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Fixed Income

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Short-Term Debt Securities

Price a US Treasury bill Calculate bond equivalent yield Identify various short-term debt securities and their key features
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$159

USD

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4 hours
Start Date: Open enrollment

Treasury Inflation-Protected Securities (TIPS)

Define what a TIPS security is and how it works Calculate yield for a TIPS security
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$159

USD

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3 hours
Start Date: Open enrollment

Investing in Bonds

Understand fixed income basics: types, reading quotes and reasons for choosing bonds Be familiar with how and why bond prices change Acquire tools for discussing fixed income investments with a client
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$159

USD

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1.50 hours
Start Date: Open enrollment

Bond Price Sensitivity-Global

Calculate bpv for a single bond and a portfolio of bonds Group, or bucket, risk using bpv Understand and apply the concept of convexity to a bond portfolio Calculate modified duration Recognize the limitations of duration and convexity
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$159

USD

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4 hours
Start Date: Open enrollment

Long-Term Debt Securities

Calculate invoice price for long-term debt securities Explain the impact of credit risk on bond prices Identify the different features of various types of bonds
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$159

USD

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5 hours
Start Date: Open enrollment

Bond Price Sensitivity

Calculate DV01 for a single bond and a portfolio of bonds Group, or bucket, risk using DV01 Understand and apply the concept of convexity to a bond portfolio Calculate modified duration Recognize the limitations of duration and convexity
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$159

USD

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4 hours
Start Date: Open enrollment

Introduction to Bonds

Understand how bonds are quoted, traded and priced Calculate accrued interest and invoice price Distinguish between bills, STRIPS and bonds
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$159

USD

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4 hours
Start Date: Open enrollment

The Fixed Income Repo Market

Define a repo and describe its function Price a repo transaction Calculate carry and the forward price of a bond bought for forward settlement
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$159

USD

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5 hours
Start Date: Open enrollment

Introduction to World Bond Markets

Identify the key players in world bond markets and understand the geography of their trades. Differentiate between the types of bonds that are actively traded around the world. Discuss the primary features and functionality of government bond markets in seven...
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$159

USD

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4 hours
Start Date: Open enrollment

Portfolio Duration

Calculate the duration of a bond portfolio Rebalance the duration of a bond portfolio by determining how much cash to raise or how much of one bond to swap for another
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$159

USD

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3 hours
Start Date: Open enrollment
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