Verify that improvements to banking pricing and profitability have held six months after they were introduced.
Banking Service Pricing and Profitability Management
Build a working method for banking pricing and profitability that stands up to scrutiny and survives daily pressure.
📍 Istanbul🗓️ 5 training days📚 4 modules🎓 Accredited certificate
5intensive training days
4scientific modules
8training sessions
32detailed points
Course Overview
Growth built on poorly controlled banking pricing and profitability reverses faster than it accumulated. The audit trail behind pricing and profitability matters as much as the decision itself. The course leaves participants able to diagnose weaknesses in this part of financial and banking practice before they become incidents. The programme uses small-group work so that each participant's treatment of banking pricing and profitability is examined, not just described. Where this aspect of financial and banking practice is measured, it improves; where it is only discussed, it drifts. The programme works equally well for those formalising pricing and profitability for the first time and those improving an existing approach. Participants leave with a method for banking pricing and profitability, not a set of opinions about it. Teams frequently over-invest in documenting pricing and profitability and under-invest in testing it. The programme ends where implementation begins, with the wider financial and banking practice agenda broken into steps someone can start on Monday.
Expected Learning Outcomes
Set a realistic target state for pricing and profitability and a defensible route to it.
Establish the segregation of duties required around banking pricing and profitability.
Diagnose whether a problem in pricing and profitability is one of design, resourcing or discipline.
Design reconciliation and settlement controls covering banking pricing and profitability.
Design the reporting on pricing and profitability that reaches decision makers in time to act.
Assess the capital and liquidity implications of banking pricing and profitability.
Who Should Attend
Risk managers responsible for banking pricing and profitability.
Relationship and product managers whose targets depend on pricing and profitability.
Financial technology and change staff modernising banking pricing and profitability.
Board risk committee members overseeing pricing and profitability.
Experienced practitioners formalising an approach to banking pricing and profitability that has grown up informally.
Analysts producing the data on which decisions about pricing and profitability rest.
Course Modules
Banking pricing and profitability: measurement, models and their assumptions
2 sessions · 8 pointsSession 1Reading the current state of banking pricing and profitability honestly
- Identify the key controls over banking pricing and profitability and who tests them.
- Compare the cost of pricing and profitability with the cost of its absence.
- Check the accounting treatment applied to banking pricing and profitability against current standards.
- Establish what evidence demonstrates pricing and profitability is under control.
Session 2Pricing pricing and profitability for the risk actually taken
- Prepare the evidence pack demonstrating banking pricing and profitability operated as designed.
- Verify reconciliation and settlement controls covering pricing and profitability.
- Name a single owner for each element of banking pricing and profitability.
- Check the legal and contractual exposure created by pricing and profitability.
Pricing and profitability: audit evidence and examiner readiness
2 sessions · 8 pointsSession 1The decisions in pricing and profitability that cannot be delegated
- Confirm regulatory reporting on banking pricing and profitability is complete, timely and reconciled.
- Review concentration by counterparty, sector and geography inside pricing and profitability.
- Record what was learned when banking pricing and profitability did not go as planned.
- Design the exception process for pricing and profitability and require a documented rationale.
Session 2What pricing and profitability does to capital and liquidity under stress
- Set out how exceptions to banking pricing and profitability are requested and approved.
- Confirm that those complying with pricing and profitability understand why it exists.
- Confirm that reporting on banking pricing and profitability reaches the people who can act.
- Confirm segregation of duties across initiation, approval and settlement of pricing and profitability.
Pricing and profitability: regulatory obligation and supervisory expectation
2 sessions · 8 pointsSession 1Moving pricing and profitability from approval to execution
- Anticipate the objections banking pricing and profitability will raise and prepare the answers.
- Assess the capital consumed by pricing and profitability under current and stressed conditions.
- Rank the weaknesses in banking pricing and profitability by consequence rather than by ease of fixing.
- Verify six months later that changes to pricing and profitability have held.
Session 2What a supervisor will ask about banking pricing and profitability, and in what order
- Build the internal briefing that explains banking pricing and profitability to those affected.
- Set early warning indicators for pricing and profitability with defined action thresholds.
- Confirm reporting on banking pricing and profitability reaches the committee that can act on it.
- Review the pricing of pricing and profitability against the risk being assumed.
Pricing and profitability: stress testing and scenario analysis
2 sessions · 8 pointsSession 1Handling a breach of policy on pricing and profitability properly
- List the assumptions in any model supporting banking pricing and profitability and when each was last challenged.
- Identify the data already collected that bears on pricing and profitability.
- Build the competence framework that supports banking pricing and profitability.
- Document the remediation plan for each known weakness in pricing and profitability.
Session 2Evidencing that pricing and profitability worked as designed
- Establish the boundary of banking pricing and profitability and record what sits outside it.
- Check that pricing and profitability still works when volumes rise unexpectedly.
- Identify single points of dependency in banking pricing and profitability and reduce them.
- State the risk appetite for pricing and profitability as a number, not an adjective.
Choose the package that suits you
Silver Package
At least 3 people
USD1,250
- Workshop or Program Participation
- Airport Transfers
- Customized Badge
- Expert Mentorship (Private Sessions)
- Supervision & Secretarial Services
- Accredited Certificate of Participation
- Complete Training Kit
- Coffee Break
- Closing Ceremony
Gold Package
At least 3 people
USD1,850
- 5-night stay in a 5-star hotel
- Workshop or Program Participation
- Airport Transfers
- Customized Badge
- Expert Mentorship (Private Sessions)
- Supervision & Secretarial Services
- Accredited Certificate of Participation
- Complete Training Kit
- Coffee Break
- Closing Ceremony
Complete your registration
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