Course curriculum

    1. 11010 Investing Overview Part 1

    2. 11015 Investing Overview Part 2

    3. 11020 Time Horizons and Investing Goals

    4. 11030 Investment Strategy

    5. 11040 Personal Finance Checkup

    6. 11050 Interest Rate Risk

    7. 11060 Market Risk

    8. 11070 Common Stock

    9. 11080 Mutual Fund Part 1

    10. 11081 Mutual Fund Part 2

    11. 11082 Mutual Fund Part 3

    12. 11090 Liquidity Risk

    13. 11100 Asset Allocation

    14. 11110 Asset Allocation Strategies

    15. 11120 Asset Allocation Fund

    16. 11130 Diversification

    17. 11140 Government Bond

    18. 11150 Municipal Bonds

    19. 11160 General Obligation (GO) Bond

    20. 11170 Treasury Bills (T-Bills)

    21. 11180 Treasury Note

    22. 11190 Treasury Inflation-Protected Securities (TIPS)

    23. 11200 Treasury Bond (T-Bond)

    24. 11210 Revenue Bond

    25. 11220 Tax-Equivalent Yield

    26. 11230 Fixed-Income Security

    27. 11240 Understanding Interest Rates, Inflation, and Bonds

    28. 11250 Corporate Bond

    29. 11260 Convertible Bond

    30. 11270 High-Yield Bond

    31. 11290 Callable Bond

    32. 11300 Bond Market vs. Stock Market

    33. 11310 Cash vs. Bonds

    34. 11320 Money Market vs. Short-Term Bonds

    35. 11330 Bonds and Secondary Market

    36. 11340 Zero-Coupon Bond vs Regular Bond

    37. 11350 How Bond Market Pricing Works

    38. 11360 Treasury Bonds and Retirements

    39. 11370 Mortgage-Backed Security (MBS)

    40. 11380 Asset-Backed Security (ABS)

    41. 11390 Agency Bond

    42. 11400 Collateralized Debt Obligation (CDO)

    43. 11410 Sinking Fund

    44. 11420 Serial Bond

    45. 11430 Bond Rating

    46. 11440 Bond Yield

    1. 11020 Investment Estimated Gains Time Value of Money

    2. 11030 Tax Equivalent Yield

    3. 11035 Tax Equivalent Yield Tax Rate Comparison

    4. 11110 Bond Price Using Excel

    5. 11120 Coupon Rate and Current Yield

    6. 11130 Yield to Maturity and Effective Annual Yield

    7. 11140 Yield Curve

    8. 11200 Coupon Rate, Current Yield, YTM, and Market Price for Discount Bond

    9. 11210 Coupon Rate, Current Yield, YTM, and Market Price for Premium Bond

    10. 11220 Graphing Bond Price

    11. 11250 Bond Price for Multiple Bonds

    12. 11260 Debentures that are Callable Price

    13. 11270 Change in Bond Rating Impact on Price

    14. 11280 Zero Coupons Bond Price Calculation

    15. 11295 Bond Purchased on Margin – Leverage Investment

    1. 11020 Investment Estimated Gains - Time Value of Money

    2. 11030 Tax Equivalent Yield

    3. 11035 Tax Equivalent Yield Tax Rate Comparison

    4. 11110 Bond Price Using Excel

    5. 11120 Coupon Rate and Current Yield (1)

    6. 11130 Yield to Maturity and Effective Annual Yield

    7. 11140 Yield Curve

    8. 11200 Coupon Rate, Current Yield, YTM, and Market Price for Discount Bond

    9. 11210 Coupon Rate, Current Yield, YTM, and Market Price for Discount Premium

    10. 11220 Graphing Bond Price Part 1

    11. 11250 Bond Price for Multiple Bonds

    12. 11260 Debentures that are Callable Price

    13. 11270 Change in Bond Rating Impact on Price

    14. 11222 Graphing Bond Price Part 2

    15. 11224 Graphing Bond Price Part 3

    16. 11280 Zero Coupons Bond Price Calculation

About this course

  • $40.00
  • 77 lessons
  • 20 hours of video content

Description

Welcome to: Mastering Bonds: A Comprehensive Guide to Fixed-Income Investments, where we embark on an enriching journey through the intricate landscape of bond investments. This course is designed to empower learners of all levels, from novices seeking foundational knowledge to experienced investors aiming to sharpen their skills and strategies in the world of fixed-income securities.

Our comprehensive exploration of bond investments encompasses not only the fundamentals but also advanced techniques, ensuring that you gain a profound understanding and the confidence to navigate this dynamic market effectively.

Investing Overview: Begin your journey with a solid grounding in investing principles. Understand the crucial role bonds play in diversifying your investment portfolio and managing risk.

Time Horizons and Investing Goals: Delve deeper into the concept of aligning your investment goals with your unique time horizon. Explore how your financial objectives evolve over time and tailor your bond investments accordingly.

Investment Strategy: Craft a resilient investment strategy that aligns with your financial goals and risk tolerance. Learn to balance the pursuit of returns with the preservation of capital through strategic bond selection.

Personal Finance Checkup: Conduct a comprehensive personal finance assessment to ensure your readiness for bond investing. Evaluate your financial health, identify areas of strength, and address potential weaknesses before diving into the bond market.

Interest Rate Risk: Navigate the complexities of interest rate risk, a pivotal factor influencing bond prices. Gain practical strategies to mitigate risk and seize opportunities as interest rates fluctuate.

