Learn fixed-income investments and grow steady returns. Enroll now to build smart, risk-managed portfolios with real-world strategies! Read more.
Robert (Bob) Steele CPA, CGMA, M.S. Tax, CPI
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Get Started with All Access PassBuy Only This CourseAbout This Course
Who this course is for:
- Beginners looking to understand the basics of fixed-income investments
- Intermediate investors seeking to enhance their bond investment strategies
- Financial professionals aiming to deepen their expertise in bond markets
- Anyone interested in building a balanced, income-generating portfolio
What you’ll learn:
- The role of bonds in portfolio diversification and risk management
- How to align investment goals with time horizons and risk tolerance
- How to mitigate interest rate, liquidity, and market risks
- In-depth knowledge of government, corporate, municipal, and high-yield bonds
- Evaluation techniques for bond pricing, yield, and credit quality
- Practical applications of asset allocation, tax-equivalent yield, and bond funds
The differences between various bond types, including TIPS, callable, convertible, and zero-coupon bonds - The influence of macroeconomic factors like inflation and interest rates on bond performance
Requirements:
- Basic understanding of investments concepts is helpful
- A willingness to engage with practical tools and case-based learning
Sharpen Your Skills, Diversify Smartly, Secure Consistent Returns!
Welcome to Mastering Bonds: A Comprehensive Guide to Fixed-Income Investments, where you’ll gain expert insight into one of the most essential components of a successful portfolio: bonds. This course is designed for learners of all levels, offering a blend of foundational concepts and advanced techniques used by professionals.
Core Modules Include:
1. Investment Foundations
- Understand how fixed-income investments contribute to portfolio stability
- Learn how to match bond strategies to time horizons and personal financial goals
2. Strategy and Risk Management
- Develop sound bond investment strategies tailored to your risk tolerance
- Conduct a personal finance checkup to prepare for real-world investing
- Navigate interest rate risk, market fluctuations, and liquidity concerns
3. Comparative Analysis
- Explore the differences between bonds and stocks, mutual funds, and money market instruments
- Learn to evaluate corporate and municipal bonds based on creditworthiness and structure
4. Advanced Bond Insights
- Dive into Treasury securities, including T-Bills, Notes, and TIPS
- Understand specialized instruments such as convertible, callable, and high-yield bonds
- Gain confidence in analyzing fixed-income securities, including MBS, ABS, and CDOs
5. Valuation and Performance
- Master bond market pricing, yield calculations, and tax considerations
- Explore the use of sinking funds and asset-backed structures for safer investing
- Learn to apply strategic and dynamic asset allocation techniques
This course goes beyond theory, integrating real-world examples, case studies, and hands-on applications to ensure lasting retention and practical skills.Â
By course end, you’ll be equipped with the confidence and capability to manage your own fixed-income portfolio or enhance the one you already have. Enroll today and embark on your path to mastering bonds.
Start Now and Explore My Courses To Build Your Financial & Investment Skills Today!
Our Promise to You
By the end of this course, you will have learned about Fixed-Income Investments.
10 Day Money Back Guarantee. If you are unsatisfied for any reason, simply contact us and we’ll give you a full refund. No questions asked.Â
Keep Learning and Head to Our Blog Posts For More Actionable Tips and Advanced Strategies!
