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Syndicated Credit Origination

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Syndicated Credit Origination

2.0 hours ♦ Intermediate

Syndicated credits originate in a number of ways. Origination can be a result of a marketing call by a bank; a normal analysis and review of an established funding program, as is the case of most sovereign and public sector borrowers; or the borrower, typically in the private sector, can initiate it. For a borrower, the need for syndicated credit

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Syndicated credits originate in a number of ways. Origination can be a result of a marketing call by a bank; a normal analysis and...

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Syndicated Credit Origination

2.0 hours ♦ Intermediate

Syndicated credits originate in a number of ways. Origination can be a result of a marketing call by a bank; a normal analysis and review of an established funding program, as is the case of most sovereign and public sector borrowers; or the borrower, typically in the private sector, can initiate it. For a borrower, the need for syndicated credit

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Syndicated Credit Origination

2.0 hours ♦ Intermediate

Syndicated credits originate in a number of ways. Origination can be a result of a marketing call by a bank; a normal analysis and review of an established funding program, as is the case of most sovereign and public sector borrowers; or the borrower, typically in the private sector, can initiate it. For a borrower, the need for syndicated credit

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Bank M & A Strategies

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Bank M & A Strategies

2.0 hours ♦ Core

M&A activity in the banking industry has been stimulated in various decades by a number of factors, including deregulation; increasing competition; market valuations; synergistic opportunities; and technology, globalization, and management incentives. The financial services industry is highly fragmented, both on a global basis and within individual countries, most notably the United States. The sustained wave of financial industry mergers and

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M&A activity in the banking industry has been stimulated in various decades by a number of factors, including deregulation; increasing competition; market valuations; synergistic...

Dig Deeper

Bank M & A Strategies

2.0 hours ♦ Core

M&A activity in the banking industry has been stimulated in various decades by a number of factors, including deregulation; increasing competition; market valuations; synergistic opportunities; and technology, globalization, and management incentives. The financial services industry is highly fragmented, both on a global basis and within individual countries, most notably the United States. The sustained wave of financial industry mergers and

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Bank M & A Strategies

2.0 hours ♦ Core

M&A activity in the banking industry has been stimulated in various decades by a number of factors, including deregulation; increasing competition; market valuations; synergistic opportunities; and technology, globalization, and management incentives. The financial services industry is highly fragmented, both on a global basis and within individual countries, most notably the United States. The sustained wave of financial industry mergers and

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Gap Management Techniques

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Gap Management Techniques

2.5 hours ♦ Intermediate

Net interest margin is a significant source of risk and return at all lending institutions. It is the difference between total interest revenues on the bank's assets and the total interest expense on the bank's liabilities. Gap is the difference between the amount of rate-sensitive assets and rate-sensitive liabilities, and gap management is used to stabilize interest margins and earnings.

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Net interest margin is a significant source of risk and return at all lending institutions. It is the difference between total interest revenues on...

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Gap Management Techniques

2.5 hours ♦ Intermediate

Net interest margin is a significant source of risk and return at all lending institutions. It is the difference between total interest revenues on the bank's assets and the total interest expense on the bank's liabilities. Gap is the difference between the amount of rate-sensitive assets and rate-sensitive liabilities, and gap management is used to stabilize interest margins and earnings.

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Gap Management Techniques

2.5 hours ♦ Intermediate

Net interest margin is a significant source of risk and return at all lending institutions. It is the difference between total interest revenues on the bank's assets and the total interest expense on the bank's liabilities. Gap is the difference between the amount of rate-sensitive assets and rate-sensitive liabilities, and gap management is used to stabilize interest margins and earnings.

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M&A Motivations and Objectives

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M&A Motivations and Objectives

2.5 hours ♦ Intermediate

The successful completion of a merger or acquisition requires financial and business professionals who understand business strategy, valuation, negotiation, financing, taxes, government regulation, asset deployment, marketing and administrative functions, corporate culture, and human resources. The first step in understanding the M&A process is in understanding the motivations underlying the decision. The motivations for a merger or acquisition can be categorized

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The successful completion of a merger or acquisition requires financial and business professionals who understand business strategy, valuation, negotiation, financing, taxes, government regulation, asset...

