BIWS Bank & Financial Institution Modeling

"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 & Financial Institution Modeling and Valuation, with Step-by-Step Video Tutorials, a Case Study of JP Morgan and SunTrust Banks, Unlimited Lifetime Support, plus an Unconditional Money-Back Guarantee. Read on to discover more...

Master the fundamentals and nuances of bank and financial institution accounting, valuation, and financial modeling with detailed, step-by-step video training. You'll gain skills that are NOT taught in undergraduate or MBA programs…but which any FIG group at a bank or any financial institutions-focused PE firm or hedge fund will expect you to know.
Quickly grasp "real life" concepts and skills through a detailed case study of JP Morgan, plus a hypothetical acquisition of SunTrust. This is not "academic financial theory," but exactly what you do in real life at an investment bank. And the same strategies apply regardless of whether you're in M&A, equity research, an industry coverage group, or you're on the buy-side.
Dominate your interviews. For your convenience, we provide 5 quick reference guide PDFs and 6 Overview videos on the topics most likely to come up in interviews. Skip to exactly what you need and review all the concepts in short order – even if your interview is tomorrow and you just found out about it 5 minutes ago.

Learn how to use bank and financial institution equity research and SEC filings. Everything in the program is integrated with real SEC filings and equity research from investment banks like Morgan Stanley and RBC. And you'll learn exactly how to pull relevant information, adjust for non-recurring charges, and align your numbers with Wall Street consensus estimates.
Overview lessons cover a bank's financial statements, interest-earning assets and interest-bearing liabilities, how to calculate the provision for credit losses and allowance for loan losses, and how to determine risk-weighted assets and key metrics such as the Tier 1 Capital Ratio.

Operating Model lessons teach you how to project JP Morgan's loan portfolio and credit losses, and how you use those to derive its balance sheet, Interest-Earning Assets and Interest-Bearing Liabilities, and income and cash flow statements; advanced topics such as the circular calculation for dividends and share repurchases are also covered.
Valuation Course covers public comps and precedent transactions for a bank, the key metrics and multiples to use, and both simplified and complex versions of the dividend discount model and the residual income (excess returns) model.

Pick everything up fast in 3 simple steps: 1) Understand the concept behind the model. 2) Watch a pro build the model. 3) Practice building the model yourself.
Test Your Knowledge with Practice Exercises. You'll get "Before" and "After" Excel files for each lesson - follow along with the lesson, and then check your answers afterward.
Get Instant Access. Since everything is delivered online, you get Instant Access to everything as soon as you sign up. No delays, 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.
Unlimited, 365-Day Per Year Support. We have a team of experienced bankers standing by 365 days per year to respond to your questions, comments and emails, for as long as you need.
Unconditional Money-Back Guarantee. BIWS Bank & Financial Institution Modeling is the only financial modeling training program of its kind to come with an unconditional 60-day money back guarantee.

What You Get... And What the BIWS Bank & Financial Institution Modeling Course Will Do For You...

This course provides advanced training for both new and experienced professionals. The Bank & Financial Institution Modeling course is perfect for you if:

You already know the fundamentals of accounting, valuation, and financial modeling, and now you want to learn how commercial banks, insurance firms, and other financial institutions work in-depth.
You're interviewing with financial institution groups (FIG) – at banks, PE firms, hedge funds, or any other finance firm.
You're about to start working in a financial institution group, or you've just transferred into one and you need to get up to speed quickly.
You're an experienced professional and you've worked in the commercial banking or insurance industries before – and now you're transitioning into investment banking, private equity, or related roles.

Whenever you're interviewing for these roles at investment banks, you'll always get a few questions over and over...

How much do you know about accounting? Do you know how it's different for banks and financial institutions?
Can you walk me through how you would value a bank? What about an insurance firm? How are P&C Insurance and Life Insurance different?
What are the key factors that drive a financial institution's valuation?
How do merger models and leveraged buyout (LBO) models differ for these companies?
How would you describe your financial modeling skills?

Confidently answering all these questions and showing evidence of the case study you completed will set you apart from everyone else in the interview room and put you in prime position to land lucrative internships and jobs at investment banks, private equity firms, and hedge funds.

We've designed the course from the ground up to help you gain functional mastery of this highly-specialized material in the shortest possible time.

Here's what you'll get, and everything you'll learn with hands-on practice via the case study of JP Morgan's potential acquisition of SunTrust Banks:

A complete case study of JP Morgan, including actual research from Morgan Stanley and RBC. You'll discover how a bank operates differently from a 'normal' company and how its 3 financial statements differ.
Module 1: Overview, Bank Accounting & Regulatory Capital: You'll discover how banks operate and why you can't rely on traditional metrics, multiples, or modeling.

