Bond Selection and Analysis defines the features, risks, and qualities of bonds. This course explores the different ways to look at bond yields that help explain a bond’s value to clients. It explains the importance of having working knowledge of duration as the most important measure of bond risk. This course discusses investment strategy decisions that help clients to select investment options that meet their needs.

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.

Learning Objectives: After completing this course, students will be able to:

• 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