Asset and Liability Management Training Overview

Course syllabus

Who it’s for

What’s included

FAQs

Asset and Liability Management (ALM) Training Course Outline

Module 1: Introduction to Asset and Liability Management

  • Understanding the Objectives and Scope of ALM
  • Exploring the Role of ALM in Financial Institutions
  • Identifying Key Components of ALM Frameworks
  • Linking ALM to Overall Risk and Balance Sheet Strategy

Module 2: Interest Rate Risk in the Banking Book

  • Analysing the Nature of Interest Rate Risk
  • Understanding Repricing and Duration Gaps
  • Evaluating Yield Curve Movements and Basis Risk
  • Measuring Exposure Using Earnings and Economic Value Approaches

Module 3: Liquidity Risk Management

  • Defining Liquidity Risk and Its Sources
  • Managing Short-term and Structural Liquidity Positions
  • Understanding Liquidity Coverage and Funding Ratios
  • Assessing Contingency Funding Plans and Stress Liquidity Scenarios

Module 4: Capital Management and Regulatory Frameworks

  • Understanding the Role of Capital in ALM
  • Reviewing Basel III and Capital Adequacy Principles
  • Evaluating Internal Capital Adequacy Assessment Processes (ICAAP)
  • Aligning Capital Planning with Strategic ALM Objectives

Module 5: Funds Transfer Pricing and Internal Valuation

  • Exploring Principles of Funds Transfer Pricing (FTP)
  • Understanding the Role of FTP in Performance Measurement
  • Linking Internal Pricing to Liquidity and Interest Rate Risk
  • Allocating Costs and Benefits Across Business Units

Module 6: Market Risk and Balance Sheet Sensitivities

  • Identifying Sources of Market Risk in ALM
  • Measuring Value at Risk (VaR) and Economic Value Impact
  • Analysing Asset and Liability Repricing Strategies
  • Understanding Embedded Options and Optionality in Portfolios

Module 7: Strategic ALM Decision-Making

  • Aligning ALM Strategy with Business Objectives
  • Balancing Profitability and Risk Tolerance
  • Developing ALCO Reporting and Governance Frameworks
  • Assessing Macroeconomic Impacts on ALM Policies
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Who Should Attend This Asset and Liability Management (ALM) Training Course?

This Asset and Liability Management (ALM) Training is ideal for individuals with a keen interest in expanding their knowledge of financial risk management, regulatory compliance, and balance sheet strategy. It is particularly beneficial for:

  • Treasury and ALM Professionals
  • Risk Management Officers
  • Finance and Accounting Managers
  • Regulatory and Compliance Specialists
  • Investment and Portfolio Managers
  • Internal Auditors and Controllers
  • Bank Executives and Financial Strategists
  • Professionals involved in balance sheet and capital planning

Prerequisites of Asset and Liability Management (ALM) Training Course

There are no formal prerequisites to attend this Asset and Liability Management (ALM) Training Course.

Asset and Liability Management (ALM) Training Overview

Asset and Liability Management Training explores how organisations manage risks from mismatches between assets and liabilities. Delegates learn how ALM supports balance sheet stability, regulatory compliance, and long-term financial sustainability.

This training helps delegates strengthen decision-making across profitability, liquidity, and risk management. By developing financial risk assessment and planning skills, delegates enhance strategic financial performance.

This 1-Day course offered by The Knowledge Academy enables delegates to apply ALM principles confidently. Delegates gain practical insight into managing interest rate risk, liquidity gaps, and capital adequacy effectively.

Asset and Liability Management Training Course Objectives

  • To understand the strategic importance of asset and liability management
  • To evaluate interest rate and liquidity risk management techniques
  • To analyse regulatory frameworks including capital adequacy requirements
  • To implement funds transfer pricing within financial performance analysis
  • To assess market risk and balance sheet sensitivity measures
  • To align ALM strategies with institutional goals and risk appetite
  • To interpret internal reports and support ALCO decision-making processes
  • To enhance governance structures and embed ALM in financial planning

Upon the completion of the Asset and Liability Management Course, the delegates will be in a position to handle ALM functions in financial institutions, risk assessment, application of regulatory standards, and the development of strategies that enhance financial resilience in the long term and facilitate strategic decision making.

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What’s Included in this Asset and Liability Management (ALM) Training Course?

  • World-Class Training Sessions from Experienced Instructors
  • Asset and Liability Management (ALM) Training Certificate
  • Digital Delegate Pack
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Train Your Workforce

Looking for Asset and Liability Management Training in-house or onsite training in Edmonton? We specialise in corporate group training and bulk bookings for organisations of all sizes in Edmonton. Our trainers deliver tailored sessions at your premises, online, or hybrid, with best price guarantee, group discounts and flexible scheduling to train your team.

Our Edmonton venue

Includes..

Free Wi-Fi

To make sure you’re always connected we offer completely free and easy to access wi-fi.

Air conditioned

To keep you comfortable during your course we offer a fully air conditioned environment.

Full IT support

IT support is on hand to sort out any unforseen issues that may arise.

