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Accounting & FinanceCase StudyTeam Event

Banking & Financial Systems

Team case study: analyze a banking scenario and present recommendations.

Official guidelines

About this event

Banking and Financial Systems is a team case study where competitors analyze a scenario involving a bank, credit union, or financial services firm and present findings and recommendations to judges. Teams typically have limited prep time before presenting. Strong teams apply core banking concepts -- capital adequacy, liquidity management, regulatory compliance -- to the specific scenario, quantify their recommendations with supporting data, and anticipate judge questions on risk and regulation.

What's on the test

Federal Reserve and monetary policyBank balance sheet (assets, liabilities, equity)Capital adequacy ratios (Tier 1, CAR)Liquidity risk and liquidity coverage ratioCredit analysis and loan underwritingFDIC insurance and bank failure mechanismsBasel III regulatory frameworkInterest rate risk managementRetail vs. commercial banking productsCase study presentation structure and Q&A technique

Study resources

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