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

College Credit Recommendations: In the upper division baccalaureate degree category, 3 semester hours in Banking, Business Administration, Finance, or Management (when combined with Analyzing Bank Performance, Managing Funding, Liquidity and Capital, and, Managing Interest Rate Risk)


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

 Course Advantages

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

 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 26, 2018
  • August 6, 2018
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