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A Provider of AIB Products AIB Managing the Bank's Investment Portfolio |
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AIB Course Code: 4261 Course Length: 5 weeks Course 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 Textbook: Bank Management, 6th Edition, by Timothy W. Koch and S. Scott MacDonald, Thomson Learning 2005. If you already have a copy of the textbook, be sure to register for your next course using the “without textbook” option. Course Credits: AIB: 1.0; CPE: 18.0 Prerequisites: 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 also 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. Required Software: Microsoft Excel
PBA Contact: Jackie Catalano • (717) 255-6939 • jCatalano@paBanker.com |
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