Video equipment

This location has full video conferencing equipment.

Edmonton is the capital city of the province of Alberta in Canada. It’s the second largest city in Alberta and the fifth in Canada, with a population of around 850,000 people. Edmonton is known as ‘Canada’s Festival City’ for the fact is hosts a large amount of festivals over the year. Edmonton is the centre of a number of large oil sands projects and diamond mining activities occurring in the northwest territories of Canada. There are two English school boards in Edmonton and one French school board which govern the public schools. There are also a large amount of private schools, not governed by any board, and many parents choose to home-school their children. Schools in Edmonton are funded by property taxes and a large number of provincial grants but also provide resources and support for those who home-school or are home-schooled. There are six universities in Edmonton; Concordia University College of Alberta, MacEwan University, The King's University College, NorQuest College, Northern Alberta Institute of Technology (NAIT) and the University of Alberta, providing a large amount of degrees and programs for students. The largest is the University of Alberta and educates up for 40,000 students on around 400 programs. The second in the MacEwan University which caters to around 40,000 students, 14,000 of these being full-time. This university provides degrees, diplomas and certificates in a wide number of programs. Miscellaneous educational institutions include Taylor University College and Seminary and the Yellowhead Tribal College, which is a First Nations college.

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Ways to take Asset and Liability Management Training in Edmonton

Online Instructor-Led Learning

Online Self-Paced Learning

Onsite Learning

Experience live, interactive learning from home with The Knowledge Academy's Online Instructor-led Asset and Liability Management Training. Engage directly with expert instructors, mirroring the classroom schedule for a comprehensive learning journey. Enjoy the convenience of virtual learning without compromising on the quality of interaction.

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Live classes

Join a scheduled class with a live instructor and other delegates.

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Interactive

Engage in activities, and communicate with your trainer and peers.

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Global Pool of the Best Trainers

We handpick from a global pool of expert trainers for our Online Instructor-led courses.

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Expertise

With 10+ years of quality, instructor-led training, we equip professionals with lasting skills for success.

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Scalable Training Delivery

Access Asset and Liability Management Training in Edmonton delivered by one of the largest training providers, with scalable instructor-led classes, accessible worldwide.

Master Asset and Liability Management Training with a flexible yet structured approach that combines live, expert-led sessions and self-paced study. With Weekly one-to-one tutor support and consistently high pass rates, you’ll receive tailored guidance and achieve real results.

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Structured Yet Flexible Learning

Take part in scheduled, instructor-led sessions with real-time feedback, while enjoying the freedom to study independently. Interactive resources and progress tracking tools help you stay motivated and on target.

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Engaging & Interactive Training

Join dynamic live sessions featuring discussions, practical activities, and peer collaboration. Learn from Asset and Liability Management Training industry experts and reinforce your knowledge with self-paced modules—plus, connect with professionals in your field.

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Expert-Led Course

Gain valuable insight from experienced trainers during live sessions, and revisit course materials anytime to deepen your understanding. This method offers the ideal balance between expert guidance and independent learning.

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Global Training Accessibility

Access top-quality training across time zones—anytime, anywhere. Whether at home or on the go, our expert-led sessions and flexible study materials support your goals, and help you on the journey towards the certification.

Learn Asset and Liability Management Training through The Knowledge Academy’s Online Self-Paced Learning. This flexible and structured format supports your training goals and enables every professional to build skills with confidence.

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Flexible Learning

Access Asset and Liability Management Training resources 24/7 to maintain steady progress, complete regular assessments or tasks, and upskill effectively alongside work commitments.

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Expert-Developed Content

Our Online Course content is designed by experienced trainers to ensure accuracy, relevance, and practical value.

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Global Training Provider

Access Asset and Liability Management Training in Edmonton from a trusted global training provider delivering consistent learning to professionals worldwide.

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Cost-Effective Training

Benefit from the cost-effective Asset and Liability Management Training that delivers high-quality course content without compromising learning outcomes.

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Interactive LMS

Track performance, download resources, and receive AI-enabled support through The Knowledge Academy’s dedicated Learning Management System.

Package deals for Asset and Liability Management Training in Edmonton

Our training experts have compiled a range of course packages on a variety of categories in Asset and Liability Management Training, to boost your career. The packages consist of the best possible qualifications with Asset and Liability Management Training, and allows you to purchase multiple courses at a discounted rate.

Asset And Liability Management (ALM) Training in Edmonton FAQs

What is Asset and Liability Management?

Asset and Liability Management (ALM) is the financial practice applied by banks and other financial institutions to deal with the risks associated with the asset and liability mismatch. It seeks to stabilise the liquidity, interest rates and market risks to maintain stability, profitability and adherence to regulatory factors.

What is the duration of this Asset and Liability Management Training?

This Asset And Liability Management Training takes 1 day to complete, during which delegates participate in intensive learning sessions that cover various course topics.

What are the advantages of taking this Asset and Liability Management Training?

