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Managing the Bank's Investment Portfolio

Fundamentals for understanding the how a bank’s investment portfolio is managed. Objectives and composition of investment portfolios, and common bank investments are covered, focusing on their risk and return profiles. Various investment strategies are described and the development of bank investment policies is discussed.

Learning Objectives

  • Identify key characteristics and calculate the return of common investment instruments
  • Describe regulatory and accounting restrictions on bank investment portfolios
  • Identify important elements of a bank’s investment policy and formulate an example policy
  • Compare the benefits and risk of various investment strategies
  • Evaluate the return on taxable and tax-exempt securities and instruments with prepayment risk

Audience

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

Course Credits

ABA Certifications: 8.0 CERP

ABA Certificates: This course applies to the Certificate in Bank Financial Management.


For group registrations or more information, please contact training@aba.com.
 

 Registration & Pricing

 

Facilitated Course
ABA Member  • $660
Nonmember • $870
Bill Me Option

Textbook - 8th Edition, Printed
ABA Member  • $215
Nonmember • $255

Additional fees and taxes may apply.
 

 Upcoming Dates

 
  • March 25, 2019
  • August 5, 2019
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 Course Advantages

 
  • Collaborative​ communities
  • Convenience and flexibility
  • ​Expert instructors
  • Interactive discussions
  • Real-world assignments