Course Objectives

In this bundle, participants will get to know more about the complex world of asset-liability management (ALM) and treasury management through the below courses

• • Asset Allocation & Portfolio Construction
  • Asset Classes
  • Bank ALM & Treasury Management

Target Audience

Recruitment of asset and portfolio managers, experienced staff, and banking personnel for retail, consumer, and SME sectors.

Duration

13.56 hours

Course 1: Asset Allocation & Portfolio Construction – 3.50 Hours

• • Asset Allocation – An Introduction
  • Strategic Asset Allocation (SAA)
  • Tactical Asset Allocation (TAA)
  • Asset Allocation – Scenario
  • Investment Policy Statements
  • Asset Allocation & Portfolio Construction – Assessment

Course 2: Asset Classes – 2.41 Hours

• • Asset Classes – Primer
  • Asset Classes – Types
  • Asset Classes – Investing
  • Asset Classes – Assessment

Course 3: Bank ALM & Treasury Management – 7.25 Hours

• • Bank Balance Sheets
  • ALM & Treasury Management – An Introduction
  • ALM – Strategic ALM
  • ALM – Tools & Techniques
  • ALM & Treasury Operations
  • Treasury Cash Management – Scenario
  • Bank ALM & Treasury Management – Assessment

*The e-learning program is non-refundable once an account is created.