Length: |
Modules - flexible schedule (Workshops - E-learning - Bank Simulations - Final Test & Certification) |
Difficulty: |
Advanced |
Price: |
Individual (In-house) |
Place: |
In-house (On-line / On-site) |


Workshops & Webinars
Modern and successful bank manager understands key bank ratios and is able to link internal bank procedures with customer needs, shareholder requirements and employees’ desires.
- Key bank financial ratios (RoE, RoR, RORAC, CIR, EVA)
- Managing a bank with Balanced Scorecard principles, considering internal bank procedures and key financial ratios, customer needs, shareholder requirements, regulation environment and employees’ desires
- Bank's regulation environment – current regulation framework Basel III / IV, capital allocation
- Bank controlling, internal prices (FTP), internal bank deals, management of customer business contribution (interest and non-interest) and structural risk contribution
- Bank business management (retail, corporate banking, private banking), risk policy for diverse customers' types, cross selling, customer needs
- Balance sheet structure of a bank, Fundamentals of Assets and Liabilities management (liquidity management, interest risk management), Assets and Liabilities Committee ALCO, proper decision making about interest rates for diverse bank products
- Role of financial markets by bank's management, (money market, capital market, FX market, bonds), role of financial market derivatives by hedging of bank's and customer's positions, importance of bond's portfolio in bank's balance sheet, central bank facilities (repo tender, O/N facilities, etc.)
- Overview of diverse risk's types (interest, credit, liquidity risk) and methods (mark-to-market method, Value at Risk, Expected Shortfal)
- Fintech/Regtech, digital transformation in banking, blockchain technology
- Case studies and Strategic discussions
Bearning E-learning
Bearning E-learning is an on-line tool for self-study or an excellent preparation for Bearning blended learning programs, trainings, simulations workshops or webinars. It is available from 1 month to live-time licence.

Simulation SimBa
The computer based simulation SimBa allows the participant to know a model bank management from all aspects - they create the bank strategy, price and evaluate bank products, manage the bank's balance sheet and P&L account, they make decisions, manage the bank's risks with the goal to satisfy the requirements of shareholders. SimBa works in current regulatory environment Basel III / IV.
- Bank strategy from financial, customer, internal processes and organization view, Balanced Scorecard method in a bank
- Key bank financial ratios management (RoE, CIR, RORAC, EVA and others)
- Bank product/business management (retail, corporate banking), different product profiles and risk profiles
- Risk policy for diverse customer product types, cross-selling effect management
- Bank controlling, internal prices (FTP), internal bank deals, management of customer business profit (interest and non-interest) and structural profit contribution
- Balance sheet structure of a bank; Assets and Liabilities Committee (ALCO) decisions, proper decision making about interest rates for diverse bank products and bonds
- Financial markets (interest rate market and bonds), minimum reserves, bond's portfolio in bank's balance sheet, central bank facilities (repo tender, O/N facilities, etc.)
- Management of diverse risk's types (interest, credit, liquidity risk)
- Bank's regulatory environment – current regulation framework Basel III / IV, capital allocation for different bank products and balance sheet items
Watch short video about SimBa on Bearning Youtube channel:

Bearning Certificate
Model final test description:
- On-line test in the form of Bearning E-learning
- single-choice, multi-choice and calculation questions
- approx. 60% of exam questions are identical with Bearning E-learning questions, 40% of questions are new, however similar
- 60 questions
- 90 minutes
- To pass the exam: min. 60% = min. 36 correct answers
The Bearning certificate contains detailed description of the passed exam, including all topics and time maintained. Bearning issues all certificates in English language.
Target group
- Executive academies and education programmes for bank experts
- In-house programmes for banks (e.g. talent’s, leadership and management programmes)
- Bank managers/prospective managers
- Bank professionals from finance and business (e.g. Retail, SME, Corporate, Private Banking with focus on performance and pricing)
- Other bank professionals and experts (Accounting, back-office, middle-office, credit management, HR and marketing) searching for education in total bank management area
SimBa simulation is adjustable for the target group according to your institution's needs.
