A tailored course, built for your situation
Direct input on Basel III policy decisions in your current role
Turn regulatory depth into expanded influence without changing roles
$199 one-time
24-hour access provisioning
30-day money-back guarantee
Hand-built implementation playbook
12 modules. 12 chapters per module. 144 chapters total.
12 modules, each with 12 chapters (144 chapters total), text-based, plus downloadable templates and a hand-built implementation playbook delivered alongside course access.
Who this is for
Senior sales leader in a regulated financial institution influencing product governance through technical fluency in capital frameworks
Who this is not for
Entry-level compliance staff, auditors, consultants without embedded access to sales or capital planning cycles
What you walk away with
- Input invited into Basel III implementation planning ahead of final drafting
- Recognized as the go-to practitioner for sales-adjacent capital adequacy questions
- Shape liquidity coverage ratio narratives used in internal reporting
- Contribute directly to leverage ratio commentary without escalation
- Maintain influence over regulatory outputs tied to product performance
The 12 modules (with all 144 chapters)
Module 1. How Basel III shapes product governance in regulated firms
Understand the link between capital rules and commercial strategy. Learn how liquidity coverage and leverage ratios impact product design and sales enablement at firms like PNC.
12 chapters in this module
- Origins of Basel III capital rules
- Core pillars: CCR, LCR, NSFR
- Sales impact of capital ratios
- Product governance under Basel
- Regulatory expectations timeline
- How PNC implements Basel locally
- Tempus integration points
- Sales org's role in compliance
- Where influence typically starts
- Barriers to practitioner input
- Mapping decision ownership
- Finding leverage points
Module 2. Capital adequacy narratives that shape internal decisions
Learn to construct credible, source-backed capital commentary that gets adopted in internal reporting and planning cycles.
12 chapters in this module
- What is Tier 1 capital
- Common misconceptions
- Reporting frequency rules
- Internal audit triggers
- Narrative templates
- How to source commentary
- Aligning with finance team
- LCR vs NSFR context
- Avoiding escalation paths
- Version control norms
- Pre-cycle prep steps
- Drafting for adoption
Module 3. Liquidity coverage ratio inputs from commercial teams
Discover how sales and product data inform LCR calculations and how to ensure accuracy and influence in submissions.
12 chapters in this module
- What counts as HQLA
- Cash flow projection inputs
- Stress scenario assumptions
- Sales pipeline weighting
- Client concentration risks
- Using Tempus data fields
- Time horizon alignment
- Common data gaps
- Peer benchmarking
- Internal validation steps
- How often to update
- Escalation thresholds
Module 4. Leverage ratio reporting and commercial impacts
Break down the leverage ratio formula and identify where sales performance influences firm-wide outputs.
12 chapters in this module
- Definition of exposure measure
- On-balance sheet items
- Derivatives impact
- Off-balance sheet exposures
- Sales-driven components
- Client onboarding lag
- Product mix effects
- Reporting lag effects
- Consolidation rules
- Temporary exemptions
- Internal tracking norms
- How to influence
Module 5. Influencing without authority in regulatory processes
Build credibility and structured access to policy discussions even without formal ownership.
12 chapters in this module
- Credibility through precision
- Timing your input
- Using verbatim language
- Aligning with control owners
- Pre-submission review
- Documenting contributions
- Avoiding overreach
- Building reciprocity
- Internal stakeholder map
- Mapping decision rights
- Finding entry points
- Sustaining influence
Module 6. Using frameworks to claim space in policy drafting
Position yourself as essential to Basel III documentation cycles by mastering framework language and expectations.
12 chapters in this module
- Basel III document hierarchy
- Pillar 1 vs Pillar 2
- Internal Capital Adequacy Process
- Own risk and control reporting
- Risk appetite statements
- Policy drafting conventions
- Version control norms
- Approval workflows
- Stakeholder input logs
- How to get listed
- Review cycle timing
- Contribution templates
Module 7. Sales and risk data integration points
Map where sales performance data flows into Basel III calculations and learn to validate and influence its use.
