Commercial Banking

INTRODUCTION

We have delivered training programs to commercial and corporate banking teams for the last 3 years.

Our expertise ranges from tailored financial statement analysis to cash management, credit, and trade finance. Our training team includes ex-commercial bankers who have been at the cutting edge of transaction banking developments.

Case Study: Maximizing Commercial Banking Transactions at Top 4 Investment Bank

Does your team have the skills needed to spot unmissable deal opportunities?

A global investment and corporate bank wanted to maximize their transactions by training their commercial bankers how to identify business opportunities. Historically, financial statement analysis at the firm had focused on pure accounting, rather than the analysis tools needed to spot prospective deals.

Our Solution

We designed an in-depth financial analysis program focusing on SME clients of the firm, which covered cash management and trade finance products. Participants could use their analytical tools to identify the need for commercial banking products, having learned through two real-life case studies based on the bank’s systems. The program took place over four days and is supplemented with ongoing online learning.

The Result

Consequently, participants are applying their newly taught skills to prepare pitch meetings with clients and take a deeper dive into their financial analysis.

KEY STATS

113
Participants taught
37646
Participant views of eLearning content
1
Wall Street instructor delivering the program
2
Real-life case studies used to support learning

Modules

FINANCIAL STATEMENT ANALYSIS

  • Income statement analysis, EBIT and EBITDA
  • Balance sheet analysis, including working capital, non-current assets, debt and equity
  • Building cash flow statements using the balance sheet and income statement
  • Earnings per share calculation
  • Equity method investments
  • Full consolidation/ M&A accounting International transactions and operations
  • Derivatives and hedge fund accounting
  • Corporate analysis during economic shocks
  • Real company financials are used throughout

EXCEL

  • Excel basics
  • Excel setup
  • Advanced formatting
  • Exploring a model
  • Text and date functions
  • Building scenarios
  • Data extraction
  • Sensitivity data tables
  • Database analysis

FINANCIAL MODELING

  • Financial modeling fundamentals
  • Financial modeling essentials
  • Model checking fundamentals Introduction to modeling
  • Three statement model with iterations
  • Three statement model editing

CREDIT

  • Introduction to financing
  • Credit risk
  • Controlling credit risk
  • Business credit risk
  • Financial risk
  • Debt capacity
  • Private bank debt market
  • Financing strategy

MARKETS AND PRODUCTS

  • Introduction to financing
  • Credit risk
  • Controlling credit risk
  • Business credit risk
  • Financial risk
  • Debt capacity
  • Private bank debt market
  • Financing strategy

TREASURY PRODUCTS

  • Cash management
  • Trade finance
  • Treasury services – cash and liquidity management
  • Treasury services – technical infrastructure
  • Securities services

Types of client

COMMERCIAL BANKING

CORPORATE BANKING

RELATIONSHIP BANKERS

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