Introduction to Fixed Income

$129.00

This session introduces the basics of debt. The course begins by exploring the different sectors of fixed income and identifying the major market participants. Differences between debt and equity are discussed. Throughout the session, commonly used terms in the fixed income markets will be identified and practiced. The features of a fixed income security will be identified.

  • Date: Wednesday, September18 – 1:00-3:00 p.m. ET
  • Recommended CPE Credits: 2.4
  • Instructor: Ken Kapner
  • Duration: 2 Hours

Description

This session introduces the basics of debt. The course begins by exploring the different sectors of fixed income and identifying the major market participants. Differences between debt and equity are discussed. Throughout the session, commonly used terms in the fixed income markets will be identified and practiced. The features of a fixed income security will be identified.

Course Objectives

By the end of this session, participants will be able to:

    • Describe the features and characteristics of fixed income securities
    • Outline broad structure of debt markets
    • Differentiate between
      • Debt and equity
      • Notes/Bonds and money market instruments
    • Identify market participants
      • Issuers
      • Investors
      • Custodians
    • Define the following terms:
      • Par Value
      • Maturity and term to maturity
      • Coupon
      • Yield to maturity
    • Calculate the settlement amount of a trade
  • Read bond quotes and identify terms of an individual security

Prerequisites: Suggested but not required

  • Fundamentals of the Capital Markets/Securities Industry or equivalent knowledge

Program Level: Foundational

Target Audience: Anyone who wants to learn about fixed income, such as staff from operations, IT, legal, compliance, middle office, or HR, and regulators who work closely with various aspects of the fixed income markets.

Advance Preparation: None

Computers and Financial Calculators: Computers or tablets for viewing and accessing the electronic documents

Recommended CPE Credits: 2.4

Duration: 2 Hours

Price: $129.00