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Develop an ability to analyse the external and internal bank environment, evaluate strategic options, develop strategy, and manage its implementation through effective leadership and management of operations.

A key theme of the module is the impact of digital innovations on bank strategy and operations, and how banks can harness advances in technology to help them grow and flourish in an uncertain future.

Construct a strategy statement that summarises a bank’s mission, vision, values, and objectives, its scope, and how the bank will achieve its objectives in its chosen domain;

Analyse a bank’s strategic position in the external environment, including both the macro-economic environment and the industry or sector environment, with a focus on digital innovations that are affecting banks and banking;

Critically analyse a bank’s resources and capabilities, and identify the strengths and weaknesses of the bank and its products and services relative to its competitors, and the extent to which these strengths and weaknesses are capable of dealing with the changes taking place in the external environment and the opportunities and threats arising;

Evaluate a range of strategic options for a bank in relation to environmental and organisation analyses, and propose a bank strategy that supports the bank’s mission, vision, values and objectives;

Assess the physical, financial and people resources a bank would require to deliver its preferred strategy and options for acquiring them;

Assess the implications of a bank’s strategy in terms of key changes that will be required to its structures, systems and culture, and propose how these could be managed through effective leadership and management of operations.

Total Program Fee

AU$2,500.00
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Internationally recognised

Internationally recognised professional qualification that is an alternative entry to the Chartered Banker Pathway

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Online flexibility

All modules delivered online which means you can start anytime and complete it at your own pace in your own time.

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Chartered Banker Institute (UK) accredited

The only body in the world able to confer Chartered Banker status.

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Made for Australia

Developed for Australian Market by FINSIA in close consultation with senior industry practitioners

What’s Included

Affiliate Membership

A 12-month Affiliate membership for new members, plus the ability to upgrade.

e-Learning Material

Embedded e-Learning on selected modules to reinforce key learning objectives

Digital textbook

A comprehensive digital textbook providing core learning materials and case studies to help you build your capability

Assessment fees

Assessment fees are included in the price of the qualification.

The learning experience is

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Online Learning

Start anytime from any location at your own pace.

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Interactive

Stimulating interactive learning experience with a hands-on approach. 

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Engaging

Access an extensive suite of engaging learning materials.

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Industry Led

Developed for the Australian market in consultation with senior industry practitioners. 

What do I get when I finish the course?

A certificate for the Bank Strategy, Operations & Technology module, which is also one of the mandatory modules of the Chartered Banker program, is available upon request.

Kate McCallum F Fin

Kate McCallum F Fin

Director and Advisor, Multiforte Financial Services

It’s exciting to work with the team at FINSIA that has a real focus on developing new ways of building capability and professionalism within the banking sector. Having a passion to think differently and to focus on what developing people will mean in terms of better customer experience will help restore trust and pride in the sector. That’s why I see such value in the collaboration between FINSIA and the Chartered Banker Institute to develop a suite of qualifications that fit the aspirations of people strategies and also work to build up credits towards Chartered Banker status.

Grant Cairns

Grant Cairns

CBA Executive General Manager Regional and Agri Business

In terms of mindset, I think the Chartered Banker is excellent in that it hones your focus on your accountabilities as a banker particularly with respect to customer outcomes, understanding your compliance and regulatory obligations and having ethical frameworks to apply sound judgement.

As Chartered Bankers, I think we are well placed to role model professional standards in the industry amongst those we lead and work with.

Victoria Weekes

Victoria Weekes

Independent Chair of OnePath Custodians

FINSIA, its members and staff, have a fabulous history of being leading advocates, thought leaders and drivers of professional standards.

At a time when the financial services industry is facing unprecedented change, with heightened community expectations, a challenging competitive environment and regulatory landscape, building professionalism across our industry and supporting our members to be the best they can is critical.