Home > FMS Member Resources

Models and Samples

A collection of audit programs and requests for proposal contributed by hundreds of FMS members for the benefit of other members. In addition, an excellent guide to the selection of an ALM model most appropriate to the needs of your institution.

 

Audit Program Collection - The Audit Program Collection consists of over 150 sample audit programs from institutions of varied asset sizes and charter, with a broadly diverse emphasis on internal auditing.

Request for Proposal (RFP) Collection - The Request for Proposal Collection consists of 25 sample RFPs used by members to solicit bids on various engagements and products.

Choosing the Right Asset/Liability Management Model  - A free guide to choosing the ALM Model that best fits your balance sheet and your institution's operations.





© 2010 Financial Managers Society, Inc.
100 W. Monroe St., Ste 810, Chicago, IL 60603
Tel: 312-578-1300 | Fax: 312-578-1308 | info@fmsinc.org | Site Map | Contact FMS

Powered by NimbleUser