Asset Liability Management in Banks and Credit Unions – Part I

Global Financial Markets Institute (GFMI)
Training overview
2 hours

Course description

Asset Liability Management in Banks and Credit Unions – Part I

Asset Liability Management (ALM) refers to the management of various risks found in banks’ and credit unions’ balance sheets, including interest rate, prepayment, credit, liquidity, and operational risk. This two-session course focuses on interest rate and liquidity risk. From a regulator’s viewpoint, specific focus is on the identification, measurement, monitoring, and controlling of these risks. ALM is not an exact science, but a process that, if executed properly, is built into banks’ and credit unions’ cultures. The process begins with the asset liability committee, commonly referred to as ALCO. Part I of this course addresses interest rate risk (IRR) with models running from simple static gaps, to the more complex models of income simulation and economic value of equity. Part II of this course analyzes how banks and credit unions manage liquidity risk, including liquidity contingency plans. 

Who should attend?

Anyone who wants to learn about asset liability management, such as staff from operations, IT, legal, compliance, middle office, or HR, and regulators who work closely with various aspects of asset liability management.

Note: The target audience for this course is not large complex banking organizations.

Training Content

By the end of the course, participants will be able to:

  • Explain the ALM process
  • Identify and apply the different interest rate risk models used in the ALM process
  • List the different assumptions used in the various models
  • Describe how a bank/credit union manages liquidity
  • Analyze how to identify, measure, monitor and control IRR and liquidity risks to which banks/credit unions are exposed
  • Differentiate between ALM and risk management
  • Describe the differences between qualitative and quantitative issues
  • Determine what, if any, other measures are used for guidance
  • Explain the price of liquidity and capital to the bank/credit union

About GFMI


Global Financial Markets Institute (GFMI)

The Global Financial Markets Institute, Inc. (GFMI) is a NASBA certified financial training and consulting firm that was developed, managed, and staffed by Wall Street professionals. Since their beginnings in 1998, GFMI have designed and delivered creative and highly interactive training...

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This course was very well organized. Ken was very knowledgeable and presented the material very well, while allowing interaction with the attendees. Definitely the best online course I've attended anywhere.
The examples were really good and also evaluating the information from a bank's annual report helped with tying concepts to the "real world." I also liked that the slides came with appendices and references to use in the future that can provide us with information to look up for more help.
The instructor's knowledge was very strong for this training.
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