Module 2: Bank Operating Model: You will construct a detailed operating model for JP Morgan, culminating with a summary page that presents the key operating metrics for a bank and directly ties into the valuation.
Module 3: Bank Valuation: You will create a full-fledged valuation model for JP Morgan based on public company comparables, precedent transactions, and dividend discount and residual income models.
Module 4: Bank Merger Model: You'll create a detailed merger model for the hypothetical acquisition of SunTrust Banks by JP Morgan, and you'll understand how a commercial bank's merger model differs from the standard one.
Module 5: Bank LBO Model: You will discover how to create a "bank LBO model," and you'll learn why the traditional LBO framework does not apply to commercial banks.
Module 6: 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.

The information you'll find is so detailed and so thorough that our regular customers come from top-ranked universities, investment banks, and business schools.

Once you've completed the training, here's what you can immediately add to your resume / CV:

Bank & Financial Institution Modeling (Breaking Into Wall Street)
Online Financial Modeling Training Program

Completed FIG modeling training based on case study of JP Morgan's hypothetical $13 billion acquisition of SunTrust Banks; also completed insurance modeling lessons
Built bank operating models for JP Morgan and SunTrust Banks, based on loan growth, charge-offs and recoveries, the provision for loan losses, and interest-earning assets and interest-bearing liabilities; projected the financial statements and calculated key capital ratios such as Tier 1 Capital and Tier 1 Common
Valued JP Morgan using dividend discount model, residual income (excess returns) model, and public comps and precedent transactions with P / E and P / TBV multiples
Built complex merger model for deal, including support for deposit divestitures, core deposit intangibles, restructuring funding, synergies, and federal funds and dividends differentials post-transaction; calculated accretion / dilution and IRR

You can print out the models from this course and during the interview, you can describe exactly what you learned in the training – you know how important it is to set yourself apart, right?

Click here to access a detailed, 23-page course description with everything you get.

Access Your Training Instantly

Everything in the BIWS Bank & Financial Institution Modeling Course is delivered online – no packages to wait on and worry about, and you get instant access when you sign up. You also get FREE updates as they're delivered, as well as Lifetime Access to the entire course content.

Once your order is complete, you'll receive an email with login instructions - follow the simple instructions and you'll be able to access all 26 hours of videos and Quick Reference Guides immediately.

Hear What Customers Have to Say About Their Results
With The BIWS Bank & Financial Institution Modeling Course

At last count, over 16,623 students, entry-level professionals, and career changers have used Breaking Into Wall Street to master modeling, win interviews, and break into high-paying jobs in investment banking, private equity, hedge funds, equity research, and more.

Take a look at what some of them have to say specifically about the Bank & Financial Institution Modeling course (these are actual unedited email screenshots... a few details have been blacked out to protect customers' privacy).

"Completing the FIG Modeling course was instrumental to transitioning into
equity research, where I now cover the financial services sector."

"Well researched, realistic and high quality content"

"I interned at a BB bank this past summer in the Financial Institutions Group and
the material that I have learned in the Bank & Financial Institution Modeling course is incredible."

"I work in the Treasury Department of a regional bank and the Banking course especially has been helpful."

And here's just a small selection of schools and firms where students and professionals currently use our courses:

A partial list of schools and firms where BIWS courses are in use...

Schools:

Ohio State University
Indiana University - Kelley School of Business
McMaster University
NYU Stern School of Business
Rice University
Harvard University
Harvard Business School
Cornell University
University of Pennsylvania - The Wharton School
University of Chicago - Booth Business School
London Business School
Duke University
Stanford University
Columbia Business School
MIT - Sloan School of Management
University of California, Berkeley
Brown University
Princeton University
London School of Economics
UCLA - Anderson School of Management
Imperial College London
Massachusetts Institute of Technology
Dartmouth College
Northwestern University - Kellogg School of Management
University of Pennsylvania
University of Western Ontario - Richard Ivey School of Business
University of Cambridge
University of California, Berkeley - Haas School of Business
Yale University
University of Alberta
Stockholm School of Economics
University of Denver
York University - Schulich School of Business
Queen's University
University of Texas at Austin
University of Toronto - Rotman School of Management
Barnard College
Villanova University
Southern Methodist University

