Overview
Participants of the optional EDI Preparedness Financial Primer program are those who are or intend to be enrolled in GSBC’s Executive Development Institute for Community Bankers (EDI). This initiative draws upon the curriculum of the Annual School Session, allowing participants to attend its first week and engage in a thoughtfully selected combination of first- and second-year courses.
The goal of the Financial Primer program is to provide incoming EDI students with foundational financial knowledge they may not have.
The core courses of this program are:
- Asset & Liability Management
- Strategic Planning in Today’s Environment
- Driving Financial Performance
Program electives (Choose 1):
- Commercial Real Estate Lending (Fundamentals or Advanced)
- Capital Planning and M&A
- Data Analytics and Banking
In addition, individuals may choose to take any or all of the following recorded classes:
Participants are eligible to obtain 36 continuing professional education (CPE) credits for the live courses they attend.
In recognition of the program’s focused intent, participants will not be required to complete projects and will not be designated as graduates of the Annual School Session.
How to Apply
Register for the Financial Primer Program
Tuition cost: $2,500
Tuition includes all course materials. Individuals will arrange and be responsible for their own transportation and lodging.

Upcoming Program Dates
- July 13-18, 2025 | University of Colorado Boulder
Refund Policy
A student who withdraws from the program will incur the following cancellation fees: If the withdrawal occurs within five weeks prior to the start of the session, one-half of the tuition will be retained. If withdrawal occurs within two weeks prior to the start of the session, all of the session tuition will be retained.
If tuition is deferred to a future session, it must be used by the student or sponsoring institution within three years. Any deferred tuition not used within three years will be refunded to the payee. If the payee cannot be located, the funds become the property of GSBC.
GSBC does not discriminate among applicants on the basis of race, religion, sex, national or ethnic origin, disability or age.