Budgeting, forecasting, planning in QuantPlan

Budgeting, forecasting, planning in QuantPlan (Certificate 📰)

Balance Sheet and Important Items, Key financial ratios, Profit and Loss Account, Funds Transfer Prices (FTP), Reconciliation

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QuantPlan: Quantitative Planning and ALM

A quantitative projection of the bank's balance sheet – comprehensive lessons combining theory and practice using the QuantPlan system. This course includes a final test, and a certificate is available upon completion.

Course curriculum

1. Tiny bank use case
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2. Simple bank use case
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About this course

€72,00
36 lessons
0.5 hours of video content

Learning Objectives

Most important parts of the course

Understand the fundamentals of quantitative planning in financial institutions, including existing and new business projections.
Apply advanced ALM techniques, including scenario analysis, pricing methods, and behavioral features.
Utilize the QuantPlan system for creating budget structures, managing business volumes, and planning for future growth.

Course Description

Quantitative planning of bank's balance sheet with QuantPlan tool

The Quantitative Planning and ALM course offers a comprehensive guide to mastering financial planning and Asset & Liability Management (ALM). Through a structured curriculum, you’ll learn how to project existing and new business, build budget structures, and analyze pricing methods using the QuantPlan system. With practical examples, scenario analysis, and hands-on use cases, this course is ideal for finance professionals and planners looking to enhance their skills in managing and forecasting financial performance.

Who should attend

Target group

ALM managers in banks who are responsible for optimizing balance sheet performance and managing risks.
Risk controllers and financial planners seeking to implement quantitative methods in their budgeting and risk management strategies.
Market risk managers aiming to enhance their expertise in financial forecasting and scenario analysis.
ALCO (Asset-Liability Committee) members looking to strengthen decision-making with advanced planning techniques.