Home

Analysis of Financial Institutions

Search

Bio Overview Takeaways Prerequisites Materials Grading Help Assignments Topics

Overview

Co-taught with Professor Stephen Ryan

Fall 2020: 1.5 credits

MBA ACCT-GB- specialization: Accounting

Undergrad ACCT-UB- concentration: Accounting

 

This course analyzes financial statements of financial institutions from the perspective of investment bankers, investment analysts, and consultants. It provides a framework to analyze the financial statements and identify the key performance metrics of banks and insurance companies.

Takeaways

Prerequisites

Core course in Financial Accounting

Materials

Exams and Grading

There are no in-class quizzes, midterms, or final exams.

System Requirements

Help and Office

Assignments

Topics

Topic 1: Overview of the financial statements of a bank

Unique aspects of a bank's business model

Balance sheet

Income statement

Topic 2: Structured transaction and off-balance sheet financing

Special purpose entitites

Securitization

Derivatives

Topic 3: A framework for analyzing a bank and key financial metrics

Balance sheet metrics

Income statement metrics

ROI and valuation metrics

Topic 4: Overview of the financial statements of a property and casualty insurer

Unique aspects of a property and casualty insurer's business model

Balance sheet

Income statement

Topic 5: Overview of the financial statements of a life insurer

Unique aspects of a life insurer's business model

Balance sheet

Income statement

Topic 6: Key financial metrics for insurers