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Project Management for Banks and Financial Institutions Course


Businesses and Organizations whose main business is not project-based still need to undertake projects. However, their management culture is familiar with managing everyday business activities and operations – not projects. This is especially true for banks and financial institutions.

The people asked to manage projects in such process-based organizations like a bank or financial institution may be accountants, financial specialists, IT professionals, operations professionals, managers, or just about any profession. However, they are not first and foremost project managers. Often these large projects will play a major part in determining the business/organization’s future success.

This course is designed to address both the professional project-manager who is seeking to expand his knowledge of the subject as well as management and staff of banks and financial institutions that need training in the practicality of project management.


5 Days


This course is aimed at:

  • Bank/financial institution or other organizations.
  • Managers, supervisors, senior and junior staff.
  • Staff of banks, financial institutions, insurance companies operating at the corporate level, as well as in retail banking.


This training course will give participants an overview of the entire project management process, as well as key project management tools that they can use every day.


  • Principles of project management.
  • Big bang vs. staged releases.
  • Roles and responsibilities.
  • Project budgeting.
  • Project definition.
  • Risk management.
  • Estimating.
  • Planning.
  • Phase agreement.
  • Project support.
  • Tracking, controlling and reporting.
  • Change and issue management.
  • Quality management.
  • Phase and project end.
  • Project management route map – a model project specifically for banks.


The instructor-led training are delivered using a blended learning approach and comprises of presentations, guided sessions of practical exercise, web-based tutorials and group work. Our facilitators are seasoned industry experts with years of experience, working as professional and trainers in these fields.

All facilitation and course materials will be offered in English. The participants should be reasonably proficient in English.


Upon successful completion of this training, participants will be issued with an Indepth Research Services (IRES) certificate.


The training is residential and will be held at IRES training Centre. The course fee covers the course tuition, training materials, two break refreshments, lunch, and study visits.

All participants will additionally cater for their, travel expenses, visa application, insurance, and other personal expenses.


Accommodation is arranged upon request. For reservations contact the Training Officer.

Email:  This email address is being protected from spambots. You need JavaScript enabled to view it.   

Mob: +254 715 077 817

Tel: 020 211 3814


This training can also be customized for your institution upon request to a minimum of 4 participants. You can have it delivered in our training centre or at a convenient location.

For further inquiries, please contact us on Tel: +254715077817, +254(020) 211 3814 or mail This email address is being protected from spambots. You need JavaScript enabled to view it.


Payment should be transferred to IRES account through bank on or before C.O.B. 12th August 2019.

Send proof of payment to This email address is being protected from spambots. You need JavaScript enabled to view it.


Payment for all courses includes a registration fee, which is non-refundable and equals 15% of the total sum of the course fee.

1.    Participants may cancel attendance 14 days or more prior to the training commencement date.

2.    No refunds will be made 14 days or less to the training commencement date. However, participants who are unable to attend may opt to attend a similar training at a later date, or send a substitute participant provided the participation criteria have been met.

Please Note: The program content shown here is for guidance purposes only. Our continuous course improvement process may lead to changes in topics and course structure.

Event Properties

Event Duration 5 Days
Event Date 19-08-2019
Event End Date 23-08-2019
Cut off date 12-08-2019
Individual Price(Kenyan) KES 69,000
Individual Price (International) EUR 790
Individual Price(International in Dollars) USD 920
Location Nairobi, Kenya
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