BTRM Advanced Treasury Masterclass Series
Capital & Portfolio Management
In today’s dynamic banking landscape, capital and portfolio management have become critical pillars of strategic success. As financial institutions face increasing regulatory scrutiny and performance pressures, mastering these disciplines is essential for sustainable growth and resilience. The Capital & Portfolio Management Masterclass is designed to empower professionals with the tools, insights, and frameworks needed to navigate complex capital planning, optimize portfolio efficiency, and align with global regulatory standards. Whether you’re in treasury, risk, or strategic planning, this course offers a transformative learning experience tailored to the evolving demands of modern banking.
Start Date: Tuesday 5th May
Limited Availability: Enrol today
Delivery Mode: Live Online (flexible learning over 4 weeks, 1 lecture per week)
Global Start Time: Accessible for many participants worldwide.
Structured Assessment: Multiple-Choice Test & Certificate
Total Lecture Hours: 18 hours (4.5 hours/week)
Instructor: Dr. Andrea Cremonino, Ph.D.
Empowering Global Talent: Emerging Markets Subsidy
BTRM Alumni and Current Students: 40% Discount (off the standard fee)
Course Overview
This intensive program provides a deep dive into Capital & Portfolio Management frameworks, methodologies, and practical applications, with a focus on how to ensure an appropriate capital remunerations product pricing, liquidity management, and regulatory integration. Participants will learn how to manage bank to ensure an appropriate capital remuneration with an overall framework made by capital planning, deployment to business lines, how to steer the business in a risk adjusted perspective by setting targets and calculate cost of capital. The course includes case studies, practical examples and comparison across the markets.
Learning Outcomes
By the end of the program, participants will:
- Regulation on risk measurement, capital requirements and how it impacts bank management
- Capital Planning: part of the budget process and risk adjusted KPIs, including setting cost of capital
- Capital Management on the business side: portfolio management, capital efficiency
- Governance
- Comparison of different banking markets and their evolution
Weekly Forum:
Q&A weekly lecture forum. Students can submit question on the forum that will be answered live in weeks 2, 3, and 4.
Multiple-Choice Test & Certificate:
The BTRM Advanced Treasury Masterclass Series ends with a Multiple-Choice Test. This test is available until Tuesday 2nd June.
Learning Resource:
Students get to keep the training for 12 months post course.
Pricing Structure:
- Standard Fee – £2195.00 + UK VAT
- BTRM 40% Alumni & Students – £1317.00 + UK VAT – Please submit an enquiry
- Discounts Available: Super Early Bird 20% & Early Bird 10%
- Emerging Markets Discount – Please submit an enquiry
- Group Discount – If 2 or more people from your institution wish to join the masterclass please contact us.
- VAT exemption – If you are a non UK or EU resident, you are exempt from VAT.
4-Week Flexible Global Learning
The BTRM Advanced Treasury Masterclasses run over four weeks in a live online format offering a highly effective learning experience by balancing depth, flexibility, and Faculty engagement. With a start time of 1pm UK time / 2pm CET / 5:30pm IST / 8:00am EST, enabling students to join live from many locations around the world. This structure allows participants to absorb complex Interest Rate Risk in the Banking Book (IRRBB) concepts at a manageable pace, reinforcing understanding via lectures, case studies and testing.
The live format encourages real-time interaction with the Faculty instructors and peers, fostering deeper discussions and immediate problem solving. Spacing the sessions weekly also accommodates the busy schedules of banking professionals, ensuring minimal disruption to daily responsibilities while maximising learning retention and practical application. The course ends with a structured assessment multiple-choice test & certificate. Students get to keep the course in their own personal BTRM educational portal for 12 months.
