GSBC+Invest Bond Basics

Available Year-Round | Self-Paced Virtual Course | Audience: Beginner

Foundational Investments Training

Bond Basics is a self-paced virtual course designed to provide attendees with an understanding of the basic aspects of the investment portfolio. It will be released March 31, 2022.


Overview

The GSBC+Invest Bond Basics virtual course provides portfolio managers and individuals new to bank investments training on the mechanics and fundamentals of fixed-income investments from a community-banking perspective. Bond Basics is a pre-requisite of the GSBC+Invest Community Bank Investments School.


Curriculum

Course Objectives

  • Develop a working knowledge of the terminology used with bond investing
  • Understand the risks and rewards of different types of investment securities commonly used by community banks
  • Comprehend the role of the Treasury yield curve and FHLB advance curve in bond pricing
  • Develop an understanding of basic investment portfolio strategies


Registration & Fees

Bond Basics is a beginner-level course that is best suited for portfolio managers, individuals tangentially involved in investments and directors of community banks.

GSBC+Invest subscribers receive one registration to Bond Basics and may register additional attendees at a discounted rate. Registration is also open to non-subscribing institutions/individuals.

Learn More

Continuing Professional Education

Named registrants can also count hours of their Bond Basics coursework toward Continuing Professional Education (CPE). GSBC is registered with the NASBA as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards have final authority on the acceptance of individual courses.

Learn More

Meet the Instructor

Chris Nelson is president of Nelson Capital Advisors, an investment advisory firm serving community-based financial institutions. He has been involved in banking and investments for almost 30 years, formerly serving as the chief investment officer and director of finance & treasury for a New England-based community bank.

Learn More