Bond Selection and Analysis

Explores the different ways to look at bond yields that help explain a bond’s value to clients, and the importance of having working knowledge of duration as the most important measure of bond risk. Discusses investment strategy decisions that help clients to select investment options that meet their needs.

Learning Objectives

After completing this course, students will be able to:

  • Identify the features of bonds
  • Describe the different types of yield associated with bonds
  • Describe the importance of duration in bond selection
  • Describe strategies for selecting bonds​​

Audience

Trust officers with at least three years of personal trust experience who need a deeper understanding of technical trust concepts and how solutions work when applied to client needs.

Course Credits

ICB Certifications: 1.0 CRSP, CSOP, CTFA​​​​

ABA Certificates: This course applies to the ABA Certificate in Trust: Intermediate​.

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Course / Seminar Type: Self-Paced Online
Course / Seminar Category: Wealth Management & Trust
Course / Seminar Code: ABA
Course / Seminar Start Date:
Course / Seminar Price: $175
Course / Seminar Location: