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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 Training is suitable for professionals looking to upskill in financial, treasury, risk, and regulatory roles. It can benefit professionals working across financial institutions and related functions, including:

  • 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  for the Asset and Liability Management (ALM) Training Course

There are no formal prerequisites to attend this Asset and Liability Management (ALM) Training Course. However, a basic understanding of finance, banking, and financial markets would be beneficial for the delegates.

Asset and Liability Management (ALM) Training Overview

Asset and Liability Management Training explores how financial institutions manage risks arising from assets and liabilities while supporting balance sheet strategy. Delegates develop an understanding of interest rate risk, liquidity management, capital adequacy, market risk, and regulatory considerations within ALM.

This training also explains how financial institutions assess balance sheet exposures, manage funding and pricing decisions, and support effective governance. Delegates gain insight into how ALM decisions can help balance profitability, liquidity, capital requirements, and risk tolerance.

This 1-Day course offered by The Knowledge Academy enables delegates to develop a structured understanding of Asset and Liability Management principles and practices. Delegates gain practical knowledge of assessing financial risks, interpreting ALM measures, and supporting informed balance sheet and strategic ALM decisions.

Asset and Liability Management Training Course Objectives

  • To understand the objectives, scope, and strategic importance of Asset and Liability Management
  • To evaluate interest rate risk, liquidity risk, and balance sheet exposures
  • To understand capital adequacy, Basel III, and regulatory considerations in ALM
  • To explore Funds Transfer Pricing and its role in financial performance measurement
  • To assess market risk, balance sheet sensitivities, and portfolio optionality
  • To understand ALCO reporting, governance, and strategic ALM decision-making

Learning Outcomes of this Asset and Liability Management Training

Upon completing this Asset and Liability Management Course, delegates will understand how key financial risks and balance sheet considerations are managed within an ALM framework. They will also be able to interpret relevant ALM measures and support informed decisions relating to risk, governance, liquidity, capital, and balance sheet strategy.

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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 Cincinnati? We specialise in corporate group training and bulk bookings for organisations of all sizes in Cincinnati. 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 Cincinnati 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.

Cincinnati is a city in the state of Ohio. It is the third largest city in the state and the 65th largest city in the United States. It has an estimated population of around 297,000 people. Education in the USA is provided by both public and private schools, and is mandatory until the age of 16.  Pupils conducting their schooling within the USA start off at preschool, followed by elementary school, then middle school, before finishing at high school.  At age 18, US citizens are able to engage in higher education.  Higher education in the USA normally comes in the form of a college, undergraduate school, or a community college – that latter of which doesn’t normally cost anything to attend.  Candidates participating in a course at a college will gain credits towards a bachelor’s degree, whilst candidates participating a course at a community college will be earning credits in order to achieve an associate’s degree. The public school system in Cincinnati is over seen by the Cincinnati Public School District. The district includes 16 high schools. It is the third largest school district in Ohio and is rated as “effective” by the state. Cincinnati is the home to the first public Montessori school. Montessori is an educational approach that encourages independence in learning. The highest rated Cincinnati public school is the Walnut Hills High School which was ranked 34th in the country on a list of the best public schools. The University of Cincinnati which was founded in 1819, is one of the 50 largest in the United States. The university is one of the country’s top graduate research facilitates in engineering, music, architecture, archaeology and psychology. It is one of the top 550 universities in the world. At The Knowledge Academy we offer over 50,000 classroom based training courses in the United States, including popular locations such as Cincinnati.

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Ways to take Asset and Liability Management Training in Cincinnati

Live Online

The same live course from home, with a live instructor and other delegates. Mirrors the classroom schedule.

Best for: starting soon, without travel.

1 day · next Fri 18 Dec 2026

See live online dates

Online Self-Paced

Study 24/7 on your own schedule through our learning platform, with progress tracking.

Best for: fitting study around work.

90 days of access

See self-paced options

Onsite

We bring the course to your team, at your premises, online or hybrid, on dates that suit you.

Best for: groups and bulk bookings.

Tailored to your team

Get a team quote

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Package deals for Asset and Liability Management Training in Cincinnati

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 Cincinnati FAQs

What is Asset and Liability Management (ALM) in finance?

Asset and Liability Management is the practice of managing a financial institution’s assets and liabilities to balance risk and return. It helps organizations maintain liquidity, manage interest rate and market risks, and ensure long-term financial stability.

Why is Asset and Liability Management important for banks and financial institutions?

ALM ensures that banks can meet their obligations while optimizing profitability. It helps prevent liquidity shortfalls, manage interest rate fluctuations, and maintain regulatory compliance, protecting both the institution and its clients.

Who should attend Asset and Liability Management Training?

This course is ideal for Bankers, Finance Professionals, Risk Analysts, Treasury Officers, Compliance Officers, and anyone involved in managing financial portfolios, investments, or balance sheet strategies.

Do I need prior finance or banking experience to join this course?

Basic knowledge of banking or finance is helpful but not mandatory. The course is designed to introduce key ALM concepts, practical risk management techniques, and strategic decision-making processes for beginners and intermediate professionals.

What skills will I gain from this training?

You will learn liquidity management, interest rate risk modelling, capital planning, balance sheet optimization, regulatory compliance, and practical techniques for analysing and managing assets and liabilities.

How can Asset and Liability Management training benefit my career?

The course enhances your expertise in risk management and balance sheet strategy, making you eligible for roles such as ALM Analyst, Treasury Analyst, Risk Manager, Finance Manager, or Banking Operations Specialist. It also strengthens your value in finance and investment roles.

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

The training fees for Asset and Liability Management Training in Cincinnati starts from $1995

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

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 Cincinnati?

Please see our Accounting Courses courses available in Cincinnati

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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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