9 Class Hours

Instructor: Tim Koch

This course is designed for those comfortable reading and interpreting bank financial ratios, the UBPR and Canary system. The course integrates daily case studies to enhance students’ understanding of:

  • CAMELS analysis
  • UBPR/Canary/Internal Analysis
  • Earnings Sensitivity Analysis
  • Forward Rates
  • Embedded Options
  • Economic Value of Equity (EVE) Analysis
  • Critique of Duration Measures & Modeling
  • Interest Rate Swaps, Caps & Floors
  • Bond Analytics
  • Critique of Different Portfolio Strategies

Students may self-select into this course in lieu of taking Bank Financial Analysis, depending on their experience level. Space is limited to 18 participants.

Annual School Session

First Year Self-Selected Course

Financial Management Track