12 chapters in this module
- Data lineage basics
- Source system identifiers
- Tempus to risk warehouse
- Data transformation rules
- Validation thresholds
- Error handling norms
- Reconciliation cycles
- Exception reporting
- Ownership boundaries
- Timeline dependencies
- How to flag issues
- Collaboration patterns
Module 8. Narratives that survive executive review
Craft commentary and inputs that withstand scrutiny and become part of final reporting.
12 chapters in this module
- Executive attention triggers
- Common pushbacks
- Backed vs speculative
- Precision in language
- Using official terminology
- Sourcing standards
- Avoiding overstatement
- Confidence intervals
- Peer validation
- Pre-empting challenges
- Tone for adoption
- Version discipline
Module 9. Gaining recognition in control framework discussions
Become the referenced source in cross-functional meetings about Basel implementation and capital planning.
12 chapters in this module
- Where input is gathered
- Meeting note norms
- Being cited internally
- Building reference status
- Sharing artefacts
- Internal credibility
- Avoiding gatekeepers
- Contribution tracking
- Feedback loops
- Visibility rituals
- Leadership touchpoints
- Maintaining relevance
Module 10. Shaping policy inputs without changing title
Expand your role’s scope by earning consistent input rights on regulatory documentation.
12 chapters in this module
- Defining scope creep
- Staying within lane
- Earning adjacent access
- Input vs ownership
- Documenting contributions
- Avoiding escalation
- Building trust chains
- Reciprocal influence
- Timing contributions
- Version adoption
- Internal reputation
- Long-term positioning
Module 11. Documentation that compounds across cycles
Create reusable templates and references that increase efficiency and influence over time.
12 chapters in this module
- Template design principles
- Naming conventions
- Storage locations
- Access permissions
- Version tracking
- Cross-cycle reuse
- Updating norms
- Sharing protocols
- Ownership clarity
- Integration with tools
- Audit readiness
- Long-term value
Module 12. Sustaining influence through leadership changes
Ensure your role in Basel III processes endures beyond current team structures.
12 chapters in this module
- Documenting institutional memory
- Process integration
- Onboarding contributions
- Reference artefacts
- Training materials
- Succession planning
- Avoiding personalization
- Systematizing input
- Workflow embedding
- Governance inclusion
- Long-term tracking
- Legacy building
How this maps to your situation
- When drafting capital adequacy commentary
- Before liquidity coverage ratio submissions
- During leverage ratio reporting cycles
- When new regulatory guidance is issued
Before vs. after
Before
Inputs on Basel III policy are siloed within risk and finance, limiting commercial perspective in capital planning.
After
Sales-led insights are embedded in Basel III documentation, expanding your influence within current role.
What's included with your purchase
- 12 modules with 12 chapters each (144 chapters)
- Downloadable templates and worked examples for every module
- Hand-built implementation playbook delivered alongside course access
- 30-day money-back guarantee
Delivery and format
- Course and learning environment access provisioned within 24 hours of purchase
- Hand-built implementation playbook delivered alongside course access
Format: Text-based modules and chapters in the Art of Service learning environment, plus downloadable templates and worked examples for every chapter, plus the hand-built implementation playbook delivered alongside course access.
Time investment: Approximately 3 hours per module, designed for completion over 6 weeks with flexible pacing.
How this compares to the alternatives
Unlike generic regulatory training, this course targets precise influence points in Basel III policy drafting, tailored to practitioners in commercial roles with access to risk data and product governance cycles.
Frequently asked
Is this course technical?
It's precision-focused, not technical. You'll master framework language and input norms, not accounting rules.
How is the course structured?
12 modules, each containing 12 chapters (144 chapters total).
Will this change my job title?
No. It expands your role's influence within your current title and responsibilities.
$199 one-time. Approximately 3 hours per module, designed for completion over 6 weeks with flexible pacing..
Within 24 hours your account in the learning environment is provisioned and the tailored implementation playbook is delivered alongside it.
30-day money-back guarantee·
144 chapters·
Hand-built playbook included·
Account access within 24 hours