90-Minute Deep Dive

Extended Fixed Income Training for Teams That Want More

This 90-minute session is designed for firms and groups that want to go beyond the basics. With more examples, deeper discussion, and extended Q&A, this format gives advisors the space to really internalize fixed income concepts—and practice applying them to real client scenarios.

Available virtually or on-site, this CE-eligible session blends clarity with depth, making it ideal for teams that want meaningful professional development, not just another credit.
Write your awesome label here.
Format

Virtual or In-Person

Credit

CE Eligible

Best For

Team trainings, regional events, study groups, firm-wide development

Starting Fee

$3,500 - $4,500

What Makes the Deep Dive Different

Write your awesome label here.
  • More Real-World Examples: Advisors work through multiple client scenarios that mirror the conversations they’re having today.
  • Extended Q&A and Discussion: Time is built in for questions, edge cases, and real challenges from your team.
  • Deeper Application: Concepts aren’t just introduced—they’re reinforced through repetition, contrast, and live dialogue.
  • Stronger Skill Transfer: The extra time allows ideas to move from “interesting” to “usable.”

What We Cover

Each session is customized for your audience, but typically includes:
  • The core fixed income frameworks advisors need
  • How to explain bonds and income without jargon
  • Client-ready metaphors and language
  • Multiple real-world examples
  • Live Q&A tailored to your team’s questions
This format is especially effective for teams that want advisors to practice thinking differently, not just listen.
Write your awesome label here.

Why This Works

Most CE introduces ideas and moves on. The Deep Dive gives your advisors time to engage, ask, test, and refine—so clarity actually sticks.
Write your awesome label here.

Built for Engagement

Designed for live interaction, not passive listening

Room for Real Questions

Advisors can bring their actual client challenges

Plain English, Not Theory

Everything is taught in client-ready language

Immediate Takeaways

Language and frameworks they can use right away

Led by a Practitioner

Delivered by Charles Urquhart, CFA, with 30+ years in fixed income

Confidence Through Understanding

Advisors leave calmer, clearer, and more credible

Charles Urquhart, CFA
Founder and CEO

Charles Urquhart, CFA brings over 30 years of experience across Wall Street trading desks, institutional asset management, and advisor education. His career includes leadership roles at Lehman Brothers, Fidelity, Tradeweb, and Andrew Davidson & Co., where he helped advisors, family offices, and global institutions manage billions in fixed income assets.
Today, as an Adjunct Professor of Fixed Income at Loyola University Maryland, Charles is known for turning complex market concepts into plain-English insights that advisors can use immediately with clients. Fixed Income Resources reflects his lifelong commitment to one goal—helping advisors build clarity, confidence, and lasting trust through better fixed income conversations.

Book Your Deep Dive

Give your advisors the time and space to truly master fixed income conversations. Ideal for firm trainings, regional events, and teams ready for deeper development.

Turn complexity into clarity—one conversation at a time.
Write your awesome label here.