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M&A Motivations and Objectives

2.5 hours ♦ Intermediate

The successful completion of a merger or acquisition requires financial and business professionals who understand business strategy, valuation, negotiation, financing, taxes, government regulation, asset deployment, marketing and administrative functions, corporate culture, and human resources. The first step in understanding the M&A process is in understanding the motivations underlying the decision. The motivations for a merger or acquisition can be categorized

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M&A Motivations and Objectives

2.5 hours ♦ Intermediate

The successful completion of a merger or acquisition requires financial and business professionals who understand business strategy, valuation, negotiation, financing, taxes, government regulation, asset deployment, marketing and administrative functions, corporate culture, and human resources. The first step in understanding the M&A process is in understanding the motivations underlying the decision. The motivations for a merger or acquisition can be categorized

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Optimizing Capital Structure

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Optimizing Capital Structure

2.5 hours ♦ Intermediate

Optimizing capital structure (debt/equity/hybrids) has direct impact on the performance and value of the firm. As a company grows and its business risk declines, it has access to a greater variety of financing alternatives with a wider range of prices and conditions. Adding value in this decision-making process can enhance an advisor's relationship with the company and increase the probability

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Optimizing capital structure (debt/equity/hybrids) has direct impact on the performance and value of the firm. As a company grows and its business risk declines,...

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Optimizing Capital Structure

2.5 hours ♦ Intermediate

Optimizing capital structure (debt/equity/hybrids) has direct impact on the performance and value of the firm. As a company grows and its business risk declines, it has access to a greater variety of financing alternatives with a wider range of prices and conditions. Adding value in this decision-making process can enhance an advisor's relationship with the company and increase the probability

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Optimizing Capital Structure

2.5 hours ♦ Intermediate

Optimizing capital structure (debt/equity/hybrids) has direct impact on the performance and value of the firm. As a company grows and its business risk declines, it has access to a greater variety of financing alternatives with a wider range of prices and conditions. Adding value in this decision-making process can enhance an advisor's relationship with the company and increase the probability

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Gap Management Strategy Development

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Gap Management Strategy Development

2.0 hours ♦ Intermediate

Your gap management strategy depends on your expectations for interest rates, your tolerance for risk, and your existing asset/liability position. A successful gap management strategy means maximizing profits while minimizing gap. The four major strategies are: accept margin fluctuations; manage the gap over rate cycles; achieve gap targets with typical assets or liabilities; or achieve gap targets by hedging. Changes

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Your gap management strategy depends on your expectations for interest rates, your tolerance for risk, and your existing asset/liability position. A successful gap management...

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Gap Management Strategy Development

2.0 hours ♦ Intermediate

Your gap management strategy depends on your expectations for interest rates, your tolerance for risk, and your existing asset/liability position. A successful gap management strategy means maximizing profits while minimizing gap. The four major strategies are: accept margin fluctuations; manage the gap over rate cycles; achieve gap targets with typical assets or liabilities; or achieve gap targets by hedging. Changes

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Gap Management Strategy Development

2.0 hours ♦ Intermediate

Your gap management strategy depends on your expectations for interest rates, your tolerance for risk, and your existing asset/liability position. A successful gap management strategy means maximizing profits while minimizing gap. The four major strategies are: accept margin fluctuations; manage the gap over rate cycles; achieve gap targets with typical assets or liabilities; or achieve gap targets by hedging. Changes

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Project Financing Features

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Project Financing Features

2.0 hours ♦ Intermediate

Project finance is used to finance a wide variety of major projects, including electric power plants, offshore oil production platforms, mines, factories, and telecommunications systems. In a project financing, the project being constructed generates the cash flow which will repay the financing. Lenders expect to be paid solely from the cash flow produced by the project and to be secured

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Project finance is used to finance a wide variety of major projects, including electric power plants, offshore oil production platforms, mines, factories, and telecommunications...

