Some Casey-style questions hand you two exhibits that depend on each other. The trap is reading one table and stopping. The free case has one of these, and it's the root of three answers in a row.
The method, in 4 steps
Name the loop
Which table turns a rate into a loan size, and which turns a loan size into a rate?
Start where the client is today
Read one table, then check the other.
Step, don't jump
If they disagree, move one row in the direction the mismatch points, and check again. Stop when both agree.
Then the money
New rate × new size, minus today's revenue. Read the units and rounding line first.
Worked example
Union Commercial Bank, questions 5A to 5C
Example · practice contentPlay the free case first (40 min)
Client A borrows $39.2M at 2.35% today: $39.2M × 2.35% = $921,200 a year. Table 1A (the new pricing model) is a sliding scale: the bigger the loan, the lower the rate. Table 1B (the RM's demand curve) gives the loan Client A would take at each rate.
The case's hint: 2.35% requires a $40.00M to $40.99M loan, but at 2.35% Client A borrows only $39.2M.
5A: What interest rate is Client A likely to end up with? 5B: At that rate, what loan (in $M, nearest whole number)? 5C: What is the increase in annual loan revenue?
Show the workingTry it first. The method, step by step, then the answer.
- Loop1B: rate → loan size. 1A: loan size → rate.
- StartAt 2.35%, demand is $39.2M (1B). But 1A only gives 2.35% to $40.00M–40.99M. They disagree: the client borrows too little for that rate, so the rate moves up.
- StepRead 1B at the next rates up, checking each loan size against 1A's bands. At 2.45%, demand is $38.7M (1B), inside the $38.00M–38.99M band, which 1A prices at 2.45%. They agree.
- 5B$38.7M, rounded to the nearest whole number: $39M.
- 5CNew: $38.7M × 2.45% = $948,150. Today: $921,200. Increase: $26,950 a year.
Answer 5A 2.45%. 5B $39M. 5C $26,950.
Recap · Lesson 03
Pause here
- Two tables, one loop: Find which way each one reads before you start.
- Step until they agree: Don't stop at the first table's answer.
- Units before the calculator: "$ Million, nearest whole number" is part of the answer.
Tonight · free20 min
A free weighted-average drill
Casey-style money questions are usually one multiplication and one subtraction set up correctly. Write the formula in words before each answer.
Open it freeSources3 numbered sources, labeled by type
- DrillCase guide DrillCase: BCG Casey online case, the complete guide: last verified 23 Sep 2026.
- DrillCase guide DrillCase: BCG Casey math, with six worked problems
- DrillCase guide DrillCase: Union Commercial Bank, the free Casey-style demo case: question text and answer key.
Independent practice. Not affiliated with BCG.