Learn Bond Basics with your Peers
The Bond Academy is designed to provide community bankers with the basic knowledge needed to help plan and create effective investment portfolios.
A high performance investment portfolio can add up to an additional .25% ROA to your bank’s bottom line. The learning objectives of Bond Academy Level I are aimed at providing you with the tools to understand how debt instruments work and their overall role in complementing the entire balance sheet.
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
What Our Graduates Are Saying:
“I’m new to this role and it was a great broad spectrum fit.”
“Very informative and excited to get back and put this information to work. Thank you!”
“Great content, wide breadth of topics.”
“Very effective at keeping discussions at a high level.”
“What I liked best was the content of the program and the ability to speak one-on-one with the presenters later.”
“I was very impressed by the knowledgeable speakers.”
Monday Night, October 23
We will have food, drink, and music at a private event at a local restaurant.
Room Cost: $175/night
Dress for Bond Academy:
ICBA Securities is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, through www.learningmarket.org. For more information regarding individual site administrative policies such as complaints and refunds (if applicable), please contact Elise Patterson at 800-422-6442. No advanced preparation is required for this course. Potential for up to 12 hours credit may be awarded for verified attendance at this group-live seminar. The course level for Bond Academy is intermediate.