Bond Selection and Analysis

ABA SELF-PACED ONLINE TRAINING

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.

Objectives:

  • 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.

ABA Certifications: 1.0 CRSP, CSOP, CTFA

The New York Bankers Association is a Local ABA Training Provider.

Questions:
NYBA Professional Development at (212) 297-1679 or education@nyba.com.
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Member $175
Non-Member $225


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To license this course for multiple learners, contact NYBA Professional Development.