7 Class Hours

Instructor: Chris Thompson

For “bond beginners” or those new to the investment portfolio function, this course addresses the basics of bond portfolio composition and management for the community bank. Rudimentary bond mechanics, fixed income analytics and management practices consistent with the bond portfolio’s historical purpose will be discussed.

Prior to the course, students will be polled regarding fixed income investment portfolio experience and the particulars of their bank’s investment portfolio. There is no pre-course fixed income familiarity standard to which students will be presumed to have attained.

Annual School Session

Second/Third Year, Second Week Elective Course

Financial Management Track