Aug 3, 2020
Managing the Bank's Investment Portfolio provides participants with the key concepts needed to effectively manage the bank's portfolio. This is a 5 week course.
Audience: This course is designed for individuals managing the bank's investment portfolio.
After successfully completing this program, you will be able to:
Textbook: Bank Management, 8th Edition, by Timothy W. Koch and S. Scott MacDonald, 2014, Thomson Learning
Prerequisites: Participants will need 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, Adobe Acrobat Reader
Course Credits: ABA Certifications: 8.0 CERP
Member Price: $890 w/textbook, $660 w/o textbook **
Nonmember Price: $1140 w/textbook, $870 w/o textbook **
** If you already have a copy of the textbook, be sure to register using the "without textbook" option.
ABA Online course
Questions? Contact Susan Clark at the IBA at 317/387-9380.
There is a full refund for any cancellations or transfers made before the start of the class and upon the return of the textbook to ABA. Refunds will be made (less $100 cancellation fee) if received within 10 business days from the start of course and the return of the textbook if applicable. Please include your packing slip or order number with the return of your textbook. You may request a transfer only once with a fee of $100. There are no refunds for cancellations received more than 10 business days after the start of the class.