Reading & Analyzing a Bank’s Financial Statements

Name: Reading & Analyzing a Bank's Financial Statements
Availability: InStock
Rating: 4.92 (12 reviews)

Understanding bank financial statements is crucial for investors, analysts, and anyone interested in the banking sector. While the general structure of financial statements for banks shares similarities with those of regular companies, there are notable differences due to the unique nature of banking operations.

Explain how a bank’s balance sheet and income statement are laid out and how banks make money.
Learn how banks utilize leverage and its impact on shareholder returns.
Calculate and analyze financial ratios specific to banking to get a more comprehensive view of a bank’s financial health and performance.

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Corporate Finance Institute

Reading & Analyzing a Bank’s Financial Statements

Overview

Reading & Analyzing a Bank’s Financial Statements Overview

Banks have unique classes of balance sheet and income statement line items that other companies won’t have. In “Reading & Analyzing a Bank’s Financial Statements” we will explore those differences and review real-life examples of different sized banks. This course also includes a model so you can practice calculating and analyzing financial ratios specific to banking and learn how to interpret a bank pyramid of ratios.

Who Should Take This Course?

This course is designed for entry-level investment bankers, entry-level equity or credit research analysts, corporate development professionals, and financial planning and analysis (FP&A) professionals working in the banking sector.

Reading & Analyzing a Bank's Financial Statements Learning Objectives

Explain how a bank’s balance sheet is laid out and how a bank makes money off its balance sheet
Read a bank’s income statement and understand how it differs from a typical income statement
Calculate and analyze financial ratios specific to banking
Use a bank pyramid of ratios to get a more comprehensive view of a business
Calculate and interpret bank regulatory ratios

Prerequisite Courses

Recommended courses to complete before taking this course.

Prerequisite Skills

Recommended skills to have before taking this course.

Excel
Financial accounting

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.

Accounting for Financial Analysts Specialization

Skills learned Accounting, Financial Analysis, Reading Financial Statements and more
Career prep Financial Planning & Analysis (FP&A), Corporate Development, Investment Banking, Private Equity, Equity Research, and more.

Learn More

What Our Members Say

Fantastic

Great course! Concise and deep at the same time...

Valentin Zhurba

Its a good class when Scott Powell Teaches it

He makes complex topics into something digestible. Top class teacher

Diego Cortes Padilla

Great value for money

I loved the content, the pace of the tutorial and hands-on, real-life experience of it

Albert Ayirebi Acquah

Good teacher leads me to use excel shortcut as well👍

John Wisnu Alwi

Great course

Provided great insight on understanding bank financial statements. I really enjoyed this course

Rachael Larkins

A Treasure of Knowledge Made Easy to Understand

The content of this course is absolutely outstanding! It's impressive how complex concepts related to banks' financial statements are broken down in such a clear, well-structured manner, making them accessible and easy to grasp. Simplifying these topics while ensuring learners gain valuable insights in a time-efficient way is not an easy job. Scott does an incredible job of keeping the material engaging, which made me eager to keep learning. Thank you so much for this enlightening experience!

Mohammed Al Zahrani

Solid foundation in reading and analyzing bank financial statements

Overall, this course offers a solid foundation for reading and analyzing bank financial statements. The clear structure, visuals, and practical examples make it a valuable resource for students, professionals, and anyone seeking to understand the financial health and performance of banks. The addition of interactive elements and more in-depth analysis would elevate it further.

Dr Gregory Gray Jr

More depth

It would be great to have the opportunity to build a model from scratch and not always complete a few sections in an already made model.

Joel Andrew Kühn

Great course on how to analyze a bank's Financials

If you want a simplified yet detailed guide on how to analyze a bank's financial statement, this is your go to course. I hope you enjoy it as much as I do.

Wasiu Ayinde

Unforgetable experiencie

When taking a course the instructor played a significant role in making the course engaging and enjoyable, so he did. I was surprised that his deep knowledge of the subject was paired with an approachable and enthusiastic teaching style that encouraged my curiosity. The pace of the lessons was perfectly balanced—not too fast to feel overwhelming, but not too slow to become tedious. This allowed time to absorb the material while keeping the momentum of the class. Additionally, the instructor's genuine passion for teaching made the learning experience unforgettable. Regarding the course itself, was its relevance and practicality. I’ve found myself applying what I learned in real-life situations. It’s rare to encounter a course that continues to provide value long after it’s finished. In short, this course wasn’t just a learning experience; it was transformative. It set a benchmark for what I now consider an excellent educational experience. It was the kind of course where you looked forward to every session.

Ana Maria Ballesteros

Banking Financial Statements

Learned a lot about how different banks have to report their financial information. Helped me better understand the general banking reporting industry.

Jeff Parsons

Great Course

Great overview of the special characteristics of a bank's financial statements. For me personally, this was new, which made it extra exciting.

Peter Herszenyi

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Reading & Analyzing a Bank’s Financial Statements

Reading & Analyzing a Bank’s Financial Statements Overview

Who Should Take This Course?

Reading & Analyzing a Bank's Financial Statements Learning Objectives

What You'll Learn

Course Introduction

Reading a Bank's Income Statement

Calculating and Analyzing Bank Financial Ratios

Interpreting a Bank's Pyramid of Ratios

Understanding Bank Regulatory Ratios

Course Summary

This Course is Part of the Following Programs

Accounting for Financial Analysts Specialization

What Our Members Say

Valentin Zhurba

Diego Cortes Padilla

Albert Ayirebi Acquah

John Wisnu Alwi

Rachael Larkins

Mohammed Al Zahrani

Dr Gregory Gray Jr

Joel Andrew Kühn

Wasiu Ayinde

Ana Maria Ballesteros

Jeff Parsons

Peter Herszenyi

Frequently Asked Questions