Course Curriculum
| Section 1 - Presentations - Bonds Investing | |||
| Investing Overview Part 1 | 00:00:00 | ||
| Investing Overview Part 2 | 00:00:00 | ||
| Time Horizons And Investing Goals | 00:00:00 | ||
| Investment Strategy | 00:00:00 | ||
| Personal Finance Checkup | 00:00:00 | ||
| Interest Rate Risk | 00:00:00 | ||
| Market Risk | 00:00:00 | ||
| Common Stock | 00:00:00 | ||
| Mutual Fund Part 1 | 00:00:00 | ||
| Mutual Fund Part 2 | 00:00:00 | ||
| Mutual Fund Part 3 | 00:00:00 | ||
| Liquidity Risk | 00:00:00 | ||
| Asset Allocation | 00:00:00 | ||
| Asset Allocation Strategies | 00:00:00 | ||
| Asset Allocation Fund | 00:00:00 | ||
| Diversification | 00:00:00 | ||
| Government Bond | 00:00:00 | ||
| Municipal Bonds | 00:00:00 | ||
| General Obligation (GO) Bond | 00:00:00 | ||
| Treasury Bills (T-Bills) | 00:00:00 | ||
| Treasury Note | 00:00:00 | ||
| Treasury Inflation-Protected Securities (TIPS) | 00:00:00 | ||
| Treasury Bond (T-Bond) | 00:00:00 | ||
| Revenue Bond | 00:00:00 | ||
| Tax-Equivalent Yield | 00:00:00 | ||
| Fixed-Income Security | 00:00:00 | ||
| Understanding Interest Rates, Inflation, And Bonds | 00:00:00 | ||
| Corporate Bond | 00:00:00 | ||
| Convertible Bond | 00:00:00 | ||
| High-Yield Bond | 00:00:00 | ||
| Callable Bond | 00:00:00 | ||
| Bond Market Vs. Stock Market | 00:00:00 | ||
| Cash Vs. Bonds | 00:00:00 | ||
| Money Market Vs. Short-Term Bonds | 00:00:00 | ||
| Bonds And Secondary Market | 00:00:00 | ||
| Zero-Coupon Bond Vs. Regular Bond | 00:00:00 | ||
| How Bond Market Pricing Works | 00:00:00 | ||
| Treasury Bonds And Retirements | 00:00:00 | ||
| Mortgage-Backed Security (MBS) | 00:00:00 | ||
| Asset-Backed Security (ABS) | 00:00:00 | ||
| Agency Bond | 00:00:00 | ||
| Collateralized Debt Obligation (CDO) | 00:00:00 | ||
| Sinking Fund | 00:00:00 | ||
| Serial Bond | 00:00:00 | ||
| Bond Rating | 00:00:00 | ||
| Bond Yield | 00:00:00 | ||
| Section 2 - Practice Probs. - Bonds Investing | |||
| Investment Estimated Gains Time Value of Money | 00:00:00 | ||
| Tax Equivalent Yield | 00:00:00 | ||
| Tax Equivalent Yield Tax Rate Comparison | 00:00:00 | ||
| Bond Price Using Excel | 00:00:00 | ||
| Coupon Rate And Current Yield | 00:00:00 | ||
| Yield to Maturity And Effective Annual Yield | 00:00:00 | ||
| Yield Curve | 00:00:00 | ||
| Coupon Rate, Current Yield, YTM, And Market Price for Discount Bond | 00:00:00 | ||
| Coupon Rate, Current Yield, YTM, And Market Price for Premium Bond | 00:00:00 | ||
| Graphing Bond Price | 00:00:00 | ||
| Bond Price For Multiple Bonds | 00:00:00 | ||
| Debentures That Are Callable Price | 00:00:00 | ||
| Change In Bond Rating Impact On Price | 00:00:00 | ||
| Zero Coupons Bond Price Calculation | 00:00:00 | ||
| Bond Purchased On Margin – Leverage Investment | 00:00:00 | ||
| Section 3 - Excel Probs. - Bonds Investing | |||
| Investment Estimated Gains – Time Value Of Money | 00:00:00 | ||
| Tax Equivalent Yield | 00:00:00 | ||
| Tax Equivalent Yield Tax Rate Comparison | 00:00:00 | ||
| Bond Price Using Excel | 00:00:00 | ||
| Coupon Rate And Current Yield | 00:00:00 | ||
| Yield To Maturity And Effective Annual Yield | 00:00:00 | ||
| Yield Curve | 00:00:00 | ||
| Coupon Rate, Current Yield, YTM, And Market Price For Discount Bond | 00:00:00 | ||
| Coupon Rate, Current Yield, YTM, And Market Price For Discount Premium | 00:00:00 | ||
| Graphing Bond Price Part 1 | 00:00:00 | ||
| Bond Price For Multiple Bonds | 00:00:00 | ||
| Debentures That Are Callable Price | 00:00:00 | ||
| Change In Bond Rating Impact On Price | 00:00:00 | ||
| Graphing Bond Price Part 2 | 00:00:00 | ||
| Graphing Bond Price Part 3 | 00:00:00 | ||
| Zero Coupons Bond Price Calculation | 00:00:00 | ||
About This Course
Who this course is for:
- Beginners looking to understand the basics of fixed-income investments
- Intermediate investors seeking to enhance their bond investment strategies
- Financial professionals aiming to deepen their expertise in bond markets
- Anyone interested in building a balanced, income-generating portfolio
What you’ll learn:
- The role of bonds in portfolio diversification and risk management
- How to align investment goals with time horizons and risk tolerance
- How to mitigate interest rate, liquidity, and market risks
- In-depth knowledge of government, corporate, municipal, and high-yield bonds
- Evaluation techniques for bond pricing, yield, and credit quality
- Practical applications of asset allocation, tax-equivalent yield, and bond funds
The differences between various bond types, including TIPS, callable, convertible, and zero-coupon bonds - The influence of macroeconomic factors like inflation and interest rates on bond performance
Requirements:
- Basic understanding of investments concepts is helpful
- A willingness to engage with practical tools and case-based learning
Sharpen Your Skills, Diversify Smartly, Secure Consistent Returns!
