Best Excel Modeling Courses to Learn Retail Banking and Consumer Lending?
I recently joined the Strategy team at a retail bank and will be working on a project focused on deposit gathering and payroll linked lending.
I have a background in strategy consulting and some financial modeling experience, but I'm a bit rusty and not particularly familiar with the economics and mechanics of retail banking.
I'm looking to get up to speed quickly, especially on how banks make money, loan portfolio economics, credit risk, and financial modeling in Excel.
Any recommendations for courses, modeling programs, or other resources? Ideally something hands on and specific to banking rather than generic corporate finance.
Based on the most helpful WSO content, here are some excellent Excel modeling courses and resources tailored to your needs in retail banking and consumer lending:
WSO Elite Modeling Package
This package includes six comprehensive courses, such as:
Excel Modeling Best Practices
This course emphasizes advanced Excel formulas, Index Match, and conditional formatting, which are essential for building robust models in retail banking.
DCF Modeling Training - Free Guide
While not specific to retail banking, this guide can help you understand cash flow mechanics, which are relevant for deposit gathering and loan portfolio analysis.
WSO Financial Modeling Templates
These templates include pre-built models for various scenarios, which can save time and provide a hands-on learning experience.
Industry Reports and Technical Knowledge Articles
WSO offers resources on banking-specific topics, such as credit risk, loan portfolio economics, and deposit gathering strategies. These can complement your modeling skills with industry insights.
For a hands-on and banking-specific approach, the WSO Elite Modeling Package is highly recommended, as it combines technical modeling skills with practical applications in finance.
Sources: Top Financial Modeling Courses - List of Top Financial Analyst Courses, Seeking advice on Corporate Banking modeling, Excel Master Bootcamp (4-Hour) OPEN NOW - July 23 - Only 15 Seats, Banking, eh?, Real Estate Skills: Excel and VBA Courses
No need to learn modelling as you will not do any modelling at all in those mentioned teams.
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