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Bank and Insurance Analysis, Modeling and Valuation – 4 Day FIG Masterclass

£1,596 £1,197 incl. tax

This course is currently unscheduled, please contact us using the button below to begin the scheduling process.

Start Mastering FIG Skills Today

Get a head start, book your place today and gain instant access to the pre-class modules. Maximize your in-class experience by learning the fundamentals of banking and insurance companies before the live sessions begin.

Join Alastair in the virtual classroom to rapidly build your understanding of the specialized accounting, financial analysis, regulatory landscape, modeling and valuation of these financial institutions. See below for full program details.

online classrooms delivered for the top 4 investment banks since 2016

Explore the 4-Day Virtual Program Schedule

Pre-Class: Intro to Banking and Insurance Companies

Get access to the following modules immediately after you’ve booked your place. Work through these at your own pace prior to the live sessions to maximize your classroom experience.

  • Introduction to Banking
  • Bank Accounting – Financial Statement Fundamentals
  • Bank Accounting – Expected Credit Losses
  • Insurance Companies Overview

Day 1: An Introduction to Bank Analysis (14th December - 12-6pm UTC)

Bank Accounting – Financial Analysis
With a specific focus on a real set of financial statements, take a deep dive into the income statement and balance sheet, analyzing each line item and building a comprehensive suite of KPIs to assess the bank’s financial position and performance.

Bank Regulation
Learn the key objectives and tools used to regulate banks. Calculate the statistics that underpin Basel I, II and III. Discover how banks have been regulated historically and its impact on the industry today.

Day 2: Bank Modeling and Valuation (15th December - 12-6pm UTC)

Modeling a Bank
Learn the fundamentals of how to forecast and model a bank’s financial statements.

Banking Valuation – Multiples and ROE Regression
Build a comprehensive understanding of the relationship between bank performance and valuation.

Banking Valuation – Dividend Discount Model
Learn how to take an existing forecast and add a dividend discount model onto the integrated model.

Day 3: An Introduction to Insurance Analysis (16th December - 12-6pm UTC)

Financial Statement Fundamentals
Learn the key principles and methods used in insurance accounting.

Regulation
Uncover the regulatory landscape, Solvency II, own funds, capital requirements and solvency ratio.

Life Insurance Analysis
Understand profit drivers in life insurance, analyzing profitability and capital and review new business metrics.

P&C Analysis
Discover how insurance companies are profitable, claims or loss reserves, unearned premium reserves, deferred acquisition costs and more.

Day 4: Insurance Modeling and Valuation (17th December - 12-6pm UTC)

Gain a comprehensive understanding of how to model and value life insurance and P&C insurance businesses. Participants will review real life case study examples to demonstrate the key steps used to build insurance company models and the main techniques used when valuing them.

Post-Class

Receive 12 months access to the complete FIG Banker online course and continued instructor support after your live sessions. Pass all 4 exams to certify your new skills with a FIG micro-degree and join analysts from the world’s top banks in our prestigious alumni.

Meet your Instructors

ALASTAIR MATCHETT

Meet Alastair, managing director at Financial Edge Training!

He has over 22 years worth of experience in financial training and founded FE at the start of 2016.

Before instructing, Alastair worked at 3i in private equity, having moved from mergers and acquisitions in financial institutions and oil and gas at J.P. Morgan.

Follow Alastair on LinkedIn

Interact with your instructor via Zoom

Our virtual classrooms are supported by Zoom. This virtual environment enables you to:

  • Meet face-to-face with our Wall Street instructor team
  • View screen shares from Excel files and more
  • Instant message your instructor and peers
  • Have the opportunity to appear ‘in front of the class’
  • Work collaboratively with the group via whiteboards and annotations
  • Access recordings of the live classroom once it has finished

We strongly recommend you use a webcam and microphone during your class to get the most out of the session.

Details

Is it right for me?

Our virtual classrooms offer distinct learning opportunities. Have your questions answered immediately by our expert instructors. Utilizing years of industry and teaching experience, they will make the learning applicable and vibrant. Reference the learning materials online for 365 days after the classes.

What will I need?

A laptop is essential, ideally with a webcam and microphone, and working WiFi. You must have access to Adobe Reader and Microsoft Excel. Each live session will take place on Zoom. Participants will be sent a link in their online classroom hub.

Will I get certification?

Yes! Earn your FIG micro-degree after the live sessions by passing the 4 exams in The FIG Banker online course. Demonstrate your new capabilities by quickly adding your certification to LinkedIn and join our prestigious alumni to receive exclusive benefits.

Testimonials

“He walked us through the model explaining every component. It was really entertaining and time went by really fast. He also responded to questions really quickly.”

Paz Fernandez Valencia – Cass M&A and PE Society Member

“Good energy and interaction with instructor. No connection issues/technical glitches which was quite a plus.”

Oliver Gilkinet – Cass M&A and PE Society Member

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