Welcome to Mastering Bonds: A Comprehensive Guide to Fixed-Income Investments, where you’ll gain expert insight into one of the most essential components of a successful portfolio: bonds. This course is designed for learners of all levels, offering a blend of foundational concepts and advanced techniques used by professionals.
Core Modules Include:
1. Investment Foundations
- Understand how fixed-income investments contribute to portfolio stability
- Learn how to match bond strategies to time horizons and personal financial goals
2. Strategy and Risk Management
- Develop sound bond investment strategies tailored to your risk tolerance
- Conduct a personal finance checkup to prepare for real-world investing
- Navigate interest rate risk, market fluctuations, and liquidity concerns
3. Comparative Analysis
- Explore the differences between bonds and stocks, mutual funds, and money market instruments
- Learn to evaluate corporate and municipal bonds based on creditworthiness and structure
4. Advanced Bond Insights
- Dive into Treasury securities, including T-Bills, Notes, and TIPS
- Understand specialized instruments such as convertible, callable, and high-yield bonds
- Gain confidence in analyzing fixed-income securities, including MBS, ABS, and CDOs
5. Valuation and Performance
- Master bond market pricing, yield calculations, and tax considerations
- Explore the use of sinking funds and asset-backed structures for safer investing
- Learn to apply strategic and dynamic asset allocation techniques
This course goes beyond theory, integrating real-world examples, case studies, and hands-on applications to ensure lasting retention and practical skills.Â
By course end, you’ll be equipped with the confidence and capability to manage your own fixed-income portfolio or enhance the one you already have. Enroll today and embark on your path to mastering bonds.
Start Now and Explore My Courses To Build Your Financial & Investment Skills Today!
Our Promise to You
By the end of this course, you will have learned about Fixed-Income Investments.
10 Day Money Back Guarantee. If you are unsatisfied for any reason, simply contact us and we’ll give you a full refund. No questions asked.Â
Keep Learning and Head to Our Blog Posts For More Actionable Tips and Advanced Strategies!
