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. Participants may begin their Bond Basics coursework at any time.


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 Performance Institute.

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Curriculum

Course Objectives

Modules include:

  • The Basics of a Bond
  • Understanding Yield
  • Investment Portfolio Risks
  • Intro to Fixed-Income Securities
  • Intro to Portfolio Management

Bond Basics is an online, self-paced course taking users approximately 18-20 hours to complete, and includes video instruction, five module quizzes and a cumulative exam. Users also gain access to a workbook to aid in their learning. Users have access to the course for six (6) months after they register.


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.

Did you know? Bond Basics is a pre-requisite for the Community Bank Performance Institute (CBPI). Those who have taken Bond Basics or intend to are eligible for a $200 discount on CBPI!

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Digital Credentialing

GSBC is a verified issuer of digital credentials through Accredible! Within 30 days of completing Bond Basics, users receive a digital badge and certificate that is shareable with their employer and on social media platforms, such as LinkedIn.


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.

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What People Are Saying

I took Bond Basics and attended this program in 2023. Both programs were very helpful in gaining more knowledge about various aspects of investments. The faculty were well informed and shared many examples from their own professional experiences. The curriculum was tailored to the current economic environment and challenges that many community banks face today. I especially enjoyed the Bloomberg lab at this program where I was able to apply concepts we learned during classes and analyze many investment types. I would highly recommend these programs to banking professionals who are looking to strengthen their knowledge on how to manage an investment portfolio.

Aneta Lombardi
Aneta Lombardi
Bond Basics & Community Bank Performance Institute
2023 Attendee
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Why GSBC

About GSBC+Invest

GSBC+Invest is a tiered training platform that powers the community bank investment portfolio by growing the skills of the team members who affect it.

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