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Project Financing Features

2.0 hours ♦ Intermediate

Project finance is used to finance a wide variety of major projects, including electric power plants, offshore oil production platforms, mines, factories, and telecommunications systems. In a project financing, the project being constructed generates the cash flow which will repay the financing. Lenders expect to be paid solely from the cash flow produced by the project and to be secured

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Project Financing Features

2.0 hours ♦ Intermediate

Project finance is used to finance a wide variety of major projects, including electric power plants, offshore oil production platforms, mines, factories, and telecommunications systems. In a project financing, the project being constructed generates the cash flow which will repay the financing. Lenders expect to be paid solely from the cash flow produced by the project and to be secured

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Early Warning Indicators for Debt in Distress

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Early Warning Indicators for Debt in Distress

2.0 hours ♦ Advanced

Bankers never intend to have a problem loan; but, inevitably, some loans will become problem loans. The earlier a possible loss is detected, the more alternatives there are to avoid or reduce economic loss. That's why it is important to know the early warning indicators of credit distress. The financial ratios that provide early warning of credit distress are those

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Bankers never intend to have a problem loan; but, inevitably, some loans will become problem loans. The earlier a possible loss is detected, the...

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Early Warning Indicators for Debt in Distress

2.0 hours ♦ Advanced

Bankers never intend to have a problem loan; but, inevitably, some loans will become problem loans. The earlier a possible loss is detected, the more alternatives there are to avoid or reduce economic loss. That's why it is important to know the early warning indicators of credit distress. The financial ratios that provide early warning of credit distress are those

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Early Warning Indicators for Debt in Distress

2.0 hours ♦ Advanced

Bankers never intend to have a problem loan; but, inevitably, some loans will become problem loans. The earlier a possible loss is detected, the more alternatives there are to avoid or reduce economic loss. That's why it is important to know the early warning indicators of credit distress. The financial ratios that provide early warning of credit distress are those

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Financial Institutions and Risks

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Financial Institutions and Risks

1.5 hours ♦ Core

The activities of financial institutions expose them to four primary types of ongoing risks: market risk, credit risk, liquidity risk, and political risk. Market (price) risk is caused by changing market conditions. Credit risk is the exposure to loss from the default or downgrade of a financial or other counterparty instrument. Liquidity risk is the risk that a financial institution

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The activities of financial institutions expose them to four primary types of ongoing risks: market risk, credit risk, liquidity risk, and political risk. Market...

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Financial Institutions and Risks

1.5 hours ♦ Core

The activities of financial institutions expose them to four primary types of ongoing risks: market risk, credit risk, liquidity risk, and political risk. Market (price) risk is caused by changing market conditions. Credit risk is the exposure to loss from the default or downgrade of a financial or other counterparty instrument. Liquidity risk is the risk that a financial institution

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Financial Institutions and Risks

1.5 hours ♦ Core

The activities of financial institutions expose them to four primary types of ongoing risks: market risk, credit risk, liquidity risk, and political risk. Market (price) risk is caused by changing market conditions. Credit risk is the exposure to loss from the default or downgrade of a financial or other counterparty instrument. Liquidity risk is the risk that a financial institution

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Impact of Financing Alternatives

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Impact of Financing Alternatives

1.5 hours ♦ Intermediate

Optimizing capital structure is a matter of minimizing the weighted average cost of capital, within the constraints of the company's business and financial goals. The process is dynamic - as a company's business risk declines, the company can attract a greater variety of financing, with a wider range of prices and conditions. The central job of a company's chief financial

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Optimizing capital structure is a matter of minimizing the weighted average cost of capital, within the constraints of the company’s business and financial goals....