University of California, Irvine
Canisius College
University of Wisconsin - Madison
Washington University in St. Louis
University of Edinburgh
Lehigh University
York University
University of South Florida
Rice University
University of Michigan
Ryerson University
Georgetown University
Colgate University
Carnegie Mellon University
University of Virginia
University of Illinois at Urbana-Champaign
Drexel University
University of Notre Dame
Regis University
Emory University - Goizueta Business School
University of California, Los Angeles
Baruch College
University of Florida
University of South Carolina
WHU - Otto Beisheim School of Management
University of Southern California
Boston College
Virginia Tech
University of Minnesota, Twin Cities
University of Technology, Sydney
University of New Hampshire
Pennsylvania State University
George Washington University
University of Texas - McCombs School of Business
University of Arizona
University of Pittsburgh
Johns Hopkins University
Texas State University - San Marcos
Cooper Union
Vanderbilt University
Sewanee, The University of the South

California Polytechnic State University
University of Colorado at Boulder
University of Exeter
Mount Holyoke College
Cranfield University
Williams College
University of Georgia
Wofford College
University of Delaware
University of California, Santa Barbara
Michigan State University
University of Richmond
North-West University (South Africa)
Dalhousie University
Concordia College
University of Nebraska - Lincoln
Carleton College
The College of New Jersey
University of Texas at Dallas
Ghent University - Vlerick Leuven Gent Management School
Monash University
Tulane University
Birmingham - Southern College
University of North Carolina at Chapel Hill
University of Connecticut
Hampden-Sydney College
Georgetown University - McDonough School of Business
Fordham University
University of Western Ontario
University of Tennessee, Knoxville
University of Iowa
University of Lethbridge
Claremont McKenna College
Amherst College
George Mason University
Marquette University
College of St. Scholastica
University of Tulsa
Syracuse University
Bentley University

Finance Firms & Other Corporations:

KPMG
GenNx360 Capital Partners
Capital Partners
Sindicatum Sustainable Resources
Arqaam Capital
Morgan Stanley
Bank of America Merrill Lynch
HSBC
Credit Suisse
Citigroup
Barclays Capital
Royal Dutch Shell
BlackRock
PricewaterhouseCoopers
Lazard
TD Bank
Harris Williams & Co.
Raymond James
Société Générale
Accenture

Jadwa Investment
World Fuel Services
Boone Opportunity Lenders
Cardinal Capital Management
BNY Mellon
QBE Insurance Group
Grisons Peak Merchant Banking
Alpine Investors
Blue Sky Group
Arkas Corporate Finance Advisory
Value Advisors
Anders Nyman
Quantek Asset Management
Avondale Partners
FTI Consulting
Reaud Capital
Global eProcure
Koru Technologies
IHG Capital
Carlisle Development Group

Pilgrim Bank
Energy Invest Group
Carpenter Hawke & Co.
La Financière Patrimoniale d'Investissement
Energy Transfer
ICE Canyon
Mirae Asset Global Investments Group
Tesoro Corporation
Century Management
New Island Capital
CIT Group
Lloyds TSB
HDFC Bank
Princess Three
Regent Natural Resources Co.
M&T Bank
Vector 9 Strategies
Gold Key Realty
Schroder Investment Management
Somerset Capital Management

Governments & Other:

The United States Treasury

Take A Sneak Peek Inside Our Custom-Designed Interactive Learning Portal

Click on the videos below to see for yourself exactly the content and style of instruction you'll get after you sign up:

Here's a sample lesson from the Operating Model module on how to project dividends issued and shares repurchased for JP Morgan, based on its required regulatory capital levels:

Click here to view a large version of the video and get all the files and resources.

And here's another sample lesson from the Valuation module, on how to calculate dividends issued and present value based on the minimum Tier 1 Common Ratio:

Click here to view a large version of the video and get all the files and resources.

Plus Unlimited Support From Expert
Trainers, 365 Days A Year

When you enroll in BIWS Bank & Financial Institution Modeling, you'll receive Instant Access to the entire course.

Everything is delivered online, so there's no waiting for materials to arrive by mail, and no expensive in-person training to worry about fitting into your schedule.

You can even download any of the videos or other resources to your preferred device (smartphone, tablet, or laptop / desktop) so you can review the materials whenever and wherever you like.

But that's not the best part...

The best part is unlimited, 365-day-per-year support, whenever you need it.

So if there's anything at all you don't understand or anything you need to clarify, just go to the "Question/Comment" area below each and every lesson, and ask your question.

These comments are monitored and responded to by our expert support team - every one of whom has personal experience working on deals at investment banks, private equity firms, and other finance firms.

