Analysing Financial Institutions: Financial Institutions Forecasting Models CASE STUDY

The Analysing Financial Institutions course gives participants a clear understanding of the banking business model and the analysis of the financial statements of banks.


This is a foundation course for graduate entrants who have a basic knowledge of accounting and financial statements analysis.

Learning Outcomes

At the end of this course, participants will be able to:

  • Identify and analyse and the revenues and costs, assets and liabilities of the following banks
  • Retail
  • Commercial and corporate
  • Investment
  • Identify factors that influence
  • Net interest margins
  • Fees and commissions
  • Credit loss provisioning

Course Content

  • The challenges of modelling bank financial statements
  • Key drivers and key financial metrics
  • How best to conduct a sensitivity analysis


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Why study with Alpha?

Innovation and creativity born from experience

We are thought leaders in instructional and learning journey design and holistic solution architects. We have extensive finance and investments experience combined with skills application to deliver performance improving results. We develop immersive learning environments that maximize time to productivity, support talent retention and added value to improving quality of hires.

Knowledge Exchange Evangelists

We are focused on mining the embedded organisational intellectual capital for the benefit of the next generation. We create and curate best in class practice gathered from our experience with the leading financial institutions. We design our programmes with the end in mind – what results are you trying to achieve with this intervention? What metrics will we set ourselves to achieve that?

Generation Proof

Quality and innovation, using current market and industry best practices, have made us a trusted partner in delivering dynamic and motivating training for the financial and capital markets. Our programmes are generation proof and responsive to evolving learner needs and styles. Our solutions use a multi-stakeholder engagement strategy that expands beyond relationships between the learner and learning provider. We create connections with managers, peers and the wider business to drive impactful return on investment..

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The team are so friendly and pleasant to work with, everyone is very professional and keen to help us. Building a relationship over the past couple of years helps us to feel like the Alpha team are even more able to understand our needs and provide more proactive solutions.
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