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Impact of Financing Alternatives

1.5 hours ♦ Intermediate

Optimizing capital structure is a matter of minimizing the weighted average cost of capital, within the constraints of the company's business and financial goals. The process is dynamic - as a company's business risk declines, the company can attract a greater variety of financing, with a wider range of prices and conditions. The central job of a company's chief financial

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Impact of Financing Alternatives

1.5 hours ♦ Intermediate

Optimizing capital structure is a matter of minimizing the weighted average cost of capital, within the constraints of the company's business and financial goals. The process is dynamic - as a company's business risk declines, the company can attract a greater variety of financing, with a wider range of prices and conditions. The central job of a company's chief financial

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M&A Accounting Tax and Regulatory Issues

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M&A Accounting Tax and Regulatory Issues

2.5 hours ♦ Intermediate

As of 2001 FASB (the Financial Accounting Standards Board) disallowed use of pooling-of-interests accounting in US mergers and acquisitions and required purchase accounting. In 2005, IASB (the International Accounting Standards Board) applied a similar rule. The primary reasons for the rule change were that the pooling method provided investors with less information; that investors found it difficult to compare companies

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As of 2001 FASB (the Financial Accounting Standards Board) disallowed use of pooling-of-interests accounting in US mergers and acquisitions and required purchase accounting. In...

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M&A Accounting Tax and Regulatory Issues

2.5 hours ♦ Intermediate

As of 2001 FASB (the Financial Accounting Standards Board) disallowed use of pooling-of-interests accounting in US mergers and acquisitions and required purchase accounting. In 2005, IASB (the International Accounting Standards Board) applied a similar rule. The primary reasons for the rule change were that the pooling method provided investors with less information; that investors found it difficult to compare companies

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M&A Accounting Tax and Regulatory Issues

2.5 hours ♦ Intermediate

As of 2001 FASB (the Financial Accounting Standards Board) disallowed use of pooling-of-interests accounting in US mergers and acquisitions and required purchase accounting. In 2005, IASB (the International Accounting Standards Board) applied a similar rule. The primary reasons for the rule change were that the pooling method provided investors with less information; that investors found it difficult to compare companies

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Corporate Exposure Identification

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Corporate Exposure Identification

2.5 hours ♦ Intermediate

Financial risk is more than a company's LIBOR-based financing and foreign-currency receivables. It results from a company's business strategy, competitors, and the economy at large. Before trying to quantify a company's exposure, it's important to understand the general types of exposure that the company faces. Exposures can be either tactical (transaction and translation exposures) or strategic (competitive and economic exposures).

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Financial risk is more than a company’s LIBOR-based financing and foreign-currency receivables. It results from a company’s business strategy, competitors, and the economy at...

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Corporate Exposure Identification

2.5 hours ♦ Intermediate

Financial risk is more than a company's LIBOR-based financing and foreign-currency receivables. It results from a company's business strategy, competitors, and the economy at large. Before trying to quantify a company's exposure, it's important to understand the general types of exposure that the company faces. Exposures can be either tactical (transaction and translation exposures) or strategic (competitive and economic exposures).

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Corporate Exposure Identification

2.5 hours ♦ Intermediate

Financial risk is more than a company's LIBOR-based financing and foreign-currency receivables. It results from a company's business strategy, competitors, and the economy at large. Before trying to quantify a company's exposure, it's important to understand the general types of exposure that the company faces. Exposures can be either tactical (transaction and translation exposures) or strategic (competitive and economic exposures).

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Title
Level
Length
Intermediate
2.0 hours
Dig Deeper

Syndicated Credit Origination

2.0 hours ♦ Intermediate

Syndicated credits originate in a number of ways. Origination can be a result of a marketing call by a bank; a normal analysis and review of an established funding program, as is the case of most sovereign and public sector borrowers; or the borrower, typically in the private sector, can initiate it. For a borrower, the need for syndicated credit

More DetailsDig Deeper
Core
2.0 hours
Dig Deeper

Bank M & A Strategies

2.0 hours ♦ Core

M&A activity in the banking industry has been stimulated in various decades by a number of factors, including deregulation; increasing competition; market valuations; synergistic opportunities; and technology, globalization, and management incentives. The financial services industry is highly fragmented, both on a global basis and within individual countries, most notably the United States. The sustained wave of financial industry mergers and

More DetailsDig Deeper
Intermediate
2.5 hours
Dig Deeper

Gap Management Techniques

2.5 hours ♦ Intermediate

Net interest margin is a significant source of risk and return at all lending institutions. It is the difference between total interest revenues on the bank's assets and the total interest expense on the bank's liabilities. Gap is the difference between the amount of rate-sensitive assets and rate-sensitive liabilities, and gap management is used to stabilize interest margins and earnings.

