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Investment Training & Education

 

 

As your personal investment guide, Bond Investment Mentor will help you boost your fixed income investment knowledge, level up your portfolio management skills, and help you gain the know-how you need to help your community financial institution achieve its financial goals

Onsite Training

One or two day training sessions on fixed income investments and portfolio management for institutional groups at their location.  The training can be tailored to the specific needs and objectives of the group.  Specialty training for an institution’s management or board is also available. 

Online Courses & Learning

On-demand education and training for community-based financial institutions.  The courses cover topics related to fixed income investments, portfolio management and related financial topics.  

Investment Workshops

Comprehensive, 2-3 day training for employees involved with investments at community-based financial institutions.  Topics covered include fixed income securities and the management of an institution’s investment portfolio.   

1-on-1 mentoring

For clients interested in a highly tailored and personalized approach.  Individualized professional training and development on investments, portfolio management, asset/liability management and other topics pertinent to community-based financial institutions.

To learn more about the learning and training services available, head over to Bond Investment Mentor!

The Bond Investment Mentor Podcast

Are you searching for an objective source to help you understand how to manage fixed income investments for your financial institution?  Each week, join Chris Nelson, a 30-year banking and investment veteran, as he covers fixed income securities and investment portfolio management, and discusses the latest news and developments in the financial markets.

Ready to take the next step?

Schedule a complimentary consulting session to discuss your situation, questions and needs.  No pressure, no obligation. 

Nelson Capital Advisors Logo

499 Broadway #209
Bangor, ME 04401

Phone:  207 420 2442

Chris @ NelsonCapitalAdvisors.com

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