Description
This session will provide a foundation for advisors who are new to the world of fixed income or a refresher to those who have not recently participated in the fixed income market. The world of Fixed Income has it's own terminology and it is important for advisors to know the terms and be able to explain them to their clients. This session will provide definitions and discuss the attributes of individual bonds.
Learning Objectives
Advisors will learn how to explain bond concepts to their clients and communicate effectively with traders when initiating bond purchases/sells on behalf of their clients. Participants will be able to discern the nuances of various securities and how the different sectors impact pricing/rating. Advisors will be able to identify bond types and what attributes of each security are a better fit for their clients when building customized portfolios.