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 Dates | Enroll 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.
|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 firstname.lastname@example.org.