Course curriculum

    1. About Bearning

    2. Welcome to Bearning

    3. Studying with Bearning

    4. What is in this course

    5. Before you begin ...

    6. All course texts in one pdf

    7. QuantPlan - what is it about

    8. QuantPlan system - 1 page flyer

    1. Intro to existing business

    2. QuantPlan - existing business

    3. Existing business of concrete products

    4. Technical side of existing business projection

    5. Test your learning

    1. Intro to new business

    2. QuantPlan - new business

    3. How much and when

    4. How and what

    5. Practical examples

    6. Intro to the contractual and other feautures

    7. Technical assignment of the features to new business

    8. Test your learning

    1. Intro to the budget structure

    2. Dimensions, hierarchies and planning skelets

    3. Planning skelet creation process in QuantPlan system

    4. Business volumes in budget structure

    5. Business migrations

    1. Pricing methods

    2. Margins, price constraints, volume to price dependency

    3. Scenario analysis

    4. Behavioral features

    1. Tiny bank use case

    2. Simple bank use case

About this course

  • Free
  • 35 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.

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