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Analyst Training in the European Banking Sector - November 2013  -  November 25-26, 2013

8:00 am

DAY ONE - Monday, 25 November

Registration and continental breakfast open
9:00 am

Programme Begins

Developing a Structured Approach to Analysis

  • Stages in the analytical process
  • Gathering information: types of information, key issues, incorporating rating agencies
  • Defining and understanding the relationship between strategy, operations, and financial performance
Financial Reporting

  • Reporting requirements
  • Structure and content of the annual report
  • Key accounting standards affecting banks
  • International accounting comparisons
  • Impact of IFRS
  • Case Study: Annual Report review
Lunch

Understanding Bank Financial Statements  

  • Assets / Liabilities / Capital / Income Statements
  • Accounting for derivatives
  • Off balance sheet items
  • Distinctions between different types of banks and financial institution types
  • Key issues of liquidity, quality, margin, and sustainability
  • Case Study: Preliminary analysis of a bank's financial statement
5:00 pm

Programme Ends

8:30 am

DAY TWO - Tuesday, 26 November

Continental breakfast opens
9:00 am

Programme Begins

Strategic Analysis

  • Macro/country risk: general sovereign risks, economic risks, political risks
  • Industry risk: structure, customer base, regulatory (international, Basel II/III, EU specific, domestic)
  • Case Study: Country and industry analysis
Operational Analysis

  • Using CAMEL(B) as an analysis structure and its relationship with financial analysis
  • Market position
  • Diversification
  • Management and strategy
  • Credit risk
  • Market risks: structural and trading
  • Funding liquidity and financial flexibility
  • Liability management
  • Capitalisation
  • Earnings
  • Risk management: credit and market
  • Case Study: operational risk issues
Lunch

 

Performance Analysis

  • Analysis structure
  • Key ratios: calculation and interpretation
  • Avoiding elevator analysis
  • Trend analysis
  • Peer group analysis
Putting it all together
  • Case Study: ratio analysis, SWOT analysis, and overall assessment of the bank
5:00 pm

Programme Ends

Simon Green
Partner, GW Training Associates

Simon has over 15 years experience as a professional corporate banker, during which period a number of senior positions were held with major UK financial institutions. Principal responsibilities encompassed; credit and risk analysis and management, credit policy formulation, relationship management and corporate recoveries.

For the last 17 years he has been a full time credit and risk trainer concentrating on providing training courses for the financial institutions sector. The principal focus of this training has been credit and risk analysis for both corporates and financial institutions. He has been responsible for the design, implementation, and delivery of in-house training programmes for a number of major institutions in the UK, Continental and Eastern Europe, the Middle East, North America, South America and Australasia.

He has also taught for the Chartered Institute of Bankers professional examinations and lectured on the University of Wales MBA programme. He is a visiting lecturer at the University of Glamorgan for the MSc in Banking and Finance and an external assessor on Cardiff Business School’s MBA Programme.

Simon holds a first degree from Birmingham University, an MBA from University of Wales Cardiff and is an Associate of the Chartered Institute of Bankers.

Event Date:
November 25-26, 2013
Event Location:
Dexter House
No. 2 Royal Mint Court, Tower Hill, London, EC3N 4QN
England, GB
Registration Fee:
£1,295 
Registration fee is subject to 20% VAT.

Your registration includes all master class work materials plus continental breakfast and lunch.

Analyst Training in the European Banking Sector is designed for those relatively new to this specialist area and for those who wish to reinforce skills developed to date in the work place. It is very practically orientated with numerous exercises and real life case studies.

This programme presumes familiarity with basic accounting and finance concepts, as well as a working knowledge of bank financial statements.

Event Date:
November 25-26, 2013
Venue:
Dexter House
No. 2 Royal Mint Court, Tower Hill, London, EC3N 4QN
England, GB
CFA Institute
SNL Knowledge Center is registered with CFA Institute as an Approved Provider of professional development programs. This program is eligible for 8.5 PD credit hours, as granted by CFA Institute. If you are a CFA Institute member, PD credit for your attendance at this event will be automatically recorded in your PD Diary.
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