Southeast Regional Center
AIB Managing the Bank's Investment Portfolio (AIB-4261)
Before taking this class, participants will need to have access to the individuals who manage their bank’s investment portfolio and the information they use in this process. Participants should 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.
Delivery Options
Instructor-Led Online
Audience
This course is designed for individuals involved in managing the bank’s investment portfolio. Managing the Bank’s Investment Portfolio, a six week AIB Online Course, provides participants; with the key concepts to effectively manage the bank’s portfolio.
Learning Objectives
At the conclusion of the program participants 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 risks
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
Enrollment Form
Download and print an enrollment form from here, complete and fax to 904-354-1834