New York Bankers Association

ABA Managing the Bank’s Investment Portfolio

6-week instructor-facilitated online course

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!”

ABA Online Overview | Course Start DatesEnroll Online: Member  Non-Member | Print Registration Form

Price $875 NYBA or ABA Members/$1125 Non-Members with textbook;
$660 NYBA or ABA Members/$870 Non-Members without textbook.
A shipping/handling fee is added to ABA Online Courses with textbooks. State sales tax applies to cost of text only.
Length 6 Weeks
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 Technical Requirements
Textbook Bank Management, 8th Edition, 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:

  • 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

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

The New York Bankers Association is a Local ABA Training Provider.

Questions: NYBA Professional Development at (212) 297-1679 or