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 / 18 hours
Member: $660
Non-Member: $870

ABA Credit: 1

Locator Number Start Date End Date
24894 – MBIP30 03/27/2017 04/28/2017
24895 – MBIP31 07/31/2017 09/01/2017

Required Textbook:
Bank Management, 8th Edition – Printed Book: Member: $238 / Non-Member: $279