This course provides advanced training for both new and experienced professionals. The Bank & Financial Institution Modeling course is perfect for you if:
Whenever you’re interviewing for these roles at investment banks, you’ll always get a few questions over and over…
Confidently answering all these questions and showing evidence of the case studies you’ve 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.
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.
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:
Online Financial Modeling Training Program
After completing the course materials, you’ll be eligible to take our challenging Certification Quiz. Once you earn a score of at least 90%, you’ll be issued a personalized Certificate of Achievement with your name, the course name, and the date you passed the quiz:
Add your Certificate of Achievement to your resume/CV and/or present it in interviews to set yourself apart from other candidates.
We also make sure employers know that this is a serious qualification: Your certificate will contain a link where prospective employers can review what’s on our exams and what you must master to receive certification.
Unlike other training companies that “issue certifications,” our process is completely transparent: you can literally point to the exact questions you had to answer to pass the quiz and become certified.
Once interviewers see you really do have the “chops” to be a banker, your chances of hiring success go way, WAY up.
Access Your Training Instantly 
The entire Breaking Into Wall Street course is delivered online – no deliveries to wait on and worry about, and you get instant access when you sign up. You also get FREE updates as they’re released, as well as lifetime access to all the lessons.
Once your BIWS order is complete, you’ll receive an email with login instructions – follow the simple instructions and you’ll be able to access all the videos, Excel files, transcripts, and Quick Start Guides immediately.
Let’s face it: It is nearly impossible to find useful, substantial information on insurance modeling and valuation anywhere (I’ve looked many times!).
That’s why we added a set of 13 bonus lessons on introductory insurance modeling and valuation to this Bank & Financial Institution Modeling course.
It’s not a comprehensive treatment of insurance, but it is sufficient for interviews. And best of all, it’s short – only 6 hours of training, which is ideal for weekend cramming or last-minute prep before interviews.
First, you’ll start with an overview of insurance modeling and how insurance companies differ from both commercial banks and “normal companies.”
Then, you’ll delve into insurance accounting: How companies record premiums and revenue, including Gross Written Premiums, Ceded and Assumed Premiums, and Net Written and Earned Premiums.
You’ll understand how the premiums are reflected in the financial statements and how they affect items such as the Unearned Premium Reserve (UEPR). You’ll also learn how the premiums “flow” from Direct Written Premiums down to Net Earned Premiums.
On the expense side, you’ll learn how Losses & LAE, Commissions, and other line items are recorded, and how insurance companies create “Loss Triangles” based on cash vs. book differences.
Next, you’ll see examples of real financial statements from a property & casualty (P&C) insurance company (Travelers Companies) and life insurance company (MetLife), and you’ll understand the key differences between them.
After these introductory lessons, we delve into a simplified 3-statement model and valuation for a new P&C insurance company, which covers:
After this 3-statement model, you’ll get an overview of embedded value, which is a key valuation methodology specific to life insurance.
Finally, we wrap up with a comparison of P&C and life insurance companies and explain the business model, financial statement, and valuation differences.
Again, this Bank Modeling course focuses on commercial banks and lending firms, so these bonus lessons do not represent a comprehensive treatment of insurance.
However, it is a very useful “crash course” that will get you through interviews and let you answer insurance-related accounting and valuation questions crisply and effectively.
We could sell this set of lessons separately for $100, but it’s yours for free once you sign up for the Bank & Financial Institution Modeling course.
you’ll be able to discuss insurance company modeling, accounting, and valuation with confidence. You’ll understand the key business model differences, how insurance firms differ from commercial banks, and how P&C differs from life insurance. And you won’t be caught off-guard when insurance-related questions come up in interviews.
Sign up now to take advantage of this offer and receive FREE access to this set of 13 bonus lessons on Insurance.
At last count, over 41,053+ 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).
Click on the videos below to see for yourself exactly the content and style
of instruction you’ll get after you sign up:
When you enroll in the BIWS Bank & Financial Institution Modeling Course, you’ll receive Instant Access to the entire contents and our online membership area.
Everything is delivered online, so there’s no waiting for materials to arrive by mail.
You can even download any of the videos or other resources to your preferred device, so you can learn whenever and wherever you like.
And we don’t have any silly restrictions on the number of devices or computers you can use – once you sign up, it’s yours.
But that’s not the best part…
The best feature of the courses is 365-day-per-year expert support, any time within 24 months of purchase.
So if there’s anything at all you don’t understand or 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 in investment banking, private equity, and other finance roles.
So you’ll actually get responses from people with deep experience in the field – even if it’s Christmas Day and you have a question about a pitch book or case study due the next day.
Note: We’re happy to answer specific questions on the course content, but we cannot actually complete homework assignments or case studies for you, for both ethical and practical reasons. So, there are some (reasonable) limits to this support, though we still go beyond any other provider in the market.
This personal, 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.
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 earn between $140,000 and $160,000 USD right out of university.
At the MBA level, that climbs to $200,000 to $250,000 USD. And as you progress, your total compensation only gets higher and higher; top bankers earn 7 figures annually.
By investing in this specialized program, you’re doing several things at the same time:
So the value you stand to receive is substantial.
And your investment? Just $497 for the entire program.
With this very modest investment, you’re setting yourself up for a job that pays a minimum of $140,000 in total compensation (base salary + bonus) – that’s a 282x return on investment.
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 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 90-Day Money-Back Guarantee:
Just like every one of the BIWS guides and courses, this comes with our unconditional 90-Day Money-Back Guarantee.
That’s right – take a full 90 days to evaluate everything inside the course, 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.
Once you sign up, you’ll immediately have access to the 103 instructional videos, the comprehensive written notes, the practice quiz questions, the dozens of Excel files, and the bank stock pitch, equity research report, and investment banking pitch book.
You can re-purpose these files for your own case studies and modeling tests in interviews, and even use them for on-the-job analyses.
And you’ll have access to our expert support team to ask whatever questions you need, for a full 24 months after purchase. With that comes lifetime access to the site, free upgrades, and new content as we add it.
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
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 that you’re a first-class professional who is prepared to go “above and beyond” to stand out.
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.
