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Asset & Liability Management for Financial Institutions Training Course

This intermediate-level course gives you practical “hands-on” ALM expertise for immediate implementation in your own organisation.

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Course benefits overview

This intermediate-level course is designed to give you practical “hands-on” expertise for immediate implementation in your own organisation.

The programme begins by reviewing strategic and tactical considerations in traditional ALM frameworks and extends this analysis to include credit activities, alternative investments, derivatives applications, consumer liability products, structured financing, and capital strategies.

The programme includes optional late-afternoon sessions on each of the first three days to explore specialised issues in ALM for those from different backgrounds and institutions, including: 1) strategic designs of consumer financial products, 2) risks in alternative investment portfolios and 3) liability-driven and immunisation strategies in ALM. The programme makes extensive use of short problems, case studies, Excel exercises, and Bloomberg information.

View the detailed course content and the latest discount promotions:

Have a question? Email us at:

or call us at: (+852) 2273-4393

Course agenda highlights

DAY ONE

ALM Introduction and Overview
ALM Frameworks for Net Interest Income (NII)
Managing NII Risks with Interest Rate and Foreign Exchange Derivatives
Optional Specialised Module: Consumer Financial Products in ALM

DAY TWO

Statistical Techniques in ALM
Market Risks in Asset Portfolios and ALM
Credit Risks in Asset Portfolios and ALM
Optional Specialised Module: ALM Risks in Alternative Investments

DAY THREE

Credit Portfolio Risk Management Techniques in ALM
Operational Risks in ALM
Financing Strategies in ALM
Optional Specialised Module: Strategic ALM Products and Techniques

DAY FOUR

ALM and Liquidity
ALM and Regulatory Capital
ALM and Financial Performance

Who should attend?

This course is designed for intermediate and senior professionals working for (or working with) banks, savings institutions, building societies, pension funds, assurance companies, asset managers, and hedge funds including:

Chief Financial Officers
Securities Analysts
Treasury Managers
Insurance Executives
Asset & Liability Managers
Pension Fund Managers and Trustees
Consumer Product Managers
Auditors/Accountants
Market and Credit Risk Managers
MIS and Operations Executives
Balance sheet Managers
Budgeting & Planning Executives
Controllers
Central Bankers (Supervision Department)
Portfolio Managers
Investment Professionals

View the detailed course content and the latest discount promotions:

Have a question? Email us at:

or call us at: (+852) 2273-4393

Why Ethan Hathaway training courses?

Practical. Learn from experienced and active industry practitioners and what's being practiced by your peers.
Applicable. Apply what you learn in your job and your career
Specially designed courses by industry active experts for industry practitioners
Quality Control. Each expert instructor is interviewed and vetted through our senior management and our 5-point instructor criteria.
Valuable. Earn more revenue or save your organisation from monetary loss. You and your organisation will quickly earn back your investment on the course fee and more
Enjoyable. Speakers who have a passion for their topic
Clear. Turning complex concepts into easy to understand concepts
Limited seats - each session is limited to between 18-25 seats

What do you receive from an Ethan Hathaway training course?

You gain knowledge and skills that make you valuable to your company and your career
Instruction by industry experts
Course notes and reference package
Daily lunch, snacks and refreshments
Certificate of completion
Meeting your industry peers
Ask questions relevant to your job

Download the course brochure to learn more

Your course instructor

J. Flannery: Mr Flannery is the founder and executive managing director of a capital markets consulting firm, with offices in California, New York, Ireland, and other locations worldwide, providing consulting and executive education in the areas of derivatives, corporate finance, structured finance, mergers and acquisitions, capital markets, risk management, investment management, and asset/liability management for a number of major banks, securities firms, multinational corporations, and institutional investors around the world.

Mr Flannery is recognised as a leading senior training consultant in the global financial arena, having dedicated the last 15 years to promoting education in these areas. He has trained and consulted for most large financial institutions and many large corporates and investors in major markets around the world.

He has published over 30 articles, notes, and books on various finance, capital markets, derivatives, and risk management topics.

Before consulting, Mr Flannery worked with J.P. Morgan in various capital markets, risk management, securities and derivatives trading, arbitrage, hedging, and marketing activities in London and New York. He was a principal in a boutique M&A firm covering specialised industries. He worked as a portfolio manager and then Chief Investment officer of a university endowment. Mr Flannery is a private advisor to a hedge fund manager for market-neutral and derivatives strategies. He actively trades his proprietary portfolio of securities and derivatives in order to test and refine new strategies.

Mr. Flannery pursued MBA and Doctoral studies in capital markets at the Harvard Business School and was involved in various research and teaching roles in academia. He received the Elijah Watts Sells Award and the John S. Glenn Gold Medal for outstanding performance on the Certified Public Accountants (CPA) examination while with Ernst and Whinney (now Ernst and Young). Mr Flannery was awarded the Robert Beyer Bronze Medal for outstanding performance on the Certified Management Accounting (CMA) examination. And he earned the professional designation of Chartered Financial Analyst (CFA) while a buy-side portfolio manager and then chief investment officer of a university.

John is a member in the Professional Risk Manager's International Association (PRMIA) and the Global Association of Risk Professionals (GARP), as well as participating in their respective continuing professional education and certification programmes.

Dates & Locations & Fees

Sorry, there are presently no public dates for this course, however, this course is available on an in-house basis.

Date	Location	Venue	Course Fee	Early Bird Fee	Register

Early Bird Savings Early Birds May Save Up To 30%** Off the Regular Fee, download the brochure to learn more

Limited seats - Email us: for availability.

* Venue, dates, course fees, promotions, course content, course instructor are all subject to change

** Selected courses only

Can't find a session in a city near you?

If there's no session scheduled in a city near you, you have the following options:

In-house training: If you have a group of 8 or more, consider having us run this course in-house for you
Co-sponsored training: Between 5-7 people, consider a co-sponsored course - you agree to send this set number of people to the course if we run it in a city near you and Ethan Hathaway sells the remaining seats to other companies
Distance learning: Less than 5 people, consider distance training format: live trainer presents over phone lines/web at pre-scheduled times (available only for select courses)
Just tell us where you want the course: Let us know which city you'd like us to run this course in - we'll plan it if there's enough demand

Email us at: for more information regarding the above options.

Register for the course

You may book your place on the course by any of these methods:

Online booking - simply click on the "Register Me" button next to the course date you wish to register and it will take you through our quick online registration procedure.
Email us at: - please include your full contact details.
Fax us the booking form (included in the brochure) to: +852 3014-0721
Or call: +852 2273-4393 during normal office hours

Related Courses

Related Online Courses

Presently no related online courses listed.

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Learn more about this course

Inside the course information booklet you'll find:

Detailed course agenda of what you'll learn
Eligible discounts
Our course quality guarantee
Course expert biography
Course venue details
Cancellation & refund policies
Course registration form
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