Course Overview | This course focuses on how company decisions and actions influence value and how financial advisors can use corporate finance techniques to create bank marketing opportunities. The training provides an overview of the various methods used to compute company value, including advantages & disadvantages of market multiples, balance sheet methods, and discounted cash flow valuation.
After completing this training, participants should be able to:
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Target Audience | Experienced credit analyst, underwriter, or relationship manager. Participants should have a strong foundation in financial statement analysis and cash flow analysis. |
Duration | 2 days |
Course Overview | This training builds on Corporate Valuation course to provide participants with an opportunity to practice and master the concepts using more complex transactions. The class includes mock client presentations using the previously introduced concepts.
After completing this training, participants should be able to:
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Target Audience | Experienced credit analyst, underwriter, or relationship manager. Participants should have completed the Corporate Valuation course. |
Duration | 2 days |
Course Overview | This course teaches the fundamental analytical processes behind interest rate risk management derivatives products. It covers the credit risk inherent in these products as well as the benefits to the bank and customer from the use of derivative products.
Participants learn the basics of interest rate and foreign currency risk from the view of a bank relationship manager, rather than a derivatives specialist. The course is not designed as a substitute for the expertise of the bank’s strategic partners in the derivatives arena, but rather enhances the participant’s ability to converse with these internal professionals and with bank clients and prospects. After completing this training, participants should be able to:
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Target Audience | Any credit analyst, underwriter, relationship manager. Participants should be competent in basic credit underwriting and financial statement analysis. |
Duration | 1 day |
Course Overview | This course covers the fundamentals of corporate finance, opportunity identification, and the application of corporate finance concepts to value creation strategies for bank clients, particularly in the area of capital structuring and corporate restructuring and transition of company ownership.
The training provides participants with an understanding of the key principles which underlie corporate value creating strategies, sources of capital and capital structure. In addition, the session will examine how these principles can be applied to bank clients. |
Target Audience | Experienced credit analyst, underwriter, or relationship manager. Participants should a foundation in in valuation techniques, net present value, and internal rates of return. |
Duration | 2 days |