ALM & Balance Sheet Optimisation

Incisive Training
Course summary
Length: 2 days
Price: 2,199 GBP excl. VAT
Location: London
Next available date: Enquire for more information - London
Course type: Open / Scheduled

Course Description

ALM & Balance Sheet Optimisation Course

ALM & Balance Sheet Optimisation Financial Training Seminar - 2-Day Course

This training course will delve into the three main challenges within ALM from a senior perspective; Liquidity, Interest Rate Risk and Capital as well as considering the role of the ALCO. Further to that, the seminar will focus specifically on your balance sheet, how to model it and ways you can generate results on balance sheet positions whilst having the right balance sheet mix. This course also looks into the ILAAP requirements and how to have a coherent funds transfer pricing policy to be used as a profitability tool.


  • Understand the evolution of ALM and what the ALCO function is
  • Assess the role of Capital Management
  • Nature of IRRBB and Net Interest Margin
  • Look at the Liquidity Coverage Ratio and its impact on Liquidity Management
  • Learn ways to improve your balance sheet management
  • Balance Sheet Optimisation & Planning
  • ILAAP Requirements
  • Incorporate a sound Funds Transfer Pricing framework

Suitability - Who should attend?

The course will help nurture understanding, implementation and management of sound policies. However, Risk welcomes any individual with an interest in the course material.

  • Chief Risk Officer
  • Risk Officer
  • Asset-Liability Management
  • Finance
  • Treasury Risk
  • Balance Sheet Risk
  • Liquidity Risk
  • Interest Rate Risk
  • Non-Traded Risk
  • Market Risk
  • Stress Testing
  • Funding
  • Credit Risk
  • Capital
  • Risk Modeling
  • Risk governance 
  • Strategy 
  • Regulatory Advisory
  • Internal Audit

Outcome / Qualification etc.


  • The role of ALM and how various departments within your organisation impact it
  • Understand how to stay on top of capital management in a time of constant regulatory updates and changes
  • The economic value of equity in terms of interest rate risk and net interest margin
  • Discuss liquidity management and setting liquidity policies in line with your business
  • How to improve balance sheet management focusing on modelling balance sheet risk 
  • Optimizing your balance sheet further by having the right balance sheet mix.
  • ILAAP Requirements
  • Incorporate a sound Funds Transfer Pricing framework and how to use FTP as a profitability tool

Training Course Content

Day one of the course will look at the evolution of the ALM function in the context of a changing regulatory environment, while also considering capital management and RWAs.

Day two will focus on effective balance sheet management and how to develop a coherent funds transfer pricing policy to be used as a profitability tool. Each session will be delivered by experienced treasury and ALM experts from a variety of leading financial organisations.


Your registration fee includes 12 CPD or CPE points, morning refreshments, lunch, afternoon refreshments, and your conference/seminar materials.

Provider: Incisive Training

Incisive Training - Financial and Energy Training Courses for Professionals

Incisive Media is a leading global provider of finance and energy training, with a reputation for delivering timely, relevant courses that benefit from over 15 years of activity in the market. Their topical professional development programmes are based on the...

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