription will not generate a refund. Your access to CFI's paid content will remain active until your current billing cycle ends. For more information please visit our refund policy page.

Introduction to Bank Valuation

Overview

Introduction to Bank Valuation Overview

Who Should Take This Course?

Introduction to Bank Valuation Learning Objectives

Prerequisite Courses

Prerequisite Skills

What You'll Learn

Course Introduction

Intrinsic Valuation

Relative Value

Asset Approach

Summary

This Course is Part of the Following Programs

Financial Modeling & Valuation Analyst (FMVA®) Certification

What Our Members Say

Czarina Frances Burgos

Albert Ayirebi Acquah

Rishi Albert

Mohammad Ismail Khan

Jodi Zipagan

Sultan Ayed Nasser AlAhbabi

PRATIK PATIL

W Chung

Tom Kendall

Frequently Asked Questions