Fixed Income Resources · Annapolis, Maryland

Fixed income consulting and bond training.

Consulting for companies building in fixed income, bond training for advisor firms, and self-study CE courses accepted by CFP Board. Led by Charles Urquhart, CFA, with 30+ years in the bond market.

Book a 20-minute call Consulting for companies →

Self-study CFP® CE · Six courses

The Bond Series for Advisors

Ladders, individual bonds, munis, bond math, what extra yield is really paying for, and how to explain all of it to clients. Pick the CE hours you need or take the whole series. Certificate with every course.

From $19 See the courses →

Three ways to work together

Every engagement starts with a 20-minute call.

Consulting

Advisory board seats, buy-side go-to-market and project work

For fixed income platforms, asset managers, index providers and data firms. Paid by retainer, equity or a mix; projects scoped and priced up front.

Consulting →

Team training

Bond CE and training for your whole advisor force

License the six-course Bond Series for every advisor, add live workshops, and I report the CE to CFP Board. Per seat or a flat firm license, plus programs for wholesalers, sales teams and new hires.

Team Training →

For advisors

Six self-study CFP CE courses

Ladders, individual bonds, munis, bond math, credit, and how to explain it all to clients. From $19, with a certificate and CE reported for you. No product sponsors.

Bond Courses →Six CFP CE courses

Career

Lehman Brothers · Fidelity Capital Markets · Tradeweb · Andrew Davidson & Co. · Loyola University Maryland

Published in

Advisor Perspectives · NAPFA Advisor

About Charles

Charles has worked in the bond business since 1990. At Lehman Brothers he was a VP in institutional fixed income, covering US hedge funds, pensions and other domestic accounts in non-dollar European government bonds and the related derivatives markets. He then spent 18 years at Fidelity Capital Markets, then worked in fixed income technology at Tradeweb and Andrew Davidson & Co. He is a CFA charterholder based in Annapolis, and today advises OpenOffering, trains advisors and relationship managers, and teaches at Loyola. Fixed Income Resources is a CFP Board CE sponsor and an approved NASAA IAR CE content provider.

More about Charles →

LEHMAN BROTHERSVP, Institutional Fixed Income: non-dollar European government bonds
18 YEARSFidelity Capital Markets
TECHNOLOGYTradeweb · Andrew Davidson & Co.
TODAYFixed Income Resources · OpenOffering · Loyola University Maryland

Currently

NOV 2026

Advising

OpenOffering on buy-side adoption of its electronic primary-market platform for municipal bonds.

Teaching

FI 380 at Loyola University Maryland's Sellinger School of Business. Member of the Finance Department Advisory Board.

Writing

The Weekly Clarity Brief, on private credit and retail distribution. Free on LinkedIn. Subscribe →

Latest writing

All writing →

NOV 2026 Advisor PerspectivesWhat the Zero-Rate Era Left on Your Shelf JUL 2026 Advisor PerspectivesInvestment-Grade Corporate Bonds Are Offering Real Income. That’s Not Why You Should Be Nervous. MAR 2026 Advisor PerspectivesThe bond market is healing, and nobody's paying attention

DEC 2025 NAPFA AdvisorWhen Spreads Forget Risk: Lessons from the Tech Bubble for Today's AI Debt Boom

Next step

Start with a 20-minute call.

If you're building, launching or explaining something in fixed income, I'd like to hear about it.

Book a 20-minute call Or send a note

20-MINUTE CALL VIDEO OR PHONE

WHAT WE’LL COVER

01Your product, launch or problemTell me what you’re building and who it’s for.

02How bond buyers will see itAdvisors, RMs, platforms or the buy side.

03An honest next stepIncluding when I’m not the right fit.

CHARLES URQUHART, CFA FIR