Banking Group offers a platform of workshops, lectures,
readings, case studies and a simulation intended for staff
newly assigned to financial services responsibilities. This
is intended as a learning event to replace the traditional
awareness approach to training with a focus on the analysis
of the component parts of financial services. These components
include market segmentation, profitability drivers, yield
and risk management, synergies across sectors, regulatory
imperatives, external (shareholder value) analytic perspectives,
alliances, and competition (traditional and non-traditional).
is this platform used?
Commercial Banks are using the platform for their high potential
new hires. Central Banks, superintendencies, and universities
are using the course as an introduction to analytics. Consulting
and audit firms are including the platform in their curriculum
for staff recently assigned to Financial Services. Credit
and Risk departments are tailoring their offerings with
this platform to highlight the analysis of the companies
in the financial services sector. Major global corporates
have used this platform for their account teams who serve
the financial services industry.
instructional design will be derived from
the analysis of the target populations needs, but
generally the flow of the learning begins with the microanalysis
of a single business unit, broadens to a sector, then a
division and finally the integration with the financial
institution and the industry environment. The platform covers
Commercial Banking, Asset Management, Investment Banking,
Insurance, and Retail Banking in a consistent bottom to
top approach. The treasury management, operations imperatives,
and secondary markets activities are integrated into the
entire exercise through the use of simulation.
component modules are developed according
to the design dictated by the needs of the audience, but
the lectures and readings represent a standard curriculum
from the academic and consultancy literature. We use the
professional press with contemporary analytics and peer
group comparisons, as well as buy-side equity analysis and
rating agency criteria. The dominant theme is that business
choices and financial performance are invariably linked.
By understanding the choices that managers make in the business,
participants learn where the quantitative results derive.
Participants are encouraged to anticipate what these choices
simulation platforms are tailored to the
audience requirements and are often determined by the scale
and scope of the industry segments faced in the real world.
Domestic and International, Banking and Insurance or Investment
Banking, and broker/dealer activities are all tailored in
the choice of simulation and case studies.
of the session include dialogue, on-going
facilitation, and multiple group work (often the session
has up to sixteen different syndicate groupings) to develop
the participants familiarity with the taxonomy of
the industry and the analytic methods used in financial
services. These participative dynamics are part of the instructional
design, but we encourage the use of a final presentation
to synthesize the learnings of the modules.