Market Risk: Explore market risk in-depth and harness techniques to manage it effectively. Understand the interconnectedness of macroeconomic factors and bond markets, enabling you to make informed decisions in a dynamic environment.

Common Stock: Compare and contrast bonds with common stocks. Analyze their unique characteristics, risk profiles, and roles within a diversified investment portfolio.

Mutual Fund: Discover the world of bond mutual funds and their role in simplifying bond investments. Understand how mutual funds pool resources to invest in a diversified portfolio of bonds.

Liquidity Risk: Examine liquidity risk and its implications for bond investors. Learn to assess and manage liquidity risk factors, ensuring you can access your invested capital when needed.

Asset Allocation: Master the art of asset allocation, a critical aspect of building a well-balanced bond portfolio. Explore different asset allocation models to optimize returns while controlling risk.

Asset Allocation Strategies: Deepen your knowledge of asset allocation with advanced strategies. Explore tactical approaches such as strategic asset allocation and dynamic asset allocation to adapt to changing market conditions.

Diversification: Uncover the power of diversification in bond investing. Understand how spreading investments across various bond types, sectors, and geographies can enhance risk-adjusted returns.

Government Bond: Take an in-depth look at government bonds, often considered the bedrock of fixed-income investing. Understand the nuances of various government bond types, including Treasury bonds and municipal bonds.

Municipal Bonds: Explore municipal bonds in detail, including their role in financing local government projects. Dive into the intricacies of general obligation bonds and revenue bonds.

General Obligation (GO) Bond: Analyze the ins and outs of general obligation (GO) bonds, backed by the full faith and credit of municipalities. Learn how to evaluate the creditworthiness of issuing municipalities.

Treasury Bills (T-Bills): Discover the world of Treasury bills (T-Bills), short-term government securities. Learn how T-Bills are issued, traded, and their role in managing liquidity.

Treasury Note: Explore Treasury notes and their relevance to investors seeking steady income. Understand how Treasury notes with varying maturities can align with your investment objectives.

Treasury Inflation-Protected Securities (TIPS): Delve into Treasury Inflation-Protected Securities (TIPS), designed to shield investors from the erosive effects of inflation. Explore how TIPS provide a reliable hedge against rising consumer prices.

Revenue Bond: Gain a comprehensive understanding of revenue bonds and their link to specific revenue-generating projects. Learn how revenue bonds differ from general obligation bonds and assess the associated risks.

Tax-Equivalent Yield: Calculate tax-equivalent yields to make informed investment decisions. Explore how taxes impact bond returns and discover strategies for comparing taxable and tax-free bond yields.

Fixed-Income Security: Explore fixed-income securities as the cornerstone of consistent income generation in your portfolio. Examine various fixed-income instruments, including bonds, bond funds, and certificates of deposit (CDs).

Interest Rates, Inflation, and Bonds: Decode the intricate interplay between interest rates, inflation, and bonds. Understand how shifts in these economic factors influence bond prices and yields.

Corporate Bond: Analyze corporate bonds from different perspectives, including credit quality, industry sectors, and credit ratings. Learn how to assess corporate bond risks and rewards.

Convertible Bond: Uncover the unique features of convertible bonds, which offer the potential for capital appreciation while providing downside protection. Explore scenarios in which convertible bonds can enhance your portfolio.

High-Yield Bond: Explore high-yield bonds, also known as junk bonds, and their potential for higher returns. Assess the associated credit risks and strategies for incorporating high-yield bonds into your portfolio.

Callable Bond: Examine callable bonds and their impact on bond investors. Understand the dynamics of callable bond pricing and strategies to navigate callable bond markets.

Bond Market vs. Stock Market: Draw a comprehensive comparison between the bond market and the stock market. Understand the unique characteristics, risks, and benefits of investing in bonds versus stocks.

Money Market vs. Short-Term Bonds: Differentiate between money market instruments and short-term bonds. Explore the scenarios in which each option is most suitable for your cash management and investment goals.

Zero-Coupon Bond vs Regular Bond: Learn about zero-coupon bonds and their role in long-term financial planning. Compare them to traditional coupon-bearing bonds and understand their potential advantages.

Bond Market Pricing: Gain insights into the intricacies of bond market pricing and valuation. Explore how bond prices are determined in the secondary market, including the impact of interest rates and credit quality.

Mortgage-Backed Security (MBS): Explore the world of mortgage-backed securities (MBS) and their significance in the real estate market. Understand the structure of MBS and the risks associated with these investments.

Asset-Backed Security (ABS): Delve into asset-backed securities (ABS) and their connection to diverse asset classes, from auto loans to credit card receivables. Learn about the structuring of ABS and how they function in financial markets.

Collateralized Debt Obligation (CDO): Gain a deep understanding of collateralized debt obligations (CDOs) and their structured nature. Explore how CDOs are created, rated, and traded in the financial markets.

Sinking Fund: Learn about sinking funds and their role in ensuring timely bond repayments. Understand how sinking funds provide an added layer of security for bondholders and assess their benefits.

Join us on this illuminating journey through the captivating realm of bond investments. Whether you aspire to secure your financial future, generate a steady stream of income, or diversify your investment portfolio, this course equips you with the knowledge, strategies, and confidence to excel in the bond market. Enroll today and embark on your path to mastering bonds.