Pideya Learning Academy

Excellence in Banking Operations and Strategic Planning

Upcoming Schedules

  • Live Online Training
  • Classroom Training

Date Venue Duration Fee (USD)
28 Jul - 01 Aug 2025 Live Online 5 Day 2750
04 Aug - 08 Aug 2025 Live Online 5 Day 2750
06 Oct - 10 Oct 2025 Live Online 5 Day 2750
15 Dec - 19 Dec 2025 Live Online 5 Day 2750
27 Jan - 31 Jan 2025 Live Online 5 Day 2750
10 Mar - 14 Mar 2025 Live Online 5 Day 2750
14 Apr - 18 Apr 2025 Live Online 5 Day 2750
30 Jun - 04 Jul 2025 Live Online 5 Day 2750

Course Overview

In an era of unprecedented disruption, volatility, and transformation in global finance, Excellence in Banking Operations and Strategic Planning has become essential for institutions aiming to thrive in a highly regulated and digitally evolving environment. At Pideya Learning Academy, this course is specifically designed to support banking professionals in navigating complexity by merging operational excellence with strategic foresight. Whether responding to regulatory changes, competitive market dynamics, or shifting customer expectations, banks must continuously reassess their strategic direction and operational frameworks to remain relevant and resilient.
According to Statista (2023), total global banking assets are projected to surpass $155 trillion by 2026, indicating both the scale of opportunity and the urgency for banks to rethink their approach to performance, efficiency, and innovation. Many institutions still operate in silos, hindered by outdated systems and disconnected strategies that limit responsiveness and long-term value creation. This training addresses such gaps by providing a structured learning experience that empowers participants to elevate decision-making, optimize operational processes, and shape strategic growth initiatives that align with compliance standards and market expectations.
Participants will explore integrated models for strategic assessment, forward-looking planning, and cross-functional execution. Real-world scenarios and structured exercises will demonstrate how to diagnose performance issues, evaluate strategic options, and align risk and regulatory requirements with institutional goals. A strong emphasis is placed on digital integration, customer-centric design, and data-driven leadership—critical enablers of operational transformation.
As part of the learning journey, participants will benefit from the following key highlights:
Comprehensive understanding of current and future economic and regulatory factors influencing global banking strategies
Step-by-step guidance for evaluating institutional position and building future-focused strategic roadmaps
Techniques for optimizing asset and liability portfolios in alignment with risk profiles and capital efficiency goals
Insights into crafting a resilient and agile banking product strategy suited for digital transformation
Clarity on how compliance, governance, and regulatory expectations shape strategic decisions
Development of leadership and communication capabilities for stakeholder alignment and engagement
Exposure to real-time strategic decision-making frameworks that improve agility and adaptability in complex environments
The course also highlights the intersection of strategic planning and risk intelligence, emphasizing how modern banking institutions can remain competitive while adhering to evolving regulatory landscapes such as Basel III, ESG mandates, and cybersecurity requirements. By integrating both operational insights and long-term strategic thinking, delegates are positioned to drive institutional effectiveness and transformation in a rapidly changing global marketplace.
By the end of this Pideya Learning Academy training, professionals will be better equipped to influence strategic direction, enhance operational capability, and support sustainable growth through a unified framework of governance, innovation, and stakeholder value delivery.

Key Takeaways:

  • Comprehensive understanding of current and future economic and regulatory factors influencing global banking strategies
  • Step-by-step guidance for evaluating institutional position and building future-focused strategic roadmaps
  • Techniques for optimizing asset and liability portfolios in alignment with risk profiles and capital efficiency goals
  • Insights into crafting a resilient and agile banking product strategy suited for digital transformation
  • Clarity on how compliance, governance, and regulatory expectations shape strategic decisions
  • Development of leadership and communication capabilities for stakeholder alignment and engagement
  • Exposure to real-time strategic decision-making frameworks that improve agility and adaptability in complex environments
  • Comprehensive understanding of current and future economic and regulatory factors influencing global banking strategies
  • Step-by-step guidance for evaluating institutional position and building future-focused strategic roadmaps
  • Techniques for optimizing asset and liability portfolios in alignment with risk profiles and capital efficiency goals
  • Insights into crafting a resilient and agile banking product strategy suited for digital transformation
  • Clarity on how compliance, governance, and regulatory expectations shape strategic decisions
  • Development of leadership and communication capabilities for stakeholder alignment and engagement
  • Exposure to real-time strategic decision-making frameworks that improve agility and adaptability in complex environments

