This document outlines a course on asset/liability management for financial institutions. The 3-credit course introduces students to management of financial institutions, including asset/liability and capital management decisions, administration of lending activities, and pricing of financial services. The rationale is that adequate asset/liability management is crucial for financial institutions' survival in today's competitive environment. Upon completing the course, students will be able to calculate bank profit/risk, develop portfolio strategies, compute cost of funds, and describe capital planning principles. Course objectives will be assessed through tests, problems, essays and case analyses.
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This document outlines a course on asset/liability management for financial institutions. The 3-credit course introduces students to management of financial institutions, including asset/liability and capital management decisions, administration of lending activities, and pricing of financial services. The rationale is that adequate asset/liability management is crucial for financial institutions' survival in today's competitive environment. Upon completing the course, students will be able to calculate bank profit/risk, develop portfolio strategies, compute cost of funds, and describe capital planning principles. Course objectives will be assessed through tests, problems, essays and case analyses.
This document outlines a course on asset/liability management for financial institutions. The 3-credit course introduces students to management of financial institutions, including asset/liability and capital management decisions, administration of lending activities, and pricing of financial services. The rationale is that adequate asset/liability management is crucial for financial institutions' survival in today's competitive environment. Upon completing the course, students will be able to calculate bank profit/risk, develop portfolio strategies, compute cost of funds, and describe capital planning principles. Course objectives will be assessed through tests, problems, essays and case analyses.
Copyright:
Attribution Non-Commercial (BY-NC)
Available Formats
Download as DOC, PDF, TXT or read online from Scribd
This document outlines a course on asset/liability management for financial institutions. The 3-credit course introduces students to management of financial institutions, including asset/liability and capital management decisions, administration of lending activities, and pricing of financial services. The rationale is that adequate asset/liability management is crucial for financial institutions' survival in today's competitive environment. Upon completing the course, students will be able to calculate bank profit/risk, develop portfolio strategies, compute cost of funds, and describe capital planning principles. Course objectives will be assessed through tests, problems, essays and case analyses.
Copyright:
Attribution Non-Commercial (BY-NC)
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Download as DOC, PDF, TXT or read online from Scribd
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METROPOLITAN COMMUNITY COLLEGE
COURSE OUTLINE FORM
COURSE TITLE _____ASSET/LIABILITY MANAGEMENT FOR FINANCIAL INSTITUTIONS
COURSE DESCRIPTION: This course introduces the student to the management and administration of financial institutions. Topics include introduction to management; asset, liability and capital management decisions; administration of lending activities; pricing of financial services; and integrative management techniques.
COURSE PREREQUISTITE: FINA 1310
RATIONALE: Adequate asset/liability management is crucial to the survival of financial institutions in today’s competitive environment. The course will provide basic understanding of the principles of asset/liability management for students pursuing careers in the banking industry.
REQUIRED TEXTBOOKS and/or MATERIALS:
Title: Bank Management Text and Cases
Edition: 5th
Author: George H. Hempel
Publisher: Wiley
Materials:
Attached course outline written by: Charles Ferguson Date: 1998
Reviewed/Revised by: Charles Ferguson Date: 5/01
Effective quarter of course outline: 05/FA Dean Date: M. Jane Franklin
Course Objectives, Topical Unit Outlines, and Unit Objectives must be attached to this form. NOTE: You may want to consider including this disclaimer in your syllabi. It has been reviewed by the college lawyers.
DISCLAIMER
Your instructor in this class will be a teacher and facilitator. Your instructor will help you gain knowledge in you quest to become an informed and possibly skilled investor. However your instructor WILL NOT act as a financial or investment counselor or advisor. While numerous investment techniques and philosophies will be discussed and analyzed in the course, your instructor will not make specific investment suggestions or offer investment advice to students. Nothing your instructor may say or do should be interpreted as making an investment recommendation. Neither your instructor nor the College are or will be responsible for nay investment decisions you may make during or after the completion of your attendance in the course. You assume any and all risks regarding any investment decisions you may make.
COURSE OBJECTIVES:
Upon completion of this course, the student will be able to:
1. Calculate profit and perform risk analysis of bank funds and investments. 2. Develop strategies for sound portfolio management. 3. Compute and use the cost of funds measurement in portfolio management. 4. Describe the principles of capital planning, acquisition, and management.
TOPICAL UNIT OUTLINE/UNIT OBJECTIVES:
Upon completion of this course the student will be able to:
Unit I. Current Banking Structures and Regulations
A. Describe the current banking structure and regulations. B. Identify changes and trends in the banking environment.
Unit II. Measuring a Banks Financial Performance
A. Explain the purpose and construction of a banks balance sheet. B. Explain the purpose and construction of a banks income statement. C. Describe four methods for measuring risk: 1. Liquidity risk 2. Interest rate risk 3. Credit risk 4. Capitol risk
Unit III. Asset and Liability Management
A. Describe how to determine a banks reserve needs. B. Explain how a banks liquidity needs are measured. C. Describe the sources of liquidity. D. Describe the characteristics and uses of various short-term debt securities. E. Explain appropriate strategies during market appreciation and depreciation. F. Describe the various types of bank deposits and non-deposit sources of funds. G. Explain the use of cost-of-fund measures.
Unit IV. Capital Planning, Acquisition, and Management
A. Describe the purpose of bank capitol and uses of leverage. B. Describe the fundamentals of capital planning and how to determine capital adequacy. C. Identify the differences between external equity and senior capital. D. Describe the purpose of external common stock issues. E. Discuss various capital management methods.
FINA 2220 – OPTIONAL TECHNOLOGY APPLICATIONS
Learner: • Overhead Projector – student presentations • NETCHE – Instructional videos – assist with presentation of information • Internet Research – keep class updated
Learner Facilitator: • Overhead Projector – short lectures, illustrations • Textbook Software – as specified • Course related videos and software • Computerized Test Bank
OUTCOME MEASURES for FINA 2220, ASSET/LIABILITY MANANGEMENT
COURSE OBJECTIVES ASSESSMENT MEASURES
1. Calculate profit and perform risk analysis ofObjective test, including problems, bank funds and investments short essay, and case analysis.
2. Develop strategies for sound portfolio Objective test including problems,
management. short essay, and case analysis.
3. Compute and use the cost of funds Objective test including problems, measurement in portfolio management. short essay, and case analysis.
4. Describe the principles of capital planning, Objective test, short essays, and case acquisition, and management. analysis. 5. Objectives 1-4 OPTIONAL: Written and oral reports.
