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AIB
Overview AIB
Online AIB Online
Schedule ABA eLearning
AIB Diplomas
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.
"It was a great class, even though it
was a bit challenging for me to keep up at times; the instructor was
cooperative and very understanding. Thanks for a great
course!"
Delivery Method: Instructor-led
online course - AIB
Online Overview
Course
Start Dates Enroll
Online
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Registration Form
| Price |
$625 NYBA or ABA Members/$805
Non-Members with textbook
$505 NYBA or ABA Members/$685 Non-Members without textbook.
$7.50 shipping/handling fee is added
to AIB Online Courses with textbooks. |
| Length |
6 Weeks |
| Course Credits |
AIB: 1.0; CPE: 18.0 |
| Prerequisites |
Participants will need access
to the individuals who manage their bank's investment portfolio and the
information they use in this process. Participants should also have a
basic familiarity with financial markets and financial instruments. This
class uses a number of mathematical concepts and calculations to manage
the investment portfolio. |
| Required Software |
Adobe Acrobat Reader;
Microsoft Internet Explorer Browser 7.0 or Mozilla Firefox 2.0 or
higher; Microsoft Excel |
| Textbook |
Bank Management,
7th Edition, 2009, Timothy W. Koch and S. Scott MacDonald, Thomson
Learning
Other courses using this textbook are: Analyzing Bank Performance; Managing Funding, Liquidity and
Capital; Managing Interest Rate Risk. |
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:
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Identify the key characteristics of common investment
instruments
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Calculate the yield on those instruments
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Describe regulatory and accounting restrictions on the
bank's investment portfolio
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Identify all of the elements that should be included in the
bank's investment policy and formulate such a policy
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Compare the benefits and risk of various investment
strategies
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Evaluate the comparative return of taxable and tax-exempt
securities
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Evaluate total return and option-adjusted spreads on
instruments with prepayment risk
Students who complete this course
along with four other requirements, may obtain the
Bank Financial Management Diploma.
Questions: Call
NYBA Professional Development at 212-296-1679 or email
elegg@nyba.com.
The New York Bankers
Association is a Local ABA Training Provider.
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The American Bankers Association is
registered with the National Association of State Boards of Accountancy
(NASBA), as a sponsor of continuing professional education on the
National Registry of CPE Sponsors. State boards of accountancy have
final authority on the acceptance of individual courses for CPE credit.
Complaints regarding registered sponsors may be addressed to the
National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700,
Nashville, TN, 37219-2417. Web site: http://www.nasba.org/
Delivery Method: A group-internet based program |
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