This course is designed for Chief Operating Officers, operations directors, transformation leads, business architects, and senior change managers working in banking and financial services. Whether you are leading a post-merger integration programme, redesigning your operations to meet new regulatory expectations, preparing for a technology platform migration, or building a shared services centre — this course gives you a structured, end-to-end methodology for designing a Target Operating Model that is practical, defensible, and achievable. You do not need prior experience in operating model design, but familiarity with banking operations, organisational structures, and change programmes will help you get the most from the material.
Across seven modules, you will learn every stage of the TOM design lifecycle: from understanding the strategic context and building the business case, through capability mapping, process architecture, organisational design, governance frameworks, technology and data strategy, implementation planning, and post-go-live measurement. Every concept is grounded in real banking and financial services scenarios — securities operations centralisation, settlement platform migrations, multi-location operating models, custody operations transformation, and reconciliation platform rationalisations. You will not encounter generic corporate theory here; every framework, every example, and every quiz question is drawn from the realities of financial services operations where regulatory constraints, market infrastructure dependencies, and client service expectations shape every design decision.
This course is completely free, self-paced, and structured to fit around your professional commitments. Each module includes detailed educational content, a practical banking case study, and a five-question quiz to reinforce your understanding. After completing all seven modules, you can take the 30-question final exam to earn your TOM Practitioner certification from Insight Centric — a credential that validates your ability to design, document, and implement target operating models for the financial services industry.