Investment Operations

Capital Markets Fundamentals and Fixed Income

Categories Introductory

Course Instructor

Course Level

Beginner

Certification

Certificate

Delivery

Via Zoom

Hours (EST)

8:00 am - 12:00 pm

Description

Date: TBD

The Capital Markets Fundamentals and Fixed Income virtual course will cover the functions of the capital markets with an emphasis on fixed income products.  The presentation highlights the various fixed income products and market processes, participant roles and market pricing The course concludes with a thorough examination of the fixed income risks. By the end of the course, the attendees will be able to:

  • Identify and describe how fixed income markets function
  • Describe the role of fixed income intermediaries
  • Explain the various fixed income products and markets
  • Describe the role of fixed income end users
  • Identify and explain different fixed income risks

Prerequisite: None

Agenda

 Fixed Income Concepts and Terminology

  1. Debt
  2. Pricing, yield and coupons
  3. Current markets

 Fixed Income Products

  1. Treasury market
  2. Municipal market
  3. Corporate bonds
  4. Asset backed securities
  5. Money markets

 Fixed Income Risks

  1. Interest rate
  2. Credit
  3. Liquidity
  4. Reinvestment
  5. Pricing

 Summary and Questions

In-House Training

Custom Training can help you achieve your corporate training goals while staying on budget and focusing the content on the needs of your group. Email your questions regarding corporate training to training@investmentoperations.net.

2024 Training Calendar

Training Catalogue

Course Instructor

Course Level

Beginner

Certification

Certificate

Delivery

Via Zoom

Hours (EST)

8:00 am - 12:00 pm

Description

Date: TBD

The Capital Markets Fundamentals and Fixed Income virtual course will cover the functions of the capital markets with an emphasis on fixed income products.  The presentation highlights the various fixed income products and market processes, participant roles and market pricing The course concludes with a thorough examination of the fixed income risks. By the end of the course, the attendees will be able to:

  • Identify and describe how fixed income markets function
  • Describe the role of fixed income intermediaries
  • Explain the various fixed income products and markets
  • Describe the role of fixed income end users
  • Identify and explain different fixed income risks

Prerequisite: None

Agenda

 Fixed Income Concepts and Terminology

  1. Debt
  2. Pricing, yield and coupons
  3. Current markets

 Fixed Income Products

  1. Treasury market
  2. Municipal market
  3. Corporate bonds
  4. Asset backed securities
  5. Money markets

 Fixed Income Risks

  1. Interest rate
  2. Credit
  3. Liquidity
  4. Reinvestment
  5. Pricing

 Summary and Questions

In-House Training

Custom Training can help you achieve your corporate training goals while staying on budget and focusing the content on the needs of your group. Email your questions regarding corporate training to training@investmentoperations.net.

2024 Training Calendar

Training Catalogue

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