The Bond Academy is designed to provide community bankers with the basic knowledge needed to help plan and create effective investment portfolios.

This all new curriculum has been specifically designed to equip a new portfolio manager with basic portfolio management issues. Specifically, fundamentals of bond pricing, valuation, and selection will be covered extensively.  You’ll learn the basics of the bank portfolio investment process.

Who should attend?

CPAs and those new to their roles as investment officers, cashiers, controllers, and internal control professionals will benefit the most from Bond Academy. New directors serving on the investment or asset-liability committee will also find this course beneficial. No advance preparation is necessary.

You Will Learn:

• Bond basics, including bond pricing, duration, and price volatility
• Bond types, including agencies, municipals, mortgage securities, and floating rate instruments
• The composition of a high performing portfolio
• How to understand the rate market: yield curves, spreads, monetary policy
• How economic data affects the bond market
• The impact of interest rate risk on portfolio management
• Portfolio strategies of laddering, barbells, riding the yield curve
• Day-to-day portfolio management techniques
• Evaluating investment portfolio performance