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.

   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 from SER-CFT website, complete and fax to 904-354-1834)