Introduction to Bank Analysis includes

skills certificate

Introduction to Bank Analysis

| skills-certificate

skills certificate

Introduction to Bank Analysis

| Skills Certificate
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Practical exercises



Discover the inner workings of commercial and investment banking with our certified bank analysis course.

Intro to Banking

35 video minutes

3 excel exercises

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Video minutes 35

Excel Exercises 3

  • Comparing corporate and investment banking
  • Building a bank’s balance sheet
  • Building a bank’s income statement
  • Calculating return on equity for a bank

Banking - Financial Statement Fundamentals

53 video minutes

0 excel exercises

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Video minutes 53

Excel Exercises 0

  • Deconstructing a bank’s balance sheet
  • Financial instruments classification under US GAAP
  • Cash & cash equivalents definition
  • Repurchase agreements (Repos)
  • Securities borrowed and loans
  • Determining the fair value of financial instruments
  • Other bank balance sheet line items in detail

Expected Credit Losses

13 video minutes

6 excel exercises

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Video minutes 13

Excel Exercises 6

  • Understanding IFRS 9’s expected credit loss model
  • Calculating expected credit loss provisions for preforming loans, underperforming loans and loans with objective evidence of impairment
  • Identifying the accounting transactions required when posting expected credit loss provisions
  • Calculating gross and net interest after accounting for expected credit loss provisions

Deconstructing a Bank's Balance Sheet

23 video minutes

8 excel exercises

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Video minutes 23

Excel Exercises 8

  • Building a KPI suite for a real set of bank financial statements
  • Analysing Net Interest Income (NII) & Net Interest Margin (NIM)
  • Reviewing the efficiency ratio
  • Taking a deep dive into Return on Tangible Equity (RoTE)
  • Calculating the Loan-to-Deposit Ratio (LDR)
  • Appraising the Liquidity Coverage Ratio (LCR)
  • Constructing an analysis of the Net Stable Funding Ratio (NSFR)
  • Reviewing the Expected Credit Loss coverage ratio
  • Calculating the Common Equity Tier 1 (CET 1) ratio

Bank Regulations

67 video minutes

11 excel exercises

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Video minutes 67

Excel Exercises 11

  • Key objectives
  • Key tools
  • Recent initiatives
  • Regulatory bodies
  • Historical regulation
  • Basel, MiFid and Dodd-Frank
  • Stress testing
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Wall Street Recognized Certification

Established on Wall Street, Financial Edge has taught at the biggest bulge-bracket firms since 2016, and now we offer that very same training online for you. It’s no secret that banking is fiercely competitive, which is why our Wall Street recognized certification is designed to let your employers know you have the skills to succeed.

This course is officially CPD certified

Continuing Professional Development (CPD) keeps a record of your increasing skills, knowledge and experience throughout your career, which now includes select Financial Edge certifications.

What Our Students Say

Introduction to Bank Analysis Skills Certificate is included in your Felix Plan


Get full access to all our certified courses and instructor support.

Includes full access to all certified courses.

£269.440% off
Billed annually.
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Boost includes:
  • 184+ hours of instructor-led learning
  • Search across 350+ playlists, 3000+ videos and Q&As
  • Role-focused pathways
  • Expert instructor support


Gain additional access the full suite of data and analytics tools used by Wall Street analysts.

Full Felix access including all learning content and data features.

£419.440% off
Billed annually.
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Pro includes:
  • Everything in the Boost plan
  • Streamlined company data
  • Current and historic filings for over 7000 companies
  • Market and industry data
  • Ready-to-use sector and transaction models

Compare plans

Boost Pro
Completion certificates 38 38
Skills certificates 51 51
Micro-degrees 12 12
Searchable library of 350+ playlists, 3000+ videos and Q&As
10 role-based learning pathways, including Investment Banking, Equity Research, Sales and Trading and more
Expert instructor support
Practical exercises to work alongside videos and quick quizzes to test your understanding
Weekly live webinars
Streamlined company data (WACC. & EV bridge calculator, custom comparables)
Current and historic filings for over 4,000 US firms
Current and historic filings for over 7,000 firms globally
Link to, label and share data points in filings (limited to 10 for Free and Boost users, unlimited for Pro)
Regional and industry data sets
Ready-to-use sector and transaction models
Boost £449 £269.4 Billed annually Get Started
Pro £699 £419.4 Billed annually Get Started

Frequently Asked Questions

What tech do I need?

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Access your course across desktop, laptop, tablet or phone; either via our web portal or the dedicated mobile app. While we have optimized our video quality and size, we recommend a broadband connection to enable uninterrupted video playback. A PDF reader and spreadsheet application are required to open the supporting resources.

Is it right for me?

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Our online courses reflect the training new analysts receive at the leading financial organizations. They're challenging, but if you want to demonstrate you are as good as the best in the industry then this is the course for you. The top investment banks will recognize our micro-degree certifications, making them perfect for graduates looking to land a job or a professional preparing for a new role.

Are Financial Edge's courses credible?

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The leading investment banks, as rated by the FT, hire us to train their incoming analysts. If you are looking to join the best analysts in the world, why not challenge yourself with the same content and certification with the same Wall Street instructors ready to answer your questions.

Will the Introduction to Bank Analysis help me get a job?

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Absolutely. Develop practical skills you can use to impress at interviews, whether you’re looking to break into finance or change roles.

How long do I have to complete the Introduction to Bank Analysis ?

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Everyone works at their own pace so there's no restrictions, all you need is an active Felix plan for the course you are completing. All Felix plans renew annually.

Are there any hidden costs?

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No. Everything you need is included, from instructor-led videos and Excel exercises to the exams.

What is CPD?

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All of our online courses are CPD accredited. CPD stands for Continuing Professional Development and makes demonstrating your commitment to learning easy. Your institution or accrediting body may track CDP points through activities, units or hours. Check with the relevant party to find out how you should be monitoring your progress.

What support will I get along the way?

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Our expert instructors are standing by to answer questions and help you develop a detailed understanding of finance complexities. Our technical support team are also ready to help with any system problems.