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Registration is now open for Stifel’s Virtual Bond School, where Stifel product specialists will review all of the investment products that comprise a robust portfolio. In addition to bond basics, they will explore how to incorporate these products into an investment strategy that meets an institution’s goals and objectives.
As part of Stifel Fixed Income’s value-added suite of services, the courses are at no cost and continued professional education (CPE) credits are available. If you have any questions or would like additional information, please contact your Stifel representative or email FixedIncomeEvents@stifel.com.
Field of Study: Finance
As part of Stifel Fixed Income’s ongoing commitment to Continuing Professional Education (CPE), all attendees can earn up to 9 CPE credit(s) for participating in these group internet-based sessions, which require no prerequisites or advanced preparation.
Please note that each attendee must be registered individually, log in with their user-specific registration, and be logged on for a minimum period of time in each session to receive CPE credit. For CPE questions or comments please contact Christine Barraco at 631-656-4419 or email cbarraco@stifel.com
NASBA Disclaimer
Stifel Fixed Income is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org
1:00 - 1:10 p.m. ET
Introduction
1:10 - 2:10 p.m. ET
Bond Basics - Treasuries/Agency Bonds (1 credit)
2:10 - 2:30 p.m. ET
Break
2:30 - 3:30 p.m. ET
Municipal Bonds - Part 1 (1 credit)
3:30 - 3:45 p.m. ET
Break
3:45 - 5:00 p.m. ET
Mortgage-Backed Securities (1.5 credits)
1:00 - 2:00 p.m. ET
Municipal Bonds - Part 2 (1 credit)
2:00 - 2:15 p.m. ET
Break
2:15 - 3:15 p.m. ET
Collateralized Mortgage Obligations (1 credit)
3:15 - 3:30 p.m. ET
Break
3:30 - 4:30 p.m. ET
Agency Commercial Mortgage-Backed Securities (1 credit)
1:00 - 2:15 p.m. ET
Municipal Bonds - Part 2 (1 credit)
2:15 - 2:30 p.m. ET
Break
2:30 - 3:30 p.m. ET
Portfolio Construction (1 credit)
3:30 - 3:45 p.m. ET
Closing