So you'll actually get responses from people with deep experience in the field.

Here's A Sample Of The Personalized Support
You Can Access Inside The Members' Area:

This personal, unlimited, when-you-need-it support is one of the things that sets the BIWS courses apart and gets you to your goals faster.

You can often learn just as much from reading other customers' questions, and our responses, as you will from the lessons themselves!

Our personal phone-based coaching rate is currently $200 per hour. But when you access this course, personal support is included for FREE, for as long as you need it.

What’s Your Investment In The
BIWS Bank & Financial Institution Modeling Course?

To put this in context, let's consider your Return on Investment in this Program...

The pay for entry-level investment banking jobs varies from year to year, but it's safe to say that even entry-level Analysts would make at least $100,000+ USD right out of university.

At the MBA level, that climbs to $200,000 USD. And as you progress, your salary only gets higher and higher.

By investing in this highly-specialized program, you're doing several things, all at the same time:

Gaining extremely specialized knowledge in a field in which there is always high demand for people who know what they're doing.
Learning practical real-world skills you can apply right now.
Differentiating yourself from other IB professionals and students at top schools – even those with the best academic pedigrees and the highest GPAs.
Proving beyond a doubt to current or potential employers that you're someone who is prepared to go "above and beyond" to be the best and get results… which is exactly the type of person banks love to hire, reward, and promote.

So the value you stand to receive is substantial. And it only goes up over time as you advance within the field..

And your investment? Just $247 for the entire program.

With this very modest investment, you're setting yourself up for a job that pays a minimum of $100,000 – that's a 400x return on investment. (Good luck getting that in the stock market!)

Or another way to look at it is that with this course, you're acquiring highly-specialized skills for which there is a ton of demand, but very limited supply... and that can only be a very good thing for you.

Other training firms charge much more for less content and value - and in some cases, for programs that aren't even designed specifically for online learning.

And just in case you're not absolutely convinced the BIWS Bank & Financial Institution Modeling Course is right for you, let me remove any last shred of doubt. You're completely covered by our unconditional 60-Day Money Back Guarantee:

The No-Hassle Money-Back Guarantee

Just like every one of the BIWS guides and courses, this comes with our unconditional 60-day money back guarantee.

That’s right - take a full 60 days to evaluate everything inside the Program, and if you’re not 100% satisfied, simply contact us via the “Contact” link displayed on every page of the site and ask for your money back.

You’ll receive a prompt and courteous refund. There are no strings attached, no special terms or conditions, and no fine print.

Here’s What Happens Within Minutes Of You Signing Up

Once you sign up, you'll immediately have access to the 71 instructional videos and 5 PDF Quick Start Guides.

And you'll have access to our expert support team to ask whatever questions you need, 365 days a year. With that comes lifetime access to the site, free upgrades, new content as we add it, and support.

Decision And Action Time

This is the most comprehensive and most practical Bank & Financial Institution industry-specific financial modeling training around, at the best price, and with the best guarantee. This is as risk-free as an offer can possibly get.

Click the orange "Add To Cart" button to finalize your order and create your username and password, and I'll see you on the other side:

To YOUR success,

Brian DeChesare

Brian DeChesare,
Breaking Into Wall Street Founder

P.S. There is no faster way to master the skills required for bank and financial institution modeling… and no faster way to prove to potential employers or HR departments that you're an A-grade professional who is prepared to go "above and beyond" to stand out.

P.P.S. Advance Warning: A price rise is coming soon. The price of BIWS Bank & Financial Institution Modeling Course will increase to at least $397 in the near future. Even at that price, this course would still be more cost-effective than all the other alternatives... but please don't miss this opportunity to get in at $247, and then come back later only to find that you have to pay more.

If you've been watching us from the beginning, you know that prices have been increasing since the site first launched - and they will continue to do so in the future as the courses get even better and we add additional material and features.

Pssst! Here's An "Even Better" Offer

What's an even better value than this industry-specific financial modeling course? The Industry-Specific Financial Modeling Course Bundle.

With the bundle, you get the following three Courses at a deep discount to the regular prices:

Bank & Financial Institution Modeling Course
Oil & Gas Modeling Course
Real Estate & REIT Modeling Course

(Including all bonuses, expert support, immediate access, and a 60-Day Money-Back Guarantee on everything...) all for just $497 (savings of $244).

Knowledge and skill in these three specialized disciplines will truly set you apart from the pack, and I promise you: they will never be offered at a lower price than this.

Click Here To Sign Up Now For
The Industry-Specific Financial Modeling Course Bundle