Managing the Bank’s Investment Portfolio



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

6 weeks

* $15.00 shipping fee for materials will be added.

AIB Credit: 1
ACE Credit:














Catalog Number Start Date End Date
3008033 04/01/2013 05/05/2013
3008089 08/05/2012 09/08/2013