Course Overview
16 Modules to Master FIG Modeling
Learn how financial institutions are modeled, valued, and analyzed differently from traditional companies. Start with the fundamentals of bank earnings and balance sheets, then build through regulatory capital, valuation, M&A, rates and credit before expanding into insurance, asset management, exchanges, payments, capital markets, and regulation. Finish by applying it all through a full bank model and interview-style FIG cases.
Learn the work, not just the definitions.
Bank Modeling
Loans, deposits, NII, NIM, provisions, earnings and equity roll-forward.
Capital & Regulation
CET1, RWA, buffers, growth capacity and capital actions.
Valuation & M&A
P/TBV, ROE/ROTCE, DDM, goodwill, dilution and earnback.
Non-Bank FIG
Insurance, asset & wealth management, exchanges, payments and custody.
Rates & Macro
Repricing, deposit beta, credit cycles and cross-vertical sensitivity.
Capital Markets & Interviews
Equity, AT1, Tier 2, funding choices and structured technical answers.
Key Outcomes
Build and Understand a Full FIG Bank Model
Model loans, deposits, NII, provisions, earnings, equity, RWA, CET1, valuation, M&A and stress scenarios as one connected analysis.
Analyze the Major FIG Verticals
Understand how banks, insurers, asset managers, exchanges, payments and custody businesses differ in their revenue drivers, KPIs, risks, capital needs and valuation frameworks.
Apply FIG Technicals in Interviews
Work through practical cases and learn to explain capital, valuation, M&A, rates and macro sensitivities with clear, structured answers.
Our students have landed roles across leading investment banks, financial institutions, private equity firms, hedge funds and other top finance employers, including:
WHAT’S INCLUDED
A step-by-step course to help you master FIG modeling
Module 1: FIG Foundations
Learn how banks and other financial institutions make money, how their financial statements differ from traditional companies, and the core FIG metrics such as NIM, ROE, TBV, CET1 and RWA.
Module 2: Building a Bank Operating Model
Build the core bank earnings engine by forecasting loans, deposits, asset yields, funding costs, NII, operating expenses, provisions, net income and the equity roll-forward.
Module 3: Bank Capital Modeling
Model how retained earnings, dividends, loan growth and RWA affect CET1 and other regulatory capital ratios, and determine how much capital headroom the bank has to support growth.
Module 4: Bank Valuation
Learn how to value banks using P/B, P/TBV, ROE and ROTCE versus Cost of Equity, then apply a Dividend Discount Model as a valuation cross-check.
Module 5: TBV & Bank M&A
Work through bank acquisition mechanics including purchase premiums, goodwill creation, TBV dilution, EPS accretion, earnback and the impact of a deal on regulatory capital.
Module 6: Interest Rates, Credit & Bank Sensitivity
Analyze how rate changes, deposit repricing, funding costs and credit deterioration flow through NIM, provisions, earnings and CET1 under different stress scenarios.
Module 7: FIG Interview Technical Mastery
Practice how to walk through a bank model and answer technical questions on capital, valuation, M&A, rates, credit and macro conditions in a clear interview-ready structure.
Module 8: Full FIG Bank Model Capstone
Bring everything together in a fully integrated bank model covering operating performance, capital, valuation, stress testing and M&A, then learn how to explain the output in a superday-style presentation.
Module 9: Insurance Companies in FIG
Learn how P&C and life insurers generate underwriting and investment income, calculate combined ratios, understand float and reserve risk, and apply the appropriate insurance valuation frameworks.
Module 10: Asset & Wealth Management
Build an AUM roll-forward, separate net flows from market appreciation, calculate fee revenue and margins, and analyze how flows, fee compression and alternatives affect asset-manager value.
Module 11: Exchanges & Market Infrastructure
Analyze how trading volumes, fees, market data, listings and clearing drive exchange revenue, then evaluate operating leverage, key KPIs and the valuation of exchange businesses.
Module 12: Transaction Banking, Payments & Custody
Learn how operating deposits, payment volumes, take rates, custody assets, servicing fees, client cash and securities lending drive recurring revenue across transaction-banking businesses.
Module 13: Rates & Macro Across FIG
Apply the same rate and credit environment across banks, insurers, asset managers, exchanges and payments to understand how each business responds differently over the economic cycle.
Module 14: Cross-Vertical FIG Synthesis
Compare FIG companies side by side by revenue model, capital intensity, KPIs, risk, regulation and valuation, then apply those differences to cross-vertical strategic and acquisition analysis.
Module 15: FIG Capital Markets
Learn how to identify a financial institution’s capital or funding need and choose between common equity, AT1, Tier 2, senior debt and other instruments based on regulatory constraints, cost and rate conditions.
