MANAGING THE BANK'S INVESTMENT PORTFOLIO

Course Description: Managing the Bank's Investment Portfolio provides participants with the key concepts needed to effectively manage the bank's portfolio.

Audience: This course is designed for individuals involved in managing the bank's investment portfolio.

Learning Objectives: After successfully completing this program, you will be able to:

• Identify the key characteristics of common investment instruments

• Calculate the yield on those instruments

• Describe regulatory and accounting restrictions on the bank's investment portfolio 

• Identify all of the elements that should be included in the bank's investment policy and formulate such a policy

• Compare the benefits and risk of various investment strategies

• Evaluate the comparative return of taxable and tax-exempt securities

• Evaluate total return and option-adjusted spreads on instruments with prepayment risk

Textbook: Bank Management, 5th Edition, by Timothy W. Koch and S. Scott MacDonald, Thomson Learning 2002 is the required textbook and will be provided to participants.  If you already have a copy of the textbook, you need not request another one.

Credit: AIB: 1.0

Delivery Method:

• AIB Online Instructor-led course; Length: 6 weeks
  Price: $595 members; $745 non-members (includes textbook)
  $475 members; $625 non-members (without textbook)
  Course Start Dates
  Enroll Online ; Print Registration Form

• Students who complete this course along with four other requirements, may obtain the Bank Financial Management Diploma.

For further information, call NYBA Professional Development at 212-296-1679 or email elegg@nyba.com.