Bank and Insurance Company Valuation

Description

This course is a practical workshop by an experienced trainer, which will allow the participants to forecast the financial projections of a banking institution in order to derive an equity valuation using a Dividend Discount Model and trading multiples and perform a basic M&A bank combination analysis.

In addition, the course will give participants a good overview of insurance valuation. Participants familiarise themselves with the insurance business and products, starting with the property and casualty sector and then moving to life insurance during the final part. Participants complete a fully integrated forecasting and valuation model for a non-life and life insurance company.

What you will learn

• Get an overview of financial statement analysis for banks, including the banking book, financial instruments and the reporting and valuation of derivatives
• Have explained to them the fundamentals of regulatory capital
• Gain an understanding of the regulatory framework, Basel I, II & III and the key capital, liquidity and funding ratios.
• Learn about calculating risk weighted assets (RWAs): credit risk RWA, counterparty risk, market risk and operating risk
• Have an overview on the forecasting and modelling of banks based on their financial statements and publicly available regulatory information of a retail & commercial bank, participants forecast its financial performance based on its historical statements
• Be taught about other techniques of bank valuation, including the dividend discount model and key multiples of a commercial & retail bank
• Discuss a banking M&A combination analysis including negative goodwill and regulatory capital impact
• Get an overview of financial statement analysis for insurance, including premiums written, reinsurance share and claims reserves
• Gain an understanding of the regulatory framework of Solvency II and ratios.
• Have an overview on the forecasting and modelling of insurance based on their financial statements, participants forecast its financial performance based on its historical statements
• Be taught about other techniques of insurance valuation, including the dividend discount model and key multiples insurance and regression analysis