Module 16: Regulatory Framework Across FIG
Understand how Basel, Dodd-Frank, Solvency II, MiFID II, DORA and other major regulatory frameworks affect capital requirements, profitability, risk management and strategy across FIG businesses.
Course Bonuses
Exclusive Bonuses (Worth $500+) for Free
Bonus #1: Full Integrated Bank Model
A five-year bank model covering the operating model, NII, credit, CET1/RWA, valuation, M&A, stress testing and sensitivities.
Bonus #2: 7 Interview-Style FIG Case Studies
Hands-on cases across insurance, asset management, exchanges, custody, macro, cross-vertical M&A and bank capital structure.
Bonus #3: Unlimited Professional Support
24 months of elite support. Drop a comment in any lesson and get a response from a pro within 48hrs.
Bonus #4: WSO Video Library
50+ hours of HF-specific videos: webinars, sample deals, 10+ PPT & Excel Templates, 5+ Networking Templates and more...
Bonus #5: Full 1 Year Access to Bloomberg
12 Months Access – Unlimited digital access to Bloomberg.com and the Bloomberg app, subscriber-only content, newsletters, Bloomberg TV streaming, live radio, podcasts, & more.
Don’t Take Our Word For It
Hear From Our Students
Wall Street Oasis has trained over 63,000 students at elite corporate and educational institutions for over a decade.
Certificates
Get The WSO FIG Modeling Course Certification
After completing the course, students receive the WSO FIG Modeling Course Certification to demonstrate completion of a specialized curriculum covering bank modeling, regulatory capital, valuation, M&A, non-bank FIG, capital markets, and interview-focused technical application.
Add the certification to LinkedIn, your resume, or other professional profiles to show that you have gone beyond general finance coursework and completed hands-on FIG training, including a full bank model and practical case studies.
Course Benefits
How much is the FIG Modeling Course Worth?
What You Get |
Value |
|---|---|
WSO FIG Modeling Course 16 modules covering bank modeling, capital, valuation, M&A, insurance, asset management, exchanges, payments, macro, capital markets and regulation. |
$1000 |
Full Integrated Bank Model Build through operating performance, NII, credit, CET1/RWA, valuation, M&A, stress testing and sensitivities in one five-year model. |
$1000 |
7 Hands-On FIG Case Studies Practice insurance, asset management, exchanges, custody, macro, cross-vertical M&A and bank capital structure analysis. |
$400 |
24 Months of Unlimited Elite Support from Actual Finance Pros Have a technical question? Easily drop a comment into any lesson and get a response from a pro within 48hrs. |
$300 |
Total Value |
$2700 |
Consider this your first investment in a long career...
After all, you've likely already spent tens of thousands of dollars on college (and perhaps tens of thousands more on an MBA)...
When you start your coveted finance job, you'll be making well over $200,000...
...over $350,000 if you have an MBA...
And that's just the beginning of a long and very lucrative career that could easily net you millions...
Even at thousands of dollars and your ROI would still be huge…
At a fraction of that price, the ROI is even better... When you do the math, it's a no brainer.
And that doesn't include the time you'd have to spend figuring all of this out and the hours of sleep these courses will save you.
Even if you used the free info online, you'd still have to find it, organize it, vet it and test it to get it to work. That would take months… and at that point, you may have missed your window.
The WSO Excel Modeling Course gives you everything you need to be super-efficient and master Excel Modeling… quickly and easily.
But we're not going to charge you thousands...
We won't even ask for half of that...
Unlimited Lifetime Access
This offer (+bonuses) is limited-time only
12 Month Money-Back Guarantee
Your investment is protected by our 12-Month Risk-Free Guarantee -- easily the most generous in the market.
If, for any reason (or no reason), you don't think the WSO FIG Modeling Course is right for you, just do the following within 365 days of your enrollment:
- Email [email protected] letting us know
- That's it!
We'll refund every penny. No questions asked. We bear the risk and will eat the transaction fees because we're that confident you'll love it.
Course Reviews
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FAQ
Frequently Asked Questions
About
This course is designed for students and early-career professionals preparing for FIG investment banking, financial institutions coverage, equity research, or other roles where understanding financial institutions is important.
No. The course starts with how financial institutions make money and builds from there into bank modeling, capital, valuation, M&A, non-bank FIG, macro, capital markets, and regulation.
The course is taught and vetted by industry professionals and built around WSO’s broader finance training and interview resources.
The course is taught and vetted by industry professionals and built around WSO’s broader finance training and interview resources.
The course is taught and vetted by industry professionals and built around WSO’s broader finance training and interview resources.
ENQUIRIES
Any other questions?
We’re here to help.
We're confident you'll love the program and happy to answer any questions you have! E-mail [email protected] at any time and we'll get back to you within a few hours.