More DetailsDig Deeper
Intermediate
2.5 hours
Dig Deeper

M&A Motivations and Objectives

2.5 hours ♦ Intermediate

The successful completion of a merger or acquisition requires financial and business professionals who understand business strategy, valuation, negotiation, financing, taxes, government regulation, asset deployment, marketing and administrative functions, corporate culture, and human resources. The first step in understanding the M&A process is in understanding the motivations underlying the decision. The motivations for a merger or acquisition can be categorized

More DetailsDig Deeper
Intermediate
2.5 hours
Dig Deeper

Optimizing Capital Structure

2.5 hours ♦ Intermediate

Optimizing capital structure (debt/equity/hybrids) has direct impact on the performance and value of the firm. As a company grows and its business risk declines, it has access to a greater variety of financing alternatives with a wider range of prices and conditions. Adding value in this decision-making process can enhance an advisor's relationship with the company and increase the probability

More DetailsDig Deeper
Dig Deeper

Gap Management Strategy Development

2.0 hours ♦ Intermediate

Your gap management strategy depends on your expectations for interest rates, your tolerance for risk, and your existing asset/liability position. A successful gap management strategy means maximizing profits while minimizing gap. The four major strategies are: accept margin fluctuations; manage the gap over rate cycles; achieve gap targets with typical assets or liabilities; or achieve gap targets by hedging. Changes

More DetailsDig Deeper
Intermediate
2.0 hours
Dig Deeper

Project Financing Features

2.0 hours ♦ Intermediate

Project finance is used to finance a wide variety of major projects, including electric power plants, offshore oil production platforms, mines, factories, and telecommunications systems. In a project financing, the project being constructed generates the cash flow which will repay the financing. Lenders expect to be paid solely from the cash flow produced by the project and to be secured

More DetailsDig Deeper
Dig Deeper

Early Warning Indicators for Debt in Distress

2.0 hours ♦ Advanced

Bankers never intend to have a problem loan; but, inevitably, some loans will become problem loans. The earlier a possible loss is detected, the more alternatives there are to avoid or reduce economic loss. That's why it is important to know the early warning indicators of credit distress. The financial ratios that provide early warning of credit distress are those

More DetailsDig Deeper
Dig Deeper

Financial Institutions and Risks

1.5 hours ♦ Core

The activities of financial institutions expose them to four primary types of ongoing risks: market risk, credit risk, liquidity risk, and political risk. Market (price) risk is caused by changing market conditions. Credit risk is the exposure to loss from the default or downgrade of a financial or other counterparty instrument. Liquidity risk is the risk that a financial institution

More DetailsDig Deeper
Intermediate
1.5 hours
Dig Deeper

Impact of Financing Alternatives

1.5 hours ♦ Intermediate

Optimizing capital structure is a matter of minimizing the weighted average cost of capital, within the constraints of the company's business and financial goals. The process is dynamic - as a company's business risk declines, the company can attract a greater variety of financing, with a wider range of prices and conditions. The central job of a company's chief financial

More DetailsDig Deeper
Dig Deeper

M&A Accounting Tax and Regulatory Issues

2.5 hours ♦ Intermediate

As of 2001 FASB (the Financial Accounting Standards Board) disallowed use of pooling-of-interests accounting in US mergers and acquisitions and required purchase accounting. In 2005, IASB (the International Accounting Standards Board) applied a similar rule. The primary reasons for the rule change were that the pooling method provided investors with less information; that investors found it difficult to compare companies

More DetailsDig Deeper
Intermediate
2.5 hours
Dig Deeper

Corporate Exposure Identification

2.5 hours ♦ Intermediate

Financial risk is more than a company's LIBOR-based financing and foreign-currency receivables. It results from a company's business strategy, competitors, and the economy at large. Before trying to quantify a company's exposure, it's important to understand the general types of exposure that the company faces. Exposures can be either tactical (transaction and translation exposures) or strategic (competitive and economic exposures).

More DetailsDig Deeper