Increase Your Team's Knowledge and Understanding with Personal Investment Training

In the world of community banking, understanding the complexities of investments, asset-liability management, and other finance-related areas - as well as their interconnectedness - is crucial for the success of any community bank or credit union.  Yet, many management teams and boards find themselves navigating these waters without a clear grasp of the underlying concepts.  This lack of in-depth knowledge can hinder effective oversight and strategic decision-making.

To bridge this knowledge gap, Bond Investment Mentor offers Personal Investment Training to help your community financial institution.  With one- or two-day in-person or virtual sessions, this training sharpens your group's understanding of these essential principles.  Built around your institution's specific needs, these sessions are more than just training - they're an opportunity to fundamentally strengthen your team or board's knowledge and capability to contribute to your institution's financial success.

  • Customized Content:  Training specifically designed to suit your institution's unique needs and objectives, whether for a team or board.
  • Flexible Formats:  Option for one- or two-day sessions, available in both in-person and virtual settings to accommodate your schedule.
  • Comprehensive coverage:  Focus on key finance-related areas, including:
    • Fixed-income investment fundamentals
    • Portfolio management strategies
    • Asset-liability managment
    • Liquidity planning and management
    • Other topic areas as requested
  • Interactive Learning:  Engaging and easy-to-understand sessions designed to enhance practical understanding, not just provide information.
  • Expert-Led Instruction:  Training conducted by Chris Nelson, CFA, a 30+ year banking and investment veteran.

Meet Your Trainer

Chris Nelson, CFA is the founder and President of Bond Investment Mentor, which provides investment training and mentoring services to community bankers.  In addition, he is the host of the Bond Investment Mentor podcast, covering fixed-income securities and investment portfolio management for community financial institutions.

Chris is also president of Nelson Capital Advisors, an investment advisory and consulting firm serving community-based financial institutions.

Chris has been involved in banking and investments for over 30 years, formerly serving as the Chief Investment Officer and Director of Finance & Treasury for a New England-based community bank. In addition to managing the bank’s investment portfolio as it grew from $200 million to more than $1 billion, he was responsible for supervising the bank’s financial operations relating to liquidity and funds management, asset/liability and interest rate risk management, loan and deposit rate setting, hedging and derivative activities, and international services.

Ready to Strengthen Your Team's Financial Knowledge?

Take the first step by connecting with Chris to discuss how Personal Investment Training could work for your team's educational efforts.  Let's explore the possibilities together and set your team on a path to greater understanding and success!