This course explains how to choose and invest in bonds. Each type of bond (U.S. Treasuries, U.S. government agency bonds, municipal bonds, and corporate bonds) is explained and the unique advantages and disadvantages are described.

Audience :

This series is for anyone who is interested in learning more about the ways to grow their money using stocks, bonds, and mutual funds.

Time :

3.0 hour(s)

Objectives :

• Distinguish between types of bonds (U.S. Treasuries, U.S. government agency bonds, municipal bonds, and corporate bonds)
• Determine the taxable equivalent yield for U.S. Treasuries and municipal bonds
• Explain any risk factors associated with different types of bonds
• Explain reasons for using municipal bonds in an investment portfolio
• Describe high-grade and high-yield corporate bonds and how they fit into a portfolio
• Explain the effects of rising interest rates on different types of bonds
• Research and purchase different bond types

Features :

• Exercises that allow users to practice the application
• A file containing the text of the exercises
• A glossary
• A Skill Assessment

Prerequisites :

• None