Build a solid foundation in bond investing with practical tools, valuation methods, and market insights.
This course provides a comprehensive introduction to the foundational concepts of bond investing, designed for financial advisors and professionals looking to deepen their expertise. Beginning with a detailed exploration of key bond characteristics, you'll learn how to develop expected cash flows for a sample bond and apply two industry-standard valuation methodologies. The course also covers the essential mathematics behind these techniques, reinforcing your understanding through practical, hands-on examples.
Beyond the fundamentals, the course surveys a range of bond types and market sectors, culminating in a historical analysis of risk and return across the past 25 years. You'll gain insight into how maturity and credit quality influence performance. This rigorous, practice-oriented course is ideal for those planning to integrate bond investing into their advisory services or pursue a professional investment designation. It also serves as a critical prerequisite for advanced training in bond risk analysis, portfolio construction, and performance measurement.
Investment Consultant, Author and Mentor
I have a long record of success in client-centered investment management, with experience in all phases of the investment process: analytics, research, asset allocation, investment selection, performance evaluation and communicating results that are relevant, robust and understandable. I have managed bond portfolios for insurance companies and multi-asset portfolios for endowments, foundations, pension plans and high-net worth individuals. This experience has helped me develop a holistic perspective focused on helping clients to achieve a secure financial future. Using this perspective, I have helped to transform several investment organizations from followers to leaders in the industry, who now measure success in terms of their clients’ financial outcomes, rather than simply beating benchmarks. I have also dedicated myself to mentoring and training investment staff, many of whom have moved their careers forward as a result of this training. For over a decade I was an adjunct faculty member for a university MBA program, and an instructor for investment professionals taking the Chartered Financial Analyst (CFA) exams. Toward this end, I have published many articles, both in public investment journals, with the CFA Institute and also on LinkedIn. This has allowed me to advance the body of knowledge within the industry. I believe that trustworthiness, diligence and capability are essential values for those who take responsibility for client assets.
