Description
An overview of tools and techniques to analyze and improve a bank’s financial performance. Participants observe the effects of certain kinds of risk on a bank’s financial track record and the correlation between risk optimization and superior financial performance.
** Some vendors provide a price without textbook & shipping. CFTEA pricing includes all materials needed to complete your course. **
Learning Objectives
- Use the Uniform Bank Performance Report to analyze a bank’s performance over several periods and against peer banks
- Demonstrate the connection between a consistently high level of financial performance as measured by the Return on Owners’ Equity Ratio and its relationship to credit, liquidity, capital and operational risk for the bank
- Identify the major factors that affect a bank’s financial performance
- Identify key components of non-interest income and expense and explore strategies to improve performance
- Utilize tools such as the Balanced Scorecard to assess and improve financial performance, including functional goal setting and performance evaluation
Audience
This course is designed for junior-level bank officers up through CEOs who need to analyze their bank’s performance. Participants should have some basic knowledge of balance sheets and income statements.
Course Credits
ABA Professional Certifications: 17.0 CERP
ABA Certificates: This course applies to the Certificate in Bank Financial Management.
ACE Credits: 3.0 in business administration or business management; 3.0 in finance or money and banking. Additional courses required to earn credit.
Upcoming Dates
- January 21, 2025 – March 7, 2025
- May 12, 2025 – June 27, 2025
- September 8, 2025 – October 24, 2025
Award Application and Career Pathing
Analyzing Bank Performance applies toward the completion of the following certificates and diplomas: