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Capital planning: Leading your financial institution to success

Every financial institution has a defined set of goals focused around earnings, growth, capital, or a mix of things. To reach these goals, it is crucial to put together a thought-out and achievable plan that matches the talents of the institution. This whitepaper outlines regulatory capital and risk-based capital standards, as well as how capital planning and management can impact a financial institution’s ability to meet its goals.

Download to learn:

  • Best practices for developing a capital plan
  • Capital ratios for banks and credit unions
  • Capital planning considerations and regulatory guidance

This resource is part of the series: ALM 101: Introduction to asset/liability management.