3M 2Y 5Y 10Y 30Y

If you manage a bank's balance sheet,
this was built for you

Whether you're a Bank CIO, run Treasury, manage the investment portfolio, or just stepped into an ALM role — this takes you from reading a balance sheet to mastering hedge accounting treatments, funds transfer pricing mechanics, and AOCI capital optimization.

111 modules across 12 tracks. Real balance sheets. Real rate environments. Written the way practitioners actually talk about this stuff.

111
Modules
12
Tracks
10+
Case studies
2
Depth tiers

From balance sheet basics to board-level strategy

A structured path through everything an ALM practitioner needs — with depth that's actually useful in the seat.

Bank Balance Sheet NII & Rate Risk Deposits & Funding Hedge Accounting FTP Mechanics AOCI & Capital
Featured modules

Built for the people who actually manage the balance sheet

Bank CIOs & TreasurersLeadership

Every lever — funding, hedging, liquidity, capital, investment strategy — in one structured program.

ALM ManagersCore

Sharpen your framework. Benchmark against peer bank practices. Fill the gaps you didn't know you had.

Investment Portfolio MgrsFront office

See how securities decisions connect to ALM strategy and why the ALCO cares about your duration.

Risk Officers (2nd Line)2nd line

Understand IRR and liquidity the way the ALM desk sees it. Better model challenge, better oversight.

New Hires in TreasuryCareer start

The onboarding program your bank doesn't have. Get productive in weeks, not years.

Regulators & ExaminersSupervision

How banks manage these risks in practice — not just what the handbook prescribes.

12 tracks. 111 modules. One complete program.

Each track builds progressively. Start with Foundations or jump to what you need.

Explore the full curriculum →

Two layers of depth per module

Overview
3–5 min read

What the topic is, why it matters, how it connects. Enough to follow an ALCO discussion or know when to dig deeper.

Deep Dive
15–30 min treatment

Full mechanics — real bank examples, 10-K data, regulatory context, and the judgment calls experienced practitioners make.

Referenced institutions:JPMBofAHuntingtonAllySVBFRBOCC

Sign up for access

Leave your details and we'll be in touch when your spot opens up.