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Analyst Training in the Banking Sector

November 12-13
New York, NY
Convene, 101 Park Avenue, New York, New York

Produced by the Knowledge Center, expert training from S&P Global Market Intelligence

LAY A FOUNDATION YOU CAN BUILD ON: For two decades, Analyst Training in the Banking Sector has been the go-to survey course for banking industry professionals. This course delivers high quality, relevant content to those pursuing a career at a bank or credit union, or as an analyst, adviser, or regulator in the industry.

EXPLORE ESSENTIAL ANALYTICS CONCEPTS IN THE BANKING SECTOR: This two-day program will provide the foundational knowledge you need to produce credible analyses of regulated depository institutions. You'll learn to evaluate a depository institution's performance relative to its peers, gain insight on the story behind the numbers through key ratio analysis and financial statement analysis, and much more.

LEARN FROM EXPERIENCED INSTRUCTORS: An independent faculty of veteran banking practitioners leads a mixed format program that includes educational lectures, presentations, class discussions, and case studies to gain hands-on training and diverse perspectives on the sector.


  • Nuanced understanding of key economic and competitive forces that drive the banking sector.
  • Experience in analyzing depository institution balance sheets and income statements to identify key sources of opportunity and risk.
  • Ability to identify and understand the sector's fundamental performance ratios.
  • An understanding of loan portfolio evaluation, including impact on performance and spotting potential red flags.
  • Strategies and tactics for accessing capital markets and capital management, as well as their strategic, performance, reputational, and other implications for financial institutions.
  • Practical application of various equity and enterprise valuation methods

This event is available only as in-house training. To inquire about scheduling a training session for your team, contact Brian Hodges at

Agenda is tentative. Please check back for updates.

    • Registration Fee
    • Early Bird RateThrough October 6
    • Client
    • $1,795.00 / delegate
    • $1,595.00 / delegate
    • Non-Client
    • $1,995.00 / delegate
    • $1,795.00 / delegate



  • Convene

    101 Park Avenue,
    New York, New York

Frequently Asked Questions

Alex, please download the S&P Networking App

The Platts Events mobile app puts conference navigation and networking at your fingertips. Available one week before the event, the mobile app gives delegates :

  • Advance access to the attendee list
  • Live agenda updates and networking activities
  • Immediate access to speaker presentations
  • Essesntial, real-time event details and notifications
  • Upload a profile photo, set up a meeting, amd more

* Platts attempts to secure as many speaker presentations as possible, however some speakers choose not to share their materials. Therefore some presentations may not become available. Additionally speaker presentations for this event are only available for download from the networking mobile app and web link

This event is available only as in-house training. To inquire about scheduling a training session for your team:

Contact Brian Hodges

This Event Has Ended.

  • Questions?

    Please contact us if you have questions or need help registering.

    Phone:+1 434-951-7786

Contact Brian Hodges

This Event Has Ended.