Description
How to Master Bank and Financial Institution Valuation and Financial Modeling, Dominate Your Investment Banking Interviews, and Succeed On The Job
The Breaking Into Wall Street Bank & Financial Institution Modeling Course is hands-down the fastest way to master real-world bank modeling and valuation, with step-by-step video tutorials, 4 global case studies, expert support, and an unconditional money-back guarantee. Get the short course outline or read the full details below:
- Master the fundamentals and nuances of bank and financial institution accounting, valuation, and financial modeling with detailed, step-by-step video training.
- Quickly grasp the concepts and skills via 4 detailed case studies.
- Dominate your interviews. For your convenience, we provide 13 Overview videos, along with written notes and slides, on the topics most likely to come up in interviews.
- Learn how to write hedge fund stock pitches, equity research reports, and IB pitch books for banks.
- Overview lessons cover a bank’s financial statements, regulatory capital under Basel III, loan loss accounting, and a simplified 3-statement projection model and valuation you can use in time-pressured case studies.
- Overview lessons cover a bank’s financial statements, regulatory capital under Basel III, loan loss accounting, and a simplified 3-statement projection model and valuation you can use in time-pressured case studies.
- Valuation Module covers public comps and precedent transactions for a bank, a regression analysis, and a multi-stage dividend discount model and residual income (excess returns) model.
- M&A Module teaches you how to model the acquisition of a commercial bank, including bank-specific features such as loan marks, deposit divestitures, core deposit intangibles, and the write-down of the Allowance for Loan Losses.
- Bank Buyout and Growth Equity Lessons are based on case studies of ANZ and the Philippine Bank of Communications; you’ll learn how private equity firms invest in the financial services sector, how minority-stake deals differ from control deals, and how to analyze the returns to equity investors in different cases.
- Bonus Insurance Lessons provide an introduction to the insurance industry, including how accounting, the financial statements, and valuation differ.
- Test Your Knowledge with Practice Exercises and Quizzes.
- Get Instant Access. Since everything is delivered online, you get Instant Access to everything as soon as you sign up. No delays or scheduling conflicts, and no packages in the mail to worry about.
- Track Your Progress and Take Notes. Thanks to our custom-designed online learning platform, you can check off each module as you go and take notes on all the lessons for your future reference.
- Expert Support. We have a team of experienced bankers standing by 365 days per year, any time within 5 years of purchase, to respond to your questions, comments, and emails.
- Unconditional Money-Back Guarantee. Our courses are the only financial modeling training programs of their kind to come with an unconditional 90-Day Money-Back Guarantee.
- Course Certification. After completing the course material, you’ll be eligible to take our Certification Quiz.
Here’s what you’ll learn via the detailed global case studies in the course:
- Module 1: Bank Overview: Accounting, Valuation, and Regulations: You’ll discover how banks operate and why you can’t rely on traditional metrics, multiples, or modeling.
- Module 2: Bank Operating Model (Shawbrook): You will construct a detailed operating model for Shawbrook, including calculations for its loan portfolio, three statements, and regulatory capital under Basel III.
- Module 3: Bank Valuation (Shawbrook): You will build a full-fledged valuation model for Shawbrook based on public company comparables, precedent transactions, a regression analysis, and dividend discount and residual income models. You’ll then use these to write a stock pitch, equity research report, and IB pitch book for the company.
- Module 4: Bank Merger Model (KeyCorp / First Niagara): You’ll build a full merger model for KeyCorp’s $4.1 billion acquisition of First Niagara, and you’ll make a recommendation on the deal in a short presentation at the end after learning about the key differences with bank merger models.
- Module 5: Bank Growth Equity Deals (ANZ): You’ll build a half-year operating model for ANZ and use it make a recommendation on a minority-stake investment in the company; you’ll also learn how a bank might use such an investment to shore up its regulatory capital ratios.
- Module 6: Bank Buyout Deals (Philippine Bank of Communications): You will build a buyout model for a 100% acquisition of PBC in this module, learn how NPL divestitures work, and make a short investment recommendation at the end.
- BONUS- Module 7: Insurance Overview: In this module, you’ll get a crash course in all things insurance-related, from the business model to the financial statements, projections, and valuation.
About Breaking Into Wall Street
Want to Land Lucrative Positions at Investment Banks, Private Equity Firms, and Hedge Funds?
Then you need to know financial modeling like the back of your hand. Just one problem: other training companies might teach you the formulas, but they don’t teach you how to use the financial models in real life.
Breaking Into Wall StreetTM offers a completely different approach by teaching you how to use financial modeling to make investment recommendations and advise clients – in other words, you learn how to put all those Excel files to use in real life, the same way you do when working in the finance industry.
Our courses are all based on case studies where you have to advise a client, make an investment recommendation, or decide whether or not a deal makes sense – and the coverage is global, including companies and assets across the six inhabited continents.
BIWS Bank & Financial Institution Modeling, Break Into Wall Street, Download Break Into Wall Street, Free Break Into Wall Street, Break Into Wall Street Torrent, Break Into Wall Street Review, Break Into Wall Street Groupbuy.


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