This Asset and Liability Management Training enhances risk management, financial planning, and regulatory compliance competencies. It enhances optimisation of liquidity in finance, decision-making, and profitability. It is therefore beneficial for finance, insurance, and banking professionals.

What kind of support is available if I encounter challenges during the Asset and Liability Management Certification?

Yes, The Knowledge Academy offers support via phone & email before attending, during, and after the Asset and Liability Management Training. Our customer support team is available to assist and promptly resolve any issues you may encounter.

Will I receive a certification upon completion of the Asset and Liability Management Training?

Yes, after completing this Asset and Liability Management Training, you will receive a certificate of completion to validate your achievement and demonstrate your proficiency in the course material.

What is included in the Asset and Liability Management Training Course?

In this Asset and Liability Management Training , delegates will have intensive training with our experienced instructors, a digital delegate pack consisting of important notes related to this course, and a certificate after course completion.

What key skills will I gain from this Asset and Liability Management Training?

You’ll learn to manage interest rate risk, liquidity positions, and capital adequacy, understand ALM frameworks, perform duration gap analysis, apply Basel III principles, and use Funds Transfer Pricing (FTP) for performance measurement.

How does this Asset and Liability Management Course stay current with industry trends?

This Asset and Liability Management Training stays current with industry trends by integrating the latest financial risk practices, regulatory developments (such as Basel III and capital adequacy standards), and evolving market risk measurement techniques. It also incorporates contemporary ALM strategies, stress testing scenarios, and governance frameworks used by modern financial institutions.

What learning outcomes can I expect after completing this Asset and Liability Management Course?

After completing this Asset and Liability Management Course, you will understand how to manage interest rate, liquidity, and balance-sheet risks using practical ALM techniques.

Does the course teach Asset and Liability Management decision-making strategies?

Yes, the course covers practical decision-making strategies for managing asset and liability risks, helping you evaluate trade-offs and choose appropriate actions. You’ll learn frameworks and tools that support effective financial decisions in real-world banking and institutional finance contexts.

Do you provide corporate training for this Asset and Liability Management Training?

Yes, we provide corporate training for this course, tailored to fit your organisation’s requirements.

What makes this Asset and Liability Management Training different from other finance training programs?

This Asset and Liability Management Training focuses specifically on practical ALM techniques used to balance risks between assets and liabilities, rather than covering broad finance topics.

Does the Asset and Liability Management Training include practical exercises or real-world ALM case studies?

Yes, the Asset and Liability Management Training comprises practical workshops, role-playing simulations based on realistic situations, and analyses of cases from the banking and finance sectors to guarantee that the knowledge acquired is applied conceptually.

What tools or models will I learn during the Asset and Liability Management Training?

During the Asset and Liability Management Training, you will learn to use key ALM tools and models such as gap analysis, duration and repricing models, liquidity coverage and funding ratio frameworks, funds transfer pricing models, stress testing scenarios, and risk measurement approaches including earnings and economic value analysis.

Is the Asset and Liability Management Training available online or in a classroom format?

Yes, the Asset and Liability Management Training is available in flexible formats, including online delivery and traditional classroom sessions. This allows delegates to choose the mode that best fits their schedule and learning preferences.

How is Asset and Liability Management used in the banking and financial services industry?

ALM is vital for banks and financial institutions to manage interest rate risk, liquidity, and capital adequacy properly, while at the same time ensuring compliance with regulations such as Basel III and maximising their profitability.

What are the career opportunities after completing the Asset and Liability Management Training?

The completion of the Asset and Liability Management Training will lead to job positions like Treasury Manager, Risk Analyst, ALM Specialist, Financial Controller, and Banking Risk Manager within not only financial institutions but also consulting and corporate finance departments.

How can this Asset and Liability Management Training enhance my career prospects?

It provides you with up-to-date risk management and regulatory compliance skills, which are very much required in the industry, thus allowing you to take part in the process of making strategies, optimising profits, and guaranteeing the financial health of the company, making you extremely valuable in the banking and finance industries.

How soon can I implement what I learn in this ALM Course at work?

You can apply what you learn almost immediately, as the ALM course focuses on practical frameworks, tools, and real-world scenarios.The concepts are designed to fit into day-to-day financial analysis and risk management tasks without requiring long adjustment periods.

Why choose The Knowledge Academy in Edmonton over others?

The Knowledge Academy stands out as a prestigious training provider known for its extensive course offerings, expert instructors, adaptable learning formats, and industry recognition. It's a dependable option for those seeking this certification.

What is the cost/training fees for Asset and Liability Management Training in Edmonton?

The training fees for Asset and Liability Management Training in Edmonton starts from CAD2795

Which is the best training institute/provider of Asset and Liability Management Training in Edmonton?

The Knowledge Academy is one of the Leading global training provider for Asset and Liability Management Training.

What are the best Accounting Courses courses in Edmonton?

Please see our Accounting Courses courses available in Edmonton

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"Really good course and well organised. Trainer was great with a sense of humour - his experience allowed a free flowing course, structured to help you gain as much information & relevant experience whilst helping prepare you for the exam"

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