Course Curriculum
| Section 1 - Presentations - Bonds Investing | |||
| Investing Overview Part 1 | 00:00:00 | ||
| Investing Overview Part 2 | 00:00:00 | ||
| Time Horizons And Investing Goals | 00:00:00 | ||
| Investment Strategy | 00:00:00 | ||
| Personal Finance Checkup | 00:00:00 | ||
| Interest Rate Risk | 00:00:00 | ||
| Market Risk | 00:00:00 | ||
| Common Stock | 00:00:00 | ||
| Mutual Fund Part 1 | 00:00:00 | ||
| Mutual Fund Part 2 | 00:00:00 | ||
| Mutual Fund Part 3 | 00:00:00 | ||
| Liquidity Risk | 00:00:00 | ||
| Asset Allocation | 00:00:00 | ||
| Asset Allocation Strategies | 00:00:00 | ||
| Asset Allocation Fund | 00:00:00 | ||
| Diversification | 00:00:00 | ||
| Government Bond | 00:00:00 | ||
| Municipal Bonds | 00:00:00 | ||
| General Obligation (GO) Bond | 00:00:00 | ||
| Treasury Bills (T-Bills) | 00:00:00 | ||
| Treasury Note | 00:00:00 | ||
| Treasury Inflation-Protected Securities (TIPS) | 00:00:00 | ||
| Treasury Bond (T-Bond) | 00:00:00 | ||
| Revenue Bond | 00:00:00 | ||
| Tax-Equivalent Yield | 00:00:00 | ||
| Fixed-Income Security | 00:00:00 | ||
| Understanding Interest Rates, Inflation, And Bonds | 00:00:00 | ||
| Corporate Bond | 00:00:00 | ||
| Convertible Bond | 00:00:00 | ||
| High-Yield Bond | 00:00:00 | ||
| Callable Bond | 00:00:00 | ||
| Bond Market Vs. Stock Market | 00:00:00 | ||
| Cash Vs. Bonds | 00:00:00 | ||
| Money Market Vs. Short-Term Bonds | 00:00:00 | ||
| Bonds And Secondary Market | 00:00:00 | ||
| Zero-Coupon Bond Vs. Regular Bond | 00:00:00 | ||
| How Bond Market Pricing Works | 00:00:00 | ||
| Treasury Bonds And Retirements | 00:00:00 | ||
| Mortgage-Backed Security (MBS) | 00:00:00 | ||
| Asset-Backed Security (ABS) | 00:00:00 | ||
| Agency Bond | 00:00:00 | ||
| Collateralized Debt Obligation (CDO) | 00:00:00 | ||
| Sinking Fund | 00:00:00 | ||
| Serial Bond | 00:00:00 | ||
| Bond Rating | 00:00:00 | ||
| Bond Yield | 00:00:00 | ||
| Section 2 - Practice Probs. - Bonds Investing | |||
| Investment Estimated Gains Time Value of Money | 00:00:00 | ||
| Tax Equivalent Yield | 00:00:00 | ||
| Tax Equivalent Yield Tax Rate Comparison | 00:00:00 | ||
| Bond Price Using Excel | 00:00:00 | ||
| Coupon Rate And Current Yield | 00:00:00 | ||
| Yield to Maturity And Effective Annual Yield | 00:00:00 | ||
| Yield Curve | 00:00:00 | ||
| Coupon Rate, Current Yield, YTM, And Market Price for Discount Bond | 00:00:00 | ||
| Coupon Rate, Current Yield, YTM, And Market Price for Premium Bond | 00:00:00 | ||
| Graphing Bond Price | 00:00:00 | ||
| Bond Price For Multiple Bonds | 00:00:00 | ||
| Debentures That Are Callable Price | 00:00:00 | ||
| Change In Bond Rating Impact On Price | 00:00:00 | ||
| Zero Coupons Bond Price Calculation | 00:00:00 | ||
| Bond Purchased On Margin – Leverage Investment | 00:00:00 | ||
| Section 3 - Excel Probs. - Bonds Investing | |||
| Investment Estimated Gains – Time Value Of Money | 00:00:00 | ||
| Tax Equivalent Yield | 00:00:00 | ||
| Tax Equivalent Yield Tax Rate Comparison | 00:00:00 | ||
| Bond Price Using Excel | 00:00:00 | ||
| Coupon Rate And Current Yield | 00:00:00 | ||
| Yield To Maturity And Effective Annual Yield | 00:00:00 | ||
| Yield Curve | 00:00:00 | ||
| Coupon Rate, Current Yield, YTM, And Market Price For Discount Bond | 00:00:00 | ||
| Coupon Rate, Current Yield, YTM, And Market Price For Discount Premium | 00:00:00 | ||
| Graphing Bond Price Part 1 | 00:00:00 | ||
| Bond Price For Multiple Bonds | 00:00:00 | ||
| Debentures That Are Callable Price | 00:00:00 | ||
| Change In Bond Rating Impact On Price | 00:00:00 | ||
| Graphing Bond Price Part 2 | 00:00:00 | ||
| Graphing Bond Price Part 3 | 00:00:00 | ||
| Zero Coupons Bond Price Calculation | 00:00:00 | ||
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