Course Objectives

After completing this Pideya Learning Academy training, the participants will learn to:
Develop comprehensive and adaptable strategic plans tailored to banking operations
Evaluate strategic alternatives using risk-return optimization frameworks
Implement strategic decisions with consideration for governance and institutional priorities
Optimize asset and liability portfolios while balancing liquidity and profitability
Align banking strategy with compliance obligations and regulatory frameworks

Personal Benefits

Delegates attending this course will:
Deepen their understanding of strategic management within banking
Enhance their ability to critically evaluate and contribute to key strategic decisions
Build a future-oriented mindset adaptable to sector-specific disruptions
Strengthen analytical and leadership skills with industry-aligned knowledge
Expand their career development opportunities in strategic banking roles

Organisational Benefits

By attending this course, organizations can expect:
Strengthened strategic planning capability at both leadership and operational levels
Greater alignment between business goals, risk appetite, and compliance
Improved response to economic, regulatory, and market fluctuations
Enhanced internal capabilities for managing transformation and innovation
Staff equipped with analytical skills and confidence to influence long-term planning

Who Should Attend

This Pideya Learning Academy course is ideal for:
Senior bank professionals, managers, and executives involved in planning or transformation
Strategy officers and business development managers in financial institutions
Risk and compliance officers seeking to broaden their strategic oversight
Professionals responsible for implementing change and innovation in banking
Individuals transitioning into strategic roles or aspiring to enter the financial services sector

Course Outline

Module 1: Foundations of Strategic Leadership
Principles of strategic decision-making External environment analysis and forecasting Customer behavior analytics and segmentation models Crafting vision, mission, and core value statements Defining strategic objectives and directional goals Structuring a long-term strategic roadmap
Module 2: Strategic Planning in the Financial Sector
Strategic thinking within financial institutions Assessing competitive positioning in banking Portfolio diversification and competitive advantage Growth pathways and transformation strategies Execution of strategic plans in banking environments Organizational alignment and change enablement
Module 3: Designing Risk-Aligned Financial Offerings
Strategic alignment of asset-liability portfolios Regulatory compliance and Basel framework integration Structuring compliant banking products and services Digital transformation strategies in retail and commercial banking Metrics-driven performance management systems Balanced scorecard framework and KPI tracking
Module 4: Corporate Consolidation and Strategic Acquisitions
Strategic rationale for mergers, acquisitions, and takeovers Types of corporate restructuring in financial services Deal valuation, funding structures, and due diligence Human capital readiness and cultural integration Post-merger performance optimization strategies Legal and regulatory considerations in M&A
Module 5: Enterprise Risk Governance in Banking
Overview of systemic and operational banking risks Developing integrated enterprise risk management (ERM) frameworks Value-at-Risk (VaR) models for financial risk quantification Scenario analysis and macroeconomic stress testing Leveraging financial derivatives for risk mitigation Risk-adjusted performance metrics (RAPM)
Module 6: Innovation-Driven Competitive Strategies
FinTech disruption and banking innovation ecosystems Open banking and API-led product development Data monetization strategies in financial institutions Blockchain, tokenization, and decentralized finance (DeFi) Strategic agility and digital maturity assessment Customer-centric innovation and value delivery
Module 7: Strategic Performance Monitoring and Evaluation
Performance audit frameworks for strategic plans Strategic budgeting and resource allocation models Benchmarking against industry leaders Dashboarding tools and real-time performance tracking Lagging vs. leading indicators in strategic control Governance and strategic risk oversight
Module 8: Sustainable Growth and ESG Integration
ESG frameworks and their role in banking strategy Green finance and sustainable investment products Regulatory trends in environmental and social compliance Integrating ESG into enterprise strategy Stakeholder engagement and impact reporting Climate risk disclosures and sustainability KPIs

Have Any Question?

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