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UNDERSTANDING BANK PERFORMANCE
Course Description: This course is
designed to help non-financial professionals understand the basics of bank
financial statements and how they are used to evaluate bank performance.
Audience: This course is designed for non-financial
professionals throughout the bank, including branch managers,
marketing professionals, human resources professionals, and information
technology professionals. Any line manager who has not been exposed to the
basics of evaluating bank performance would benefit from this course.
Learning Objectives:
After completing this course, you will be able
to:
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Identify the
key balance sheet and income items for a bank
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Describe how a bank makes money
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Describe key performance measures for the
bank
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Understand the types of risks that banks
must manage
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Identify the key measures or risk within
the bank
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Identify the major factors affecting bank
performance
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Understand how the profitability of various
lines of business within the bank are evaluated
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Understand the use of the balanced
scorecard to look at financial and non-financial measures of performance
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Identify the key drivers of non-interest
income and non-interest expense
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Understand how banks attempt to measure
customer profitability
Topics by Week
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Week 1: Overview of Course
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Week 2: Bank balance sheet and income
statements
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Week 3: Key ratios in evaluating
performance. How to calculate them and how to use them to evaluate
performance
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Week 4: Non-financial measures of bank
performance, the concept of the balanced scorecard
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Week 5: Line of business profitability,
customer profitability, and final exam.
How the Course Works: The
course is delivered over the Internet and is divided into 5 modules with 1
module covered each week. Each module consists of a 5 to 10 page
reading (which can be read online or printed for reading offline), a
self-check quiz to help you determine if you understand the concepts, and a
short exercise in which you apply concepts to your own bank. The
exercise will be either emailed to the instruction or posted on a threaded
discussion board. The instructor will be available to answer questions
by email or through the discussion board. There is no single time
during the week that participants must go to the website to participate.
It is anticipated that each participant will spend 2 to 3 hours each week on
the course.
Course Credit: AIB credit: 1.0
Delivery Method:
For further information, call NYBA
Education at (212) 297-1679 or
elegg@nyba.com.
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