AIB - ANALYZING BANK PERFORMANCE

Course Description:  Analyzing Bank Performance provides participants with all of the tools needed to analyze their bank's financial performance. During this class, participants will analyze their own bank's performance.

Audience:  This course is designed for junior-level bank officers all the way up through CEOs who need the analytical tools to analyze their bank's performance.

Learning Objectives:  After successfully completing this program, participants will be able to:

• Identify the key balance sheet and income items for a bank

• Use the Uniform Bank Performance Report to analyze their bank's performance over time and compare that with other banks

• Identify the major factors affecting bank performance

• Analyze the profitability of various lines of business within the bank using a variety of measures

• Utilize the concepts of economic value added and the balanced scorecard in assessing their bank's performance

• Identify the key drivers on non-interest income and non-interest expense and various strategies for managing them

• Evaluate customer profitability within the bank

Prerequisite:  Participants should have previously taken a basic accounting course and must have experience using Microsoft Excel.

Required Software:  Microsoft Excel

Textbook:  Bank Management, 5th Edition, 2002, by Timothy W. Koch and S. Scott MacDonald, is the required textbook and will be provided to participants. 

Credits:  AIB: 2.0; CPE: 23.0

Delivery Method: This course is available in the following formats:

• AIB Online Instructor-led course (click link for course start dates)
  Length: 8 weeks
  Price: $745 members; $925 non-members (with text)
  $625 members; $805 non-members (without text)
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• Students who complete this course along with four other courses, may obtain the Bank Financial Management Diploma.