This training course evaluates the various options available for growth by stress testing and various risk management tools. As a result of those attending delegates will be able to contribute to major strategic decisions to ensure sustainability and profitability for the bank.

This RECTUS training course will highlight:

• The current & future business & economic environment facing banks
• The essential elements of a strategic plan in banking
• Asset, liability, and risk management
• Strategic product portfolio for a digital age
• Regulatory requirements in banking which influence strategic decisions

At the end of this training course, you will learn to:  

• Develop an appropriate strategic plan
• Evaluate strategic options based on risk & return
• Implement & manage strategic decisions
• Suggest and evaluate the bank’s asset & liability portfolio
• Act within regulatory requirements

This RECTUS training course is suitable to a wide range of professionals but will greatly benefit:

• Bank managers & senior professionals seeking a role in strategic management
• Bank professionals seeking to improve their knowledge
• Those responsible for implementing, managing, or dealing with change
• Those seeking to enter the sector
• Those with a keen interesting in banking & finance

This Strategic Management and Best Practices in Banking training course will be conducted along workshop principles with formal lectures and interactive worked examples. Relevant cases will be used to illustrate the application of each tool in an operation environment. Each learning point will be re-enforced with practical exercises. The instructor will clearly explain and demonstrate how these techniques are applied using  real-life examples.

DAY 1

Strategic Management

• What is strategic management?
• Evaluating the current & future business & economic environment
• Customer analysis & market segmentation
• Vision, mission statement, values, objectives & strategies: The elements of a strategic plan
• Developing a strategic plan to meet future needs

DAY 2

Strategic Management in Banking

• Strategic management in banking
• Evaluating the banks current position
• Evaluating strategic options & growth strategies
• Implementing strategic decisions
• Managing change

DAY 3

Developing a Strategic Product Portfolio

• Asset & liability management
• Aligning the product portfolio with risk and regulations (Basle)
• Developing international accredited banking product and service
• Online & digital banking as new strategies
• Evaluating performance: The balanced scored card approach

DAY 4

Mergers & Acquisitions in the Banking Sector

• What are Mergers & Acquisitions (M & A) and hostile takeovers?
• The benefits & problems of Mergers & Acquisitions (M & A)
• Valuing & financing a M & A
• Preparing staff for a Mergers & Acquisitions (M & A)
• Ensuring success for both the bank & staff post M & A

DAY 5

Risk Management Strategies in Banking

• Major risks facing banks
• Developing a risk management strategy
• Measuring risk – VAR
• Stress testing & managing risk
• Derivatives as a risk management tool

RECTUS attendance certificate will be issued to all attendees completing minimum of 80% of the total course duration.